Feature suite
One workspace for the full client lifecycle.
Explore the current Workspace369 suite: CRM, requests, projects, tasks, calendar, inbox, voice, billing, payments, files, AI, automations, reporting, inventory, and accounting.
Product modules
Built as one operating system, not a drawer full of separate tools.
Start with the pieces your team needs today. Add deeper communication, AI, automation, accounting, product, inventory, and reporting layers when the operation is ready.
Intake
Clients & Requests
CRM, request capture, forms, portals, and job history.
Open feature ->02Delivery
Projects, Tasks & Calendar
Projects, tasks, scheduling, notes, reminders, habits, and focus.
Open feature ->03Communication
Inbox, SMS & Voice
Shared inboxes, email, SMS, calling, voicemail, and routing.
Open feature ->04Phone system
Workspace Voice
Business calling, voicemail, routing, AI notes, and SMS follow-up inside the Inbox suite.
Open feature ->05Team access
Client-Scoped Access
Limit contractors and account managers to assigned clients and inherited client work.
Open feature ->06Revenue
Proposals & Billing
Estimates, proposals, invoices, retainers, credit notes, and payments.
Open feature ->07Sales workflow
Quotes & Proposals
Create estimates, proposals, deposits, and payment plans from the same client record.
Open feature ->08Documents
PDF Customization
Shape branded estimates, proposals, invoices, and handoff documents for clients.
Open feature ->09Collections
Payments & Plans
Stripe payment links, saved methods, payment plans, and collections.
Open feature ->10Finance
Expenses & Accounting
Expenses, product catalog, inventory, AR aging, and profitability.
Open feature ->11AI
Workspace AI
Ask AI, compose, rewrite, translate, and knowledge-base search.
Open feature ->12Systems
Automations
Email and SMS workflows, test runs, logs, and trigger-based actions.
Open feature ->13Visibility
Reports & Analytics
Dashboards, AR aging, profitability, activity, and operational views.
Open feature ->14Storage
Files & Storage
Client files, workspace storage, shared links, and organized records.
Open feature ->15Catalog
Services & Products
Service packages, product catalog, inventory, and reusable line items.
Open feature ->16Branding
Brand Workflows
Keep client-facing forms, proposals, shared links, and workspace surfaces on brand.
Open feature ->17Workspace
Themes & Permissions
Manage workspace presentation, team access, brand settings, and reusable controls.
Open feature ->18Scale
Support & Growth
Plan around seats, storage, AI usage, dedicated support, and larger-team needs.
Open feature ->Next step
See the current Workspace369 in the real app.
Map your clients, requests, communication, projects, billing, payments, AI, automations, accounting, and reporting into one calm workspace.