Worklo PSA is your agency's operating system: projects, time, capacity, workflows, and client visibility in one calm command center—so your team stops living in five tabs and a spreadsheet.
Worklo is your agency's operating system.
Professional Services Automation—projects, time, capacity, workflows, and client visibility without stitching tools together.
Too many tools, too little signal—so every week starts with rework, firefighting, and guessing.
Worklo is not another tab to check—it is where delivery, people, and clients finally line up.
See who is actually free before you promise a date. Ops and sales finally speak the same language.
They see progress, leave feedback, and approve work in one place—without getting your whole internal stack.
Handoffs and approvals live in the product, not in a PDF nobody opens. New hires inherit how you work, not folklore.
Worklo is your agency's operating system—see how work, people, and data stay linked instead of scattered.
The messy edges that used to live in different tools—now visible in onge product.
Kanban, lists, and milestones stay tied to the people doing the work—so status meetings shrink and everyone sees the same truth.
Capture how the week really went—without nagging. Cleaner time means cleaner invoices and fewer write-offs.
Departments and roles roll up the way your firm is built—so overload shows up before it becomes a crisis.
A dedicated client experience for feedback and approvals—without handing over your messy internal tool.
Approvals, feedback, and visibility—scoped to what each client should see.
See how it worksWhat changes when the idea clicks—before you read a single spec sheet.
One place to answer “Can we take this?” and “Who owns it?” without opening four apps.
Work, time, and capacity share a backbone—so surprises surface early, not on launch day.
They see progress on their terms. You spend less time translating status into email.
When the data lives together, reporting and handoffs stop being a reconciliation project.
Nine modules, one product—the full picture lives here; deep dives and flows are on the Features page.
Proportional allocation across accounts. Know exactly who's available before committing to new work - at individual, department, and org level.
Node-based visual editor with role-based handoffs, approvals, and form steps—so SOPs become living processes instead of static docs.
Clock in/out widget, manual entries, weekly summaries, auto clock-out guardrails, and edit windows—so billable time stays accurate.
Kanban and table views, assignments, milestones, issues, and updates—plus Gantt, table, and workflow layouts when you need them.
About 40 granular permissions, dynamic roles, and superadmin controls—with a fast path from loaded role data and a database fallback. Rules are enforced with Supabase Row Level Security, not UI-only checks.
A dedicated client experience so accounts can view work, leave feedback, and approve deliverables—without giving clients your full internal tool.
Org, department, account, project, and time metrics with Recharts and D3—so leaders see utilization, delivery health, and trends in one place.
CRM-style account records and a department hierarchy so capacity, work, and reporting roll up the way your firm is actually structured.
Email-based onboarding for staff and clients (SMTP), plus internal newsletter broadcasting so updates reach the whole org without another tool.
One subscription. One login. One source of truth.
| What you have now | What Worklo provides | Avg. monthly cost |
|---|---|---|
| Monday.com / Asana / Basecamp | Project & task management (Kanban, Gantt, Table) | $12-20/user |
| Harvest / Toggl | Time tracking (clock in/out + manual entry) | $10-14/user |
| Float / spreadsheets | Real-time capacity planning | $6-10/user |
| Static SOP documents | Visual workflow builder with enforced handoffs | - |
| Slack status updates | Automated client portal with live visibility | $7-15/user |
Average savings: 40-60% reduction in software costs per user per month.
Open the live demo when you want the tour, or start a free trial when you are ready to run your next week inside one system.
