Approval & Agency Workflow Tools

These are tools built around the agency problem specifically: many clients, each needing to review and sign off on content without agency staff sharing account passwords or clients seeing each other’s work. This is a different design goal from scheduling-with-an-approval-checkbox — see Field Guide: Approval Workflow for the distinction.

Tools profiled here

  • HeyOrca — per-workspace pricing, branded client portals
  • Sendible — unlimited users per workspace, Client Connect for password-free client linking
  • RecurPost — link-based client onboarding and approvals at a flat $79/mo for 20 profiles (disclosure: same team as this site)

Compare them directly: HeyOrca vs. Sendible. For a longer list of approval-focused tools by exactly where their approval features unlock, see Tools with Client-Facing Approval.

At the enterprise end, Emplifi offers multi-stage approvals on its Advanced tier ($2,499/mo) with unlimited seats — a different scale of buyer than most of this territory.

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