2 Innovative Platforms for Agencies and Teams That Want to Work Smarter in 2025

Managing projects, budgets, feedback, and team collaboration can feel overwhelming, especially when you’re balancing multiple clients and fast-moving deadlines. The good news? Tools like Workast and Cone are built to simplify the way agencies and teams work. Whether you need better financial oversight, smarter task management, or streamlined feedback collection, these platforms help you stay organized, efficient, and focused on what matters most.

Let’s dive into how each one can support your team’s success in 2025.

1. Workast: Where Teamwork Gets Organized

Workast is a smart work management platform built to turn Slack conversations into structured, actionable tasks—without ever leaving Slack. Designed for collaboration-driven teams, Workast helps you delegate tasks, track projects, manage meetings, and automate workflows all in one place.

From customizable task lists and visual boards to shared calendars, you can keep everything organized across different projects and departments. Workast’s two-way calendar sync ensures you stay on schedule, and powerful reporting tools give clear insights into progress and productivity.

Now, with AI Workflows, you can stop manually sorting tasks. Workast captures incoming requests through forms, forwarded emails, or Slack messages—and automatically triages them based on urgency, workload, or category. Incoming tasks get categorized, assigned, and prioritized in real time, helping your team stay focused on doing the work, not organizing it.

Additional features like meeting agendas, form-based task creation, collaborative notes, and customizable fields make it easy to manage even the most complex projects. Plus, integrations with tools like Slack and Webex ensure your team’s workflow stays connected and streamlined.

Best for:

• Teams already using Slack who want structured task and project management without switching platforms

• Businesses aim to automate task triage, simplify workflows, strengthen accountability, and meet deadlines consistently.

2. Cone: Unified Proposals, Projects, and Billing for Service Firms

Cone is an all-in-one work management platform built for professional service firms to streamline proposals, project delivery, billing, and invoicing in one place. It replaces scattered tools and disconnected workflows with a single, structured system designed to reduce admin and boost efficiency.

With Cone, firms can send branded proposals with e-signatures(like Proposify), kick off projects instantly upon acceptance, track tasks and timelines, and manage billing—without ever leaving the platform. Smart workflows and client-friendly features ensure a seamless experience from proposal to payment.

What makes Cone stand out is its focus on automation and usability – giving small teams the power of an enterprise system without the complexity. No more juggling between five different tools or losing time to manual follow-ups – Cone keeps everything in sync and on track.

Unlike tools like Financial Cents that focus primarily on task management, Cone offers a broader solution—combining proposals, client onboarding, project tracking, and billing into one unified platform.

Best for:

• Agencies, creative firms and Accounting(it’s a tool like Qount for example), consulting teams managing client work from pitch to payment

• Teams that want to centralize proposals, projects, and billing in one platform without sacrificing flexibility

Final Thoughts
If your team is feeling weighed down by scattered processes and disconnected tools, platforms like Workast and Cone offer a refreshing solution. Whether you’re aiming to improve project profitability, automate task management, or simplify client communications, these tools are designed to bring clarity, collaboration, and real progress to your workflow. Explore them and see how much more streamlined and productive your agency can become in 2025.