Agencies

WholeTeam for Agencies: Org chart, team chat, file library and time clock

Org chart, team chat, file library and time clock — all on your own network.

Agencies pay per-seat and per-client fees that scale with their success. Self-hosted, pay-once tools replace per-seat pricing with a flat cost that margins actually survive.

The tool this job usually means renting is Lucidchart, at $7.95/mo — roughly $95 a year, every year. WholeTeam does the job for a one-time $19 — running locally on your own machine.

Fit check

Why it fits how agencies work

🌳 Drag-drop org chart

CSV import, auto-layout, drag to reparent, department color coding — plus scenario planning to model a reorg before you announce it.

For agencies, drag-drop org chart pays off across every client account, with no per-seat math — and it's covered by the same one-time $19, not metered per month.

💬 Team chat, no server bill

Auto-generated department channels plus direct messages, hosted by the Admin machine on your LAN — no Slack subscription, no cloud.

For agencies, team chat, no server bill pays off across every client account, with no per-seat math — and it's covered by the same one-time $19, not metered per month.

📁 Department file libraries

Each department gets a shared 300MB library that syncs to a plain folder in Documents on every Member machine.

For agencies, department file libraries pays off across every client account, with no per-seat math — and it's covered by the same one-time $19, not metered per month.

Workflow

A typical workflow

STEP 01

Buy once, grab both installers

One $19 payment covers your whole team — download WholeTeam Admin for the host machine and WholeTeam Member for employees, right on this page.

STEP 02

Set up the Admin host

Install Admin on the owner or manager's machine and import your team from CSV — it starts hosting chat, files and the time clock for the office.

STEP 03

Connect your team

Install Member on each employee's machine — it connects to the Admin host on your LAN (or over Tailscale for remote workers) and everyone's in.

What it costs, honestly

WholeTeam is $19, once. Lucidchart at $7.95/mo — roughly $95 a year, every year. Against a 3-editor Lucidchart team, WholeTeam pays for itself in under a month — and it replaces the chat, file-sharing and time-clock subscriptions Lucidchart never covered.

FAQ

Agencies ask

Is WholeTeam worth it for agencies?

Against a 3-editor Lucidchart team, WholeTeam pays for itself in under a month — and it replaces the chat, file-sharing and time-clock subscriptions Lucidchart never covered. WholeTeam costs $19 once; Lucidchart charges $7.95/mo — about $95 a year. For agencies, that fixed cost is the whole point: the tool is a one-time line item, not a monthly one.

What's the difference between WholeTeam Admin and Member?

Admin is for the owner or manager — install it on one machine. It hosts the org chart, chat, files and time clock for everyone else, and it's the only place salary data ever lives. Member is for employees — it connects to the Admin install for chat, the file library, self-service profile and PIN clock-in.

Do I need a license per employee?

No — WholeTeam Admin is a one-time $19 purchase for the host machine, and employee Member installs are covered under the same purchase. There's no per-seat subscription.

Own WholeTeam forever — $19