2026 suite: inbox, AI, accounting.Open app

Product updates

Recent Workspace369 product momentum.

A current snapshot of major product areas added or expanded through 2026 across automations, inventory, proposals, AI, inbox, voice, requests, and reporting.

Release map
AIknowledge and writing
Voicecalling and voicemail
Opsautomation and reporting

MCP server and built-in Workspace AI

Workspace369 became the first CRM built to be fully managed through the Model Context Protocol, and Workspace AI — writing help, translation, semantic search, and summaries — is included in every workspace.

  • Full workspace management from Claude, ChatGPT, Grok, Cursor, Windsurf, VS Code Copilot, or any MCP-compatible AI client
  • Read and write actions across clients, requests, projects, invoices, payments, inbox, schedules, automations, and reports
  • Workspace AI included with nothing to set up: Ask AI, compose and rewrite, translate, summaries, and AI-drafted workflow automations with test runs

Automation engine, inventory hardening, and profitability work

Workspace369 expanded the operational backbone with automation execution, logs, test runs, inventory tracking, low-stock alerts, and project profitability foundations.

  • Automation execution engine with logs and test runs
  • Inventory stock adjustments, low-stock alerts, reporting, and reconciliation
  • Project profitability and AR aging foundations

Products catalog overhaul and task board improvements

The product catalog and task board experience were modernized for teams that quote, invoice, and deliver from the same data.

  • Products and services catalog overhaul
  • Product activity notes and detail polish
  • Kanban zoom, scroll controls, and board status management

Proposal editor and AI knowledge base

Workspace369 added richer proposal workflows and stronger AI-assisted knowledge features.

  • Proposal editor with themes and engagement tracking
  • Deposit-on-accept proposal workflows
  • AI knowledge base, semantic search, and Ask AI expansion

Unified inbox, VoIP calling, and communications upgrades

The communications suite grew into a shared inbox with email, SMS, voice, voicemail, analytics, compliance, and routing work.

  • VoIP calling, call routing, and transfer improvements
  • Mailbox connections and SendGrid provisioning
  • SMS compliance, campaign registration, inbox analytics, and contact detail panels

Requests, lead capture, and embeddable forms

The website and public intake side of the product gained stronger request capture and embedded form flows.

  • Lead capture requests module
  • Multi-form embed support
  • Public form handling through the workspace public website

Ready when you are

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.

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