Client records
CRM and client records keep requests, messages, jobs, invoices, payments, files, and notes close to the same record.
Explore the workspace CRMAbout Workspace369
Built around the way client work actually moves.
Workspace369 brings client relationships, requests, communication, scheduling, delivery, billing, accounting, files, AI, and automations into one operating system for service businesses.
ContextKeep the client story intact
Requests, messages, jobs, invoices, payments, files, and notes stay close to the same record.
FlowMake handoffs visible
Sales, scheduling, delivery, finance, and support can see what changed and what needs to happen next.
DepthLet teams grow into more power
AI, automations, accounting, inventory, and reporting layer in as the business becomes ready.
Built around the way client work actually moves.
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.
What Workspace369 is
One operating system for the whole client relationship.
Workspace369 is a client-work operating system for service businesses. CRM, requests, projects, inbox, Workspace Voice, proposals and quotes, invoices, payments, expenses, files, AI, workflow automations, accounting, inventory, and reporting share one record of the client, so teams can sell, deliver, communicate, bill, collect payment, and report on client work without stitching together separate tools.
Inbox and SMS
A shared inbox connects email, SMS, calls, voicemail, and notes to the client and the work behind every conversation.
Explore the shared inboxWorkspace Voice
Calling, routing, voicemail, recording, and AI call summaries inside the Inbox suite, linked to client work and billing.
Explore Workspace VoiceScheduling and calendar
Tasks, dates, owners, calendar commitments, and reminders stay connected to the client request and project record.
Explore schedulingProposals and quotes
Define scope, price work from a reusable catalog, collect approval and a deposit, and carry accepted work into billing.
Explore proposals and quotesInvoices
Create and track invoices, retainers, credit notes, and payment schedules from the same client record.
Explore invoicingPayments
Payment links, deposits, saved methods, and payment plans keep collection status attached to the invoice and client.
Explore paymentsExpenses
Record costs near the client and project that caused them, with receipts, inventory, and profitability context.
Explore expensesFiles
Files, notes, and project assets stay attached to the client, request, or project that introduced them.
Explore filesAI assistant
Ask AI, knowledge search, drafting, rewriting, translation, and summaries work with connected workspace context.
Explore Workspace AIAutomations
Email and SMS automation, task creation, reminders, and internal notifications with unlimited steps, test runs, and execution logs.
Explore workflow automationsAnalytics and reporting
Dashboards connect client activity, projects, invoices, payments, expenses, and accounts receivable in one view.
Explore analyticsWho it is built for
Built for the people who carry the client work.
Workspace369 serves teams that sell, deliver, communicate, bill, collect payment, and report on client work — from one-person studios to growing service businesses.
Solo operators
One workspace for leads, proposals, projects, invoices, expenses, and reporting instead of a patchwork of single-purpose apps.
Freelance business softwareConsultants
Leads, a shared inbox, proposals, engagement projects, a client portal, invoices, and reporting stay connected per client.
Consulting firm softwareAgencies
Clients, projects, inbox, proposals, invoices, payments, files, AI follow-up, automation, and reporting in one agency CRM.
Agency CRM softwareSmall service businesses
CRM, projects, scheduling, inbox, invoices, payments, files, AI, automations, accounting, and reporting run together.
Service business management softwareClient-work teams
Sales, scheduling, delivery, finance, and support share one operating view of what changed and what needs to happen next.
Client work operating systemHow we work in the open
Product direction, pricing, and help are published where anyone can read them.
Dated product updates
The changelog records major product areas as they ship, across automations, inventory, proposals, AI, inbox, voice, requests, and reporting.
Public roadmap
The roadmap shows what is available, improving, and still being explored — product direction, not guaranteed delivery dates.
Trust, in plain terms
The trust page lists the credibility signals that matter before a team switches tools, including when a specialist platform is the better fit.
Documentation
Product guides and references cover workspace setup, core workflows, automations, integrations, and API access.
Guided support
The support page routes help requests for accounts, billing, CRM, projects, Inbox, Voice, payments, AI, automations, or integrations.
Published pricing
Every plan and feature appears in the pricing matrix, and the same matrix is published as JSON on every deploy.
Company facts
The company behind the workspace.
Legal entityWorkspace369 LLC
Workspace369 is a software product of Workspace369 LLC.
PlatformsWeb and iOS
Run the workspace in the browser or from the iOS app.
Download Workspace369 on the App StoreContactEmail the team
Sales and support questions reach Workspace369 directly.
FAQ
Common questions about Workspace369.
What is Workspace369?
Workspace369 is a service-business and client-work operating system that connects CRM, requests, projects, inbox, voice, proposals and quotes, invoices, payments, files, AI, workflow automations, accounting, inventory, and reporting in one workspace.
Who is Workspace369 for?
Workspace369 is built for solo operators, consultants, agencies, small service businesses, and client-work teams that sell, deliver, communicate, bill, collect payment, and report on client work.
Which platforms does Workspace369 run on?
Workspace369 runs on the web and on iOS. The iOS app is available on the App Store.
How can I try Workspace369?
Every Workspace369 plan starts with a 14-day free trial, so you can try the full plan free before the first bill. The pricing page lists current plans and the full feature matrix.
Next step
See the current Workspace369 in the real app.
Map your clients, requests, communication, projects, billing, payments, AI, automations, accounting, and reporting into one calm workspace.
20+connected modules
24/7client access
Oneoperating view