Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time
March and April 2026: a new proposal builder, intake forms and project profitability
A visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base.
Build several intake forms, each with its own design and follow-up
Create more than one public request form for your business. Each form has its own fields, design, thank-you step and notifications, plus spam protection. Share a link or embed a form on your own website, and every submission arrives in Requests, ready to turn into a client.
Forms hosted elsewhere can send leads in too: Requests settings has an inbound API with keys and field mapping. A new lead can also start a workflow, like a welcome email or a task for you.
- Several forms, each with its own design and notifications
- Share a link or embed on your site
- Inbound API with keys and field mapping
- Where to find it
- Requests
- Forms; Settings
- Requests
- Plans
- Every plan
A visual proposal builder with themes, deposits and tracking
Build a proposal as a page your client scrolls: a cover, text, images, a timeline, terms and line items you pick from your catalog. Choose a theme and colors, start from a saved template, and look back through earlier versions in version history.
Collect a deposit when the client accepts, and see when they open and engage with the proposal. An accepted proposal converts to an invoice in one step.
- Cover, images, timeline, terms and catalog line items
- Themes, saved templates and version history
- Deposit on acceptance and engagement tracking
- Where to find it
- Proposals in the sidebar
- New proposal
- Plans
- Every plan
See what each project earns and who owes you, by how late they are
Job profitability shows revenue, costs and margin for each project, built from your invoices, expenses and tracked time. Customer profitability does the same for each client, so you can see which work and which clients earn their keep.
AR aging groups unpaid invoices by how overdue they are, so you know who to chase first, and you can send a payment reminder from the report.
- Margin per project and per client
- Unpaid invoices grouped by how overdue they are
- Where to find it
- Accounting
- Reports
- Plans
- Specialist and up
- Learn more
- AccountingProject profitability software
Texts, calls and voicemail next to your email, with transfer and analytics
Email, texts and phone calls land in one inbox, matched to the client they belong to. Email arrives through your workspace address or a mailbox you connect, and works on every plan. From Voyager you can answer calls on web and mobile, dial out from a client, listen to voicemail and chart your call volume and outcomes in call analytics.
From Specialist, invite a teammate before you transfer a live call, merge into a three-way conference so the caller is never dropped, and set up phone menus, ring groups and business-hours routing.
- Texts and calls from Voyager, email on every plan
- Invite a teammate before transferring a call
- Phone menus, ring groups and business-hours routing from Specialist
- Where to find it
- Inbox in the sidebar
- Plans
- Voyager and up
Teach Workspace AI about your business with a knowledge base
Add your pricing, policies, procedures, team rules and FAQs as knowledge base entries, sorted into categories. Workspace AI looks them up when it replies, so answers follow how your business actually works.
Search finds entries by meaning, not just exact words. How much knowledge search you get depends on your plan's AI level.
- Where to find it
- Settings
- Knowledge base
- Plans
- Every plan
- Learn more
- Workspace AIWorkspace AI tutorial
A rebuilt products and services catalog
Products, services and packages now live in a cleaner catalog with list and card views, status tabs, filters and saved views. Each item has its own page for pricing, images and organization, and an activity timeline records what changed.
Write a description yourself or let AI draft and refine it. Cadet includes up to 20 products and services; Voyager and above have no limit.
- Where to find it
- Products in the sidebar
- Plans
- Every plan
Faster task boards: filter chips, search and kanban zoom
The Tasks header has filter chips and search, so you can combine status, assignee, tag and more to find the work in front of you.
On larger screens a zoom control resizes the kanban board so more columns fit on screen.
- Where to find it
- Tasks in the sidebar
- Plans
- Every plan
- Learn more
- Agency project managementTasks tutorial
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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
