CRM & client records
Every client, contact, history, and record in one searchable profile.
The Workspace369 app
Workspace369 for iOS and the web puts clients, inbox, calls, calendar, proposals, invoices, and payments in one connected workspace — at your desk, between appointments, or after hours.

Every capability below is part of the same Workspace369 workspace on iOS and the web — no separate apps to reconcile.
Every client, contact, history, and record in one searchable profile.
Email, SMS, MMS, and call history in one shared inbox, beside the client record it belongs to.
Business calling and voicemail with routing, transcription, and AI call summaries.
Schedule client work, appointments, and reminders, with online booking on the same calendar.
Send proposals and quotes, turn accepted work into invoices, and collect payments online.
Share files, proposals, and invoices with clients through a portal backed by the same workspace.
Summaries, compose and rewrite, translate, and Ask AI included in every workspace.
Email and SMS automations, task creation, reminders, and internal notifications — plus dashboards and reports.
Client records, conversations, and billing share one workspace, so nothing gets lost between tools.



Every plan starts with a 14-day free trial — try the full plan free for 14 days before the first bill.
1 seat included
2 seats included
5 seats included
10 seats included
25 seats included
Workspace369 is a service-business and client-work workspace that combines CRM, requests, projects, calendar, a shared inbox with SMS, Workspace Voice calling, proposals, invoices, payments, files, Workspace AI, workflow automations, and reporting. The app puts that workspace in your pocket so you can run client work from anywhere.
Workspace369 runs on the web at app.workspace369.com and as an iOS app from the App Store. Both connect to the same workspace, so clients, conversations, invoices, and schedules stay in sync wherever you work.
Every plan starts with a 14-day free trial — try the full plan free for 14 days before the first bill. Plans start at $29 per month for solo operators, with team plans scaling up to 25 seats.
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.