If you've been searching for client onboarding workflow, project management with chat, or CompanyCam alternative for agencies, you’ve likely come across the workflow that’s reshaping how over 5,000 teams are handling client projects right now.
CompanyCam changed how agencies document work. But in 2025, photos alone aren’t enough. Modern agencies need integrated systems where communication, task management, and client collaboration live in the same place.
That’s why this Client Onboarding Workflow is going viral. It replaces fragmented processes with a unified client experience from day one.
Let’s be clear about where CompanyCam excels:
But here’s what agency teams are realizing when they need to manage projects — not just document them.
Agencies using CompanyCam + Slack + Google Drive + spreadsheets are feeling the hidden cost of tool sprawl — and looking for a better way.
What’s breaking for agencies and freelancers:
Photos are proof of work. But without an integrated workflow, they create more questions than answers.
TaskTag combines chat, task management, and visual documentation in a single platform.
Create Project & Chat → Use @mentions and #hashtags → Assign Tasks → Complete in One System
No app switching. No lost context. No confusion.
| Project Need | CompanyCam | TaskTag |
|---|---|---|
| Visual Documentation | ✅ Photos only | ✅ Photos + files + docs |
| Integrated Group Chat | ❌ None | ✅ Built-in with @mentions |
| Task Management | ❌ None | ✅ Templates & tracking |
| #Hashtag Linking | ❌ Not supported | ✅ Connect tasks & projects |
| @Mention Notifications | ❌ Basic comments | ✅ Real-time alerts |
| File Management | ❌ Photos only | ✅ Contracts, PDFs, assets |
| Client Permissions | ⚠️ All or nothing | ✅ Viewer / Editor / Admin |
| Template Reuse | ❌ Manual setup | ✅ Duplicate & deploy |
| Unified Workspace | ❌ Requires multiple apps | ✅ Everything in one place |
“We ditched CompanyCam, Slack, and Trello for TaskTag. Client onboarding went from 3 days to 3 hours.”
— Jessica M., Agency Operations Director
Alignment from the start — no extra setup.
Use a reusable task template to assign immediately:
#contract-signing → @legal-team#brand-assets → @design-team#kickoff-meeting → @account-manager#access-credentials → @tech-team#billing-setup → @financeEverything is ready to go before the kickoff meeting.
Real conversation with context:
@Sarah The #contract-signing is complete
@Mike Please upload brand guidelines to #brand-assets
Client logos attached here 👆
Click any hashtag to see:
Every task is visible and traceable — no guessing.
Everything is searchable and centralized.
Once onboarding is done:
Every version improves with time.
Related: Recurring Delivery Route Workflow: Why Delivery Teams Are Replacing CompanyCam with TaskTag
This workflow ranks for:
It’s built for exactly what your team is Googling.
CompanyCam documents what was built.
TaskTag manages how it's built.
Stop treating onboarding like a photo album. Start managing it like the collaborative process it actually is.
Access the Full Client Onboarding Workflow
Includes:
“Went from CompanyCam + Slack + Asana to just TaskTag. Clients love having everything in one place. We love having our sanity back.”
— Alex R., Creative Director
“The @mentions and #hashtags changed everything. It’s like Slack and Asana had a baby that actually works.”
— Maria K., Project Manager
“Client onboarding used to take 3 days. Now it’s 3 hours. The ROI was immediate.”
— Tom L., Agency Owner
Photos prove work happened. TaskTag ensures work happens smoothly.
Your competitors are already using integrated project platforms.
Your clients expect unified communication.
Your team deserves a system that works.
This isn't just an app switch. It's a system shift.