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 ->05Voice follow-up
Post-Call Automation
Turn recordings, summaries, voicemail, reminders, tasks, and follow-up messages into connected work.
Open feature ->06Call routing
Auto-Attendant & IVR
Route callers by menu, business hours, ring group, queue, forwarding, or voicemail rules.
Open feature ->07Team access
Client-Scoped Access
Limit contractors and account managers to assigned clients and inherited client work.
Open feature ->08Revenue
Proposals & Billing
Proposals, quotes, invoices, retainers, and payments.
Open feature ->09Sales workflow
Quotes & Proposals
Create proposals, quotes, deposits, and payment plans from the same client record.
Open feature ->10Documents
PDF Customization
Shape branded proposals, quotes, invoices, and handoff documents for clients.
Open feature ->11Contracts
Contracts & E-signature
Send contracts for e-signature with an audit trail and a certificate of completion.
Open feature ->12Scope
Change Orders
Versioned scope changes with the money impact and client approval by link.
Open feature ->13Recurring
Retainers & Recurring Billing
Retainer balances, recurring invoice plans, and card autopay with client consent.
Open feature ->14Time
Time Tracking
Timers, timesheets, billable rates, and time billed onto invoices.
Open feature ->15Global
Multi-Currency Invoicing
Invoice in your client's currency, with tax summaries and 33 client languages.
Open feature ->16Mobile
iPhone & iPad App
The same workspace as the web app, on iPhone and iPad.
Open feature ->17Collections
Payments & Plans
Stripe payment links, saved methods, payment plans, and collections.
Open feature ->18Finance
Expenses & Inventory
Expenses, product catalog, inventory, AR aging, and profitability.
Open feature ->19Books
Accounting
Double-entry ledger, cash or accrual books, fixed assets, and financial reports.
Open feature ->20AI
Workspace AI
Ask AI, compose, rewrite, translate, and knowledge-base search.
Open feature ->21Systems
Workflow Automations
Email, SMS, tasks, reminders, and notifications with test runs and logs.
Open feature ->22Visibility
Reports & Analytics
Dashboards, AR aging, profitability, activity, and operational views.
Open feature ->23Storage
Files & Storage
Client files, workspace storage, shared links, and organized records.
Open feature ->24Catalog
Services & Products
Service packages, product catalog, inventory, and reusable line items.
Open feature ->25Branding
Brand Workflows
Keep client-facing forms, proposals, shared links, and workspace surfaces on brand.
Open feature ->26Workspace
Themes & Permissions
Manage workspace presentation, team access, brand settings, and reusable controls.
Open feature ->27Scale
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.