# Run your client-work business in one place. > Send branded proposals clients sign and pay online, then run the work: CRM, projects, invoices, payments, booking, inbox, AI and automations. Canonical: https://workspace369.com/ Last updated: 2026-10-27 Send a proposal your client signs and pays a deposit on. Track the time, invoice it, and let follow-ups run on their own, with your inbox, projects and AI in the same place. [Request a demo](https://workspace369.com/contact-sales/) 14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing. Found us via a customer?You found us through a business that runs on Workspace369. Get the same invoices, proposals and client portal for yours.(card required, then from $29/month until you cancel) ## Built around the way client work actually moves. Workspace369 started from a simple frustration: service teams were running the same client relationship across a CRM, inbox, request forms, project boards, calendars, billing tools, files, and spreadsheets. The current platform brings those pieces into one operating system. Teams can manage clients, requests, projects, schedules, shared inboxes, invoices, payments, expenses, accounting, storage, AI, and automations from one place. [About Workspace369](https://workspace369.com/about/) ![Workspace369 operators reviewing client work](https://workspace369.com/home/operators-reviewing-client-work.webp) AR **Alex Rivera**Brightline Media · alex@example.com Live ActiveClient since 2026 callCallchat\_bubble\_outlineSMSreceipt\_longInvoiceeventSchedule Lifetime value**$12,400** Open invoices**$1,250** Last contact**Today** **Activity**All · Emails · Money chat\_bubble\_outline **SMS from Alex**“Can we move it to Thursday?” Wed event **Meeting scheduled**Wed 2:00 PM · kickoff call Wed folder **3 files attached**Brand assets.zip · brief.pdf Tue mail\_outline **Proposal accepted**Brand & website · $4,800 Mon Signal over noise ## Client context stays visible The relationship history follows the work from first request to final payment. ## One workspace for the work, the conversation, and the money. The current Workspace369 product is built around the full client lifecycle. Leads, schedules, messages, files, invoices, payments, expenses, AI, and accounting stay close to the same client record. 01 ### Capture and organize the client record Bring requests, leads, client details, files, notes, and follow-up into the same place before work starts drifting across tabs. - CRM and request intake - Client history - Files and notes 02 ### Schedule, assign, and deliver the work Move from intake into calendars, projects, tasks, reminders, time tracking, and team ownership without recreating the job context. - Projects and tasks - Calendar scheduling - Time and reminders 03 ### Quote, bill, collect, and report clearly Use proposals, quotes, retainers, invoices, payment links, payment plans, expenses, inventory, and accounting workflows together. - Invoices and proposals - Stripe payments - Accounting reports ## The operational details are connected Workspace369 is built around the full client lifecycle, not just one isolated workflow. Intake, delivery, communication, billing, files, and reporting stay in the same workspace. Workspace369 is an operating system for service businesses and client-work teams: CRM, requests, projects, calendars, inboxes, billing, payments, files, AI, automations, and accounting in one workspace. The current communications suite includes connected mailbox workflows, shared inbox views, SMS, calling, voicemail, routing, and campaign registration support where configured. Yes. Workspace369 supports invoices, proposals, quotes, retainers, payment plans, expenses, products, inventory, AR aging, project profitability, and accounting workflows. Workspace AI supports compose, rewrite, translate, Ask AI, knowledge search, and automation-assisted workflows, with monthly AI usage included on every plan. Any business that delivers work to clients, from independent freelancers to agencies running several teams. Marketing, advertising and creative agencies, design, architecture and engineering studios, consultants and professional-services firms, tech and software services, coaches and online-education businesses, ecommerce brands, and event, real-estate and wellness businesses run clients, projects, conversations and billing in one workspace that grows with the team. insights **Insights**Studio North · October Live REVENUE COLLECTED**$18,240** - Invoice sent - Reminder SMS - Paid · $1,250 **Needs attention**Reading signal 1 of 3 **INV-1042 is 7 days past due**Forma Studio usually pays in 2–3 days chevron\_right **Northline retainer nears its budget**90% of hours used · renews Friday chevron\_right **Riley Stone quiet for 9 days**Usually replies within a day chevron\_right manage\_search **Reading your workspace** Invoices, messages and bookings are compared as they change. 3 signals so far ## Patterns become easier to read Projects, messages, billing, and follow-up sit close enough to show what needs attention. ## From first request to final payment. Workspace369 gives your team one connected path for the work that normally jumps across a CRM, form builder, inbox, project tool, calendar, billing app, payment processor, file drive, and spreadsheet. Capture the request, schedule the work, keep conversations attached, deliver through projects and tasks, bill cleanly, collect payment, and report on the operation without rebuilding context at every step. [See the modules](https://workspace369.com/features/) MC**Forma Studio**Brand & website · Maya Chen Bring leads, intake forms, client records, and request details into one shared starting point. move\_to\_inboxRequestschevron\_right**REQ-231** **Brand & website**Forma Studio · REQ-231*New* **Quarterly report design**Northline · REQ-230*In review* **Podcast launch kit**Atelier Eight · REQ-229*Approved* MC**Maya Chen**maya@formastudio.co · from your website form*New* Service Brand & website refresh Budget $5,000 – $7,500 Launch November 14 Message We relaunch in November and need the brand and site to match. Brief attached. picture\_as\_pdfbrand-brief.pdfimagemoodboard.jpg Declineperson\_add Approve & create client how\_to\_reg**Forma Studio added to Clients**The request, files and messages moved with it ## The product moves the way you do. Bookings, billable hours and client approvals, straight from the app. event\_available ### Clients book themselves Share a booking page. The time they pick lands on your team calendar, with reminders scheduled. timer ### Hours turn into invoice lines Track time against the project, select the unbilled hours, and they land on the invoice. web ### A portal clients actually use Clients approve files and pay invoices in one place, and your team sees it as it happens. auto\_awesome **AI AutoPilot**Ask me anything historyHistoryaddNew Try asking paymentsCollect overdue paymentseventWhat's on today?draftsDraft a follow-up emailperson\_addAdd a new client storefrontStudio NorthlockWorkspace only Ask anything… addalternate\_emailboltAuto-applyauto\_awesomeEffort Automic ## The workspace feels alive Every detail has a place, so teams can move with less friction and more confidence. ## Don't take our word for it. ★ 5.0 from 12 ratings on the App Store (as of 2026-10-26) ★★★★★ > **SMB Modernization** > > Great tool for modernizing small businesses. Ability to leverage AI without technical background. Foreman345 · 2026-10-02 · [App Store review](https://apps.apple.com/us/app/id6475013419?see-all=reviews) ★★★★★ > **True all-in-one system** > > It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions samimonroe · 2026-10-02 · [App Store review](https://apps.apple.com/us/app/id6475013419?see-all=reviews) ★★★★★ > **Best app for my construction business** > > Great app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design SebastianBroco · 2024-11-23 · [App Store review](https://apps.apple.com/us/app/id6475013419?see-all=reviews) Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings. [Read more reviews](https://workspace369.com/customers/)[See all reviews on the App Store](https://apps.apple.com/app/id6475013419) ## Which plan fits you? Proposals with deposits, invoices, a client portal, time tracking and email automations on every plan. Add calls, texts or full accounting as you grow. Solo $**23**.25*/mo* Billed yearly at $278.99 ### Cadet Win the job, do the work and get paid, all in one place. 14-day free trial. Card required. After the trial: $278.99/year for Cadet ($23.25/month, billed yearly). Renews automatically every year until you cancel. Cancel anytime in Settings → Billing. - Proposals with e-signature and deposits - Unlimited projects - Invoices, client portal and online payments - Time tracking that turns into invoices - Email inbox and up to 3 automated workflows - Connect Claude and ChatGPT (MCP) 1 seat · Standard monthly usage Team $**59**.25*/mo* Billed yearly at $710.99 ### Voyager Calls, texts and email in one inbox, for small teams that ship client work. 14-day free trial. Card required. After the trial: $710.99/year for Voyager ($59.25/month, billed yearly). Renews automatically every year until you cancel. Cancel anytime in Settings → Billing. Everything in Cadet, plus - A business number for calls and texts - Shared inbox and missed-call text back - Up to 10 workflows, with SMS steps 2 seats · 3× Cadet usage BusinessRecommended $**119**.25*/mo* Billed yearly at $1,430.99 ### Specialist The full agency suite: pipeline, delivery and billing in one place. 14-day free trial. Card required. After the trial: $1,430.99/year for Specialist ($119.25/month, billed yearly). Renews automatically every year until you cancel. Cancel anytime in Settings → Billing. Everything in Voyager, plus - IVR, call queues and call recording - Expenses, payment plans and basic accounting - Up to 25 workflows 10 seats · 6× Cadet usage Scale $**239**.25*/mo* Billed yearly at $2,870.99 ### Commander Real accounting depth and AI-drafted workflows for scaled firms. 14-day free trial. Card required. After the trial: $2,870.99/year for Commander ($239.25/month, billed yearly). Renews automatically every year until you cancel. Cancel anytime in Settings → Billing. Everything in Specialist, plus - Full accounting - Unlimited workflows, drafted with AI - Advanced AI tools and dedicated support 20 seats · 12× Cadet usage $**559**.25*/mo* Billed yearly at $6,710.99 ### Enterprise For larger organizations running several teams. [Talk to sales](https://workspace369.com/contact-sales/) Everything in Commander, plus - 50 seats included - 30× Cadet AI usage 50 seats · 30× Cadet usage - 14-day free trial on Cadet through Commander - Card required. Cancel before your trial ends and pay nothing; after that, your plan renews automatically at the price shown until you cancel - 30-day money-back guarantee - Your plan price never goes up while you stay subscribed - From Voyager: extra seats $10/mo each - Dedicated SMS and voice numbers need a one-time $50 carrier setup [Compare every plan, line by line.](https://workspace369.com/pricing/) ## Coming from HoneyBook, Dubsado, Bonsai, Moxie or 17hats? What changes when you move to Workspace369. Competitor prices checked October 15, 2026, on their own pricing pages. - HoneyBook Texting and calls from Voyager HoneyBook sells Phone & SMS as an $8 a month add-on in the US and Canada. Workspace369 Voyager includes two-way texting, calling and voicemail. Dedicated SMS and voice numbers need a one-time $50 carrier setup. [Switch from HoneyBook](https://workspace369.com/switch/honeybook/) - Dubsado Automations from the $29 plan Dubsado keeps its Flows on Premier ($525 a year). Workspace369 Cadet includes email automations and ready-made templates. [Switch from Dubsado](https://workspace369.com/switch/dubsado/) - Bonsai 10 seats for $149 a month Ten people on Bonsai Essentials list at $250 a month. Workspace369 Specialist includes 10 seats. [Switch from Bonsai](https://workspace369.com/switch/bonsai/) - Moxie Room past five people Moxie Teams stops at 5 members. Workspace369 Specialist includes 10 seats, and you can add more. [Switch from Moxie](https://workspace369.com/switch/moxie/) - 17hats No add-ons for the basics 17hats was reported on October 15, 2026 to charge extra for time tracking and recurring billing. Both are included on every Workspace369 plan. [Switch from 17hats](https://workspace369.com/switch/17hats/) [New: approved ChatGPT plugin](https://workspace369.com/blog/workspace369-chatgpt-plugin/) ## Bring Workspace369 into your AI Claude, ChatGPT, Grok and other MCP apps can look up clients, draft invoices and manage your calendar, with the access you approve. https://mcp.workspace369.com/mcp No API key needed — connecting uses secure OAuth sign-in. Available on every plan. ## Developer-friendly, with APIs and webhooks built in Connect Workspace369 to the rest of your stack. Let AI apps read and act on your workspace through the MCP server, subscribe to webhook events as work happens, and build custom integrations on the API — every call runs under your own permissions and lands in an audit log. - MCP server - Webhooks - Inbound & outbound API - Personal access tokens - OAuth 2.0 - Audit log MCP, webhooks and the Builder API work on every plan, trials included. [Read the developer docs arrow\_outward](https://docs.workspace369.com/v/2026.3/admin/integrations-and-api/) 200 OK · 41ms ``` POST https://your-app.example/hooks/workspace369 { "event": "invoice.paid", "data": { "id": "INV-1042", "client": "Forma Studio", "amount": 4800.00, "currency": "USD" }, "sent_at": "2026-10-02T09:41:12Z"} ``` ## Build a CRM with AI, on a back office that's already built Point Claude Code, Cursor or Lovable at Workspace369 and your agent builds the screens you want. Clients, proposals, e-signatures and invoices are already there, with approvals before anything goes out. - MCP on every plan - Sample CRM, no account - Four measured runs, failures included [Build a CRM with AI](https://workspace369.com/build-a-crm-with-ai/) ## See where Workspace369 fits into your client-work flow. Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows. [Request a demo](https://workspace369.com/contact-sales/)