Workspace369 shipped 21 Workspace & team updates; the latest, on November 12, 2026, is The web app opens faster: sign-in is there almost at once.
Workspace & team
The sign-in and sign-up screens now appear almost at once, and on most computers the app downloads less than half as much on a first visit.
Workspace & team
Settings → Help & about → Roadmap shows what is planned, in progress and shipped, lets you vote on ideas and suggest your own. Other members never see who posted or voted.
Workspace & team
Sign up or log in with your Google account in one step, and use Google with the account you already have.
Workspace & team
Hide any page from the sidebar with a right-click or long-press. Hidden pages wait in a collapsed Hidden group and still open, and your choice follows you across devices.
Billing & paymentsWorkspace & team
The Reports page now starts with an At a glance strip of net income, cash, owed to you and to pay on Commander and up, then lists every report in a quiet two-column index.
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 & 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.
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.
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.
Workspace & team
On the web, everyone now opens to the new Home: what’s overdue, what needs you and today’s plan in one place. (Changed Oct 31: it’s now the only Home.)
Workspace & teamCalendar & bookingProposals & contractsWorkspace AI
Guided setup now makes a live booking page in one step and starts your first proposal from your services, and new AI access tokens show exactly where to paste them.
WorkflowsWorkspace & team
Save your review page link once and let a workflow email it after each appointment, and bring your data over from HoneyBook, Dubsado, Bonsai, 17hats or Moxie with AI Import.
Workspace & teamBilling & payments
Locked features now show a preview and the plan that includes them, plan limits show your real usage and the next plan, and unsaved work is easier to recover.
Workspace AIWorkspace & team
Messages that Claude, ChatGPT or another connected AI wants to send wait for your approval, settings pages get their own web links, and a new Home arrives, now the only Home.
Workspace & team
New workspaces get a step-by-step setup card on Home, and each workspace you belong to can have its own light or dark mode and accent color.
WorkflowsWorkspace & team
Add decision steps and waits to workflows, test before going live, edit live workflows through a draft, and recover work you were typing when the connection dropped.
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.
Workspace & team
Every Settings page now follows one layout with grouped navigation and search, and your phone and your computer each remember their own text size.
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.
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.
Inbox & callsWorkspace & team
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.
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.
