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.

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

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

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 steps

2 seats · 3× 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

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 support

20 seats · 12× Cadet usage

$559.25/mo

Billed yearly at $6,710.99

Enterprise

For larger organizations running several teams.

Talk to sales

Everything in Commander, plus

  • 50 seats included
  • 30× Cadet AI usage

50 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.

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.12102050
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.Standard3×6×12×30×
Additional seats ? Add teammates beyond the included seats for $10 per seat per month.Available from VoyagerNot included$10$10$10$10
14-day free trial ? Try the full plan free for 14 days before the first bill.IncludedIncludedIncludedIncludedNot included
Save 20% with yearly billing ? Pay yearly and save 20% on every plan.IncludedIncludedIncludedIncludedIncluded
90-day data retention ? Workspace data stays available for 90 days after cancellation.IncludedIncludedIncludedIncludedIncluded
Instant plan upgrades ? Plan upgrades apply immediately; downgrades apply at the next billing cycle.IncludedIncludedIncludedIncludedIncluded
Audit trails ? Activity history across records; depth varies by plan.Varies by planVaries by planVaries by planVaries by planVaries by plan
Storage ? File storage included with the plan.5 GB50 GB100 GB500 GB1 TB
Global workspace search ? Search everything in your workspace from one box.IncludedIncludedIncludedIncludedIncluded
Push notifications ? Notifications on mobile and web.IncludedIncludedIncludedIncludedIncluded
Client work
CRM & clients ? Clients, companies, notes, tags, and custom fields in one record.IncludedIncludedIncludedIncludedIncluded
Client records ? Track client history, contact details, job context, and related files in one place.IncludedIncludedIncludedIncludedIncluded
Companies ? Organize contacts under companies with notes, tags, and custom fields.IncludedIncludedIncludedIncludedIncluded
Custom fields ? Add your own fields to client records for the data your operation needs.IncludedIncludedIncludedIncludedIncluded
Lead sources ? Track where each client came from, from first touch to signed work.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Client lifetime value ? Track how much each client has been worth over time.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Requests & Forms
Public intake forms ? Capture leads and requests through public forms and workflows.IncludedIncludedIncludedIncludedIncluded
Request tracking ? Manage client requests from first message to resolution.IncludedIncludedIncludedIncludedIncluded
Request-to-client conversion ? Convert requests into client records; projects and invoices flow from there.IncludedIncludedIncludedIncludedIncluded
Drag-and-drop form builder ? Build intake forms by dragging fields into place.IncludedIncludedIncludedIncludedIncluded
Embed forms on any website ? Put your forms on your own site with an embed code.IncludedIncludedIncludedIncludedIncluded
Auto-replies to form submissions ? Send an automatic reply when someone submits a form.IncludedIncludedIncludedIncludedIncluded
Client access & public links
Client portal ? A private, branded portal per client: projects, task boards, comments, and invoices to view and pay.IncludedIncludedIncludedIncludedIncluded
Public invoice & payment links ? Share an invoice link; clients view and pay online without an account.IncludedIncludedIncludedIncludedIncluded
Public proposal approval & signing ? Clients review, accept, and sign proposals through a public link.IncludedIncludedIncludedIncludedIncluded
File share links ? Share files with clients through secure share links.IncludedIncludedIncludedIncludedIncluded
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 activeUnlimitedUnlimitedUnlimitedUnlimited
Project stages ? Coordinate work through stages, ownership, due dates, and status.IncludedIncludedIncludedIncludedIncluded
Kanban boards & task lists ? Plan on kanban boards and task lists with clear ownership.IncludedIncludedIncludedIncludedIncluded
Subtasks ? Break tasks into subtasks with their own owners and dates.IncludedIncludedIncludedIncludedIncluded
Task dependencies ? Link tasks as blocked by, blocks or related to, so the order is clear.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Timeline / Gantt view ? Plot tasks on a timeline with their dependencies.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Team workload view ? See each teammate's load across projects and rebalance it.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Project financials dashboard ? See a project's budget, billed amount and costs in one place.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Calendar & Scheduling
Notes & calendar ? Notes, reminders, habits, and focus tools near the work.IncludedIncludedIncludedIncludedIncluded
Team calendar ? A shared calendar with assigned team members and client work.IncludedIncludedIncludedIncludedIncluded
Online booking ? Let clients book time with you through online booking.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Appointment reminders ? Automatic reminders before client appointments. Email reminders on every plan; SMS reminders need Voyager.IncludedIncludedIncludedIncludedIncluded
Recurring events ? Repeat events on a schedule.IncludedIncludedIncludedIncludedIncluded
Event attendees & invitations ? Invite attendees to events.IncludedIncludedIncludedIncludedIncluded
Availability rules & buffer time ? Set bookable hours and buffers between appointments.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Round-robin team scheduling ? Spread bookings across your team in turn.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Time & Expenses
Time tracking ? Track time against clients, projects, and tasks.IncludedIncludedIncludedIncludedIncluded
Timers ? Start and stop timers right where the work happens.IncludedIncludedIncludedIncludedIncluded
Timesheets & approvals ? Teammates submit weekly timesheets and managers approve them.IncludedIncludedIncludedIncludedIncluded
Billable time tracking ? Mark billable time so it can flow into the right invoice.IncludedIncludedIncludedIncludedIncluded
Time-to-invoice ? Turn tracked time into invoice line items with the project context attached.IncludedIncludedIncludedIncludedIncluded
Expense tracking ? Track costs by project with receipts attached.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Receipt capture ? Capture receipts against expenses as they happen.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Time estimates per task ? Estimate hours per task and compare them with tracked time.IncludedIncludedIncludedIncludedIncluded
Inbox & Communications
Email inbox ? Your email inbox inside the workspace, next to client records.IncludedIncludedIncludedIncludedIncluded
Shared inbox ? A team inbox with assignments, internal notes, and ownership.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Client-matched conversations ? Senders and callers are matched to the right client record.IncludedIncludedIncludedIncludedIncluded
Email templates ? Reply with saved email and SMS templates.IncludedIncludedIncludedIncludedIncluded
Quick responses & signatures ? Quick responses and signatures for common replies.IncludedIncludedIncludedIncludedIncluded
Scheduled messages ? Schedule sends with cancellation controls.IncludedIncludedIncludedIncludedIncluded
Tasks from messages ? Create notes, tasks, reminders, and requests from a conversation.IncludedIncludedIncludedIncludedIncluded
Conversation assignment ? Assign a conversation to a teammate.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Private team comments ? Comment on a conversation without the client seeing it.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Pin, snooze & status ? Pin, snooze and set a status on conversations.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
SMS & MMS
SMS messaging ? Two-way SMS with delivery status, next to the client record.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
MMS attachments ? Send and receive media attachments over MMS.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Group texting ? Text groups of clients or team members at once.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
SMS delivery status ? Per-message delivery status for texts. Email open tracking works on every plan.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
SMS broadcasts & merge fields ? Send broadcast SMS with merge fields like first name and company.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Missed-call text back ? Automatic SMS reply when you miss a call.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
A2P 10DLC & opt-out handling ? A2P 10DLC tracking, STOP/START/HELP handling, and suppression lists.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Dedicated SMS & voice numbers ? Dedicated SMS and voice numbers for the workspace. $50 one-time carrier setup.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Voice & voicemail
Voice & voicemail ? Make and receive business calls from the workspace.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Inbound VoIP calling ? Answer calls on web and mobile with inbound VoIP.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Outbound dialer from CRM ? Dial out from CRM records, threads, cards, and notifications.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
In-call controls ? Mute, hold, speaker, and keypad during calls.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Call transfer ? Cold and attended transfer to teammates.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
3-way conference calls ? Merge a third person into the call.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Number search & provisioning ? Search and provision numbers by area code.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Caller ID matching (CNAM) ? See who is calling with CRM caller ID matching and CNAM.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Call routing & IVR
Auto-attendant & IVR ? A phone menu that greets and routes callers automatically.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Ring groups ? Ring teams simultaneously, round-robin, or longest-idle.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
IVR menus ? Phone menus with your own prompts that route callers.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Call queues ? Hold callers in a queue with position and ETA updates.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Business-hours routing ? Route calls differently by day and business hours.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
No-answer forwarding ? Forward unanswered calls with ring timeouts and rules.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Agent presence & DND ? See teammate presence and do-not-disturb status.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Voicemail & recordings
Voicemail capture & playback ? Voicemail capture and playback in the workspace.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
AI voicemail transcription ? AI transcripts of every voicemail.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Custom & after-hours greetings ? Custom and after-hours greetings.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Always-on call recording ? Always-on inbound and outbound call recording.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Call logs ? Full call logs with duration and status.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Post-call automation
Post-call automation ? Automated follow-up the moment a call ends.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
AI call summaries ? AI summaries of calls with retry support.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Post-call task creation ? Create tasks from calls automatically.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Proposals
Proposals ? Send polished proposals and quotes from client and pricing context.IncludedIncludedIncludedIncludedIncluded
Catalog-based proposals ? Build proposals from your product and service catalog.IncludedIncludedIncludedIncludedIncluded
Proposal engagement tracking ? See when clients open and engage with proposals.IncludedIncludedIncludedIncludedIncluded
Deposit on acceptance ? Collect a deposit when a proposal is accepted.IncludedIncludedIncludedIncludedIncluded
Contracts & e-signature ? Send contracts that clients review and sign online.IncludedIncludedIncludedIncludedIncluded
Optional & add-on line items ? Let clients choose optional add-ons when they accept.IncludedIncludedIncludedIncludedIncluded
Cover images & page backgrounds ? Give proposals cover images, page backgrounds and layouts.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Proposal revisions & version history ? Keep each proposal revision with its history.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Invoicing & Billing
Invoices & proposals ? Create invoices and track status against the client record.IncludedIncludedIncludedIncludedIncluded
Retainers & payment schedules ? Manage retainers, deposits, and payment schedules.IncludedIncludedIncludedIncludedIncluded
Retainer hour banks ? Sell a set number of hours each cycle; unused hours expire or roll over up to a cap, as you set.IncludedIncludedIncludedIncludedIncluded
Recurring invoices ? Send invoices on a recurring schedule.IncludedIncludedIncludedIncludedIncluded
Credit notes ? Credit notes connected to invoices, payments, and history. Coming soon.Coming soonComing soonComing soonComing soonComing soon
Catalog line items ? Bill faster with product and service catalog line items.IncludedIncludedIncludedIncludedIncluded
Proposal-to-invoice conversion ? Convert an accepted proposal into an invoice in one step.IncludedIncludedIncludedIncludedIncluded
Multiple invoice templates ? Keep several invoice layouts and pick one per invoice.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Invoice audit trail ? See who created, edited and sent each invoice.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Custom invoice fields ? Add your own fields to invoices.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Change orders ? Record scope changes against the original agreement.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Purchase order matching ? Match invoices to your client's purchase orders.IncludedIncludedIncludedIncludedIncluded
Payments
Online payments ? Take card payments online through Stripe.IncludedIncludedIncludedIncludedIncluded
Payment links ? Generate payment links for any invoice or amount.IncludedIncludedIncludedIncludedIncluded
Deposits ? Collect deposits and retainers where enabled.IncludedIncludedIncludedIncludedIncluded
Saved payment methods ? Save client payment methods for repeat billing.IncludedIncludedIncludedIncludedIncluded
Card autopay on recurring invoices ? Charge the client's saved card on each recurring invoice through your connected Stripe account.IncludedIncludedIncludedIncludedIncluded
Split payments ? Split a payment across methods or parties.IncludedIncludedIncludedIncludedIncluded
Payment plans ? Offer installment plans; each installment is tracked on the invoice.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
ACH bank transfers ? Accept ACH bank transfers through your connected Stripe account.IncludedIncludedIncludedIncludedIncluded
Refund management & history ? Issue refunds and keep a record of each one.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Products & inventory
Products & catalog ? Reusable product, service, and package records for faster billing. Cadet includes up to 20.Up to 20IncludedIncludedIncludedIncluded
Inventory tracking ? Track stock alongside the products you sell.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Stock adjustments ? Adjust stock counts as items move.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Low-stock alerts ? Get alerted when items run low.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Accounting
Accounting ? Basic accounting on Specialist; full accounting on Commander.Available from SpecialistNot includedNot includedBasicFullFull
AR aging ? Monitor accounts-receivable aging and balances needing attention.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Project profitability ? See margin per project and per client.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Customer profitability ? Know which clients are actually profitable.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Chart of accounts ? Set up and manage your accounts.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Journal entries & review queue ? Post manual journal entries and review them before they are final.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Accounts payable & vendor bills ? Track vendors and bills, with an approval step before paying.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Fixed assets & depreciation ? Keep a fixed-asset register with depreciation schedules.Available from CommanderNot includedNot includedNot includedIncludedIncluded
P&L, balance sheet & cash flow ? Financial statements plus trial balance.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Period locking & year-end close ? Lock closed periods so past books stay fixed.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Cost centers ? Split income and costs by cost center.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Budget vs actual ? Compare results with your budget.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Dashboards & Reports
Dashboards & reports ? Dashboards for invoices, payments, expenses, and team activity.IncludedIncludedIncludedIncludedIncluded
Attention signals ? Spot overdue invoices, bills, and project health issues.IncludedIncludedIncludedIncludedIncluded
Client & team activity view ? Client and team activity in one live view.IncludedIncludedIncludedIncludedIncluded
Custom dashboards ? Arrange the widgets you want on your dashboard.IncludedIncludedIncludedIncludedIncluded
Team productivity reports ? Report on what each teammate has done.IncludedIncludedIncludedIncludedIncluded
Files & branding
File management ? File storage organized by client and project.IncludedIncludedIncludedIncludedIncluded
Client & project attachments ? Attach files and notes to clients, projects, and workflows.IncludedIncludedIncludedIncludedIncluded
File versioning ? File versions and history built in.IncludedIncludedIncludedIncludedIncluded
Branding & themes ? Your logo, colors, and identity across the workspace.IncludedIncludedIncludedIncludedIncluded
Branded documents ? Branded proposals, invoices, and PDF output.IncludedIncludedIncludedIncludedIncluded
PDF customization ? Reusable templates for proposals, quotes, invoices, and PDFs.IncludedIncludedIncludedIncludedIncluded
Dark & light mode ? Dark and light themes for the workspace.IncludedIncludedIncludedIncludedIncluded
Folder-level permissions ? Choose who can open each folder.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Share-link expiration ? Set share links to stop working after a date.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
File access audit log ? See who opened or changed each file.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Automations & Marketing
Email & SMS automations ? Email and SMS automation, task creation, reminders, and internal notifications.Email onlyIncludedIncludedIncludedIncluded
Active workflows ? Workflows switched on at the same time. Commander and Enterprise have no limit.31025UnlimitedUnlimited
53 workflow triggers ? Start workflows from scheduling, client, invoice, payment, proposal, task, lead, call, or time triggers. Call triggers need a plan with voice.IncludedIncludedIncludedIncludedIncluded
Scheduled-time triggers ? Run workflows on a schedule instead of an event.IncludedIncludedIncludedIncludedIncluded
Conditional filters & rules ? Chain unlimited steps with filters and rules.IncludedIncludedIncludedIncludedIncluded
Timed waits ? Pause between steps, from minutes to days.IncludedIncludedIncludedIncludedIncluded
Unlimited workflow steps ? No step limit on workflows.IncludedIncludedIncludedIncludedIncluded
AI-drafted workflows ? Workspace AI drafts the workflow for your review.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Readiness checks ? Readiness checks flag unsupported or incomplete setup.IncludedIncludedIncludedIncludedIncluded
Pre-made automation templates ? Pre-made templates like payment follow-up and appointment reminders.IncludedIncludedIncludedIncludedIncluded
Simulated test runs & execution logs ? Simulated test runs and full execution logs.IncludedIncludedIncludedIncludedIncluded
Internal notifications ? Notify the team or one member when something happens.IncludedIncludedIncludedIncludedIncluded
Late-payment reminders ? Remind clients automatically when an invoice is overdue.IncludedIncludedIncludedIncludedIncluded
Automatic late fees ? Add a late fee to overdue invoices automatically.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Funnels
Live funnels ? Published funnels live at once. Drafts are unlimited.13102525
Funnel leads per month ? Leads captured per month across all funnels.1005002,0005,0005,000
Block funnel builder ? Mobile-first block editor with 22 block types, pre-made sections, and starter templates.IncludedIncludedIncludedIncludedIncluded
Hosted public funnels ? Publish to a hosted public URL with social previews, SEO toggle, and QR sharing.IncludedIncludedIncludedIncludedIncluded
Lead capture into CRM ? Form blocks with 16 field kinds, consent checkboxes, anti-spam, and auto-convert to client.IncludedIncludedIncludedIncludedIncluded
Funnel analytics ? Visitors, leads, conversion rate, step drop-off, and device split per funnel.IncludedIncludedIncludedIncludedIncluded
Follow-up email & SMS flows ? Email and SMS drip sequences on new leads; conditions and timed waits from Voyager.IncludedIncludedIncludedIncludedIncluded
Advanced funnel tools (Pro) ? Answer-based logic rules, A/B testing, pro blocks, partial capture, double opt-in, and UTM tracking.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
Funnel personalization & branding (Max) ? Dynamic headlines, URL personalization, multi-recipient lead alerts, and branding removal.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
AI funnel generation & translation ? AI creates, edits, and translates funnels, drawing on your plan's monthly usage.StarterIncludedIncludedAdvancedAdvanced
Additional live funnel ? Per month, per additional live funnel beyond the included amount.$12$12$10$10$10
AI Features
Standard3×6×12×30×
AI tools ? Starter AI on Cadet, full AI on Voyager and Specialist, advanced on Commander.StarterIncludedIncludedAdvancedAdvanced
AI chat ? Ask AI questions against your workspace data.StarterIncludedIncludedAdvancedAdvanced
Knowledge search ? Semantic search across the shared knowledge base.StarterIncludedIncludedAdvancedAdvanced
AI compose & rewrite ? AI compose and rewrite for messages and documents.StarterIncludedIncludedAdvancedAdvanced
AI translate & thread summaries ? Translate messages and summarize long threads.IncludedIncludedIncludedIncludedIncluded
Smart action suggestions ? Suggested next steps based on your workspace.Watch alerts onlyIncludedIncludedIncludedIncluded
AI daily briefing ? A short daily summary of what needs your attention.Available from VoyagerNot includedIncludedIncludedIncludedIncluded
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.IncludedIncludedIncludedIncludedIncluded
Team & Permissions
Roles & permissions ? Decide what each member can do.IncludedIncludedIncludedIncludedIncluded
Client-scoped access ? Limit members to only the clients they work with.IncludedIncludedIncludedIncludedIncluded
Scoped workspace search ? Search results stay inside each member's scope.IncludedIncludedIncludedIncludedIncluded
Full book & Scoped modes ? Full book for owners; Scoped mode for everyone else.IncludedIncludedIncludedIncludedIncluded
Scoped reporting limits ? Workspace-wide financials stay with owners and admins.IncludedIncludedIncludedIncludedIncluded
Full role-based access control ? Set detailed permissions for each role.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
Per-module permissions ? Turn each part of the workspace on or off per role.Available from VoyagerNot includedBuilt-in role defaultsIncludedIncludedIncluded
Integrations
CSV import ? Import clients, products, invoices, and data from CSV files.IncludedIncludedIncludedIncludedIncluded
Google Calendar ? Two-way sync: your Workspace369 schedule goes to Google Calendar, and your Google events show in Workspace369.IncludedIncludedIncludedIncludedIncluded
Webhooks & API ? Webhooks and API integrations for custom workflows.Available from SpecialistNot includedNot includedIncludedIncludedIncluded
AI connections (Claude, ChatGPT) ? Connect AI assistants to your workspace.IncludedIncludedIncludedIncludedIncluded
Support & services
Documentation & help center ? Searchable product documentation and guides.IncludedIncludedIncludedIncludedIncluded
Onboarding guidance ? Guided onboarding for setup and configuration.IncludedIncludedIncludedIncludedIncluded
Dedicated support ? A dedicated support contact for your team.Available from CommanderNot includedNot includedNot includedIncludedIncluded
Email support ? Help by email on every plan.IncludedIncludedIncludedIncludedIncluded
Start free trialStart free trial

14 days free · card required · then $29/mo · cancel anytime

Start free trial

14 days free · card required · then $74/mo · cancel anytime

Start free trial

14 days free · card required · then $149/mo · cancel anytime

Start free trial

14 days free · card required · then $299/mo · cancel anytime

Talk to 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
  • 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
  • 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
  • Moxie

    Room past five people

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

    Compare with 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

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 .

Start free trial

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

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

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

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.

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.