Stop answering “any update?”
WombatOps runs your clients, projects, tasks and documents in one workspace, and gives every client a portal where they see progress themselves. The status email dies here.
Invite-only beta. We onboard every team personally.
Sound familiar?
- Client work is spread across a CRM spreadsheet, a Trello board, a shared drive and three inboxes.
- Clients message “any update?” because they can't see progress. So you write it up. Again.
- Status updates eat an hour a week that should be billable.
- Tasks live in your head or a notebook, not somewhere your team (or future you) can find them.
One workspace, the way agencies actually work
A client comes in, you open a project, the project breaks into tasks, the tasks produce documents, and everyone who should see progress sees it — including the client. You stop narrating your work and just do it.
Who WombatOps is for
- Small web/marketing/design agencies running 2–15 active client projects.
- Solo consultants and freelancers who want to look organized without a heavyweight tool.
- Small service businesses delivering discrete projects to external clients.
What's included
Clients (CRM)
Track status, contact info, pipeline value and next actions for every client in one list.
Projects, Tasks & Board
Kanban board, backlog, lightweight weekly sprints, priorities, due dates, assignees, comments and activity history.
Documents
SOPs, deliverables and notes attached to the right project, with visibility control (internal vs. client-visible).
Client Portal
A clean, read-only view your clients log into to see exactly the progress you've marked visible — nothing more.
Automation & AI assist
Rule-based nudges for stale or overdue work, plus optional AI-drafted task suggestions a human always reviews first.
Settings & org control
Manage your organization, access and notification preferences in one place.
We run our own agency on it. Then we set you up ourselves.
WombatOps isn't a mockup. It's the tool we run real client delivery on every day. It's invite-only because we onboard each team personally: a real person recreates your active projects with you and checks in during your first weeks, instead of leaving you alone with an empty dashboard. That takes time, so we take on a few teams at a time.
Still on the roadmap: team invites, self-serve billing and formal legal pages. If you need those on day one, we're not ready for you yet — and we'd rather tell you now.
See the beta offerYour clients' data stays yours
Every organization is isolated at the database level with row-level security, so one account can never see another's clients, projects or documents. We're not independently certified yet; exactly what we do and don't do is spelled out on the security page. And in beta you talk directly to us, not a ticket queue.
Read our security & data handling pageCommon questions
Is this just another Trello/Notion?
No — WombatOps is built specifically around client delivery. The client portal and the Clients→Projects→Tasks→Documents chain are the point, not a generic board.
Can my clients actually log in?
Yes, with a read-only portal that only shows what you mark client-visible.
Is it ready for production use?
Yes — we run our own client delivery on it every day. New customers join through an invite-only beta while we finish team invites, self-serve billing and formal legal pages.
What does it cost?
Founding-beta teams lock in the beta rate: the price you join at stays when we leave beta. Details on the pricing page.