Client work operating system
Create quotes and invoices, manage projects, requests, inbox, files, schedules, payments, AI workflows, and reporting without stitching together five separate platforms.
Workspace369 started from a simple frustration: service teams were running the same client relationship across a CRM, inbox, request forms, project boards, calendars, billing tools, files, and spreadsheets.
The current platform brings those pieces into one operating system. Teams can manage clients, requests, projects, schedules, shared inboxes, invoices, payments, expenses, accounting, storage, AI, and automations from one place.
Signal over noise
The relationship history follows the work from first request to final payment.
Product layers
The current Workspace369 product is built around the full client lifecycle. Leads, schedules, messages, files, invoices, payments, expenses, AI, and accounting stay close to the same client record.
Bring requests, leads, client details, files, notes, and follow-up into the same place before work starts drifting across tabs.
Move from intake into calendars, projects, tasks, reminders, time tracking, and team ownership without recreating the job context.
Use proposals, quotes, retainers, invoices, payment links, payment plans, expenses, inventory, and accounting workflows together.
Connected operations
Workspace369 is built around the full client lifecycle, not just one isolated workflow. Intake, delivery, communication, billing, files, and reporting stay in the same workspace.
Workspace369 is an operating system for service businesses and client-work teams: CRM, requests, projects, calendars, inboxes, billing, payments, files, AI, automations, and accounting in one workspace.
Projects, messages, billing, and follow-up sit close enough to show what needs attention.
Client work lifecycle
Workspace369 gives your team one connected path for the work that normally jumps across a CRM, form builder, inbox, project tool, calendar, billing app, payment processor, file drive, and spreadsheet.
Capture the request, schedule the work, keep conversations attached, deliver through projects and tasks, bill cleanly, collect payment, and report on the operation without rebuilding context at every step.
See the modulesAlways in motion
Bookings, billable hours and client approvals, straight from the app. Each loop plays on its own and pauses when it is offscreen.
Share a booking page. The time they pick lands on your team calendar, with reminders scheduled.
Track time against the project, select the unbilled hours, and they land on the invoice.
Clients approve files and pay invoices in one place, and your team sees it as it happens.
Try asking
Every detail has a place, so teams can move with less friction and more confidence.
App Store reviews
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Pricing
Choose based on seats, storage, AI usage, communication depth, automations, and accounting needs.
Billed yearly at $278.99
Everything a solo freelancer or consultant needs to run the day.
Start free trial1 seat · 5 GB storage · 10,000 AI tokens
Billed yearly at $710.99
For boutique studios and small teams that ship client work together.
Start free trialEverything in Cadet, plus
2 seats · 50 GB storage · 30,000 AI tokens
Billed yearly at $1,430.99
The full agency suite: pipeline, delivery and billing in one place.
Start free trialEverything in Voyager, plus
10 seats · 100 GB storage · 60,000 AI tokens
Billed yearly at $2,870.99
Real accounting depth and AI-drafted workflows for scaled firms.
Start free trialEverything in Specialist, plus
20 seats · 500 GB storage · 120,000 AI tokens
Billed yearly at $6,710.99
For organizations running several teams or brands.
Start free trialEverything in Commander, plus
50 seats · 1 TB storage · 300,000 AI tokens
14-day free trialFrom Voyager: extra seats $10/mo each, extra storage $15 per 100 GBDedicated SMS and voice numbers need a one-time $50 carrier setup
AI Connections · MCP
Claude, ChatGPT, Grok and other MCP apps can look up clients, draft invoices and manage your calendar, with the access you approve.
No API key needed — connecting uses secure OAuth sign-in. Available on every plan.
For developers
Connect Workspace369 to the rest of your stack. Let AI apps read and act on your workspace through the MCP server, subscribe to webhook events as work happens, and build custom integrations on the API — every call runs under your own permissions and lands in an audit log.
MCP works on every plan. Webhooks & API integrations are included from Specialist.
Read the developer docs arrow_outward
POST https://your-app.example/hooks/workspace369
{ "event": "invoice.paid", "data": { "id": "INV-1042", "client": "Forma Studio", "amount": 4800.00, "currency": "USD" }, "sent_at": "2026-10-02T09:41:12Z"}Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
