Workably
The CRM for advertising agencies.
Workably is a CRM built for advertising agencies that need to manage recurring client revenue as well as new business. It tracks retainers, renewal dates, monthly recurring revenue, and media under management, alongside contacts, deals, tasks, and email logging. The platform is designed to surface accounts that are approaching renewal or have gone quiet, so agencies can act before a client relationship lapses.
Core capabilities include a drag-and-drop pipeline with custom stages, retainer and MRR analytics, Media Under Management reporting, in-browser calling with AI call summaries, booking pages, web-to-lead forms, and two-way Google Calendar sync. Auraly, the built-in AI assistant, creates records, drafts follow-ups, flags at-risk retainers, and generates reports from existing client data. Integrations cover Google Calendar, Google Contacts, Zapier, and an open REST API with webhooks.
Workably is aimed at solo operators and agency teams. A free Starter plan supports one user with limited contacts, while Growth and Pro are priced per seat with monthly or annual billing and include AI action allowances. A 14-day trial with full Pro access is available, and optional add-ons cover calling, AI call summaries, and an AI receptionist.
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