By industry · Marketing agencies

Run the agency and, when you are ready, sell the platform to your clients.

Agencies already own the funnel tools. What the clients keep asking for is the back office behind them: the projects, the retainers, the invoices, the reporting. WorkBOS runs your agency on one workspace, and the same product can be resold to your clients under your own brand.

Start free What the first week looks like ↓

Free for up to 5 seats · no card required

What usually goes wrong

Retainers, scope and what was actually delivered live in three places and one argument.

Every client wants reporting, and every report is assembled by hand.

You resell other people’s software and keep none of the margin.

What you get, by name

Every capability below is enforced on the server, not a demo screenshot. Anything that needs a paid plan says so on the card rather than leaving you to find out at checkout.

Campaign projects and retainers

Project templates for the work you repeat, recurring billing schedules for the retainer, and time tracking against both.

A branded client portalPro and up

Your logo and colours over each client’s projects, files, invoices and approvals.

Social publishing and content calendarPro and up

Scheduling, a content calendar and competitor watch in the same workspace as the client record, with a branded one-page analytics report you can send. Unattended publishing goes to LinkedIn today; the other networks are drafts you post yourself.

Real books behind the agencyPro and up

Invoices, bills, expense claims and a general ledger, so agency profitability is not a quarterly spreadsheet.

Sell it as yours

The white-label partner plan gives you unlimited client workspaces under your own brand and domain, provisioned from a snapshot of your own configuration. It is quoted rather than bought from a checkout, and the margin between what you pay and what you charge is yours.

Approve-first AI agents

An approve-first AI Chief of Staff that proposes the work and waits for a person to say yes. Every action it takes runs through the same permission checks a human would hit, is recorded against the person who approved it, and can be rolled back in one click. The full append-only audit log you can read back and export is an Enterprise capability.

Your first week

1
Set up one client exactly the way you want every client to look, and save it as a snapshot.
2
Move one retainer onto recurring billing and one client into the portal.
3
If reselling interests you, run your numbers on the reseller margin model before you talk to us.

Start free

What you are probably weighing this against

Each comparison opens by saying where the other product is the better choice, because that is the half of a comparison worth reading.

WorkBOS vs GoHighLevel WorkBOS vs ClickUp WorkBOS vs HubSpot WorkBOS vs SuiteDash WorkBOS vs Monday.com The full matrix

Questions agencies ask

How is this different from GoHighLevel?

GoHighLevel is a marketing and funnel stack with reselling on top. WorkBOS is the back office: projects, HR, a pay register and real double-entry accounting, with approve-first AI agents over all of it. Agencies run both, and the comparison page sets out where each one wins.

What does reselling actually pay?

One flat plan covers unlimited client accounts and you set what each client pays. Between their card and your bank sit two platform costs: a ten percent application fee on each charge and metered usage. The reseller page models it at your own numbers rather than quoting an example.

Can my clients see the WorkBOS brand?

Not on the white-label plan. Your logo, colours and domain, with WorkBOS branding removed, and your own custom domain attached with our team.

Set it up the way agencies actually work.

Start free for up to five seats, or let the Business Architect lay out the whole workspace from a short conversation and show you the blueprint before anything is created.

Start free Meet the Business Architect

Also worth a look: Client services, Sales and CRM, Consulting firms