Choose based on seats, storage, AI usage, communication depth, automations, and accounting needs.
Billed yearly at $278.99
Everything a solo freelancer or consultant needs to run the day.
Start free trial1 seat · 5 GB storage · 10,000 AI tokens
Billed yearly at $710.99
For boutique studios and small teams that ship client work together.
Start free trialEverything in Cadet, plus
2 seats · 50 GB storage · 30,000 AI tokens
Billed yearly at $1,430.99
The full agency suite: pipeline, delivery and billing in one place.
Start free trialEverything in Voyager, plus
10 seats · 100 GB storage · 60,000 AI tokens
Billed yearly at $2,870.99
Real accounting depth and AI-drafted workflows for scaled firms.
Start free trialEverything in Specialist, plus
20 seats · 500 GB storage · 120,000 AI tokens
Billed yearly at $6,710.99
For organizations running several teams or brands.
Start free trialEverything in Commander, plus
50 seats · 1 TB storage · 300,000 AI tokens
14-day free trialFrom Voyager: extra seats $10/mo each, extra storage $15 per 100 GBDedicated SMS and voice numbers need a one-time $50 carrier setup
All prices in USD.
Seats, storage, AI usage, communication depth, automations, and accounting — side by side.
| Compare every plan, line by line. | CadetSolo$29 / month $23.25 / month (if paid annually) | VoyagerTeam$74 / month $59.25 / month (if paid annually) | Most popularSpecialistBusiness$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 |
| Storage ? File storage included with the plan. | 5 GB | 50 GB | 100 GB | 500 GB | 1 TB |
| AI tokens ? Monthly AI usage allowance in tokens. | 10,000 | 30,000 | 60,000 | 120,000 | 300,000 |
| Additional seats ? Add teammates beyond the included seats for $10 per seat per month.Available from Voyager | Not included | $10 | $10 | $10 | $10 |
| Additional storage per 100 GB ? Add 100 GB of file storage for $15 per month.Available from Voyager | Not included | $15 | $15 | $15 | $15 |
| 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 |
| Multi-workspace operations ? Additional workspaces are billed at each workspace's plan price. Enterprise includes 2 additional workspaces, each with Commander-tier AI tokens (120,000 per month). | $29 /mo | $74 /mo | $149 /mo | $299 /mo | 3 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 |
| 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. | Included | Included | Included | Included | Included |
| Requests & Forms | |||||
| Public intake forms ? Capture leads and requests through public forms and workflows.Available from Voyager | Not included | Included | Included | Included | Included |
| Request tracking ? Manage client requests from first message to resolution.Available from Voyager | Not included | Included | Included | Included | Included |
| Request-to-client conversion ? Convert requests into client records; projects and invoices flow from there.Available from Voyager | Not included | Included | Included | Included | Included |
| Client access & public links | |||||
| 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. | Included | 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 |
| 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.Available from Specialist | Not included | Not included | Included | Included | Included |
| Time & Expenses | |||||
| Time tracking ? Track time against clients, projects, and tasks.Available from Voyager | Not included | Included | Included | Included | Included |
| Timers ? Start and stop timers right where the work happens.Available from Voyager | Not included | Included | Included | Included | Included |
| Timesheets ? Review and edit time in timesheets without rebuilding by hand.Available from Voyager | Not included | Included | Included | Included | Included |
| Billable time tracking ? Mark billable time so it can flow into the right invoice.Available from Voyager | Not included | Included | Included | Included | Included |
| Time-to-invoice ? Turn tracked time into invoice line items with the project context attached.Available from Voyager | Not included | Included | Included | Included | Included |
| Expense tracking ? Track costs by client and 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 |
| Inbox & Communications | |||||
| Email inbox ? Your email inbox inside the workspace, next to client records. | 1 inbox | Shared workflows | Shared workflows | Shared workflows | Shared workflows |
| 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 |
| 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 |
| Delivery status & email open tracking ? Per-message delivery status, plus open tracking on emails.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 Specialist | Not included | Not included | Included | Included | Included |
| Inbound VoIP calling ? Answer calls on web and mobile with inbound VoIP.Available from Specialist | Not included | Not included | Included | Included | Included |
| Outbound dialer from CRM ? Dial out from CRM records, threads, cards, and notifications.Available from Specialist | Not included | Not included | Included | Included | Included |
| In-call controls ? Mute, hold, speaker, and keypad during calls.Available from Specialist | Not included | Not 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 Specialist | Not included | Not included | Included | Included | Included |
| Caller ID matching (CNAM) ? See who is calling with CRM caller ID matching and CNAM.Available from Specialist | Not included | Not 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 Specialist | Not included | Not 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 Specialist | Not included | Not 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 Specialist | Not included | Not 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.Available from Specialist | Not included | Not included | Included | Included | Included |
| Deposit on acceptance ? Collect a deposit when a proposal is accepted.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 |
| Recurring invoices ? Send invoices on a recurring schedule. | Included | Included | Included | Included | Included |
| Credit notes ? Keep credit notes connected to invoices, payments, and history. | Included | Included | Included | Included | Included |
| 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 |
| 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 |
| 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 |
| Products & inventory | |||||
| Products & catalog ? Reusable product, service, and package records for faster billing. | Included | 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 |
| Dashboards & Reports | |||||
| Dashboards & reports ? Dashboards for invoices, payments, expenses, and team activity.Available from Specialist | Not included | Not included | Included | Included | Included |
| Attention signals ? Spot overdue invoices, bills, and project health issues.Available from Specialist | Not included | Not included | Included | Included | Included |
| Client & team activity view ? Client and team activity in one live view.Available from Specialist | Not included | Not included | Included | Included | Included |
| Files & branding | |||||
| File management ? File storage organized by client and project.Available from Specialist | Not included | Not included | Included | Included | Included |
| Client & project attachments ? Attach files and notes to clients, projects, and workflows.Available from Specialist | Not included | Not included | Included | Included | Included |
| File versioning ? File versions and history built in.Available from Specialist | Not included | Not 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 |
| 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 |
| 9 trigger types ? 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 |
| Marketing tools ? Marketing tools and campaigns for client outreach.Available from Specialist | Not included | Not included | 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, billed from your AI tokens. | 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 | |||||
| 10,000 | 30,000 | 60,000 | 120,000 | 300,000 | |
| 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 |
| 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 |
| 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 |
| 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 |
| Start free trial | Start free trial | Start free trial | Start free trial | Start free trial | Start free trial |
Claiming one or more dedicated SMS or voice numbers adds a one-time $50 carrier compliance setup on Voyager and above.
Every tier maps to a stage of the operation. Start where you are and move up when the team or the workload grows.
For solo operators who need clients, invoices, projects, notes, calendar, one inbox, email automations, storage, and starter AI in one workspace.
For small teams adding shared inbox workflows, SMS, time tracking, unlimited projects, up to 10 active workflows with SMS steps, 2 included seats, and 50 GB storage.
The most popular tier for agencies and service businesses that need 10 included seats, voice, voicemail, proposals, expenses, payment plans, marketing, up to 25 active workflows, and basic accounting.
For larger teams that want 20 included seats, 500 GB of storage, full accounting, unlimited workflows with AI drafting, advanced AI, and dedicated support.
For organizations that want everything in Commander plus 2 additional workspaces — each with Commander-tier AI tokens — 50 seats, 1 TB of storage, and 300,000 AI tokens.
Try the tier you choose before the first bill.
Every plan has lower effective monthly pricing when billed annually.
Eligible nonprofits can request discounted pricing from support.
Voyager, Specialist, and Commander support paid add-on seats and storage when the team grows.
A $50 one-time carrier-mandated setup applies only when a workspace claims one or more dedicated SMS and voice numbers.
Teams with over 100 seats or custom compliance needs can get a tailored plan from our sales team.
Plans expand across client work, communication, billing, AI, automation, accounting, files, and reporting.
Yes. Upgrades take effect immediately. Downgrades begin at the end of the current billing period.
Workspace369 emails you before the trial ends. The selected plan begins unless you cancel or change tiers.
Cadet includes 1 seat, Voyager 2, Specialist 10, and Commander 20. Voyager and higher can add paid seats for $10 per seat per month.
Yearly billing saves 20%. Eligible nonprofits can contact support for nonprofit pricing.
You keep access through the current billing period, and workspace data is preserved for 90 days.
Teams over 100 seats or with custom compliance needs can contact sales for a tailored plan.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
