Use cases
Different teams, same problem: client work scattered across tools, and clients asking where things stand. Here's how each kind of team runs it in WombatOps.
Small web/marketing/design agencies
Today: Client delivery is spread across a CRM spreadsheet, a board tool and a shared drive — and clients ask for status updates because they can't see progress themselves.
With WombatOps: Run every client and project in one place, and give each client a portal that shows real status — no more manual update emails.
The flow: Add the client → start their project → break it into tasks on the board → attach the brief/SOP as a document → mark client-visible items so they see progress live.
Apply for the beta →Solo consultants / freelancers
Today: Looking organized to clients is hard when your task list lives in a notebook or a single shared doc.
With WombatOps: A lightweight system that makes a one-person operation look (and run) like it has real process, without the overhead of an enterprise tool.
The flow: Start a project per client, track deliverables as tasks, keep notes as documents, and share a clean portal link instead of a status email.
Apply for the beta →Small service businesses
Today: Ops are scattered — every client engagement seems to use a slightly different ad-hoc process.
With WombatOps: A consistent Clients → Projects → Tasks → Documents → Progress shape for every engagement, so nothing depends on one person's memory.
The flow: Standardize each new engagement as a project with the same status flow, so anyone on the team can see exactly where it stands.
Apply for the beta →Founder / internal ops
Today: Pre-process chaos: everything is tracked informally, and it's unclear what's actually due or owned by whom.
With WombatOps: A simple board and backlog that bring order to internal delivery work without the ceremony of a heavyweight tool.
The flow: Use projects for internal initiatives, assign owners and due dates on tasks, and keep supporting docs attached rather than scattered.
Apply for the beta →