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.
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.
Selected App Store reviews
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
Pricing
Proposals with deposits, invoices, a client portal, time tracking and email automations on every plan. Add calls, texts or full accounting as you grow.
Founding member offer
50% off your first 12 months on any plan, for the first 100 customers who join by Oct 31. Send us your website and we set up your workspace for you, free.
Regular price$23.25/mo
Billed yearly at $139.49
Win the job, do the work and get paid, all in one place.
Start free trial1 seat · 10,000 AI tokens
Regular price$59.25/mo
Billed yearly at $355.49
Calls, texts and email in one inbox, for small teams that ship client work.
Start free trialEverything in Cadet, plus
2 seats · 30,000 AI tokens
Regular price$119.25/mo
Billed yearly at $715.49
The full agency suite: pipeline, delivery and billing in one place.
Start free trialEverything in Voyager, plus
10 seats · 60,000 AI tokens
Regular price$239.25/mo
Billed yearly at $1,435.49
Real accounting depth and AI-drafted workflows for scaled firms.
Start free trialEverything in Specialist, plus
20 seats · 120,000 AI tokens
Regular price$559.25/mo
Billed yearly at $3,355.49
For organizations running several teams or brands.
Start free trialEverything in Commander, plus
50 seats · 300,000 AI tokens
14-day free trialCancel before your trial ends and pay nothingFrom Voyager: extra seats $10/mo eachDedicated SMS and voice numbers need a one-time $50 carrier setup
Switching tools?
What changes when you move to Workspace369. Competitor prices checked October 15, 2026, on their own pricing pages.
HoneyBook
Time tracking that becomes the invoice
HoneyBook retired its time tracker in September 2026. Timers, timesheets and billable time are on every Workspace369 plan.
Compare with HoneyBookDubsado
Automations from the $29 plan
Dubsado keeps its Flows on Premier ($525 a year). Workspace369 Cadet includes email automations and ready-made templates.
Compare with DubsadoBonsai
10 seats for $149 a month
Ten people on Bonsai Essentials list at $250 a month. Workspace369 Specialist includes 10 seats.
Compare with BonsaiMoxie
Room past five people
Moxie Teams stops at 5 members. Workspace369 Specialist includes 10 seats, and you can add more.
Compare with Moxie17hats
No add-ons for the basics
17hats charges extra each month for time tracking and recurring billing. Both are included on every Workspace369 plan.
Compare with 17hatsAI 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.
