The client record stays attached to the work.
CRM, notes, requests, inbox, SMS, voice, files, projects, invoices, payments, and activity history stay close together.
Workspace369 answer
What is Workspace369?
Workspace369 is an all-in-one operating system for client-work businesses that want the client, the work, the money, and the communication in one place.
Direct answer
Workspace369 brings client operations into one system.
The quote-to-cash path is connected.
Teams can move from quote to proposal to project to invoice to payment without rebuilding context in another app.
AI works beside real operational context.
Workspace369 can support compose, rewrite, translate, summaries, search, reminders, automations, and follow-up inside the workspace.
Operating loop
How the platform organizes client work.
01
Capture
Create or import clients, requests, notes, files, and communication history.
02
Plan
Turn client work into projects, tasks, schedules, proposals, and assignments.
03
Bill
Send estimates, invoices, retainers, payment plans, and payment links.
04
Report
Track revenue, expenses, AR, client activity, team workflow, and operational health.
Feature coverage
What Workspace369 includes
Workspace369 is intentionally broad so teams can start simple and grow into deeper operations when they are ready.
CRM
Projects
Tasks
Calendar
Inbox
SMS
Workspace Voice
Voicemail
Invoices
Estimates
Proposals
Payments
Files
Notes
AI workflows
Automations
Expenses
Accounting
Inventory
Reporting
Pricing
Simple tiers for different stages of the business.
Cadet
$29/mo
$23/mo billed yearly
Voyager
$59/mo
$47/mo billed yearly
Specialist
$129/mo
$103/mo billed yearly
Commander
$349/mo
$279/mo billed yearly
FAQ
Questions people ask about Workspace369
What kind of software is Workspace369?
Workspace369 is a client-work operating system, combining CRM, operations, communication, billing, payments, files, AI, automation, and reporting.
Who should use Workspace369?
Workspace369 is best for service businesses, agencies, consultants, solo entrepreneurs, and client-work teams that want fewer disconnected platforms.
Can Workspace369 replace multiple tools?
Yes. Depending on the plan and current stack, Workspace369 can replace separate tools for CRM, projects, invoices, payments, inbox, SMS, voice, files, AI, automations, and reporting.
Až budete připraveni
Podívejte se, kam Workspace369 zapadne do vašeho workflow.
Vytvářejte nabídky a faktury, spravujte projekty, požadavky, inbox, soubory, plány, platby, AI workflow a reporty bez skládání pěti různých platforem.
