Client Project Automation by Workona

Set up client projects across apps & put it all in one place

If your team works with clients, most of your work is done in apps like Google Drive, Slack, and project management apps like Asana, ClickUp, or Monday. But there was no way to connect all those fragmented parts of the client project together — until now.

😫 Client projects are fragmented

Workona spaces have always been designed to bring everything together for a project. With over 4 million spaces created, it's clear that project fragmentation is a major problem.

Over the years, we noticed teams that worked with clients had a very consistent project workflow. Their sidebar in Workona was filled with client names, and every space looked about the same.

Each space had the client’s Google Drive folder, the client’s task list, the client’s Slack channels, etc. — all painstakingly created & saved to the space one by one.

We recognized an opportunity to deliver a truly magical experience for those teams – automating all of that tedious setup and putting everything for the client project in one place.

🤩 Spaces unify everything for a client

Teams can define the folders, docs, task lists, & other resources they need for a client, and Workona auto-creates them all in one click.

Or for a fully automated experience, you can integrate Workona into your team’s existing workflow in Salesforce, HubSpot, or other CRMs. Simply set up client spaces to be created automatically when an event occurs (for example, a Salesforce opportunity closing), and the client's folders, docs, etc. will be populated using data right from your CRM.

With each space, team members have one global view of the client project, instead of searching through dozens of apps.

Try it with your team for a month 100% free — no credit card required.

Trust us, your team is going to love you!

Cheers, Quinn & the Workona team