Yearly plans: first year for the price of 6 months

Inbox & callsWorkspace & team

May 2026: email in your inbox, multiple phone numbers and clearer team permissions

Write and preview email from the inbox, run several email addresses and phone numbers, delete and block safely, and set team permissions with role presets.

Cut-paper illustration: envelopes sliding into an inbox tray, two telephone handsets and a small bin.

Write, preview and send email without leaving your inbox

Compose an email with attachments, pick a branded template, and preview exactly how it will look to your client before you send. Mail you send lands in the client's conversation in the inbox, so the whole thread is in one place.

Where to find it
  1. Emails and Inbox in the sidebar
Open in the app
Plans
Every plan
Learn more
Inbox and communicationsConnect your email tutorialInbox overview

Several email addresses, each with its own auto-reply

Add more than one email address to the inbox. Each address can have a catch-all, its own auto-reply and assigned owners, and outbound mail shows its delivery status.

A signature builder lets you design signatures with embedded images.

Settings for the support@ email address: General, Sending, Hours and rules and Access tabs, with the mailbox name and color, a default-for-new-conversations switch, a mailbox photo and the catch-all switch.
Where to find it
  1. Settings
  2. Email, SMS & phone
  3. Email
  4. Email addresses
Open in the app
Plans
Every plan
Learn more
Inbox and communicationsInbox tutorial

Delete, mute and block without losing anything by accident

Delete a conversation and it goes to a Trash you can restore from for 30 days by default, with a five-second undo right after. Mute noisy threads so they stop interrupting you.

Block a sender across email, texts and calls from one blocked list. Blocking texts and calls needs a plan with texting and voice, which starts at Voyager.

The Blocked senders list: two email addresses and one phone number, each showing who blocked it, when and why, with an Unblock button and a Block a sender button above.
Where to find it
  1. Inbox
  2. conversation menu; Trash folder
Open in the app
Plans
Every plan
Learn more
Inbox and communicationsShared inbox

Use more than one phone number for texts and calls

Add more than one SMS and voice number, then pick which number to text or call from. Each number can have its own business hours and voicemail greeting, and on Specialist and above its own phone menu.

  • Choose the number to text or call from
  • Hours, voicemail and phone menu per number
The Phone numbers settings page listing three workspace numbers: Main line for calls and texts set as the default, Detailing bookings for texts only and restricted, and Fleet accounts paused.
Where to find it
  1. Settings
  2. Email, SMS & phone
  3. Phone & SMS
  4. Phone numbers
Open in the app
Plans
Voyager and up
Learn more
Phone menus and routingCalls and voicemail tutorialPhone number and routing

Set what each team member can do with role presets

Start from a role preset, then fine-tune a member's access in a Permissions tab written as plain sentences. The controls cover each main area of the app, from invoices and clients to tasks and files.

A page a member cannot open now shows a friendly no-access message instead of a blank screen.

Where to find it
  1. Settings
  2. Team & seats
  3. a member
  4. Permissions
Open in the app
Plans
Every plan
Learn more
Client-scoped accessTeam access and permissions

All release notesSubscribe to the feed

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.

Start free trialRequest a demo

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.