Win the work, do the work, get paid.
42 features in one workspace for freelancers, consultants and small agencies, sorted by the job they do, with the plan each one starts on.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
From first form to signed proposal
Capture the request, follow up on time and send a proposal the client can accept on their own page.
Proposals
Line items, optional add-ons and a deposit on acceptance. Clients accept on their own page and you convert it to an invoice.
Cover images: Specialist and upOpenContracts & e-signature
Send contracts for signature in order, with an audit trail and a certificate of completion.
OpenRequests & intake forms
Drag-and-drop forms you can embed on any website, with auto-replies and request tracking until the request becomes a client.
OpenCRM & follow-ups
Client records, companies, custom fields and stages, with a follow-up queue that says who to contact today and why.
Lead source reports: Voyager and upOpenOnline booking
Booking pages where clients pick a free time and a team member, answer your questions and pay a deposit, with buffers and round-robin scheduling.
Specialist and upOpenFunnels
Pages built from blocks and hosted for you, capturing leads straight into the CRM, with follow-up flows and funnel analytics.
Open
Projects, calendar and time in one place
Plan the work, book the time and log every billable hour against the client it belongs to.
Projects & tasks
Projects with stages, Kanban boards, task lists and subtasks, plus a timeline view with task dependencies.
Timeline & dependencies: Voyager and upOpenCalendar & scheduling
A team calendar with recurring events, guest invites, Google Calendar and Meet links, and reminders before appointments.
OpenTime tracking
Timers, timesheets and billable rates, with tracked time billed straight onto an invoice.
OpenFiles
Client and project files with versions and share links, kept on the record they belong to.
Folder permissions: Specialist and upOpenNotes & reminders
Notes that work like documents, reminders, habits and focus tools, next to the work they support.
OpeniPhone & iPad app
The same workspace as the web app, on iPhone and iPad.
Open
Invoices that get paid, on the spot or on schedule
Clients pay online through your own Stripe account, and every payment lands on the invoice and the client record.
Invoices
Invoices from proposals, tracked time or the catalog, with a live preview and a page your client pays from.
Templates: Voyager and upOpenOnline payments
Cards, Apple Pay, Google Pay and ACH bank transfers, with deposits, split payments and saved payment methods.
Payment plans: Specialist and upOpenFlash Pay
Type an amount, then show a QR code or send a pay link. Each payment is booked as a paid invoice, with optional tips.
OpenRetainers & recurring billing
Retainer balances that track every hour, recurring invoices and card autopay once the client agrees.
OpenLate-payment reminders
A gentle note, a firmer follow-up and a final notice that stop once the client pays, sent in your brand.
Automatic late fees: Commander and upOpenChange orders
Versioned scope changes with the money impact shown, approved by the client from a link.
Specialist and upOpenMulti-currency invoicing
Invoice in your client's currency, with tax summaries and documents in your client's language.
OpenPDF customization
Shape the proposals, invoices and documents your clients download, in your brand.
Open
Every email, text and call in one conversation
Each client's messages land in one thread, and everything they see from you carries your brand.
Inbox & email
Your email in the workspace, matched to clients, with templates, signatures, scheduled sends and tasks from messages.
Shared inbox: Voyager and upOpenCalls & texts
A business number for calls, voicemail, SMS and MMS, group texts and missed-call text back.
Voyager and upOpenPhone system & IVR
Route callers by menu, business hours, ring group or queue, with greetings and always-on call recording.
Specialist and upOpenPost-call automation
AI call summaries, voicemail transcription and tasks created after each call.
Specialist and upOpenClient portal
A private portal for each client, in your brand, with their invoices and the items waiting on them.
OpenBranded emails & documents
Reminders, proposals, receipts and e-signature emails go out in your look, from your own mailbox.
OpenLooks
Pick a whole look for your client portal in one tap: colors, fonts, corners and layout.
Open
AI that does the busywork and asks before it sends
AI AutoPilot reads and updates your real records, and anything that goes to a client waits for your approval.
AI AutoPilot chat
Ask about clients, invoices and projects, and let it draft, update and search across your workspace.
OpenAutoPilot Today & briefing
A ranked list of what needs you today, Client Health flags and watches on money, projects and tasks.
Daily briefing: Voyager and upOpenClaude & ChatGPT connections
Connect Claude, ChatGPT and other AI apps over MCP, and approve what they want to send.
OpenAI Import
Bring clients, services, invoices and proposals from a CSV or Excel export. AI maps the columns and you review every row.
OpenAI writing tools
Compose and rewrite messages, translate them for the client and summarize long threads.
OpenAI-drafted workflows
Describe an automation in plain words and get a workflow draft to review and test.
Commander and upOpen
Automations, numbers and the team behind them
Automate the follow-ups, see where the money is and give each teammate the access their role needs.
Workflow Automations
Email and SMS steps, tasks, reminders and internal notifications, with timed waits, templates, test runs and logs.
Text steps: Voyager and upOpenReports & analytics
Dashboards, attention signals and the client and team activity view.
AR aging: Specialist and upOpenExpenses & receipts
Scan a receipt and get a prefilled expense, linked to the client or project it belongs to.
Specialist and upOpenProducts & inventory
A catalog of services and products for proposals and invoices, with stock levels and low-stock alerts.
Inventory: Specialist and upOpenAccounting
A chart of accounts with AR aging and profitability, then journal entries, a P&L, balance sheet and year-end close.
Specialist and upFull books: Commander and upOpenTeam roles & access
Roles and permissions for every teammate, and client-scoped access for contractors and account managers.
Voyager and upOpenWebhooks & API
Signed webhooks and the Builder API on every plan, for your own integrations and automation tools.
OpenWorkspace themes
A theme for each workspace, in light or dark mode.
OpenSupport & onboarding
A help center, onboarding guidance and email support, with dedicated support for larger teams.
Dedicated support: Commander and upOpen
Watch · 5:30
Workspace369: the full tour
A video tour of Workspace369: the dashboard, AI AutoPilot, clients, projects, calendar, proposals, invoices, inbox, workflows, search and settings.
Read the transcript and chapter guide →Recorded in a demonstration workspace. Check current plans and settings for availability.
Start with the job that takes most of your week.
Try it on your own clients and invoices, then add the rest as you need it.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.