Use cases

Designed for teams that sell, schedule, deliver, bill, and follow up.

Workspace369 fits solo operators, small service teams, and growing businesses that need fewer tabs and clearer handoffs from first request to final payment.

Team operating view
RequestNew client intake approved2 min
ScheduleProject calendar updatedToday
InvoiceDeposit invoice paid$1,250
ReportProfitability view refreshedReady

Solo operators

Run clients and billing without building a software stack.

Cadet gives a solo business the core workspace: clients, invoices, estimates, projects, tasks, notes, calendar, inbox, and AI allowance.

  • Client records and job history
  • Invoices, estimates, and payments
  • Calendar, tasks, notes, and files

Small teams

Coordinate sales, scheduling, delivery, and communication.

Voyager adds more seats, shared inbox workflows, SMS, time tracking, more storage, and unlimited projects for teams shipping client work together.

  • Shared inbox and SMS workflows
  • Team projects and time tracking
  • 50 GB storage and 5 included seats

Growing businesses

Add proposals, accounting, voice, automations, and deeper reporting.

Specialist and Commander bring the heavier operational layer: proposals, voice, marketing, accounting, AI, automations, and unlimited scale options.

  • Voice, voicemail, proposals, and payment plans
  • Accounting, AP, assets, and reports
  • AI, automations, and client sharing

How teams grow into it

Start with the everyday work, then add the deeper operating layer.

The app does not force every team to adopt the entire suite on day one. Plans scale from core CRM and billing into communication, proposals, AI, automations, accounting, inventory, and reporting.

01

Organize client work

Centralize records, requests, estimates, projects, notes, files, calendar, invoices, and payments.

02

Connect the team

Add shared inbox, SMS, voice, voicemail, time tracking, client sharing, and clearer handoffs.

03

Operate with leverage

Turn on proposals, AI, automations, accounting, inventory, profitability, and advanced reporting.

Prêt quand vous l’êtes

Voyez où Workspace369 s’intègre à votre flux client.

Créez devis et factures, gérez projets, demandes, inbox, fichiers, plannings, paiements, workflows IA et rapports sans assembler cinq plateformes séparées.