# Workspace369: Full Site Content (index)

> Text content of workspace369.com for LLM ingestion, generated at build time from the rendered English pages on 2026-10-25. 798 pages, split into 68 section files of at most 200 KB each so they can be read whole. Curated overview: https://workspace369.com/llms.txt.

## Section files

- [Pricing and product overview](https://workspace369.com/llms-full/pricing.txt): 5 pages, 81 KB. Pages: /, /pricing/, /workspace369-pricing/, /what-is-workspace369/, /why-workspace369/
- [Features and integrations, part 1 of 3](https://workspace369.com/llms-full/features-1.txt): 17 pages, 188 KB. Pages: /features/, /features/accounting/, /features/ai-chat/, /features/analytics/, /features/auto-attendant-and-ivr/, /features/automation/, /features/autopilot/, /features/branding/, /features/change-orders/, /features/client-portal/, /features/client-scoped-access/, /features/communications/, /features/contracts/, /features/expenses/, /features/files/, /features/invoices/, /features/looks/
- [Features and integrations, part 2 of 3](https://workspace369.com/llms-full/features-2.txt): 19 pages, 184 KB. Pages: /features/mobile-app/, /features/multi-currency-invoicing/, /features/online-booking/, /features/payments/, /features/pdf-customization/, /features/post-call-automation/, /features/products/, /features/quoting/, /features/retainers-and-recurring-billing/, /features/schedule/, /features/support/, /features/themes/, /features/time-tracking/, /features/workspace-voice/, /integrations/, /integrations/api-workflows/, /integrations/csv-import/, /integrations/gmail/, /integrations/google-calendar/
- [Features and integrations, part 3 of 3](https://workspace369.com/llms-full/features-3.txt): 15 pages, 125 KB. Pages: /integrations/make/, /integrations/mcp/, /integrations/microsoft-365/, /integrations/n8n/, /integrations/public-links/, /integrations/sendgrid/, /integrations/stripe/, /integrations/twilio/, /integrations/webhooks/, /integrations/workspace-ai/, /integrations/zapier/, /workspace369-features/, /app/, /build-a-crm-with-ai/, /roadmap/
- [Comparisons and switching guides, part 1 of 8](https://workspace369.com/llms-full/compare-1.txt): 13 pages, 186 KB. Pages: /compare/, /compare/17hats/, /compare/accelo/, /compare/airtable/, /compare/asana/, /compare/basecamp/, /compare/bigin/, /compare/bloom/, /compare/bonsai/, /compare/capsule-crm/, /compare/clickup/, /compare/copilot/, /compare/dialpad/
- [Comparisons and switching guides, part 2 of 8](https://workspace369.com/llms-full/compare-2.txt): 11 pages, 188 KB. Pages: /compare/dubsado/, /compare/freshbooks/, /compare/gohighlevel/, /compare/google-voice/, /compare/google-workspace-spreadsheets/, /compare/harvest/, /compare/honeybook-vs-dubsado/, /compare/honeybook/, /compare/housecall-pro/, /compare/hubspot/, /compare/insightly/
- [Comparisons and switching guides, part 3 of 8](https://workspace369.com/llms-full/compare-3.txt): 13 pages, 177 KB. Pages: /compare/intercom/, /compare/invoice-ninja/, /compare/jira/, /compare/jobber/, /compare/kantata/, /compare/keap/, /compare/less-annoying-crm/, /compare/monday-com/, /compare/motion/, /compare/moveitpro/, /compare/moxie/, /compare/nextiva/, /compare/notion/
- [Comparisons and switching guides, part 4 of 8](https://workspace369.com/llms-full/compare-4.txt): 14 pages, 185 KB. Pages: /compare/paymo/, /compare/pipedrive/, /compare/plutio/, /compare/quickbooks-solopreneur/, /compare/quickbooks/, /compare/quo/, /compare/replace-your-software-stack/, /compare/ringcentral/, /compare/salesforce/, /compare/scoro/, /compare/smartsheet/, /compare/spectora/, /compare/square-appointments/, /compare/supermove/
- [Comparisons and switching guides, part 5 of 8](https://workspace369.com/llms-full/compare-5.txt): 15 pages, 189 KB. Pages: /compare/teamwork/, /compare/thryv/, /compare/tracktik/, /compare/traveljoy/, /compare/trello/, /compare/vacationcrm/, /compare/wave/, /compare/workiz/, /compare/wrike/, /compare/xero/, /compare/zendesk/, /compare/zilo/, /compare/zoho-crm/, /compare/zoho-projects/, /compare/zoomscheduler/
- [Comparisons and switching guides, part 6 of 8](https://workspace369.com/llms-full/compare-6.txt): 15 pages, 180 KB. Pages: /switch/17hats/, /switch/accelo/, /switch/asana/, /switch/basecamp/, /switch/bigin/, /switch/bloom/, /switch/bonsai/, /switch/capsule-crm/, /switch/clickup/, /switch/copilot/, /switch/dubsado/, /switch/freshbooks/, /switch/gohighlevel/, /switch/harvest/, /switch/honeybook/
- [Comparisons and switching guides, part 7 of 8](https://workspace369.com/llms-full/compare-7.txt): 15 pages, 188 KB. Pages: /switch/housecall-pro/, /switch/hubspot/, /switch/insightly/, /switch/jobber/, /switch/keap/, /switch/less-annoying-crm/, /switch/monday-com/, /switch/moxie/, /switch/notion/, /switch/paymo/, /switch/pipedrive/, /switch/plutio/, /switch/productive/, /switch/quickbooks/, /switch/quo/
- [Comparisons and switching guides, part 8 of 8](https://workspace369.com/llms-full/compare-8.txt): 9 pages, 109 KB. Pages: /switch/scoro/, /switch/smartsheet/, /switch/suitedash/, /switch/teamwork/, /switch/trello/, /switch/wrike/, /switch/zoho-crm/, /switch/zoho-one/, /switch/zoho-projects/
- [Alternatives pages, part 1 of 3](https://workspace369.com/llms-full/alternatives-1.txt): 7 pages, 183 KB. Pages: /alternatives/, /alternatives/17hats/, /alternatives/accelo/, /alternatives/bonsai/, /alternatives/dubsado/, /alternatives/freshbooks/, /alternatives/gohighlevel/
- [Alternatives pages, part 2 of 3](https://workspace369.com/llms-full/alternatives-2.txt): 7 pages, 189 KB. Pages: /alternatives/honeybook/, /alternatives/housecall-pro/, /alternatives/hubspot/, /alternatives/jobber/, /alternatives/moxie/, /alternatives/plutio/, /alternatives/productive/
- [Alternatives pages, part 3 of 3](https://workspace369.com/llms-full/alternatives-3.txt): 6 pages, 121 KB. Pages: /alternatives/quickbooks/, /alternatives/quo-openphone/, /alternatives/scoro/, /alternatives/suitedash/, /alternatives/trello/, /alternatives/zoho-one/
- [Solutions by industry and team, part 1 of 12](https://workspace369.com/llms-full/solutions-1.txt): 14 pages, 184 KB. Pages: /solutions/, /solutions/account-management-software-for-agencies/, /solutions/agency-crm/, /solutions/agency-management-software/, /solutions/agency-project-management-software/, /solutions/agency-software-flat-pricing/, /solutions/agency-time-tracking-software/, /solutions/ai-call-summary-software/, /solutions/architecture-firm-software/, /solutions/bookkeeping-practice-management-software/, /solutions/business-phone-system-with-crm/, /solutions/client-intake-form-software/, /solutions/client-management-software/, /solutions/client-onboarding-software/
- [Solutions by industry and team, part 2 of 12](https://workspace369.com/llms-full/solutions-2.txt): 16 pages, 190 KB. Pages: /solutions/client-portal-and-billing-software/, /solutions/client-portal-for-agencies/, /solutions/client-portal-for-freelancers/, /solutions/client-work-operating-system/, /solutions/coaching-business-software/, /solutions/consulting-firm-software/, /solutions/contract-and-invoice-software-for-freelancers/, /solutions/creative-agency-project-management-software/, /solutions/crm-for-ai-automation-agencies/, /solutions/crm-for-app-development-agencies/, /solutions/crm-for-barbershops/, /solutions/crm-for-branding-agencies/, /solutions/crm-for-business-coaches/, /solutions/crm-for-business-scaling-growth-programs/, /solutions/crm-for-caterers/, /solutions/crm-for-chiropractors/
- [Solutions by industry and team, part 3 of 12](https://workspace369.com/llms-full/solutions-3.txt): 14 pages, 180 KB. Pages: /solutions/crm-for-coaching-programs-high-ticket/, /solutions/crm-for-commercial-product-photographers/, /solutions/crm-for-consultants/, /solutions/crm-for-content-marketing-agencies/, /solutions/crm-for-copywriters/, /solutions/crm-for-custom-manufacturers/, /solutions/crm-for-cybersecurity-consultants/, /solutions/crm-for-djs/, /solutions/crm-for-dog-trainers/, /solutions/crm-for-drafting-and-cad-services/, /solutions/crm-for-e-commerce-brands/, /solutions/crm-for-email-marketing-agencies/, /solutions/crm-for-engineering-firms/, /solutions/crm-for-estheticians/
- [Solutions by industry and team, part 4 of 12](https://workspace369.com/llms-full/solutions-4.txt): 14 pages, 182 KB. Pages: /solutions/crm-for-etsy-and-handmade-sellers/, /solutions/crm-for-event-venues/, /solutions/crm-for-executive-coaches/, /solutions/crm-for-financial-advisors/, /solutions/crm-for-fitness-coaches-and-online-fitness-programs/, /solutions/crm-for-florists/, /solutions/crm-for-fractional-executives-cmo-cfo-coo/, /solutions/crm-for-freelance-developers/, /solutions/crm-for-freelancers/, /solutions/crm-for-google-workspace/, /solutions/crm-for-graphic-designers/, /solutions/crm-for-growth-growth-operator-agencies/, /solutions/crm-for-gyms-and-boutique-fitness/, /solutions/crm-for-hair-salons/
- [Solutions by industry and team, part 5 of 12](https://workspace369.com/llms-full/solutions-5.txt): 14 pages, 182 KB. Pages: /solutions/crm-for-health-and-nutrition-coaches/, /solutions/crm-for-home-stagers/, /solutions/crm-for-hr-consultants/, /solutions/crm-for-illustrators/, /solutions/crm-for-influencer-marketing-agencies/, /solutions/crm-for-info-product-sellers/, /solutions/crm-for-insurance-agents/, /solutions/crm-for-land-surveyors/, /solutions/crm-for-landscape-architects/, /solutions/crm-for-lash-and-brow-artists/, /solutions/crm-for-lead-generation-agencies/, /solutions/crm-for-life-coaches/, /solutions/crm-for-live-bands-and-entertainers/, /solutions/crm-for-makeup-artists/
- [Solutions by industry and team, part 6 of 12](https://workspace369.com/llms-full/solutions-6.txt): 14 pages, 181 KB. Pages: /solutions/crm-for-management-consultants/, /solutions/crm-for-marketing-consultants/, /solutions/crm-for-massage-therapists/, /solutions/crm-for-masterminds/, /solutions/crm-for-med-spas/, /solutions/crm-for-membership-communities/, /solutions/crm-for-mortgage-brokers/, /solutions/crm-for-motion-designers-and-animators/, /solutions/crm-for-music-producers-and-audio-engineers/, /solutions/crm-for-nail-salons/, /solutions/crm-for-no-code-low-code-agencies/, /solutions/crm-for-nutritionists-and-dietitians/, /solutions/crm-for-online-course-creators/, /solutions/crm-for-party-and-event-rental-companies/
- [Solutions by industry and team, part 7 of 12](https://workspace369.com/llms-full/solutions-7.txt): 14 pages, 182 KB. Pages: /solutions/crm-for-performance-marketing-agencies/, /solutions/crm-for-pet-sitters-and-dog-walkers/, /solutions/crm-for-photo-booth-companies/, /solutions/crm-for-podcast-producers/, /solutions/crm-for-portrait-and-family-photographers/, /solutions/crm-for-ppc-paid-ads-agencies/, /solutions/crm-for-print-on-demand-businesses/, /solutions/crm-for-property-managers/, /solutions/crm-for-real-estate-agents/, /solutions/crm-for-real-estate-brokerages/, /solutions/crm-for-real-estate-investing-education-programs/, /solutions/crm-for-real-estate-photographers/, /solutions/crm-for-recruiters-and-staffing-agencies/, /solutions/crm-for-sales-training-programs/
- [Solutions by industry and team, part 8 of 12](https://workspace369.com/llms-full/solutions-8.txt): 14 pages, 180 KB. Pages: /solutions/crm-for-shopify-e-commerce-developers/, /solutions/crm-for-shopify-store-owners/, /solutions/crm-for-short-term-rental-managers/, /solutions/crm-for-small-agencies/, /solutions/crm-for-social-media-marketing-agencies/, /solutions/crm-for-software-consultancies/, /solutions/crm-for-solo-and-small-law-firms/, /solutions/crm-for-solopreneurs/, /solutions/crm-for-subscription-box-companies/, /solutions/crm-for-tattoo-studios/, /solutions/crm-for-tax-preparers/, /solutions/crm-for-trading-and-investing-education-programs/, /solutions/crm-for-ux-ui-designers/, /solutions/crm-for-video-editors/
- [Solutions by industry and team, part 9 of 12](https://workspace369.com/llms-full/solutions-9.txt): 16 pages, 184 KB. Pages: /solutions/crm-for-virtual-assistants/, /solutions/crm-for-voice-over-artists/, /solutions/crm-for-web-designers/, /solutions/crm-for-web-development-agencies/, /solutions/crm-for-wedding-photographers/, /solutions/crm-for-wedding-planners/, /solutions/crm-for-wedding-videographers/, /solutions/crm-for-wholesalers-and-distributors/, /solutions/crm-for-yoga-and-pilates-studios/, /solutions/dog-grooming-software/, /solutions/driving-school-software/, /solutions/event-planning-software/, /solutions/expense-tracking-software-for-freelancers/, /solutions/field-service-software/, /solutions/freelance-business-software/, /solutions/freelance-project-management-software/
- [Solutions by industry and team, part 10 of 12](https://workspace369.com/llms-full/solutions-10.txt): 20 pages, 191 KB. Pages: /solutions/freelancer-invoicing-software/, /solutions/funnel-builder-with-crm/, /solutions/goals/, /solutions/google-voice-alternative/, /solutions/group-texting-software/, /solutions/home-inspection-software/, /solutions/house-cleaning-business-software/, /solutions/interior-design-software/, /solutions/invoicing-and-project-management-software/, /solutions/invoicing-software-for-consultants/, /solutions/junk-removal-software/, /solutions/marketing-agency-project-management-software/, /solutions/missed-call-text-back-software/, /solutions/mobile-detailing-software/, /solutions/moving-company-software/, /solutions/msp-software/, /solutions/nonprofit-software/, /solutions/payment-plan-software/, /solutions/payment-reminder-software/, /solutions/personal-trainer-software/
- [Solutions by industry and team, part 11 of 12](https://workspace369.com/llms-full/solutions-11.txt): 18 pages, 181 KB. Pages: /solutions/photography-business-software/, /solutions/pool-service-software/, /solutions/pr-agency-software/, /solutions/professional-services-billing-software/, /solutions/project-profitability-software-for-agencies/, /solutions/proposal-software-for-agencies/, /solutions/proposal-software-for-consultants/, /solutions/proposal-software-for-freelancers/, /solutions/proposal-tracking-software/, /solutions/remodeling-contractor-software/, /solutions/retainer-billing-software-for-agencies/, /solutions/salon-spa-software/, /solutions/scheduling-software-for-consultants/, /solutions/security-company-software/, /solutions/seo-agency-management-software/, /solutions/service-business-management-software/, /solutions/shared-inbox-software/, /solutions/sms-inbox-for-client-work/
- [Solutions by industry and team, part 12 of 12](https://workspace369.com/llms-full/solutions-12.txt): 7 pages, 69 KB. Pages: /solutions/time-tracking-and-invoicing-software/, /solutions/travel-agency-software/, /solutions/tutoring-business-software/, /solutions/video-production-software/, /solutions/web-design-agency-software/, /solutions/window-cleaning-software/, /solutions/workspace-crm/
- [Frequently asked questions from every page, part 1 of 7](https://workspace369.com/llms-full/faq-1.txt): 81 pages, 189 KB. Pages: /about/, /affiliate/, /alternatives/17hats/, /alternatives/accelo/, /alternatives/bonsai/, /alternatives/dubsado/, /alternatives/freshbooks/, /alternatives/gohighlevel/, /alternatives/honeybook/, /alternatives/housecall-pro/, /alternatives/hubspot/, /alternatives/jobber/, /alternatives/moxie/, /alternatives/plutio/, /alternatives/productive/, /alternatives/quickbooks/, /alternatives/quo-openphone/, /alternatives/scoro/, /alternatives/suitedash/, /alternatives/trello/, /alternatives/zoho-one/, /app/, /blog/10dlc-registration-small-business/, /blog/ach-vs-card-fees-small-business/, /blog/agency-account-manager-job-description/, /blog/agency-operating-system/, /blog/agency-profitability-software/, /blog/agency-software-with-accounting/, /blog/ai-call-summary-software/, /blog/all-in-one-business-management-software-for-small-business/, /blog/appointment-reminder-text-examples/, /blog/best-account-management-software-for-agencies/, /blog/best-accounting-practice-management-software/, /blog/best-agency-management-software/, /blog/best-agency-project-management-software/, /blog/best-ai-crm-for-freelancers/, /blog/best-architecture-firm-software/, /blog/best-client-management-software-for-service-businesses/, /blog/best-client-onboarding-software/, /blog/best-client-portal-software/, /blog/best-coaching-software/, /blog/best-consulting-firm-software/, /blog/best-crm-for-accountants-and-bookkeepers/, /blog/best-crm-for-agencies/, /blog/best-crm-for-ai-automation-agencies/, /blog/best-crm-for-app-development-agencies/, /blog/best-crm-for-barbershops/, /blog/best-crm-for-branding-agencies/, /blog/best-crm-for-business-coaches/, /blog/best-crm-for-business-scaling-growth-programs/, /blog/best-crm-for-caterers/, /blog/best-crm-for-chiropractors/, /blog/best-crm-for-coaching-programs-high-ticket/, /blog/best-crm-for-commercial-product-photographers/, /blog/best-crm-for-consultants/, /blog/best-crm-for-content-marketing-agencies/, /blog/best-crm-for-copywriters/, /blog/best-crm-for-custom-manufacturers/, /blog/best-crm-for-cybersecurity-consultants/, /blog/best-crm-for-djs/, /blog/best-crm-for-dog-trainers/, /blog/best-crm-for-drafting-and-cad-services/, /blog/best-crm-for-e-commerce-brands/, /blog/best-crm-for-email-marketing-agencies/, /blog/best-crm-for-engineering-firms/, /blog/best-crm-for-estheticians/, /blog/best-crm-for-etsy-and-handmade-sellers/, /blog/best-crm-for-event-venues/, /blog/best-crm-for-executive-coaches/, /blog/best-crm-for-financial-advisors/, /blog/best-crm-for-fitness-coaches-and-online-fitness-programs/, /blog/best-crm-for-florists/, /blog/best-crm-for-fractional-executives-cmo-cfo-coo/, /blog/best-crm-for-freelance-developers/, /blog/best-crm-for-freelancers/, /blog/best-crm-for-google-workspace/, /blog/best-crm-for-graphic-designers/, /blog/best-crm-for-growth-growth-operator-agencies/, /blog/best-crm-for-gyms-and-boutique-fitness/, /blog/best-crm-for-hair-salons/, /blog/best-crm-for-health-and-nutrition-coaches/
- [Frequently asked questions from every page, part 2 of 7](https://workspace369.com/llms-full/faq-2.txt): 90 pages, 190 KB. Pages: /blog/best-crm-for-home-stagers/, /blog/best-crm-for-hr-consultants/, /blog/best-crm-for-illustrators/, /blog/best-crm-for-influencer-marketing-agencies/, /blog/best-crm-for-info-product-sellers/, /blog/best-crm-for-insurance-agents/, /blog/best-crm-for-land-surveyors/, /blog/best-crm-for-landscape-architects/, /blog/best-crm-for-lash-and-brow-artists/, /blog/best-crm-for-lead-generation-agencies/, /blog/best-crm-for-life-coaches/, /blog/best-crm-for-live-bands-and-entertainers/, /blog/best-crm-for-makeup-artists/, /blog/best-crm-for-management-consultants/, /blog/best-crm-for-marketing-agencies/, /blog/best-crm-for-marketing-consultants/, /blog/best-crm-for-massage-therapists/, /blog/best-crm-for-masterminds/, /blog/best-crm-for-med-spas/, /blog/best-crm-for-membership-communities/, /blog/best-crm-for-mortgage-brokers/, /blog/best-crm-for-motion-designers-and-animators/, /blog/best-crm-for-music-producers-and-audio-engineers/, /blog/best-crm-for-nail-salons/, /blog/best-crm-for-no-code-low-code-agencies/, /blog/best-crm-for-nutritionists-and-dietitians/, /blog/best-crm-for-online-course-creators/, /blog/best-crm-for-party-and-event-rental-companies/, /blog/best-crm-for-performance-marketing-agencies/, /blog/best-crm-for-pet-sitters-and-dog-walkers/, /blog/best-crm-for-photo-booth-companies/, /blog/best-crm-for-photographers/, /blog/best-crm-for-podcast-producers/, /blog/best-crm-for-portrait-and-family-photographers/, /blog/best-crm-for-ppc-paid-ads-agencies/, /blog/best-crm-for-print-on-demand-businesses/, /blog/best-crm-for-property-managers/, /blog/best-crm-for-real-estate-agents/, /blog/best-crm-for-real-estate-brokerages/, /blog/best-crm-for-real-estate-investing-education-programs/, /blog/best-crm-for-real-estate-photographers/, /blog/best-crm-for-recruiters-and-staffing-agencies/, /blog/best-crm-for-sales-training-programs/, /blog/best-crm-for-shopify-e-commerce-developers/, /blog/best-crm-for-shopify-store-owners/, /blog/best-crm-for-short-term-rental-managers/, /blog/best-crm-for-social-media-marketing-agencies/, /blog/best-crm-for-software-consultancies/, /blog/best-crm-for-solo-and-small-law-firms/, /blog/best-crm-for-solo-entrepreneurs/, /blog/best-crm-for-subscription-box-companies/, /blog/best-crm-for-tattoo-studios/, /blog/best-crm-for-tax-preparers/, /blog/best-crm-for-trading-and-investing-education-programs/, /blog/best-crm-for-ux-ui-designers/, /blog/best-crm-for-video-editors/, /blog/best-crm-for-virtual-assistants/, /blog/best-crm-for-voice-over-artists/, /blog/best-crm-for-web-development-agencies/, /blog/best-crm-for-wedding-photographers/, /blog/best-crm-for-wedding-planners/, /blog/best-crm-for-wedding-videographers/, /blog/best-crm-for-wholesalers-and-distributors/, /blog/best-crm-for-yoga-and-pilates-studios/, /blog/best-crm-with-texting/, /blog/best-dog-grooming-software/, /blog/best-driving-school-software/, /blog/best-event-planning-software/, /blog/best-freelance-business-software/, /blog/best-freelance-project-management-software/, /blog/best-home-inspection-software/, /blog/best-interior-design-software/, /blog/best-invoice-software/, /blog/best-invoicing-software-for-freelancers/, /blog/best-junk-removal-software/, /blog/best-mobile-detailing-software/, /blog/best-moving-company-software/, /blog/best-msp-software/, /blog/best-personal-trainer-software/, /blog/best-photography-business-software/, /blog/best-pr-agency-software/, /blog/best-proposal-software/, /blog/best-remodeling-software/, /blog/best-salon-software/, /blog/best-security-company-software/, /blog/best-time-tracking-with-invoicing/, /blog/best-travel-agency-software/, /blog/best-tutoring-software/, /blog/best-video-production-software/, /blog/billable-expense-tracking/
- [Frequently asked questions from every page, part 3 of 7](https://workspace369.com/llms-full/faq-3.txt): 119 pages, 191 KB. Pages: /blog/business-phone-system-with-crm/, /blog/business-voicemail-greeting-examples/, /blog/client-change-request-template/, /blog/client-management-process/, /blog/client-onboarding-automation/, /blog/client-onboarding-checklist-for-agencies/, /blog/client-portal-for-creative-agencies/, /blog/client-portal-for-marketing-agencies/, /blog/client-portal-invoicing-software/, /blog/client-portal-software-for-agencies/, /blog/cloud-accounting-crm-software/, /blog/consultant-invoice-examples/, /blog/consulting-business-software/, /blog/convert-billable-hours-to-invoice/, /blog/creative-agency-management-software/, /blog/creative-agency-project-management-software/, /blog/crm-for-web-design-agencies/, /blog/crm-mcp-server/, /blog/do-you-need-a-shared-inbox-as-a-freelancer/, /blog/does-honeybook-integrate-with-quo/, /blog/dubsado-price-increase/, /blog/estimate-invoice-payment-software/, /blog/excel-invoice-template-alternative/, /blog/fixed-fee-vs-hourly-vs-retainer-billing/, /blog/freelance-invoice-payment-terms/, /blog/freelance-isnt-free-act/, /blog/freshbooks-alternative-service-business/, /blog/get-proposal-signed-and-paid-in-one-sitting/, /blog/google-calendar-two-way-sync/, /blog/google-voice-alternative-for-client-work/, /blog/google-workspace-appointment-scheduling/, /blog/google-workspace-crm/, /blog/google-workspace-expense-management/, /blog/google-workspace-invoicing/, /blog/google-workspace-project-management/, /blog/google-workspace-shared-inbox/, /blog/honeybook-ach-payout-time/, /blog/honeybook-payment-plan-recurring/, /blog/honeybook-price-increase/, /blog/honeybook-quickbooks-sync-problems/, /blog/honeybook-texting-sms/, /blog/honeybook-time-tracker-alternative/, /blog/how-to-export-from-17hats/, /blog/how-to-export-from-bonsai/, /blog/how-to-export-from-dubsado/, /blog/how-to-export-from-honeybook/, /blog/how-to-export-from-moxie/, /blog/how-to-export-from-plutio/, /blog/how-to-export-from-suitedash/, /blog/how-to-get-business-phone-number/, /blog/how-to-manage-clients-as-a-freelancer/, /blog/how-to-set-up-payment-plans-for-clients/, /blog/how-to-stop-scope-creep-on-client-projects/, /blog/how-to-take-a-deposit-before-starting-work/, /blog/how-to-track-agency-profitability/, /blog/how-to-use-google-workspace-as-a-crm/, /blog/hubspot-two-way-sms/, /blog/internal-client-scoped-access/, /blog/invoice-and-crm-software/, /blog/invoice-follow-up-email-templates/, /blog/late-payment-follow-up-sequence/, /blog/look-high-end-to-clients/, /blog/marketing-agency-management-software/, /blog/marketing-agency-project-management-software/, /blog/mcp-crm-prompts/, /blog/microsoft-365-crm/, /blog/microsoft-365-invoicing/, /blog/microsoft-365-shared-inbox/, /blog/microsoft-bookings-alternative/, /blog/outstanding-balance-report/, /blog/payment-reminder-message-examples/, /blog/professional-services-billing-guide/, /blog/project-management-and-invoicing-software/, /blog/project-profitability-calculation/, /blog/quickbooks-alternative-service-business/, /blog/quickbooks-for-client-management/, /blog/quickbooks-invoice-limits/, /blog/quickbooks-price-increase-2026/, /blog/quickbooks-text-invoice-alternative/, /blog/replace-quickbooks-and-hubspot/, /blog/retainer-fee-software-for-consultants/, /blog/scope-of-work-software/, /blog/security-deposit-invoice/, /blog/seo-agency-management-software/, /blog/service-business-invoicing-software/, /blog/siri-ai-crm/, /blog/sms-inbox-for-business/, /blog/sole-proprietor-business-software/, /blog/venmo-business-alternative/, /blog/voicemail-transcription-software/, /blog/wave-alternative-service-business/, /blog/zoho-one-alternative-small-business/, /build-a-crm-with-ai/, /compare/17hats/, /compare/accelo/, /compare/airtable/, /compare/asana/, /compare/basecamp/, /compare/bigin/, /compare/bloom/, /compare/bonsai/, /compare/capsule-crm/, /compare/clickup/, /compare/copilot/, /compare/dialpad/, /compare/dubsado/, /compare/freshbooks/, /compare/gohighlevel/, /compare/google-voice/, /compare/google-workspace-spreadsheets/, /compare/harvest/, /compare/honeybook-vs-dubsado/, /compare/honeybook/, /compare/housecall-pro/, /compare/hubspot/, /compare/insightly/, /compare/intercom/, /compare/invoice-ninja/, /compare/jira/
- [Frequently asked questions from every page, part 4 of 7](https://workspace369.com/llms-full/faq-4.txt): 123 pages, 191 KB. Pages: /compare/jobber/, /compare/kantata/, /compare/keap/, /compare/less-annoying-crm/, /compare/monday-com/, /compare/motion/, /compare/moveitpro/, /compare/moxie/, /compare/nextiva/, /compare/notion/, /compare/paymo/, /compare/pipedrive/, /compare/plutio/, /compare/quickbooks-solopreneur/, /compare/quickbooks/, /compare/quo/, /compare/replace-your-software-stack/, /compare/ringcentral/, /compare/salesforce/, /compare/scoro/, /compare/smartsheet/, /compare/spectora/, /compare/square-appointments/, /compare/supermove/, /compare/teamwork/, /compare/thryv/, /compare/tracktik/, /compare/traveljoy/, /compare/trello/, /compare/vacationcrm/, /compare/wave/, /compare/workiz/, /compare/wrike/, /compare/xero/, /compare/zendesk/, /compare/zilo/, /compare/zoho-crm/, /compare/zoho-projects/, /compare/zoomscheduler/, /features/accounting/, /features/ai-chat/, /features/analytics/, /features/auto-attendant-and-ivr/, /features/automation/, /features/autopilot/, /features/branding/, /features/change-orders/, /features/client-portal/, /features/client-scoped-access/, /features/communications/, /features/contracts/, /features/expenses/, /features/files/, /features/invoices/, /features/looks/, /features/mobile-app/, /features/multi-currency-invoicing/, /features/online-booking/, /features/payments/, /features/pdf-customization/, /features/post-call-automation/, /features/products/, /features/quoting/, /features/retainers-and-recurring-billing/, /features/schedule/, /features/support/, /features/themes/, /features/time-tracking/, /features/workspace-voice/, /help-center/, /integrations/, /integrations/api-workflows/, /integrations/csv-import/, /integrations/gmail/, /integrations/google-calendar/, /integrations/make/, /integrations/mcp/, /integrations/microsoft-365/, /integrations/n8n/, /integrations/public-links/, /integrations/sendgrid/, /integrations/stripe/, /integrations/twilio/, /integrations/webhooks/, /integrations/workspace-ai/, /integrations/zapier/, /learn/, /learn/agency-profit-basics/, /learn/client-communication-best-practices/, /learn/client-follow-up-email/, /learn/client-intake-checklist/, /learn/client-intake-form-template/, /learn/client-onboarding-questionnaire/, /learn/consulting-proposal-template/, /learn/creative-brief-template/, /learn/crm-vs-project-management/, /learn/customer-lifetime-value/, /learn/deposit-invoice/, /learn/expense-tracking-for-taxes/, /learn/freelancer-tax-calendar/, /learn/graphic-design-contract-template/, /learn/graphic-design-proposal-template/, /learn/how-to-fire-a-client/, /learn/how-to-get-paid-faster/, /learn/how-to-invoice-for-consulting-services/, /learn/how-to-price-agency-work/, /learn/how-to-write-a-proposal/, /learn/how-to-write-an-invoice/, /learn/invoice-email-templates/, /learn/invoice-vs-receipt/, /learn/kill-fee/, /learn/liability-waiver-template/, /learn/net-30-payment-terms/, /learn/out-of-office-message-examples/, /learn/retainer-agreement-template/, /learn/retainer-fee/, /learn/topics/client-communication/, /learn/topics/client-management/, /learn/topics/invoicing-billing/, /learn/topics/proposals-pricing/, /learn/web-design-contract-template/, /learn/web-design-proposal-template/, /learn/what-is-a-crm/
- [Frequently asked questions from every page, part 5 of 7](https://workspace369.com/llms-full/faq-5.txt): 121 pages, 190 KB. Pages: /learn/what-is-a-subscription-fee/, /learn/what-is-an-invoice-number/, /pricing/, /roadmap/, /solutions/account-management-software-for-agencies/, /solutions/agency-crm/, /solutions/agency-management-software/, /solutions/agency-project-management-software/, /solutions/agency-software-flat-pricing/, /solutions/agency-time-tracking-software/, /solutions/ai-call-summary-software/, /solutions/architecture-firm-software/, /solutions/bookkeeping-practice-management-software/, /solutions/business-phone-system-with-crm/, /solutions/client-intake-form-software/, /solutions/client-management-software/, /solutions/client-onboarding-software/, /solutions/client-portal-and-billing-software/, /solutions/client-portal-for-agencies/, /solutions/client-portal-for-freelancers/, /solutions/client-work-operating-system/, /solutions/coaching-business-software/, /solutions/consulting-firm-software/, /solutions/contract-and-invoice-software-for-freelancers/, /solutions/creative-agency-project-management-software/, /solutions/crm-for-ai-automation-agencies/, /solutions/crm-for-app-development-agencies/, /solutions/crm-for-barbershops/, /solutions/crm-for-branding-agencies/, /solutions/crm-for-business-coaches/, /solutions/crm-for-business-scaling-growth-programs/, /solutions/crm-for-caterers/, /solutions/crm-for-chiropractors/, /solutions/crm-for-coaching-programs-high-ticket/, /solutions/crm-for-commercial-product-photographers/, /solutions/crm-for-consultants/, /solutions/crm-for-content-marketing-agencies/, /solutions/crm-for-copywriters/, /solutions/crm-for-custom-manufacturers/, /solutions/crm-for-cybersecurity-consultants/, /solutions/crm-for-djs/, /solutions/crm-for-dog-trainers/, /solutions/crm-for-drafting-and-cad-services/, /solutions/crm-for-e-commerce-brands/, /solutions/crm-for-email-marketing-agencies/, /solutions/crm-for-engineering-firms/, /solutions/crm-for-estheticians/, /solutions/crm-for-etsy-and-handmade-sellers/, /solutions/crm-for-event-venues/, /solutions/crm-for-executive-coaches/, /solutions/crm-for-financial-advisors/, /solutions/crm-for-fitness-coaches-and-online-fitness-programs/, /solutions/crm-for-florists/, /solutions/crm-for-fractional-executives-cmo-cfo-coo/, /solutions/crm-for-freelance-developers/, /solutions/crm-for-freelancers/, /solutions/crm-for-google-workspace/, /solutions/crm-for-graphic-designers/, /solutions/crm-for-growth-growth-operator-agencies/, /solutions/crm-for-gyms-and-boutique-fitness/, /solutions/crm-for-hair-salons/, /solutions/crm-for-health-and-nutrition-coaches/, /solutions/crm-for-home-stagers/, /solutions/crm-for-hr-consultants/, /solutions/crm-for-illustrators/, /solutions/crm-for-influencer-marketing-agencies/, /solutions/crm-for-info-product-sellers/, /solutions/crm-for-insurance-agents/, /solutions/crm-for-land-surveyors/, /solutions/crm-for-landscape-architects/, /solutions/crm-for-lash-and-brow-artists/, /solutions/crm-for-lead-generation-agencies/, /solutions/crm-for-life-coaches/, /solutions/crm-for-live-bands-and-entertainers/, /solutions/crm-for-makeup-artists/, /solutions/crm-for-management-consultants/, /solutions/crm-for-marketing-consultants/, /solutions/crm-for-massage-therapists/, /solutions/crm-for-masterminds/, /solutions/crm-for-med-spas/, /solutions/crm-for-membership-communities/, /solutions/crm-for-mortgage-brokers/, /solutions/crm-for-motion-designers-and-animators/, /solutions/crm-for-music-producers-and-audio-engineers/, /solutions/crm-for-nail-salons/, /solutions/crm-for-no-code-low-code-agencies/, /solutions/crm-for-nutritionists-and-dietitians/, /solutions/crm-for-online-course-creators/, /solutions/crm-for-party-and-event-rental-companies/, /solutions/crm-for-performance-marketing-agencies/, /solutions/crm-for-pet-sitters-and-dog-walkers/, /solutions/crm-for-photo-booth-companies/, /solutions/crm-for-podcast-producers/, /solutions/crm-for-portrait-and-family-photographers/, /solutions/crm-for-ppc-paid-ads-agencies/, /solutions/crm-for-print-on-demand-businesses/, /solutions/crm-for-property-managers/, /solutions/crm-for-real-estate-agents/, /solutions/crm-for-real-estate-brokerages/, /solutions/crm-for-real-estate-investing-education-programs/, /solutions/crm-for-real-estate-photographers/, /solutions/crm-for-recruiters-and-staffing-agencies/, /solutions/crm-for-sales-training-programs/, /solutions/crm-for-shopify-e-commerce-developers/, /solutions/crm-for-shopify-store-owners/, /solutions/crm-for-short-term-rental-managers/, /solutions/crm-for-small-agencies/, /solutions/crm-for-social-media-marketing-agencies/, /solutions/crm-for-software-consultancies/, /solutions/crm-for-solo-and-small-law-firms/, /solutions/crm-for-solopreneurs/, /solutions/crm-for-subscription-box-companies/, /solutions/crm-for-tattoo-studios/, /solutions/crm-for-tax-preparers/, /solutions/crm-for-trading-and-investing-education-programs/, /solutions/crm-for-ux-ui-designers/, /solutions/crm-for-video-editors/, /solutions/crm-for-virtual-assistants/, /solutions/crm-for-voice-over-artists/, /solutions/crm-for-web-designers/, /solutions/crm-for-web-development-agencies/
- [Frequently asked questions from every page, part 6 of 7](https://workspace369.com/llms-full/faq-6.txt): 106 pages, 190 KB. Pages: /solutions/crm-for-wedding-photographers/, /solutions/crm-for-wedding-planners/, /solutions/crm-for-wedding-videographers/, /solutions/crm-for-wholesalers-and-distributors/, /solutions/crm-for-yoga-and-pilates-studios/, /solutions/dog-grooming-software/, /solutions/driving-school-software/, /solutions/event-planning-software/, /solutions/expense-tracking-software-for-freelancers/, /solutions/field-service-software/, /solutions/freelance-business-software/, /solutions/freelance-project-management-software/, /solutions/freelancer-invoicing-software/, /solutions/funnel-builder-with-crm/, /solutions/goals/, /solutions/google-voice-alternative/, /solutions/group-texting-software/, /solutions/home-inspection-software/, /solutions/house-cleaning-business-software/, /solutions/interior-design-software/, /solutions/invoicing-and-project-management-software/, /solutions/invoicing-software-for-consultants/, /solutions/junk-removal-software/, /solutions/marketing-agency-project-management-software/, /solutions/missed-call-text-back-software/, /solutions/mobile-detailing-software/, /solutions/moving-company-software/, /solutions/msp-software/, /solutions/nonprofit-software/, /solutions/payment-plan-software/, /solutions/payment-reminder-software/, /solutions/personal-trainer-software/, /solutions/photography-business-software/, /solutions/pool-service-software/, /solutions/pr-agency-software/, /solutions/professional-services-billing-software/, /solutions/project-profitability-software-for-agencies/, /solutions/proposal-software-for-agencies/, /solutions/proposal-software-for-consultants/, /solutions/proposal-software-for-freelancers/, /solutions/proposal-tracking-software/, /solutions/remodeling-contractor-software/, /solutions/retainer-billing-software-for-agencies/, /solutions/salon-spa-software/, /solutions/scheduling-software-for-consultants/, /solutions/security-company-software/, /solutions/seo-agency-management-software/, /solutions/service-business-management-software/, /solutions/shared-inbox-software/, /solutions/sms-inbox-for-client-work/, /solutions/time-tracking-and-invoicing-software/, /solutions/travel-agency-software/, /solutions/tutoring-business-software/, /solutions/video-production-software/, /solutions/web-design-agency-software/, /solutions/window-cleaning-software/, /solutions/workspace-crm/, /support/, /switch/17hats/, /switch/accelo/, /switch/asana/, /switch/basecamp/, /switch/bigin/, /switch/bloom/, /switch/bonsai/, /switch/capsule-crm/, /switch/clickup/, /switch/copilot/, /switch/dubsado/, /switch/freshbooks/, /switch/gohighlevel/, /switch/harvest/, /switch/honeybook/, /switch/housecall-pro/, /switch/hubspot/, /switch/insightly/, /switch/jobber/, /switch/keap/, /switch/less-annoying-crm/, /switch/monday-com/, /switch/moxie/, /switch/notion/, /switch/paymo/, /switch/pipedrive/, /switch/plutio/, /switch/productive/, /switch/quickbooks/, /switch/quo/, /switch/scoro/, /switch/smartsheet/, /switch/suitedash/, /switch/teamwork/, /switch/trello/, /switch/wrike/, /switch/zoho-crm/, /switch/zoho-one/, /switch/zoho-projects/, /templates/client-ghosting-email-sequence/, /templates/difficult-client-reply-scripts/, /templates/freelance-contract/, /templates/hourly-vs-fixed-price-calculator/, /templates/pitch-deck/, /templates/referral-request-email/, /templates/say-no-to-a-client-replies/, /templates/small-business-plan/, /templates/testimonial-request-email/
- [Frequently asked questions from every page, part 7 of 7](https://workspace369.com/llms-full/faq-7.txt): 73 pages, 97 KB. Pages: /templates/web-design-client-offboarding-email/, /templates/web-design-client-onboarding-checklist/, /templates/web-design-client-questionnaire/, /templates/web-design-contract/, /templates/web-design-deposit-request/, /templates/web-design-discovery-call-questions/, /templates/web-design-invoice/, /templates/web-design-payment-reminder-emails/, /templates/web-design-price-sheet/, /templates/web-design-proposal-follow-up-emails/, /templates/web-design-proposal/, /templates/web-design-quote/, /templates/web-design-rate-increase-email/, /templates/web-design-retainer-agreement/, /templates/web-design-revision-policy/, /templates/website-change-request-form/, /templates/website-handover-checklist/, /templates/website-maintenance-agreement/, /templates/website-project-timeline/, /templates/website-redesign-proposal/, /templates/website-scope-of-work/, /tools/agency-capacity-planner/, /tools/billable-utilization-calculator/, /tools/blank-invoice-template/, /tools/business-name-generator/, /tools/consulting-rate-calculator/, /tools/deposit-calculator/, /tools/email-signature-generator/, /tools/estimate-template/, /tools/freelance-contract-template/, /tools/freelancer-bio-generator/, /tools/hourly-rate-calculator/, /tools/invoice-due-date-calculator/, /tools/invoice-generator/, /tools/invoice-template/, /tools/late-fee-calculator/, /tools/payment-processing-fee-calculator/, /tools/payment-reminder-generator/, /tools/proposal-follow-up-generator/, /tools/software-stack-cost-calculator/, /tools/upwork-vs-fiverr-fee-calculator/, /trust/, /tutorials/add-clients/, /tutorials/calendar/, /tutorials/calls-and-voicemail/, /tutorials/client-follow-ups/, /tutorials/client-portal/, /tutorials/connect-your-email/, /tutorials/contracts-and-e-signature/, /tutorials/expenses/, /tutorials/funnels/, /tutorials/getting-started-tour/, /tutorials/inbox/, /tutorials/invite-your-team/, /tutorials/invoices-step-by-step/, /tutorials/leads-from-your-website/, /tutorials/online-booking-page/, /tutorials/payment-reminders/, /tutorials/product-catalog/, /tutorials/projects/, /tutorials/proposal-to-paid/, /tutorials/proposals-step-by-step/, /tutorials/reminders/, /tutorials/retainers-and-recurring-invoices/, /tutorials/set-up-your-business/, /tutorials/tasks/, /tutorials/time-tracking/, /tutorials/workflows/, /tutorials/workspace-ai/, /what-is-workspace369/, /why-workspace369/, /workspace369-features/, /workspace369-pricing/
- [Research and statistics, part 1 of 5](https://workspace369.com/llms-full/research-1.txt): 8 pages, 171 KB. Pages: /research/, /research/agency-pricing-benchmarks/, /research/agency-profit-margin-benchmarks/, /research/ai-customer-service-performance-statistics/, /research/ai-productivity-time-savings-benchmarks/, /research/b2b-invoice-payment-statistics/, /research/business-email-compromise-statistics/, /research/client-work-software-cost-index/
- [Research and statistics, part 2 of 5](https://workspace369.com/llms-full/research-2.txt): 7 pages, 190 KB. Pages: /research/client-work-software-price-tracker/, /research/cloud-software-adoption-statistics/, /research/crm-adoption-statistics/, /research/crm-data-quality-ai-readiness-statistics/, /research/employee-absenteeism-statistics/, /research/employee-turnover-statistics-by-industry/, /research/freelance-writing-rates/
- [Research and statistics, part 3 of 5](https://workspace369.com/llms-full/research-3.txt): 6 pages, 184 KB. Pages: /research/freelancer-independent-contractor-statistics/, /research/freelancer-late-payment-statistics/, /research/freelancer-rate-benchmarks/, /research/new-business-formation-statistics/, /research/paid-leave-employee-benefits-benchmarks/, /research/payment-processing-cost-benchmarks/
- [Research and statistics, part 4 of 5](https://workspace369.com/llms-full/research-4.txt): 8 pages, 163 KB. Pages: /research/professional-services-labor-cost-statistics/, /research/project-management-success-failure-statistics/, /research/proposal-close-rate-benchmarks/, /research/remote-hybrid-work-statistics/, /research/revenue-per-employee-benchmarks/, /research/sales-productivity-crm-admin-statistics/, /research/service-pricing-study/, /research/small-business-ai-adoption-statistics/
- [Research and statistics, part 5 of 5](https://workspace369.com/llms-full/research-5.txt): 6 pages, 152 KB. Pages: /research/small-business-cash-flow-statistics/, /research/small-business-survival-rate-statistics/, /research/sole-proprietor-profit-margin-benchmarks/, /research/solo-business-revenue-benchmarks/, /research/web-design-pricing-benchmarks/, /research/workflow-automation-statistics-by-business-function/
- [Learn, tutorials, templates and free tools, part 1 of 4](https://workspace369.com/llms-full/guides-1.txt): 29 pages, 185 KB. Pages: /learn/, /learn/agency-profit-basics/, /learn/client-communication-best-practices/, /learn/client-follow-up-email/, /learn/client-intake-checklist/, /learn/client-intake-form-template/, /learn/client-onboarding-questionnaire/, /learn/consulting-proposal-template/, /learn/creative-brief-template/, /learn/crm-vs-project-management/, /learn/customer-lifetime-value/, /learn/deposit-invoice/, /learn/expense-tracking-for-taxes/, /learn/freelancer-tax-calendar/, /learn/graphic-design-contract-template/, /learn/graphic-design-proposal-template/, /learn/how-to-fire-a-client/, /learn/how-to-get-paid-faster/, /learn/how-to-invoice-for-consulting-services/, /learn/how-to-price-agency-work/, /learn/how-to-write-a-proposal/, /learn/how-to-write-an-invoice/, /learn/invoice-email-templates/, /learn/invoice-vs-receipt/, /learn/kill-fee/, /learn/liability-waiver-template/, /learn/net-30-payment-terms/, /learn/out-of-office-message-examples/, /learn/retainer-agreement-template/
- [Learn, tutorials, templates and free tools, part 2 of 4](https://workspace369.com/llms-full/guides-2.txt): 33 pages, 187 KB. Pages: /learn/retainer-fee/, /learn/topics/client-communication/, /learn/topics/client-management/, /learn/topics/invoicing-billing/, /learn/topics/proposals-pricing/, /learn/web-design-contract-template/, /learn/web-design-proposal-template/, /learn/what-is-a-crm/, /learn/what-is-a-subscription-fee/, /learn/what-is-an-invoice-number/, /tutorials/, /tutorials/add-clients/, /tutorials/calendar/, /tutorials/calls-and-voicemail/, /tutorials/client-follow-ups/, /tutorials/client-portal/, /tutorials/connect-your-email/, /tutorials/contracts-and-e-signature/, /tutorials/expenses/, /tutorials/funnels/, /tutorials/getting-started-tour/, /tutorials/inbox/, /tutorials/invite-your-team/, /tutorials/invoices-step-by-step/, /tutorials/leads-from-your-website/, /tutorials/online-booking-page/, /tutorials/payment-reminders/, /tutorials/product-catalog/, /tutorials/projects/, /tutorials/proposal-to-paid/, /tutorials/proposals-step-by-step/, /tutorials/reminders/, /tutorials/retainers-and-recurring-invoices/
- [Learn, tutorials, templates and free tools, part 3 of 4](https://workspace369.com/llms-full/guides-3.txt): 39 pages, 187 KB. Pages: /tutorials/set-up-your-business/, /tutorials/tasks/, /tutorials/time-tracking/, /tutorials/workflows/, /tutorials/workspace-ai/, /templates/, /templates/client-ghosting-email-sequence/, /templates/difficult-client-reply-scripts/, /templates/freelance-contract/, /templates/hourly-vs-fixed-price-calculator/, /templates/pitch-deck/, /templates/referral-request-email/, /templates/say-no-to-a-client-replies/, /templates/small-business-plan/, /templates/testimonial-request-email/, /templates/web-design-client-offboarding-email/, /templates/web-design-client-onboarding-checklist/, /templates/web-design-client-questionnaire/, /templates/web-design-contract/, /templates/web-design-deposit-request/, /templates/web-design-discovery-call-questions/, /templates/web-design-invoice/, /templates/web-design-payment-reminder-emails/, /templates/web-design-price-sheet/, /templates/web-design-proposal-follow-up-emails/, /templates/web-design-proposal/, /templates/web-design-quote/, /templates/web-design-rate-increase-email/, /templates/web-design-retainer-agreement/, /templates/web-design-revision-policy/, /templates/website-change-request-form/, /templates/website-handover-checklist/, /templates/website-maintenance-agreement/, /templates/website-project-timeline/, /templates/website-redesign-proposal/, /templates/website-scope-of-work/, /tools/, /tools/agency-capacity-planner/, /tools/billable-utilization-calculator/
- [Learn, tutorials, templates and free tools, part 4 of 4](https://workspace369.com/llms-full/guides-4.txt): 22 pages, 143 KB. Pages: /tools/blank-invoice-template/, /tools/business-name-generator/, /tools/consulting-rate-calculator/, /tools/deposit-calculator/, /tools/email-signature-generator/, /tools/estimate-template/, /tools/freelance-contract-template/, /tools/freelancer-bio-generator/, /tools/hourly-rate-calculator/, /tools/invoice-due-date-calculator/, /tools/invoice-generator/, /tools/invoice-template/, /tools/late-fee-calculator/, /tools/payment-processing-fee-calculator/, /tools/payment-reminder-generator/, /tools/profit-margin-calculator/, /tools/proposal-follow-up-generator/, /tools/retainer-calculator/, /tools/scope-change-request-generator/, /tools/seo-deliverables-tracker/, /tools/software-stack-cost-calculator/, /tools/upwork-vs-fiverr-fee-calculator/
- [Blog, part 1 of 23](https://workspace369.com/llms-full/blog-1.txt): 8 pages, 185 KB. Pages: /blog/, /blog/10dlc-registration-small-business/, /blog/ach-vs-card-fees-small-business/, /blog/agency-account-manager-job-description/, /blog/agency-operating-system/, /blog/agency-profitability-software/, /blog/agency-software-with-accounting/, /blog/ai-call-summary-software/
- [Blog, part 2 of 23](https://workspace369.com/llms-full/blog-2.txt): 9 pages, 177 KB. Pages: /blog/all-in-one-business-management-software-for-small-business/, /blog/appointment-reminder-text-examples/, /blog/best-account-management-software-for-agencies/, /blog/best-accounting-practice-management-software/, /blog/best-agency-management-software/, /blog/best-agency-project-management-software/, /blog/best-ai-crm-for-freelancers/, /blog/best-architecture-firm-software/, /blog/best-client-management-software-for-service-businesses/
- [Blog, part 3 of 23](https://workspace369.com/llms-full/blog-3.txt): 9 pages, 181 KB. Pages: /blog/best-client-onboarding-software/, /blog/best-client-portal-software/, /blog/best-coaching-software/, /blog/best-consulting-firm-software/, /blog/best-crm-for-accountants-and-bookkeepers/, /blog/best-crm-for-agencies/, /blog/best-crm-for-ai-automation-agencies/, /blog/best-crm-for-app-development-agencies/, /blog/best-crm-for-barbershops/
- [Blog, part 4 of 23](https://workspace369.com/llms-full/blog-4.txt): 9 pages, 183 KB. Pages: /blog/best-crm-for-branding-agencies/, /blog/best-crm-for-business-coaches/, /blog/best-crm-for-business-scaling-growth-programs/, /blog/best-crm-for-caterers/, /blog/best-crm-for-chiropractors/, /blog/best-crm-for-coaching-programs-high-ticket/, /blog/best-crm-for-commercial-product-photographers/, /blog/best-crm-for-consultants/, /blog/best-crm-for-content-marketing-agencies/
- [Blog, part 5 of 23](https://workspace369.com/llms-full/blog-5.txt): 9 pages, 177 KB. Pages: /blog/best-crm-for-copywriters/, /blog/best-crm-for-custom-manufacturers/, /blog/best-crm-for-cybersecurity-consultants/, /blog/best-crm-for-djs/, /blog/best-crm-for-dog-trainers/, /blog/best-crm-for-drafting-and-cad-services/, /blog/best-crm-for-e-commerce-brands/, /blog/best-crm-for-email-marketing-agencies/, /blog/best-crm-for-engineering-firms/
- [Blog, part 6 of 23](https://workspace369.com/llms-full/blog-6.txt): 9 pages, 181 KB. Pages: /blog/best-crm-for-estheticians/, /blog/best-crm-for-etsy-and-handmade-sellers/, /blog/best-crm-for-event-venues/, /blog/best-crm-for-executive-coaches/, /blog/best-crm-for-financial-advisors/, /blog/best-crm-for-fitness-coaches-and-online-fitness-programs/, /blog/best-crm-for-florists/, /blog/best-crm-for-fractional-executives-cmo-cfo-coo/, /blog/best-crm-for-freelance-developers/
- [Blog, part 7 of 23](https://workspace369.com/llms-full/blog-7.txt): 9 pages, 187 KB. Pages: /blog/best-crm-for-freelancers/, /blog/best-crm-for-google-workspace/, /blog/best-crm-for-graphic-designers/, /blog/best-crm-for-growth-growth-operator-agencies/, /blog/best-crm-for-gyms-and-boutique-fitness/, /blog/best-crm-for-hair-salons/, /blog/best-crm-for-health-and-nutrition-coaches/, /blog/best-crm-for-home-stagers/, /blog/best-crm-for-hr-consultants/
- [Blog, part 8 of 23](https://workspace369.com/llms-full/blog-8.txt): 9 pages, 183 KB. Pages: /blog/best-crm-for-illustrators/, /blog/best-crm-for-influencer-marketing-agencies/, /blog/best-crm-for-info-product-sellers/, /blog/best-crm-for-insurance-agents/, /blog/best-crm-for-land-surveyors/, /blog/best-crm-for-landscape-architects/, /blog/best-crm-for-lash-and-brow-artists/, /blog/best-crm-for-lead-generation-agencies/, /blog/best-crm-for-life-coaches/
- [Blog, part 9 of 23](https://workspace369.com/llms-full/blog-9.txt): 8 pages, 175 KB. Pages: /blog/best-crm-for-live-bands-and-entertainers/, /blog/best-crm-for-makeup-artists/, /blog/best-crm-for-management-consultants/, /blog/best-crm-for-marketing-agencies/, /blog/best-crm-for-marketing-consultants/, /blog/best-crm-for-massage-therapists/, /blog/best-crm-for-masterminds/, /blog/best-crm-for-med-spas/
- [Blog, part 10 of 23](https://workspace369.com/llms-full/blog-10.txt): 9 pages, 188 KB. Pages: /blog/best-crm-for-membership-communities/, /blog/best-crm-for-mortgage-brokers/, /blog/best-crm-for-motion-designers-and-animators/, /blog/best-crm-for-music-producers-and-audio-engineers/, /blog/best-crm-for-nail-salons/, /blog/best-crm-for-no-code-low-code-agencies/, /blog/best-crm-for-nutritionists-and-dietitians/, /blog/best-crm-for-online-course-creators/, /blog/best-crm-for-party-and-event-rental-companies/
- [Blog, part 11 of 23](https://workspace369.com/llms-full/blog-11.txt): 9 pages, 189 KB. Pages: /blog/best-crm-for-performance-marketing-agencies/, /blog/best-crm-for-pet-sitters-and-dog-walkers/, /blog/best-crm-for-photo-booth-companies/, /blog/best-crm-for-photographers/, /blog/best-crm-for-podcast-producers/, /blog/best-crm-for-portrait-and-family-photographers/, /blog/best-crm-for-ppc-paid-ads-agencies/, /blog/best-crm-for-print-on-demand-businesses/, /blog/best-crm-for-property-managers/
- [Blog, part 12 of 23](https://workspace369.com/llms-full/blog-12.txt): 8 pages, 170 KB. Pages: /blog/best-crm-for-real-estate-agents/, /blog/best-crm-for-real-estate-brokerages/, /blog/best-crm-for-real-estate-investing-education-programs/, /blog/best-crm-for-real-estate-photographers/, /blog/best-crm-for-recruiters-and-staffing-agencies/, /blog/best-crm-for-sales-training-programs/, /blog/best-crm-for-shopify-e-commerce-developers/, /blog/best-crm-for-shopify-store-owners/
- [Blog, part 13 of 23](https://workspace369.com/llms-full/blog-13.txt): 9 pages, 185 KB. Pages: /blog/best-crm-for-short-term-rental-managers/, /blog/best-crm-for-social-media-marketing-agencies/, /blog/best-crm-for-software-consultancies/, /blog/best-crm-for-solo-and-small-law-firms/, /blog/best-crm-for-solo-entrepreneurs/, /blog/best-crm-for-subscription-box-companies/, /blog/best-crm-for-tattoo-studios/, /blog/best-crm-for-tax-preparers/, /blog/best-crm-for-trading-and-investing-education-programs/
- [Blog, part 14 of 23](https://workspace369.com/llms-full/blog-14.txt): 9 pages, 190 KB. Pages: /blog/best-crm-for-ux-ui-designers/, /blog/best-crm-for-video-editors/, /blog/best-crm-for-virtual-assistants/, /blog/best-crm-for-voice-over-artists/, /blog/best-crm-for-web-development-agencies/, /blog/best-crm-for-wedding-photographers/, /blog/best-crm-for-wedding-planners/, /blog/best-crm-for-wedding-videographers/, /blog/best-crm-for-wholesalers-and-distributors/
- [Blog, part 15 of 23](https://workspace369.com/llms-full/blog-15.txt): 9 pages, 184 KB. Pages: /blog/best-crm-for-yoga-and-pilates-studios/, /blog/best-crm-with-texting/, /blog/best-dog-grooming-software/, /blog/best-driving-school-software/, /blog/best-event-planning-software/, /blog/best-freelance-business-software/, /blog/best-freelance-project-management-software/, /blog/best-home-inspection-software/, /blog/best-interior-design-software/
- [Blog, part 16 of 23](https://workspace369.com/llms-full/blog-16.txt): 9 pages, 176 KB. Pages: /blog/best-invoice-software/, /blog/best-invoicing-software-for-freelancers/, /blog/best-junk-removal-software/, /blog/best-mobile-detailing-software/, /blog/best-moving-company-software/, /blog/best-msp-software/, /blog/best-personal-trainer-software/, /blog/best-photography-business-software/, /blog/best-pr-agency-software/
- [Blog, part 17 of 23](https://workspace369.com/llms-full/blog-17.txt): 11 pages, 184 KB. Pages: /blog/best-proposal-software/, /blog/best-remodeling-software/, /blog/best-salon-software/, /blog/best-security-company-software/, /blog/best-time-tracking-with-invoicing/, /blog/best-travel-agency-software/, /blog/best-tutoring-software/, /blog/best-video-production-software/, /blog/billable-expense-tracking/, /blog/business-phone-system-with-crm/, /blog/business-voicemail-greeting-examples/
- [Blog, part 18 of 23](https://workspace369.com/llms-full/blog-18.txt): 17 pages, 180 KB. Pages: /blog/client-change-request-template/, /blog/client-management-process/, /blog/client-onboarding-automation/, /blog/client-onboarding-checklist-for-agencies/, /blog/client-portal-for-creative-agencies/, /blog/client-portal-for-marketing-agencies/, /blog/client-portal-invoicing-software/, /blog/client-portal-software-for-agencies/, /blog/cloud-accounting-crm-software/, /blog/consultant-invoice-examples/, /blog/consulting-business-software/, /blog/convert-billable-hours-to-invoice/, /blog/creative-agency-management-software/, /blog/creative-agency-project-management-software/, /blog/crm-for-web-design-agencies/, /blog/crm-mcp-server/, /blog/do-you-need-a-shared-inbox-as-a-freelancer/
- [Blog, part 19 of 23](https://workspace369.com/llms-full/blog-19.txt): 18 pages, 182 KB. Pages: /blog/does-honeybook-integrate-with-quo/, /blog/dubsado-price-increase/, /blog/estimate-invoice-payment-software/, /blog/excel-invoice-template-alternative/, /blog/fixed-fee-vs-hourly-vs-retainer-billing/, /blog/freelance-invoice-payment-terms/, /blog/freelance-isnt-free-act/, /blog/freshbooks-alternative-service-business/, /blog/get-proposal-signed-and-paid-in-one-sitting/, /blog/google-calendar-two-way-sync/, /blog/google-voice-alternative-for-client-work/, /blog/google-workspace-appointment-scheduling/, /blog/google-workspace-crm/, /blog/google-workspace-expense-management/, /blog/google-workspace-invoicing/, /blog/google-workspace-project-management/, /blog/google-workspace-shared-inbox/, /blog/honeybook-ach-payout-time/
- [Blog, part 20 of 23](https://workspace369.com/llms-full/blog-20.txt): 10 pages, 179 KB. Pages: /blog/honeybook-payment-plan-recurring/, /blog/honeybook-price-increase/, /blog/honeybook-quickbooks-sync-problems/, /blog/honeybook-texting-sms/, /blog/honeybook-time-tracker-alternative/, /blog/how-to-export-from-17hats/, /blog/how-to-export-from-bonsai/, /blog/how-to-export-from-dubsado/, /blog/how-to-export-from-honeybook/, /blog/how-to-export-from-moxie/
- [Blog, part 21 of 23](https://workspace369.com/llms-full/blog-21.txt): 15 pages, 185 KB. Pages: /blog/how-to-export-from-plutio/, /blog/how-to-export-from-suitedash/, /blog/how-to-get-business-phone-number/, /blog/how-to-manage-clients-as-a-freelancer/, /blog/how-to-set-up-payment-plans-for-clients/, /blog/how-to-stop-scope-creep-on-client-projects/, /blog/how-to-take-a-deposit-before-starting-work/, /blog/how-to-track-agency-profitability/, /blog/how-to-use-google-workspace-as-a-crm/, /blog/hubspot-two-way-sms/, /blog/internal-client-scoped-access/, /blog/invoice-and-crm-software/, /blog/invoice-follow-up-email-templates/, /blog/late-payment-follow-up-sequence/, /blog/look-high-end-to-clients/
- [Blog, part 22 of 23](https://workspace369.com/llms-full/blog-22.txt): 21 pages, 188 KB. Pages: /blog/marketing-agency-management-software/, /blog/marketing-agency-project-management-software/, /blog/mcp-crm-prompts/, /blog/microsoft-365-crm/, /blog/microsoft-365-invoicing/, /blog/microsoft-365-shared-inbox/, /blog/microsoft-bookings-alternative/, /blog/optimize-your-small-business/, /blog/outstanding-balance-report/, /blog/payment-reminder-message-examples/, /blog/professional-services-billing-guide/, /blog/project-management-and-invoicing-software/, /blog/project-profitability-calculation/, /blog/quickbooks-alternative-service-business/, /blog/quickbooks-for-client-management/, /blog/quickbooks-invoice-limits/, /blog/quickbooks-price-increase-2026/, /blog/quickbooks-text-invoice-alternative/, /blog/replace-quickbooks-and-hubspot/, /blog/retainer-fee-software-for-consultants/, /blog/scope-of-work-software/
- [Blog, part 23 of 23](https://workspace369.com/llms-full/blog-23.txt): 10 pages, 123 KB. Pages: /blog/security-deposit-invoice/, /blog/seo-agency-management-software/, /blog/service-business-invoicing-software/, /blog/siri-ai-crm/, /blog/sms-inbox-for-business/, /blog/sole-proprietor-business-software/, /blog/venmo-business-alternative/, /blog/voicemail-transcription-software/, /blog/wave-alternative-service-business/, /blog/zoho-one-alternative-small-business/
- [Changelog](https://workspace369.com/llms-full/changelog.txt): 32 pages, 159 KB. Pages: /changelog/, /changelog/2026-04-30-march-april-2026-roundup/, /changelog/2026-05-31-may-2026-roundup/, /changelog/2026-06-30-june-2026-roundup/, /changelog/2026-07-31-july-2026-roundup/, /changelog/2026-08-31-august-2026-roundup/, /changelog/2026-09-20-contracts-and-e-signature/, /changelog/2026-09-23-ai-autopilot-today/, /changelog/2026-09-24-invoice-page-design-and-change-orders/, /changelog/2026-09-27-clients-stages-and-calendar-editor/, /changelog/2026-09-27-contracts-requests-and-team-invites/, /changelog/2026-09-27-tasks-time-tracking-and-files/, /changelog/2026-09-28-settings-redesign-and-text-size/, /changelog/2026-09-29-workflows-table-templates-ai-drafts/, /changelog/2026-09-30-branded-client-portals/, /changelog/2026-10-01-workflows-decisions-and-device-drafts/, /changelog/2026-10-02-booking-team-members-and-portal-preview/, /changelog/2026-10-04-proposal-builder/, /changelog/2026-10-07-autopilot-chat-redesign/, /changelog/2026-10-08-guided-setup-and-per-workspace-themes/, /changelog/2026-10-11-retainers-and-recurring-autopay/, /changelog/2026-10-14-google-events-meet-email-domains-and-sms-templates/, /changelog/2026-10-16-ai-approvals-linkable-settings-new-home/, /changelog/2026-10-17-more-ways-for-clients-to-pay/, /changelog/2026-10-18-client-emails-in-your-brand/, /changelog/2026-10-18-flash-pay/, /changelog/2026-10-19-upgrade-prompts-and-safer-drafts/, /changelog/2026-10-21-after-payment-page/, /changelog/2026-10-21-booking-approval-by-day/, /changelog/2026-10-23-booking-limits-and-no-shows/, /changelog/2026-10-23-review-requests-and-imports/, /changelog/2026-10-24-setup-booking-page-and-starter-proposal/
- [Company, trust and support](https://workspace369.com/llms-full/company.txt): 9 pages, 70 KB. Pages: /about/, /affiliate/, /community/, /contact-sales/, /customers/, /help-center/, /press/, /support/, /trust/

## Pricing and product overview (inline copy of https://workspace369.com/llms-full/pricing.txt)

# Workspace369 | Client Work Operating System
Source: https://workspace369.com/

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.[Start free trial](https://app.workspace369.com/signup)

# Run your client-work business in one place.

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.

[Start free trial](https://app.workspace369.com/signup)[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.

2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.

Smart dashboardClient CRMWorkflowsProjectsInboxInvoices+99 more features

Live dashboard

## 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/)

ARAlex RiveraBrightline Media · alex@example.com

Live

ActiveClient since 2026

callCallchat_bubble_outlineSMSreceipt_longInvoiceeventSchedule

Lifetime value$12,400

Open invoices$1,250

Last contactToday

ActivityAll  ·  Emails  ·  Money

chat_bubble_outlineSMS from Alex“Can we move it to Thursday?”

Wed

eventMeeting scheduledWed 2:00 PM · kickoff call

Wed

folder3 files attachedBrand assets.zip · brief.pdf

Tue

mail_outlineProposal acceptedBrand & 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.

Operations dashboard

- 01What is Workspace369 now?
- 02Which communication channels are supported?
- 03Can it handle billing and accounting?
- 04Where does AI fit?
- 05Who is Workspace369 built for?What is Workspace369 now?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.

Which communication channels are supported?The current communications suite includes connected mailbox workflows, shared inbox views, SMS, calling, voicemail, routing, and campaign registration support where configured.

Can it handle billing and accounting?Yes. Workspace369 supports invoices, proposals, quotes, retainers, payment plans, expenses, products, inventory, AR aging, project profitability, and accounting workflows.

Where does AI fit?Workspace AI supports compose, rewrite, translate, Ask AI, knowledge search, and automation-assisted workflows, with monthly AI usage included on every plan.

Who is Workspace369 built for?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.

insightsInsightsStudio North · this month

Live

REVENUE COLLECTED$18,240

Needs attentionReading signal 1 of 3

INV-1042 is 7 days past dueForma Studio usually pays in 2–3 days

chevron_right

Northline retainer nears its budget90% of hours used · renews Friday

chevron_right

Riley Stone quiet for 9 daysUsually replies within a day

chevron_right

manage_searchReading your workspaceInvoices, 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/)

MCForma StudioBrand & website · Maya Chen

- move_to_inboxCapture requestBring leads, intake forms, client records, and request details into one shared starting point.
- view_kanbanPlan the work
- receipt_longBill and collect
- bar_chartReport clearlyBring leads, intake forms, client records, and request details into one shared starting point.

Client record2messages2files0hlogged$0paid

move_to_inboxRequestschevron_rightREQ-231

Brand & websiteForma Studio · REQ-231New

Quarterly report designNorthline · REQ-230In review

Podcast launch kitAtelier Eight · REQ-229Approved

MCMaya Chenmaya@formastudio.co · from your website formNew

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 clientnear_me

how_to_regForma Studio added to ClientsThe request, files and messages moved with it

Always in motion

## The product moves the way you do.

Bookings, billable hours and client approvals, straight from the app.

SNDiscovery callStudio North · 30 min · video

Mon13Tue14Wed15Thu16Fri17

9:0010:0011:3013:0014:3016:00

event_available Confirm Tue 14, 10:00near_meMaya

Team calendarOct 13 – 17

9101112MonStandup

TueDiscovery · Maya Chen

WedDesign review

ThuKickoff

FriHandoff

notifications_activeEmail and SMS reminders scheduled

event_available

### Clients book themselves

Share a booking page. The time they pick lands on your team calendar, with reminders scheduled.

Brand & websiteForma Studio · unbilled time00:42:15

- checkHomepage designAlex · Mon2.5hUnbilled
- checkContent migrationSam · Tue1.75hUnbilled
- checkDesign reviewAlex · Wed1hUnbilled0 selected · 0hreceipt_longAdd to invoice

near_me

Invoice draftINV-1043 · Forma Studio

Homepage design2.5h × $120$300.00

Content migration1.75h × $120$210.00

Design review1h × $120$120.00

Total$0.00

timer

### Hours turn into invoice lines

Track time against the project, select the unbilled hours, and they land on the invoice.

SNStudio NorthClient portal · Maya Chen

Brand & websiteDue Nov 1464%

imagehomepage-v2.pngShared by AlexApprove

receipt_longINV-1042$4,800.00 · due Oct 18Pay now

near_meMaya

task_altMaya approved homepage-v2.pngBrand & website · just now

web

### A portal clients actually use

Clients approve files and pay invoices in one place, and your team sees it as it happens.

auto_awesomeAI AutoPilotAsk me anything

bolt3,179historyHistoryaddNew

Try asking

paymentsCollect overdue paymentseventWhat's on today?draftsDraft a follow-up emailperson_addAdd a new client

storefrontStudio NorthlockWorkspace only

Ask anything…arrow_upward

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 2026-10-15)

★★★★★

SMB ModernizationGreat 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 systemIt 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 businessGreat 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.

MonthlyYearly save 20%

Founding member offer

Yearly plans only: your whole first year costs the same as 6 months of the monthly price, for the first 100 customers who join by Oct 31. Send us your website and we set up your workspace for you, free.

Solo

Regular price$23.25/mo

Founding member price$14.50/mo

Billed yearly at $174

$23.25/mo

Billed yearly at $278.99

### Cadet

Win the job, do the work and get paid, all in one place.

[Start free trial](https://app.workspace369.com/signup?plan=cadet&billing=yearly&promo=FOUNDING100)14-day free trial. Card required. Then $174 for your first year of Cadet, then $278.99/year. Renews automatically every year until you cancel. First 100 customers, ends Oct 31, 2026. Cancel anytime in Settings → Billing.

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 clients sign and pay a deposit on
- 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

Regular price$59.25/mo

Founding member price$37/mo

Billed yearly at $444

$59.25/mo

Billed yearly at $710.99

### Voyager

Calls, texts and email in one inbox, for small teams that ship client work.

[Start free trial](https://app.workspace369.com/signup?plan=voyager&billing=yearly&promo=FOUNDING100)14-day free trial. Card required. Then $444 for your first year of Voyager, then $710.99/year. Renews automatically every year until you cancel. First 100 customers, ends Oct 31, 2026. Cancel anytime in Settings → Billing.

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
- Unlimited projects
- Up to 10 workflows, with SMS steps2 seats · 3× Cadet usage

BusinessRecommended

Regular price$119.25/mo

Founding member price$74.50/mo

Billed yearly at $894

$119.25/mo

Billed yearly at $1,430.99

### Specialist

The full agency suite: pipeline, delivery and billing in one place.

[Start free trial](https://app.workspace369.com/signup?plan=specialist&billing=yearly&promo=FOUNDING100)14-day free trial. Card required. Then $894 for your first year of Specialist, then $1,430.99/year. Renews automatically every year until you cancel. First 100 customers, ends Oct 31, 2026. Cancel anytime in Settings → Billing.

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
- Webhooks & API, up to 25 workflows10 seats · 6× Cadet usage

Scale

Regular price$239.25/mo

Founding member price$149.50/mo

Billed yearly at $1,794

$239.25/mo

Billed yearly at $2,870.99

### Commander

Real accounting depth and AI-drafted workflows for scaled firms.

[Start free trial](https://app.workspace369.com/signup?plan=commander&billing=yearly&promo=FOUNDING100)14-day free trial. Card required. Then $1,794 for your first year of Commander, then $2,870.99/year. Renews automatically every year until you cancel. First 100 customers, ends Oct 31, 2026. Cancel anytime in Settings → Billing.

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 support20 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 usage50 seats · 30× Cadet usage

14-day free trialCard required. Cancel before your trial ends and pay nothing; after that, your plan renews automatically at the price shown until you cancel30-day money-back guaranteeYour plan price never goes up while you stay subscribedFrom Voyager: extra seats $10/mo eachDedicated 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.

[Compare with HoneyBook →](https://workspace369.com/compare/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.

[Compare with Dubsado →](https://workspace369.com/compare/dubsado/)
- Bonsai

10 seats for $149 a month

Ten people on Bonsai Essentials list at $250 a month. Workspace369 Specialist includes 10 seats.

[Compare with Bonsai →](https://workspace369.com/compare/bonsai/)
- Moxie

Room past five people

Moxie Teams stops at 5 members. Workspace369 Specialist includes 10 seats, and you can add more.

[Compare with Moxie →](https://workspace369.com/compare/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.

[Compare with 17hats →](https://workspace369.com/compare/17hats/)

## 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/mcpcontent_copy Copy URL

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 logMCP works on every plan. Webhooks & API integrations are included from Specialist.

[Read the developer docs arrow_outward](https://docs.workspace369.com/v/2026.3/admin/integrations-and-api/)

webhook · invoice.paidmcp · tools/call

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"}

## 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.

[Start free trial](https://app.workspace369.com/signup)[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.

Workspace369 overview

CRMClient context

AIAssisted workflows

ARPayments visible

[Pricing](https://workspace369.com/pricing/)[Start free trial](https://app.workspace369.com/signup)14 days free · card required · then $29/mo · cancel anytime

---

# Win the job, do the work, get paid. From $29. | Workspace369
Source: https://workspace369.com/pricing/

# Win the job, do the work, get paid.

Proposals with deposits, invoices, a client portal, time tracking and email automations on every plan. Add calls, texts or full accounting as you grow.

Founding price on yearly plans: from $14.50/mo for your first year ($174 billed yearly), until Oct 31.

From $23.25/mo, billed yearly.

MonthlyYearly save 20%

Founding member offer

Yearly plans only: your whole first year costs the same as 6 months of the monthly price, for the first 100 customers who join by Oct 31. Send us your website and we set up your workspace for you, free.

Solo

Regular price$23.25/mo

Founding member price$14.50/mo

Billed yearly at $174

$23.25/mo

Billed yearly at $278.99

## Cadet

Win the job, do the work and get paid, all in one place.

[Start free trial](https://app.workspace369.com/signup?plan=cadet&billing=yearly&promo=FOUNDING100)14-day free trial. Card required. Then $174 for your first year of Cadet, then $278.99/year. Renews automatically every year until you cancel. First 100 customers, ends Oct 31, 2026. Cancel anytime in Settings → Billing.

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 clients sign and pay a deposit on
- 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)See everything in Cadet1 seat · Standard monthly usage

Team

Regular price$59.25/mo

Founding member price$37/mo

Billed yearly at $444

$59.25/mo

Billed yearly at $710.99

## Voyager

Calls, texts and email in one inbox, for small teams that ship client work.

[Start free trial](https://app.workspace369.com/signup?plan=voyager&billing=yearly&promo=FOUNDING100)14-day free trial. Card required. Then $444 for your first year of Voyager, then $710.99/year. Renews automatically every year until you cancel. First 100 customers, ends Oct 31, 2026. Cancel anytime in Settings → Billing.

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
- Unlimited projects
- Up to 10 workflows, with SMS stepsSee everything in Voyager2 seats · 3× Cadet usage

BusinessRecommended

Regular price$119.25/mo

Founding member price$74.50/mo

Billed yearly at $894

$119.25/mo

Billed yearly at $1,430.99

## Specialist

The full agency suite: pipeline, delivery and billing in one place.

[Start free trial](https://app.workspace369.com/signup?plan=specialist&billing=yearly&promo=FOUNDING100)14-day free trial. Card required. Then $894 for your first year of Specialist, then $1,430.99/year. Renews automatically every year until you cancel. First 100 customers, ends Oct 31, 2026. Cancel anytime in Settings → Billing.

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
- Webhooks & API, up to 25 workflows10 seats · 6× Cadet usage

Scale

Regular price$239.25/mo

Founding member price$149.50/mo

Billed yearly at $1,794

$239.25/mo

Billed yearly at $2,870.99

## Commander

Real accounting depth and AI-drafted workflows for scaled firms.

[Start free trial](https://app.workspace369.com/signup?plan=commander&billing=yearly&promo=FOUNDING100)14-day free trial. Card required. Then $1,794 for your first year of Commander, then $2,870.99/year. Renews automatically every year until you cancel. First 100 customers, ends Oct 31, 2026. Cancel anytime in Settings → Billing.

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 support20 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 usage50 seats · 30× Cadet usage

14-day free trialCard required. Cancel before your trial ends and pay nothing; after that, your plan renews automatically at the price shown until you cancel30-day money-back guaranteeYour plan price never goes up while you stay subscribedFrom Voyager: extra seats $10/mo eachDedicated SMS and voice numbers need a one-time $50 carrier setup

All prices in USD.

## Compare every plan, line by line.

Seats, AI usage, communication depth, automations, and accounting — side by side.

All featuresDifferences only

Compare every plan, line by line.CadetSolo$29 / month $23.25 / month (if paid annually) VoyagerTeam$74 / month $59.25 / month (if paid annually) RecommendedSpecialistBusiness$149 / month $119.25 / month (if paid annually) CommanderScale$299 / month $239.25 / month (if paid annually) EnterpriseEnterprise$699 / month $559.25 / month (if paid annually)

 Platform & capacity

Seats included  ? Included workspace members. Team plans can add more seats for $10 per month.1 | 2 | 10 | 20 | 50 |

Monthly usage  ? One monthly allowance for AI, plus texts and calls on plans with a phone number. Unused usage carries over. Add more any time.Standard | 3× | 6× | 12× | 30× |

Additional seats  ? Add teammates beyond the included seats for $10 per seat per month.Available from Voyager—Not included | $10 | $10 | $10 | $10 |

14-day free trial  ? Try the full plan free for 14 days before the first bill.Included | Included | Included | Included | Included |

Save 20% with yearly billing  ? Pay yearly and save 20% on every plan.Included | Included | Included | Included | Included |

90-day data retention  ? Workspace data stays available for 90 days after cancellation.Included | Included | Included | Included | Included |

Instant plan upgrades  ? Plan upgrades apply immediately; downgrades apply at the next billing cycle.Included | Included | Included | Included | Included |

Audit trails  ? Activity history across records; depth varies by plan.Varies by plan | Varies by plan | Varies by plan | Varies by plan | Varies by plan |

Storage  ? File storage included with the plan.5 GB | 50 GB | 100 GB | 500 GB | 1 TB |

Global workspace search  ? Search everything in your workspace from one box.Included | Included | Included | Included | Included |

Push notifications  ? Notifications on mobile and web.Included | Included | Included | Included | Included |

 Client work

CRM & clients  ? Clients, companies, notes, tags, and custom fields in one record.Included | Included | Included | Included | Included |

Client records  ? Track client history, contact details, job context, and related files in one place.Included | Included | Included | Included | Included |

Companies  ? Organize contacts under companies with notes, tags, and custom fields.Included | Included | Included | Included | Included |

Custom fields  ? Add your own fields to client records for the data your operation needs.Included | Included | Included | Included | Included |

Lead sources  ? Track where each client came from, from first touch to signed work.Available from Voyager—Not included | Included | Included | Included | Included |

Client lifetime value  ? Track how much each client has been worth over time.Available from Specialist—Not included | —Not included | Included | Included | Included |

 Requests & Forms

Public intake forms  ? Capture leads and requests through public forms and workflows.Included | Included | Included | Included | Included |

Request tracking  ? Manage client requests from first message to resolution.Included | Included | Included | Included | Included |

Request-to-client conversion  ? Convert requests into client records; projects and invoices flow from there.Included | Included | Included | Included | Included |

Drag-and-drop form builder  ? Build intake forms by dragging fields into place.Included | Included | Included | Included | Included |

Embed forms on any website  ? Put your forms on your own site with an embed code.Included | Included | Included | Included | Included |

Auto-replies to form submissions  ? Send an automatic reply when someone submits a form.Included | Included | Included | Included | Included |

 Client access & public links

Client portal  ? A private, branded portal per client: projects, task boards, comments, and invoices to view and pay.Included | Included | Included | Included | Included |

Public invoice & payment links  ? Share an invoice link; clients view and pay online without an account.Included | Included | Included | Included | Included |

Public proposal approval & signing  ? Clients review, accept, and sign proposals through a public link.Included | Included | Included | Included | Included |

File share links  ? Share files with clients through secure share links.Included | Included | Included | Included | Included |

 Projects & Tasks

Projects & tasks  ? Project records with stages, tasks, owners, and delivery status. Cadet includes up to 5 active projects; archived projects do not count.Up to 5 active | Unlimited | Unlimited | Unlimited | Unlimited |

Project stages  ? Coordinate work through stages, ownership, due dates, and status.Included | Included | Included | Included | Included |

Kanban boards & task lists  ? Plan on kanban boards and task lists with clear ownership.Included | Included | Included | Included | Included |

Subtasks  ? Break tasks into subtasks with their own owners and dates.Included | Included | Included | Included | Included |

Task dependencies  ? Link tasks as blocked by, blocks or related to, so the order is clear.Available from Voyager—Not included | Included | Included | Included | Included |

Timeline / Gantt view  ? Plot tasks on a timeline with their dependencies.Available from Voyager—Not included | Included | Included | Included | Included |

Team workload view  ? See each teammate's load across projects and rebalance it.Available from Commander—Not included | —Not included | —Not included | Included | Included |

Project financials dashboard  ? See a project's budget, billed amount and costs in one place.Available from Voyager—Not included | Included | Included | Included | Included |

 Calendar & Scheduling

Notes & calendar  ? Notes, reminders, habits, and focus tools near the work.Included | Included | Included | Included | Included |

Team calendar  ? A shared calendar with assigned team members and client work.Included | Included | Included | Included | Included |

Online booking  ? Let clients book time with you through online booking.Available from Specialist—Not included | —Not included | Included | Included | Included |

Appointment reminders  ? Automatic reminders before client appointments. Email reminders on every plan; SMS reminders need Voyager.Included | Included | Included | Included | Included |

Recurring events  ? Repeat events on a schedule.Included | Included | Included | Included | Included |

Event attendees & invitations  ? Invite attendees to events.Included | Included | Included | Included | Included |

Availability rules & buffer time  ? Set bookable hours and buffers between appointments.Available from Specialist—Not included | —Not included | Included | Included | Included |

Round-robin team scheduling  ? Spread bookings across your team in turn.Available from Specialist—Not included | —Not included | Included | Included | Included |

 Time & Expenses

Time tracking  ? Track time against clients, projects, and tasks.Included | Included | Included | Included | Included |

Timers  ? Start and stop timers right where the work happens.Included | Included | Included | Included | Included |

Timesheets & approvals  ? Teammates submit weekly timesheets and managers approve them.Included | Included | Included | Included | Included |

Billable time tracking  ? Mark billable time so it can flow into the right invoice.Included | Included | Included | Included | Included |

Time-to-invoice  ? Turn tracked time into invoice line items with the project context attached.Included | Included | Included | Included | Included |

Expense tracking  ? Track costs by project with receipts attached.Available from Specialist—Not included | —Not included | Included | Included | Included |

Receipt capture  ? Capture receipts against expenses as they happen.Available from Specialist—Not included | —Not included | Included | Included | Included |

Time estimates per task  ? Estimate hours per task and compare them with tracked time.Included | Included | Included | Included | Included |

 Inbox & Communications

Email inbox  ? Your email inbox inside the workspace, next to client records.Included | Included | Included | Included | Included |

Shared inbox  ? A team inbox with assignments, internal notes, and ownership.Available from Voyager—Not included | Included | Included | Included | Included |

Client-matched conversations  ? Senders and callers are matched to the right client record.Included | Included | Included | Included | Included |

Email templates  ? Reply with saved email and SMS templates.Included | Included | Included | Included | Included |

Quick responses & signatures  ? Quick responses and signatures for common replies.Included | Included | Included | Included | Included |

Scheduled messages  ? Schedule sends with cancellation controls.Included | Included | Included | Included | Included |

Tasks from messages  ? Create notes, tasks, reminders, and requests from a conversation.Included | Included | Included | Included | Included |

Conversation assignment  ? Assign a conversation to a teammate.Available from Voyager—Not included | Included | Included | Included | Included |

Private team comments  ? Comment on a conversation without the client seeing it.Available from Voyager—Not included | Included | Included | Included | Included |

Pin, snooze & status  ? Pin, snooze and set a status on conversations.Available from Specialist—Not included | —Not included | Included | Included | Included |

 SMS & MMS

SMS messaging  ? Two-way SMS with delivery status, next to the client record.Available from Voyager—Not included | Included | Included | Included | Included |

MMS attachments  ? Send and receive media attachments over MMS.Available from Voyager—Not included | Included | Included | Included | Included |

Group texting  ? Text groups of clients or team members at once.Available from Voyager—Not included | Included | Included | Included | Included |

SMS delivery status  ? Per-message delivery status for texts. Email open tracking works on every plan.Available from Voyager—Not included | Included | Included | Included | Included |

SMS broadcasts & merge fields  ? Send broadcast SMS with merge fields like first name and company.Available from Voyager—Not included | Included | Included | Included | Included |

Missed-call text back  ? Automatic SMS reply when you miss a call.Available from Voyager—Not included | Included | Included | Included | Included |

A2P 10DLC & opt-out handling  ? A2P 10DLC tracking, STOP/START/HELP handling, and suppression lists.Available from Voyager—Not included | Included | Included | Included | Included |

Dedicated SMS & voice numbers  ? Dedicated SMS and voice numbers for the workspace. $50 one-time carrier setup.Available from Voyager—Not included | Included | Included | Included | Included |

 Voice & voicemail

Voice & voicemail  ? Make and receive business calls from the workspace.Available from Voyager—Not included | Included | Included | Included | Included |

Inbound VoIP calling  ? Answer calls on web and mobile with inbound VoIP.Available from Voyager—Not included | Included | Included | Included | Included |

Outbound dialer from CRM  ? Dial out from CRM records, threads, cards, and notifications.Available from Voyager—Not included | Included | Included | Included | Included |

In-call controls  ? Mute, hold, speaker, and keypad during calls.Available from Voyager—Not included | Included | Included | Included | Included |

Call transfer  ? Cold and attended transfer to teammates.Available from Specialist—Not included | —Not included | Included | Included | Included |

3-way conference calls  ? Merge a third person into the call.Available from Specialist—Not included | —Not included | Included | Included | Included |

Number search & provisioning  ? Search and provision numbers by area code.Available from Voyager—Not included | Included | Included | Included | Included |

Caller ID matching (CNAM)  ? See who is calling with CRM caller ID matching and CNAM.Available from Voyager—Not included | Included | Included | Included | Included |

 Call routing & IVR

Auto-attendant & IVR  ? A phone menu that greets and routes callers automatically.Available from Specialist—Not included | —Not included | Included | Included | Included |

Ring groups  ? Ring teams simultaneously, round-robin, or longest-idle.Available from Specialist—Not included | —Not included | Included | Included | Included |

IVR menus  ? Phone menus with your own prompts that route callers.Available from Specialist—Not included | —Not included | Included | Included | Included |

Call queues  ? Hold callers in a queue with position and ETA updates.Available from Specialist—Not included | —Not included | Included | Included | Included |

Business-hours routing  ? Route calls differently by day and business hours.Available from Specialist—Not included | —Not included | Included | Included | Included |

No-answer forwarding  ? Forward unanswered calls with ring timeouts and rules.Available from Voyager—Not included | Included | Included | Included | Included |

Agent presence & DND  ? See teammate presence and do-not-disturb status.Available from Specialist—Not included | —Not included | Included | Included | Included |

 Voicemail & recordings

Voicemail capture & playback  ? Voicemail capture and playback in the workspace.Available from Voyager—Not included | Included | Included | Included | Included |

AI voicemail transcription  ? AI transcripts of every voicemail.Available from Specialist—Not included | —Not included | Included | Included | Included |

Custom & after-hours greetings  ? Custom and after-hours greetings.Available from Specialist—Not included | —Not included | Included | Included | Included |

Always-on call recording  ? Always-on inbound and outbound call recording.Available from Specialist—Not included | —Not included | Included | Included | Included |

Call logs  ? Full call logs with duration and status.Available from Voyager—Not included | Included | Included | Included | Included |

 Post-call automation

Post-call automation  ? Automated follow-up the moment a call ends.Available from Specialist—Not included | —Not included | Included | Included | Included |

AI call summaries  ? AI summaries of calls with retry support.Available from Specialist—Not included | —Not included | Included | Included | Included |

Post-call task creation  ? Create tasks from calls automatically.Available from Specialist—Not included | —Not included | Included | Included | Included |

 Proposals

Proposals  ? Send polished proposals and quotes from client and pricing context.Included | Included | Included | Included | Included |

Catalog-based proposals  ? Build proposals from your product and service catalog.Included | Included | Included | Included | Included |

Proposal engagement tracking  ? See when clients open and engage with proposals.Included | Included | Included | Included | Included |

Deposit on acceptance  ? Collect a deposit when a proposal is accepted.Included | Included | Included | Included | Included |

Contracts & e-signature  ? Send contracts that clients review and sign online.Included | Included | Included | Included | Included |

Optional & add-on line items  ? Let clients choose optional add-ons when they accept.Included | Included | Included | Included | Included |

Cover images & page backgrounds  ? Give proposals cover images, page backgrounds and layouts.Available from Specialist—Not included | —Not included | Included | Included | Included |

Proposal revisions & version history  ? Keep each proposal revision with its history.Available from Specialist—Not included | —Not included | Included | Included | Included |

 Invoicing & Billing

Invoices & proposals  ? Create invoices and track status against the client record.Included | Included | Included | Included | Included |

Retainers & payment schedules  ? Manage retainers, deposits, and payment schedules.Included | Included | Included | Included | Included |

Retainer hour banks  ? Sell a set number of hours each cycle; unused hours expire or roll over up to a cap, as you set.Included | Included | Included | Included | Included |

Recurring invoices  ? Send invoices on a recurring schedule.Included | Included | Included | Included | Included |

Credit notes  ? Credit notes connected to invoices, payments, and history. Coming soon.Coming soon | Coming soon | Coming soon | Coming soon | Coming soon |

Catalog line items  ? Bill faster with product and service catalog line items.Included | Included | Included | Included | Included |

Proposal-to-invoice conversion  ? Convert an accepted proposal into an invoice in one step.Included | Included | Included | Included | Included |

Multiple invoice templates  ? Keep several invoice layouts and pick one per invoice.Available from Voyager—Not included | Included | Included | Included | Included |

Invoice audit trail  ? See who created, edited and sent each invoice.Available from Voyager—Not included | Included | Included | Included | Included |

Custom invoice fields  ? Add your own fields to invoices.Available from Specialist—Not included | —Not included | Included | Included | Included |

Change orders  ? Record scope changes against the original agreement.Available from Specialist—Not included | —Not included | Included | Included | Included |

Purchase order matching  ? Match invoices to your client's purchase orders.Included | Included | Included | Included | Included |

 Payments

Online payments  ? Take card payments online through Stripe.Included | Included | Included | Included | Included |

Payment links  ? Generate payment links for any invoice or amount.Included | Included | Included | Included | Included |

Deposits  ? Collect deposits and retainers where enabled.Included | Included | Included | Included | Included |

Saved payment methods  ? Save client payment methods for repeat billing.Included | Included | Included | Included | Included |

Card autopay on recurring invoices  ? Charge the client's saved card on each recurring invoice through your connected Stripe account.Included | Included | Included | Included | Included |

Split payments  ? Split a payment across methods or parties.Included | Included | Included | Included | Included |

Payment plans  ? Offer installment plans; each installment is tracked on the invoice.Available from Specialist—Not included | —Not included | Included | Included | Included |

ACH bank transfers  ? Accept ACH bank transfers through your connected Stripe account.Included | Included | Included | Included | Included |

Refund management & history  ? Issue refunds and keep a record of each one.Available from Specialist—Not included | —Not included | Included | Included | Included |

 Products & inventory

Products & catalog  ? Reusable product, service, and package records for faster billing. Cadet includes up to 20.Up to 20 | Included | Included | Included | Included |

Inventory tracking  ? Track stock alongside the products you sell.Available from Specialist—Not included | —Not included | Included | Included | Included |

Stock adjustments  ? Adjust stock counts as items move.Available from Specialist—Not included | —Not included | Included | Included | Included |

Low-stock alerts  ? Get alerted when items run low.Available from Specialist—Not included | —Not included | Included | Included | Included |

 Accounting

Accounting  ? Basic accounting on Specialist; full accounting on Commander.Available from Specialist—Not included | —Not included | Basic | Full | Full |

AR aging  ? Monitor accounts-receivable aging and balances needing attention.Available from Specialist—Not included | —Not included | Included | Included | Included |

Project profitability  ? See margin per project and per client.Available from Specialist—Not included | —Not included | Included | Included | Included |

Customer profitability  ? Know which clients are actually profitable.Available from Specialist—Not included | —Not included | Included | Included | Included |

Chart of accounts  ? Set up and manage your accounts.Available from Specialist—Not included | —Not included | Included | Included | Included |

Journal entries & review queue  ? Post manual journal entries and review them before they are final.Available from Commander—Not included | —Not included | —Not included | Included | Included |

Accounts payable & vendor bills  ? Track vendors and bills, with an approval step before paying.Available from Commander—Not included | —Not included | —Not included | Included | Included |

Fixed assets & depreciation  ? Keep a fixed-asset register with depreciation schedules.Available from Commander—Not included | —Not included | —Not included | Included | Included |

P&L, balance sheet & cash flow  ? Financial statements plus trial balance.Available from Commander—Not included | —Not included | —Not included | Included | Included |

Period locking & year-end close  ? Lock closed periods so past books stay fixed.Available from Commander—Not included | —Not included | —Not included | Included | Included |

Cost centers  ? Split income and costs by cost center.Available from Commander—Not included | —Not included | —Not included | Included | Included |

Budget vs actual  ? Compare results with your budget.Available from Commander—Not included | —Not included | —Not included | Included | Included |

 Dashboards & Reports

Dashboards & reports  ? Dashboards for invoices, payments, expenses, and team activity.Included | Included | Included | Included | Included |

Attention signals  ? Spot overdue invoices, bills, and project health issues.Included | Included | Included | Included | Included |

Client & team activity view  ? Client and team activity in one live view.Included | Included | Included | Included | Included |

Custom dashboards  ? Arrange the widgets you want on your dashboard.Included | Included | Included | Included | Included |

Team productivity reports  ? Report on what each teammate has done.Included | Included | Included | Included | Included |

 Files & branding

File management  ? File storage organized by client and project.Included | Included | Included | Included | Included |

Client & project attachments  ? Attach files and notes to clients, projects, and workflows.Included | Included | Included | Included | Included |

File versioning  ? File versions and history built in.Included | Included | Included | Included | Included |

Branding & themes  ? Your logo, colors, and identity across the workspace.Included | Included | Included | Included | Included |

Branded documents  ? Branded proposals, invoices, and PDF output.Included | Included | Included | Included | Included |

PDF customization  ? Reusable templates for proposals, quotes, invoices, and PDFs.Included | Included | Included | Included | Included |

Dark & light mode  ? Dark and light themes for the workspace.Included | Included | Included | Included | Included |

Folder-level permissions  ? Choose who can open each folder.Available from Specialist—Not included | —Not included | Included | Included | Included |

Share-link expiration  ? Set share links to stop working after a date.Available from Specialist—Not included | —Not included | Included | Included | Included |

File access audit log  ? See who opened or changed each file.Available from Specialist—Not included | —Not included | Included | Included | Included |

 Automations & Marketing

Email & SMS automations  ? Email and SMS automation, task creation, reminders, and internal notifications.Email only | Included | Included | Included | Included |

Active workflows  ? Workflows switched on at the same time. Commander and Enterprise have no limit.3 | 10 | 25 | Unlimited | Unlimited |

53 workflow triggers  ? Start workflows from scheduling, client, invoice, payment, proposal, task, lead, call, or time triggers. Call triggers need a plan with voice.Included | Included | Included | Included | Included |

Scheduled-time triggers  ? Run workflows on a schedule instead of an event.Included | Included | Included | Included | Included |

Conditional filters & rules  ? Chain unlimited steps with filters and rules.Included | Included | Included | Included | Included |

Timed waits  ? Pause between steps, from minutes to days.Included | Included | Included | Included | Included |

Unlimited workflow steps  ? No step limit on workflows.Included | Included | Included | Included | Included |

AI-drafted workflows  ? Workspace AI drafts the workflow for your review.Available from Commander—Not included | —Not included | —Not included | Included | Included |

Readiness checks  ? Readiness checks flag unsupported or incomplete setup.Included | Included | Included | Included | Included |

Pre-made automation templates  ? Pre-made templates like payment follow-up and appointment reminders.Included | Included | Included | Included | Included |

Simulated test runs & execution logs  ? Simulated test runs and full execution logs.Included | Included | Included | Included | Included |

Internal notifications  ? Notify the team or one member when something happens.Included | Included | Included | Included | Included |

Late-payment reminders  ? Remind clients automatically when an invoice is overdue.Included | Included | Included | Included | Included |

Automatic late fees  ? Add a late fee to overdue invoices automatically.Available from Commander—Not included | —Not included | —Not included | Included | Included |

 Funnels

Live funnels  ? Published funnels live at once. Drafts are unlimited.1 | 3 | 10 | 25 | 25 |

Funnel leads per month  ? Leads captured per month across all funnels.100 | 500 | 2,000 | 5,000 | 5,000 |

Block funnel builder  ? Mobile-first block editor with 22 block types, pre-made sections, and starter templates.Included | Included | Included | Included | Included |

Hosted public funnels  ? Publish to a hosted public URL with social previews, SEO toggle, and QR sharing.Included | Included | Included | Included | Included |

Lead capture into CRM  ? Form blocks with 16 field kinds, consent checkboxes, anti-spam, and auto-convert to client.Included | Included | Included | Included | Included |

Funnel analytics  ? Visitors, leads, conversion rate, step drop-off, and device split per funnel.Included | Included | Included | Included | Included |

Follow-up email & SMS flows  ? Email and SMS drip sequences on new leads; conditions and timed waits from Voyager.Included | Included | Included | Included | Included |

Advanced funnel tools (Pro)  ? Answer-based logic rules, A/B testing, pro blocks, partial capture, double opt-in, and UTM tracking.Available from Voyager—Not included | Included | Included | Included | Included |

Funnel personalization & branding (Max)  ? Dynamic headlines, URL personalization, multi-recipient lead alerts, and branding removal.Available from Specialist—Not included | —Not included | Included | Included | Included |

AI funnel generation & translation  ? AI creates, edits, and translates funnels, drawing on your plan's monthly usage.Starter | Included | Included | Advanced | Advanced |

Additional live funnel  ? Per month, per additional live funnel beyond the included amount.$12 | $12 | $10 | $10 | $10 |

 AI Features

 Standard | 3× | 6× | 12× | 30× |

AI tools  ? Starter AI on Cadet, full AI on Voyager and Specialist, advanced on Commander.Starter | Included | Included | Advanced | Advanced |

AI chat  ? Ask AI questions against your workspace data.Starter | Included | Included | Advanced | Advanced |

Knowledge search  ? Semantic search across the shared knowledge base.Starter | Included | Included | Advanced | Advanced |

AI compose & rewrite  ? AI compose and rewrite for messages and documents.Starter | Included | Included | Advanced | Advanced |

AI translate & thread summaries  ? Translate messages and summarize long threads.Included | Included | Included | Included | Included |

Smart action suggestions  ? Suggested next steps based on your workspace.Watch alerts only | Included | Included | Included | Included |

AI daily briefing  ? A short daily summary of what needs your attention.Available from Voyager—Not included | Included | Included | Included | Included |

AI Import  ? Upload a CSV or Excel export from another tool. AI maps clients, services, invoices, proposals, and expenses, and you review every row before it's saved. Uses your monthly AI usage; imports only what your plan includes.Included | Included | Included | Included | Included |

 Team & Permissions

Roles & permissions  ? Decide what each member can do.Included | Included | Included | Included | Included |

Client-scoped access  ? Limit members to only the clients they work with.Included | Included | Included | Included | Included |

Scoped workspace search  ? Search results stay inside each member's scope.Included | Included | Included | Included | Included |

Full book & Scoped modes  ? Full book for owners; Scoped mode for everyone else.Included | Included | Included | Included | Included |

Scoped reporting limits  ? Workspace-wide financials stay with owners and admins.Included | Included | Included | Included | Included |

Full role-based access control  ? Set detailed permissions for each role.Available from Specialist—Not included | —Not included | Included | Included | Included |

Per-module permissions  ? Turn each part of the workspace on or off per role.Available from Voyager—Not included | Built-in role defaults | Included | Included | Included |

 Integrations

CSV import  ? Import clients, products, invoices, and data from CSV files.Included | Included | Included | Included | Included |

Google Calendar  ? Two-way sync: your Workspace369 schedule goes to Google Calendar, and your Google events show in Workspace369.Included | Included | Included | Included | Included |

Webhooks & API  ? Webhooks and API integrations for custom workflows.Available from Specialist—Not included | —Not included | Included | Included | Included |

AI connections (Claude, ChatGPT)  ? Connect AI assistants to your workspace.Included | Included | Included | Included | Included |

 Support & services

Documentation & help center  ? Searchable product documentation and guides.Included | Included | Included | Included | Included |

Onboarding guidance  ? Guided onboarding for setup and configuration.Included | Included | Included | Included | Included |

Dedicated support  ? A dedicated support contact for your team.Available from Commander—Not included | —Not included | —Not included | Included | Included |

Email support  ? Help by email on every plan.Included | Included | Included | Included | Included |

Start free trial[Start free trial](https://app.workspace369.com/signup?plan=cadet)14 days free · card required · then $29/mo · cancel anytime

 | [Start free trial](https://app.workspace369.com/signup?plan=voyager)14 days free · card required · then $74/mo · cancel anytime

 | [Start free trial](https://app.workspace369.com/signup?plan=specialist)14 days free · card required · then $149/mo · cancel anytime

 | [Start free trial](https://app.workspace369.com/signup?plan=commander)14 days free · card required · then $299/mo · cancel anytime

 | [Talk to sales](https://workspace369.com/contact-sales/) |

Claiming one or more dedicated SMS or voice numbers adds a one-time $50 carrier compliance setup on Voyager and above.

## Which plan fits you?

Every tier maps to a stage of the operation. Start where you are and move up when the team or the workload grows.

Solo

### Cadet

For solo operators who need clients, invoices, proposals, projects, time tracking, intake forms, files, calendar, an email inbox, email automations, and starter AI in one workspace.

Team

### Voyager

For small teams adding shared inbox workflows, SMS and calls, unlimited projects, up to 10 active workflows with SMS steps, and 2 included seats.

Business

### Specialist

Built for agencies and service businesses that need 10 included seats, IVR and call queues, expenses, payment plans, inventory, up to 25 active workflows, and basic accounting.

Scale

### Commander

For larger teams that want 20 included seats, full accounting, unlimited workflows with AI drafting, advanced AI, and dedicated support.

Enterprise

### Enterprise

For organizations that want everything in Commander plus 50 seats and 30× Cadet usage.

## 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.

[Compare with HoneyBook →](https://workspace369.com/compare/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.

[Compare with Dubsado →](https://workspace369.com/compare/dubsado/)
- Bonsai

10 seats for $149 a month

Ten people on Bonsai Essentials list at $250 a month. Workspace369 Specialist includes 10 seats.

[Compare with Bonsai →](https://workspace369.com/compare/bonsai/)
- Moxie

Room past five people

Moxie Teams stops at 5 members. Workspace369 Specialist includes 10 seats, and you can add more.

[Compare with Moxie →](https://workspace369.com/compare/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.

[Compare with 17hats →](https://workspace369.com/compare/17hats/)

## Free account setup & migration help

Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.

Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.

Offer ends December 31, 2026.

[Start free trial →](https://app.workspace369.com/signup)14 days free · card required · then $29/mo · cancel anytime

After signup, claim free setup in your workspace.

## Every plan, clear terms.

14-day trial

Try the tier you choose before the first bill.

Save 20% yearly

Every plan has lower effective monthly pricing when billed annually.

Nonprofit pricing

Eligible nonprofits can request discounted pricing from support.

Flexible team growth

Voyager, Specialist, Commander, and Enterprise support paid add-on seats when the team grows.

Carrier compliance setup

A $50 one-time carrier-mandated setup applies only when a workspace claims one or more dedicated SMS and voice numbers.

## Need more than 50 seats?

Teams with over 50 seats or custom compliance needs can get a tailored plan from our sales team.

[Talk to sales ->](https://workspace369.com/contact-sales/)

## Pricing follows the way Workspace369 is organized in the app.

Plans expand across client work, communication, billing, AI, automation, accounting, files, and reporting.

Inbox & Communications

CRM & Clients

Invoicing & Billing

Proposals

Accounting

Projects & Tasks

Calendar & Scheduling

Automations & Marketing

Payments

Notes & Productivity

Services & Packages

Team & Permissions

Storage & Files

Time & Expenses

Integrations

AI Features

Dashboards & Reports

Requests & Forms

Affiliates & Referrals

Platform & Support

[Start free trial](https://app.workspace369.com/signup)14 days free · card required · then $29/mo · cancel anytime

Pricing

## Common questions

Can I switch plans later?Yes. Upgrades take effect immediately. Downgrades begin at the end of the current billing period.

What happens after the 14-day trial?You add a card to start. When the 14 days end, we charge the plan you chose at the price shown, and it renews automatically every month (or year) until you cancel. You can see your charge date in the app under Settings → Billing. To avoid being charged, cancel there before the trial ends. If you cancel during the trial, you pay nothing.

Do I need a card to start the trial?Yes. Nothing is charged during the 14 days. Cancel in Settings → Billing before the trial ends and you pay nothing.

What does the founding price cover?On a yearly Cadet, Voyager, Specialist or Commander plan, your first year costs the same as 6 months of the monthly price, and we set up your workspace for you. From your second year you pay the regular yearly price, which then stays locked while you stay subscribed: Cadet is $174 for the first year, then $278.99 a year. The offer is for the first 100 customers who join by Oct 31, 2026, and doesn't apply to Enterprise.

How do team seats work?Cadet includes 1 seat, Voyager 2, Specialist 10, Commander 20 and Enterprise 50. Voyager and higher can add paid seats for $10 per seat per month.

How does usage work?Every plan includes a month of usage for AI, and for texts and calls from Voyager up. Bigger plans include more: Voyager has 3× Cadet's, up to 30× on Enterprise. You'll see it in Settings → Usage as a simple meter, like "42% used · resets Nov 3". We let you know at 80%. If you run out, add more in one tap: +50%, +100% or +300% of your plan's monthly usage, or turn on auto-add so you never stop mid-task. Unused usage carries over to next month. Email sending has its own monthly credits and isn't part of this meter.

Do you offer yearly or nonprofit discounts?Yearly billing saves 20%. Eligible nonprofits can contact support for nonprofit pricing.

What if I cancel?You keep access through the current billing period, and workspace data is preserved for 90 days. If you resubscribe later, current prices apply.

Will I get stuck in a contract?No. Cancel anytime in Settings → Billing: your plan runs to the end of the period you paid for and then stops. Your first subscription payment also has a 30-day money-back guarantee.

Can I get a refund?Yes, on your first subscription payment. If Workspace369 isn't right for you, email support within 30 days of that payment and we'll refund it in full. Extra usage packs, phone number fees and the $50 carrier compliance setup aren't included.

Will my price go up?No. Your plan price never goes up while you stay subscribed, monthly or yearly. It only changes if you switch plans or billing interval, or if your subscription ends. Taxes, extra seats, phone numbers, extra usage packs and email credit packs are priced separately.

Can I bring my data from another tool?Yes. Export your clients, invoices or proposals as a CSV and AI Import maps the columns for you. You review the column mapping and the AI usage estimate before the import starts, and support can help with anything unusual.

Do you offer enterprise pricing?Teams over 50 seats or with custom compliance needs can contact sales for a tailored plan.

## Pay once. Keep Voyager for life.

One payment of $2,149, about the price of 3 years of Voyager yearly, then Voyager for as long as Workspace369 runs. There are only 50 licenses, and each one is by request: ask us, and if we approve it we email you a private checkout link.

- Every Voyager feature, with its 2 included seats
- A one-time AI usage grant, about a month of Cadet usage, then top up whenever you need more
- No monthly bill and nothing to renew
- Limited to 50 licenses, each one approved by a person

$2,149

one-time and non-refundable, plus tax where it applies

[Request lifetime access](mailto:sales@workspace369.com?subject=Founding%20Lifetime%20request)Opens an email to sales@workspace369.com. Send it from the email you sign in with, or will sign up with, and tell us a little about your business.

Final sale: no refunds once paid. Base Voyager plan only: no monthly AI usage allowance and no included phone number. Phone numbers, extra seats, AI usage top-ups, email credit packs and carrier fees are billed separately. One license per workspace; can't be combined with other offers. Terms of Service section 9.3 applies.

### Founding Lifetime questions

How does a request work?Email sales@workspace369.com with the button above. A person reads every request. If we approve yours, we email you a private checkout link for your workspace. It works for 14 days and holds one of the 50 licenses until then. Nothing is charged until you pay through that link.

What does lifetime mean?For as long as we run Workspace369. The license belongs to your workspace, not to a person or a business, and it never renews.

What happens when the starting AI usage runs out?It doesn't expire. When it's used up, top up in Settings → Billing. Every feature that doesn't use AI keeps working without it.

I already have a trial or a plan. Can I switch?Yes, from Cadet or Voyager. When you pay, we move that workspace to Founding Lifetime and cancel your subscription, so you aren't billed again. Time you already paid for isn't refunded. On Specialist or higher? Say so in your request, because the license moves you down to Voyager. If you subscribed through Apple or Google, cancel it there as well.

Can I get a refund?No. Founding Lifetime is a final sale, and at checkout you confirm that the payment is non-refundable and that your license starts right away. If you're in the EU or UK, that confirmation means the 14-day right to cancel doesn't apply once the license starts. Rights you have by law that can't be waived aren't affected.

## 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.

[Start free trial](https://app.workspace369.com/signup)[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.

Workspace369 overview

CRMClient context

AIAssisted workflows

ARPayments visible

---

# Workspace369 Pricing Explained | Plans, Tiers, and Value
Source: https://workspace369.com/workspace369-pricing/

# Workspace369 pricing, explained.

Workspace369 pricing is designed around how much of the client-work operation a business wants to run in one workspace.

[Start free trial](https://app.workspace369.com/signup)[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.

AI answer

Workspace369 has five plans: Cadet for solo operators, Voyager for small teams, Specialist for broader business workflows with call routing, IVR, and accounting features, Commander for scaled teams that need 20 included seats, advanced AI, unlimited workflows, and deeper controls, and Enterprise for organizations that need 50 seats. Email automations are on every plan, with more active workflows on higher tiers.

Entry plan

Cadet starts at $29/month, or $23.25/month billed yearly

Team plan

Voyager starts at $74/month, or $59.25/month billed yearly

Scale plan

Commander starts at $299/month, or $239.25/month billed yearly

Carrier setup

$50 one-time carrier compliance setup applies only before claiming one or more dedicated SMS and voice numbers

Plan logic

## Choose the plan by workflow depth, not just seat count.

Solo

### Cadet is for solo operators getting organized.

It covers the foundational client-work workflow: invoices, proposals, clients, projects, tasks, notes, calendar, and email automations.

Team

### Voyager is for small teams collaborating on client work.

It adds deeper team workflows such as shared inbox, SMS and calls, SMS steps in automations, unlimited projects, and time tracking.

Business and scale

### Specialist and Commander unlock broader operations.

These plans add the full phone system, CRM, proposals, expenses, accounting, AI, active workflows, storage, and scale controls.

Buying path

## How to choose the right tier.

01

### Start with today

Pick the tier that matches the workflows you need right now.

02

### Check replacement value

List the tools Workspace369 can replace, not just the seats included.

03

### Account for growth

Voyager, Specialist, Commander, and Enterprise support add-on seats when the team grows.

04

### Review yearly savings

Annual billing lowers the effective monthly price on each plan.

05

### Review carrier requirements

Dedicated SMS and voice numbers require carrier compliance setup before a workspace claims one or more business numbers. Workspace369 discloses the one-time $50 setup separately so buyers understand the regulated cost before choosing phone features.

## What pricing should be compared against

The real value of Workspace369 is consolidation. Compare the plan against the CRM, invoice, project, inbox, SMS, phone, file, automation, and reporting tools it can reduce.

CRM replacement

Invoice software replacement

Project management replacement

SMS and inbox workflow

Voice and voicemail

Proposal tools

Payment plans

File and note workflows

AI tools

Automations

Reporting

Accounting visibility

Pricing

## Simple tiers for different stages of the business.

Solo

### Cadet

$29/mo

$23.25/mo billed yearly

Team

### Voyager

$74/mo

$59.25/mo billed yearly

Business

### Specialist

$149/mo

$119.25/mo billed yearly

Scale

### Commander

$299/mo

$239.25/mo billed yearly

Enterprise

### Enterprise

$699/mo

$559.25/mo billed yearly

FAQ

## Pricing questions

### How much does Workspace369 cost?

Workspace369 has five plans: Cadet $29, Voyager $74, Specialist $149, Commander $299 and Enterprise $699 a month. Billed yearly, they are $23.25, $59.25, $119.25, $239.25 and $559.25 a month. Voyager and higher can add seats for $10 per seat a month.

### Does Workspace369 offer a free trial?

Yes. Cadet through Commander start with a 14-day free trial. You add a card to start, and when the 14 days end we charge the plan you chose at the price shown unless you cancel first.

### How should I compare Workspace369 pricing?

Compare Workspace369 against the cost and admin time of separate tools for CRM, projects, invoices, payments, inbox, SMS, voice, files, AI, automations, accounting, and reporting.

### Why is there a carrier compliance setup for dedicated numbers?

Business SMS carriers require compliance registration before a workspace can reliably send and receive business texts from dedicated numbers. Workspace369 shows the $50 one-time carrier compliance setup separately, before claiming one or more numbers, so it is transparent instead of hidden inside the monthly plan price.

## 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.

[Start free trial](https://app.workspace369.com/signup)[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.

Workspace369 overview

CRMClient context

AIAssisted workflows

ARPayments visible

---

# What Is Workspace369? | Client Work Operating System
Source: https://workspace369.com/what-is-workspace369/

# What is Workspace369?

Workspace369 is a client-work operating system for businesses that deliver work to clients, from independent freelancers and consultants to agencies, with the client, the work, the money, and the communication in one place.

[Start free trial](https://app.workspace369.com/signup)[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.

AI answer

Workspace369 is a client-work operating system for businesses that deliver work to clients, from independent freelancers and consultants to agencies. Clients open one branded proposal link, choose optional add-ons, accept with a signature, pay a deposit and sign the attached contract; the same workspace then manages client records, projects, invoices, payments, inbox, SMS, voice, files, AI workflows, automations, accounting, inventory, and reporting.

Category

Client work operating system

Best fit

Any business that delivers client work, from independent freelancers to agencies running several teams

Core value

Replace disconnected CRM, billing, project, communication, and reporting tools

Direct answer

## Workspace369 brings client operations into one system.

Client experience

### Clients get one branded link, not a tangle of tools.

A proposal opens in your theme, accent color, logo and cover image. The client picks add-ons, accepts, pays the deposit and moves straight on to signing the contract.

Client context

### The client record stays attached to the work.

CRM, notes, requests, inbox, SMS, voice, files, projects, invoices, payments, and activity history stay close together.

Business workflow

### The quote-to-cash path is connected.

Teams can move from quote to proposal to project to invoice to payment without rebuilding context in another app.

AI and automation

### AI works beside real operational context.

Workspace369 can support compose, rewrite, translate, summaries, search, reminders, automations, and follow-up inside the workspace.

Operating loop

## How the platform organizes client work.

01

### Capture

Create or import clients, requests, notes, files, and communication history.

02

### Plan

Turn client work into projects, tasks, schedules, proposals, and assignments.

03

### Bill

Send proposals, invoices, retainers, payment plans, and payment links.

04

### Report

Track revenue, expenses, AR, client activity, team workflow, and operational health.

## What Workspace369 includes

Workspace369 is intentionally broad so teams can start simple and grow into deeper operations when they are ready.

Branded proposals

Contracts and e-signature

Booking pages

Client portal

CRM

Projects

Tasks

Calendar

Inbox

SMS

Workspace Voice

Voicemail

Invoices

Quotes

Proposals

Payments

Files

Notes

AI workflows

Automations

Expenses

Accounting

Inventory

Reporting

Pricing

## Simple tiers for different stages of the business.

Solo

### Cadet

$29/mo

$23.25/mo billed yearly

Team

### Voyager

$74/mo

$59.25/mo billed yearly

Business

### Specialist

$149/mo

$119.25/mo billed yearly

Scale

### Commander

$299/mo

$239.25/mo billed yearly

Enterprise

### Enterprise

$699/mo

$559.25/mo billed yearly

FAQ

## Questions people ask about Workspace369

### What kind of software is Workspace369?

Workspace369 is a client-work operating system, combining CRM, operations, communication, billing, payments, files, AI, automation, and reporting.

### Who should use Workspace369?

Workspace369 is best for service businesses, agencies, consultants, solo entrepreneurs, and client-work teams that want fewer disconnected platforms.

### Can Workspace369 replace multiple tools?

Yes. Depending on the plan and current stack, Workspace369 can replace separate tools for CRM, projects, invoices, payments, inbox, SMS, voice, files, AI, automations, and reporting.

### What do my clients see when they work with Workspace369?

One branded link. The proposal page uses your theme, accent color, logo and cover image; the client ticks optional add-ons, accepts with a typed or drawn signature and pays the deposit by card through Stripe Checkout (deposits on acceptance are on every plan from Cadet). An attached contract is sent automatically and opens with "Continue to sign the contract". No client account is needed.

### Do I have to set up an inbox before I can use Workspace369?

No. Proposals, invoices and booking pages work without connecting an inbox: proposal emails can go from the Workspace369 sender, or you can copy the link. Connect a mailbox when you want replies in one place, and add the shared inbox, SMS and calling from Voyager as the team grows.

## 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.

[Start free trial](https://app.workspace369.com/signup)[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.

Workspace369 overview

CRMClient context

AIAssisted workflows

ARPayments visible

---

# Why Choose Workspace369? | Replace Your Client Work Stack
Source: https://workspace369.com/why-workspace369/

# Why teams choose Workspace369

Teams choose Workspace369 to run CRM, projects, inbox, invoices, payments, files, AI, and reporting from one client record instead of separate tools, from $29 a month on Cadet. It is built for businesses tired of juggling CRMs, project boards, inboxes, phone tools, billing apps, files, spreadsheets, and AI tabs.

[Start free trial](https://app.workspace369.com/signup)[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.

AI answer

Choose Workspace369 when the business needs CRM, projects, inbox, SMS, voice, voicemail, invoices, payments, files, AI, automations, accounting, inventory, and reporting to work from one connected client record. Texts and calls start on Voyager ($74/mo, 2 seats); accounting, inventory, online booking, expenses, and payment plans start on Specialist ($149/mo, 10 seats).

Main reason to switch

Replace tool sprawl with one client-work operating system

Best-fit teams

Agencies, consultants, professional-services firms, and service businesses, from one-person studios to multi-team operations

Value driver

Less duplicate work, fewer subscriptions, stronger client context, and cleaner reporting

Operating advantage

## Workspace369 wins when the work, money, and communication need to stay together.

One client record

### No more rebuilding context in every tool.

Client profiles, notes, requests, files, projects, inbox messages, SMS, voice, invoices, payments, and reports can live around the same relationship.

One money loop

### Proposals, invoices, and payments connect to the work that created them.

Teams can move from proposal to invoice to payment while keeping delivery, communication, expenses, and follow-up visible.

One AI layer

### AI is more useful when it has business context.

AI compose, rewrite, translate, call summaries, voicemail transcription, search, automations, and reporting become stronger when they operate near client history.

Switching logic

## When Workspace369 becomes the obvious choice.

01

### Stack cost rises

CRM, projects, phone, SMS, invoices, files, AI, automation, and reporting each become another renewal.

02

### Context breaks

Client questions require searching inboxes, spreadsheets, task boards, calendars, files, and billing tools.

03

### Reporting slows

Revenue, expenses, receivables, client activity, and delivery health need exports before they become useful.

04

### Workspace369 connects it

The buyer gets one system for the client lifecycle instead of another custom integration project.

## One workspace for the daily operating stack

Workspace369 is intentionally broad: teams can start with the basics, then turn on deeper workflows as they grow.

CRM

Client requests

Projects

Tasks

Calendar

Online booking

Inbox

SMS and MMS

Workspace Voice

Voicemail

AI call summaries

Invoices

Proposals

Payment plans

Retainers

Files

Client portals

Automations

Campaigns

Expenses

Accounting

Inventory

Reporting

Audit trails

Pricing

## Simple tiers for different stages of the business.

Solo

### Cadet

$29/mo

$23.25/mo billed yearly

Team

### Voyager

$74/mo

$59.25/mo billed yearly

Business

### Specialist

$149/mo

$119.25/mo billed yearly

Scale

### Commander

$299/mo

$239.25/mo billed yearly

Enterprise

### Enterprise

$699/mo

$559.25/mo billed yearly

[Compare every plan, line by line →](https://workspace369.com/pricing/)

FAQ

## Questions buyers ask before switching

### Why should a business choose Workspace369?

A business should choose Workspace369 when it wants client records, projects, communication, invoices, payments, files, AI, automations, accounting, inventory, and reporting connected in one operating system.

### What does Workspace369 replace?

Depending on the workflow, Workspace369 can reduce or replace separate tools for CRM, project management, invoicing, payment tracking, SMS, voice, voicemail, client portals, file handoff, AI, automation, reporting, expenses, and lightweight accounting.

### When is Workspace369 not the right fit?

Workspace369 may be more than needed when a buyer only wants one isolated tool, such as a basic invoice sender, a simple notes app, or a standalone phone number with no client-work workflow around it.

### Is Workspace369 better than using best-in-class tools separately?

Best-in-class tools can make sense for specialized departments. Workspace369 is stronger when a team values connected context, simpler operations, consolidated pricing, and fewer handoffs across the client lifecycle.

## 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.

[Start free trial](https://app.workspace369.com/signup)[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.

Workspace369 overview

CRMClient context

AIAssisted workflows

ARPayments visible