Integrations

Connect the systems your operation already trusts.

Workspace369 keeps payment, communication, calendar, import, AI, and developer workflows attached to the same clients, requests, projects, invoices, files, and activity.

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2 connections

Payments & Accounting

Revenue and finance visibility

StripeCard payments on invoices, deposits, retainers, and payment links.View details

CSV importAI-mapped imports from any CSV export — review before anything is written.View details

4 connections

Communications

Client conversations in context

TwilioBuilt inSMS, calling, and voicemail — provisioned by us, nothing to set up.View details

SendGridBuilt inTransactional email delivery — provisioned and monitored for you.View details

GmailClient email threads beside requests, projects, and billing.View details

Microsoft 365Microsoft 365 mailboxes connected to the shared client inbox.View details

3 connections

Calendar & Productivity

Scheduling and shared access

Google CalendarTwo-way sync for jobs, visits, and reminders on approved calendars.View details

Workspace AIBuilt inBuilt-in AI summaries, compose, translate, and Ask AI where records live.View details

Public linksShare one record or form without exposing the workspace.View details

2 connections

Developer & Data

Custom workflow connections

WebhooksWorkspace events pushed to your systems, with delivery logs.View details

API workflowsCustom workflows over clients, invoices, payments, and files.View details

1 connection

AI & Agents

Manage the workspace from your AI

Workspace369 MCPFeaturedThe first CRM fully managed through MCP — from any AI client.View details

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.

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20+connected modules

24/7client access

Oneoperating view