Workspace369 shipped 34 Clients & CRM updates; the latest, on November 11, 2026, is Send each client a monthly statement with their invoices, payments and costs.
Billing & paymentsClients & CRMClient portal
Send a client one monthly statement from their screen: balances, payments, pass-through costs and spend against a monthly budget, with a page they can open.
Clients & CRMBilling & paymentsCalendar & booking
Set up a boat pipeline, vessel fields and lead sources in one step, then bill services by the foot on invoices and your booking page.
Clients & CRMClient portal
Programs and memberships get a phone layout: a compact program page, member cards, buttons pinned in sheets, and a pass designer that keeps the pass in view as you edit.
Clients & CRMClient portal
Add files and links to a program's Resources tab for clients to open in their portal, and see how full each coach's calendar is in the Programs & Sessions report.
Billing & paymentsClients & CRM
Bill a new membership type through your own Square account, so the money lands there, and resolve freeze and cancel requests from members Square bills directly.
Client portalClients & CRM
Preview the member portal before you save, let members switch plans from their portal link, and design the Apple Wallet pass with live previews.
Clients & CRMProposals & contracts
Select many clients to move them to a pipeline and stage or change their lead source, with Undo. Board is now Pipeline, and locked Design controls show a padlock.
Clients & CRM
Client profiles now lead with the client. On a phone, Call, Email and SMS sit under the name; on tablet and desktop, fields sit left and records right.
Clients & CRM
Turn a tablet at the door into a check-in kiosk. Members check in with a phone number and PIN or a pass; the screen shows only a first name and, if you choose, what is left.
Workspace AIClients & CRM
In a new workspace, AutoPilot chat offers Set up my pipeline in place of Review my workspace. Its request asks the AI to change nothing until you say yes.
Billing & paymentsClients & CRMClient portal
Create membership types, sell them with a pay link through your own Stripe, check members in at the front desk, and let members see their pass in the client portal.
Clients & CRMBilling & paymentsClient portal
Sell coaching in tiers, enroll a client with a coach and a pay link, and keep sessions and shared notes on their Program card. Clients see My program in the portal.
Clients & CRMWorkflows
Webhooks can now tell Zapier, Make, n8n or your own server when a client is created or moves to a new pipeline stage. On every plan, on the web app now.
Clients & CRM
See every lead on a pipeline board, run more than one pipeline, and read a Leads report on what wins and why. Webhooks now list their Recent deliveries.
Clients & CRMWorkspace & teamClient portal
Merge one lead source into another, set a custom hex accent color in Appearance, and see a notice when you share a portal with a client who has no email to sign in with.
Clients & CRM
Label any email or phone on a client with your own words, like Assistant or Billing desk. The label shows on the client page and in the invoice editor instead of Other.
Clients & CRMWorkspace & team
Type a new lead source in the client form and it is created and selected on the spot. The plans screen now marks your current plan and shows whether you pay monthly or yearly.
Clients & CRMWorkspace AIInbox & callsProposals & contracts
AI turns an email from someone new into a client, a note and a follow-up you review first. Rebuild an old proposal from a PDF, or import clients from a screenshot.
Workspace & teamClients & CRM
On the first-client step of a new trial, one tap adds a sample client, draft proposal and draft invoice to explore, and Home removes them in one tap when you are ready.
Clients & CRMWorkspace AIProjects, tasks & time
Workspace369 can read a client note, or text you paste in, and suggest follow-ups and tasks. You tick, edit and date them, then add them in one step.
Clients & CRMWorkspace AIInbox & calls
Describe your business and AI suggests pipeline stages, client fields and lead sources you edit before saving. Emails now steps from one email to the next.
Clients & CRMWorkspace AI
Workspace369 can now label new requests hot, warm or cold with a short reason, so you reply to the best leads first. Signing in on the web is faster too.
Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time
Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup.
Client portalClients & CRM
Client portals carry your logo and colors, let you choose the sections and layout, and every client can now have a private portal of their own.
Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team
Send contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings.
WorkflowsClients & CRM
Manage every workflow in one table, start from a template or describe what you want, test it before it goes live, and assign new leads to a teammate.
Proposals & contractsClients & CRMWorkspace & team
Contracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler.
Clients & CRMCalendar & bookingWorkspace AI
Track clients through stages with a follow-up queue and AI-drafted messages, and create calendar events by dragging, with Google Meet links and guest invites.
Workspace AIClients & CRM
AI AutoPilot ranks what needs you today, flags clients, invoices and projects that need attention, and drafts reminders for you to review. It only suggests.
Proposals & contractsClients & CRM
Upload a PDF or use a template, place signature fields, and send it for signing. Signers verify by email code, and you keep an audit trail and evidence file.
Workspace AIProjects, tasks & timeInbox & callsWorkflowsClients & CRM
Connect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline.
Calendar & bookingWorkflowsBilling & paymentsProjects, tasks & timeClients & CRM
A rebuilt calendar, funnels that capture leads into your CRM, inventory with low-stock alerts, workflows that create tasks, and invoices with a live preview.
Workspace & teamBilling & paymentsProjects, tasks & timeProposals & contractsClients & CRM
Limit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI.
Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time
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.
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.
