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FREEBuilt for agencies & studios

Agency project management that clients can follow.

Run every client job on its own board, hand work cleanly between designers, developers and writers, and give clients a read-only view so they stop emailing for updates.
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Free for 1 to 5 people No credit card

Sound familiar?

Why agencies outgrow spreadsheets and chat threads

“Who has this?”

Work bounces between design, dev and content, and somewhere along the way nobody is sure who is holding the card.

Clients chasing updates

Your inbox fills with “just checking in” emails, and every status update eats time you could bill.

Tools built for someone else

Enterprise suites need a setup project of their own. Simple to-do apps can't handle ten clients at once.
HBK-12
Collect brand assets
Setup
  1. DP
    Dan created the card and assigned it
    Set the due date and checklist
  2. MR
    Did their part and passed the baton
    Checklist complete · note attached
  3. MA
    Maya holds it now
    Next action: uploads logo files
  4. SK
    Sam is up after that
    Final step before done

How Organizer Buddy helps

Built the way agency work actually flows

Organizer Buddy started inside our own web and SEO agency, so it's shaped around client work: many projects at once, lots of handoffs, and clients who want to see progress.
  • A board for every client project
    Each job gets its own board with the columns your team uses, from brief to launch.
  • Clean handoffs with the baton
    When design is done, pass the card to development with the next step spelled out. It lands in their inbox.
  • A client directory
    Keep every client in one list and link their projects to them (Pro).
  • Read-only client guests
    Invite a client to their project so they can see what's done and what's next, without touching anything else (Pro).

Example boards

Boards agencies run in Organizer Buddy

Every board starts with the columns you choose. Here are six setups to borrow.

Client onboarding

Turn every new signing into the same checklist: contracts, access, assets and kickoff.
Signed›Access & assets›Kickoff›Active

Website launches

Move pages from wireframe to live with an owner at every step and a launch checklist on the final card.
Plan›Design›Build›QA›Live

Design reviews

Pass mockups between designer, art director and client with comments right on the card.
Draft›Internal review›Client review›Approved

Retainer work

Keep ongoing requests flowing with recurring cards for monthly deliverables.
Requested›This month›In progress›Delivered

Content approvals

Writers hand drafts to editors, editors hand them to clients, and nobody loses track.
Writing›Editing›Client approval›Published

Monthly reporting

A recurring card each month so reports go out on time, every time.
Due soon›Pulling data›Review›Sent

Get started

Set up your first board in three steps

1

Create your free workspace

Pick a name and your team gets its own yourteam.organizer.biz address and private database. No credit card needed.
2

Add a client onboarding board

Create a project and add columns like Signed, Access & assets, Kickoff and Active. Then add a card for each piece of work, with an owner and a due date.
3

Pass the baton

Invite your designers, developers and writers. When design is done, pass the card to development with the next step spelled out, and invite your client as a read-only guest on Pro.

Features agencies love

The right tools, none of the bloat

PRO

Project templates

Start every client from the same proven setup.
PRO

File attachments

Keep assets next to the task, up to 50 MB each.
PRO

Custom domain

Put your workspace at an address like pm.youragency.com.
FREE

Saved views

Open “Needs action” and see exactly what's yours today.
See everything on the features overview and compare plans on our pricing.

Questions

Agencies FAQ

Can clients see all of our projects?
No. On Pro, a client guest is invited to one specific project with read-only access. They can't see other clients, other projects or your internal boards.
How many client projects can we run?
The Free plan includes 3 projects for up to 5 people. Pro gives you unlimited people and projects, which is what most agencies need once they're managing several clients.
Can we use our agency's own domain?
Yes. Every workspace gets a free yourteam.organizer.biz address, and on Pro you can point your own domain, such as pm.youragency.com, at your workspace.
Is Organizer Buddy built for agencies specifically?
It was built inside WebStuff, a web development and SEO agency, to manage our own client work. It works for any team, but client handoffs and client visibility were part of it from day one.

Keep exploring

More ways teams use Organizer Buddy

Marketing TeamsSee how marketing teams use it →Freelancers & SolopreneursSee how freelancers use it →Events & ProductionSee how event teams use it →

Browse all use cases →

Give your team (or yourself) a buddy.

Free for 1 to 5 people, no credit card. Set up your workspace in about a minute.

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