Workamajig

workamajig.com
Productivity Analytics CRM Business management

Workamajig is a project and creative pipeline platform built to help agencies manage opportunities, companies, contacts, and day-to-day activity in one place. It supports structured relationship and workflow tracking so teams can keep work organized, follow up on leads faster, and maintain visibility across the sales-to-delivery timeline. It’s widely used in creative services where pipeline accuracy and consistent follow-through matter.

Connecting Workamajig helps BOBs keep your creative pipeline accurate without manual re-entry. BOBs can create new records for companies, update contacts, and log activities so your CRM and project context stay current as work evolves. When opportunities change or new leads enter, events like updated opportunities can trigger the right next steps across your other tools—so follow-ups, handoffs, and internal coordination happen immediately.

This unlocks agency operations use cases like faster lead-to-meeting follow-up, automatic enrichment of relationship data, consistent activity logging for accountability, and real-time pipeline monitoring that reduces missed chances. BOBs can also coordinate downstream updates in connected systems (e.g., notifying teams, generating briefs, or scheduling next actions) using the latest Workamajig signals.

Actions:
- Update Contact
- Create a Company
- Create Activity

Events:
- Updated Opportunity
- New Company
- New Activity

What can BOBs do with Workamajig?

Perform actions

  • Create a Company
  • Create Activity
  • List Company Key Options
  • Update Contact

Listen to real-time events

  • New Activity
  • New Company
  • Updated Opportunity