Feature suite
One workspace for the full client lifecycle.
Explore the current Workspace369 suite: CRM, requests, projects, tasks, calendar, inbox, voice, billing, payments, files, AI, automations, reporting, inventory, and accounting.
Product modules
Built as one operating system, not a drawer full of separate tools.
Start with the pieces your team needs today. Add deeper communication, AI, automation, accounting, product, inventory, and reporting layers when the operation is ready.
Intake
Clients & Requests
CRM, request capture, forms, portals, and job history.
Open feature ->Delivery
Projects, Tasks & Calendar
Projects, tasks, scheduling, notes, reminders, habits, and focus.
Open feature ->Communication
Inbox, SMS & Voice
Shared inboxes, email, SMS, calling, voicemail, and routing.
Open feature ->Revenue
Proposals & Billing
Estimates, proposals, invoices, retainers, credit notes, and payments.
Open feature ->Collections
Payments & Plans
Stripe payment links, saved methods, payment plans, and collections.
Open feature ->Finance
Expenses & Accounting
Expenses, product catalog, inventory, AR aging, and profitability.
Open feature ->AI
Workspace AI
Ask AI, compose, rewrite, translate, and knowledge-base search.
Open feature ->Systems
Automations
Email and SMS workflows, test runs, logs, and trigger-based actions.
Open feature ->Visibility
Reports & Analytics
Dashboards, AR aging, profitability, activity, and operational views.
Open feature ->Storage
Files & Storage
Client files, workspace storage, shared links, and organized records.
Open feature ->Catalog
Services & Products
Service packages, product catalog, inventory, and reusable line items.
Open feature ->Next step
See the current Workspace369 in the real app.
Map your clients, requests, communication, projects, billing, payments, AI, automations, accounting, and reporting into one calm workspace.