← Workspace369 Research

Workspace369 plans compared: 209 features across 5 plans

Workspace369 has 5 plans: Cadet $29/mo, Voyager $74/mo, Specialist $149/mo, Commander $299/mo, Enterprise $699/mo on monthly billing. 116 of 209 rows (55.5%) are included on all 5 plans, starting from Cadet.

Key findings

Every number is counted from the same plan file the pricing page and the app read. Each finding has its own link.

  1. Workspace369 has 5 plans: Cadet $29/mo, Voyager $74/mo, Specialist $149/mo, Commander $299/mo, Enterprise $699/mo on monthly billing.
  2. The plans include 1, 2, 10, 20, 50 seats (Cadet, Voyager, Specialist, Commander, Enterprise); extra seats are $10/mo each from Voyager.
  3. Of 209 comparison rows, Cadet includes 117, Voyager includes 157, Specialist includes 196, Commander includes 209, Enterprise includes 208.
  4. 116 of 209 rows (55.5%) are included on all 5 plans, starting from Cadet.
  5. 92 rows first appear above Cadet: 40 on Voyager, 39 on Specialist, 13 on Commander.
  6. 1 row is included on a lower plan but not on every higher plan: 14-day free trial (not included on Enterprise).

Plans and prices

Prices are in US dollars. Seats are included in the plan price rather than charged per seat. Cadet, Voyager, Specialist and Commander start with a 14-day free trial that needs a card; Enterprise is sales-led.

Workspace369 plan prices and included seats, counted November 5, 2026.
PlanMonthly billingYearly billingSeats includedRows included
Cadet$29/mo$278.99/yr ($23.25/mo)1117 of 209
Voyager$74/mo$710.99/yr ($59.25/mo)2157 of 209
Specialist$149/mo$1,430.99/yr ($119.25/mo)10196 of 209
Commander$299/mo$2,870.99/yr ($239.25/mo)20209 of 209
Enterprise$699/mo$6,710.99/yr ($559.25/mo)50208 of 209

Platform & capacity

Platform & capacity: 11 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Seats included12102050
Monthly Tokens10,00030,00060,000120,000300,000
Additional seatsNot included$10$10$10$10
14-day free trialIncludedIncludedIncludedIncludedNot included
Save 20% with yearly billingIncludedIncludedIncludedIncludedIncluded
90-day data retentionIncludedIncludedIncludedIncludedIncluded
Instant plan upgradesIncludedIncludedIncludedIncludedIncluded
Audit trailsVaries by planVaries by planVaries by planVaries by planVaries by plan
Storage5 GB50 GB100 GB500 GB1 TB
Global workspace searchIncludedIncludedIncludedIncludedIncluded
Push notificationsIncludedIncludedIncludedIncludedIncluded

Client work

Client work: 10 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
CRM & clientsIncludedIncludedIncludedIncludedIncluded
Client recordsIncludedIncludedIncludedIncludedIncluded
CompaniesIncludedIncludedIncludedIncludedIncluded
Custom fieldsIncludedIncludedIncludedIncludedIncluded
Lead source reportsNot includedIncludedIncludedIncludedIncluded
Sales pipelines13UnlimitedUnlimitedUnlimited
Client lifetime valueNot includedNot includedIncludedIncludedIncluded
Memberships & class packs3 includedIncludedIncludedIncludedIncluded
Front-desk check-in by staffNot includedIncludedIncludedIncludedIncluded
Family & shared membershipsNot includedIncludedIncludedIncludedIncluded

Requests & Forms

Requests & Forms: 6 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Public intake formsIncludedIncludedIncludedIncludedIncluded
Request trackingIncludedIncludedIncludedIncludedIncluded
Request-to-client conversionIncludedIncludedIncludedIncludedIncluded
Drag-and-drop form builderIncludedIncludedIncludedIncludedIncluded
Embed forms on any websiteIncludedIncludedIncludedIncludedIncluded
Auto-replies to form submissionsIncludedIncludedIncludedIncludedIncluded

Client access & public links

Client access & public links: 4 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Client portalIncludedIncludedIncludedIncludedIncluded

Projects & Tasks

Projects & Tasks: 8 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Projects & tasksUnlimitedUnlimitedUnlimitedUnlimitedUnlimited
Project stagesIncludedIncludedIncludedIncludedIncluded
Kanban boards & task listsIncludedIncludedIncludedIncludedIncluded
SubtasksIncludedIncludedIncludedIncludedIncluded
Task dependenciesNot includedIncludedIncludedIncludedIncluded
Timeline / Gantt viewNot includedIncludedIncludedIncludedIncluded
Team workload viewNot includedNot includedNot includedIncludedIncluded
Project financials dashboardNot includedIncludedIncludedIncludedIncluded

Calendar & Scheduling

Calendar & Scheduling: 8 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Notes & calendarIncludedIncludedIncludedIncludedIncluded
Team calendarIncludedIncludedIncludedIncludedIncluded
Online bookingNot includedNot includedIncludedIncludedIncluded
Appointment remindersIncludedIncludedIncludedIncludedIncluded
Recurring eventsIncludedIncludedIncludedIncludedIncluded
Event attendees & invitationsIncludedIncludedIncludedIncludedIncluded
Availability rules & buffer timeNot includedNot includedIncludedIncludedIncluded
Round-robin team schedulingNot includedNot includedIncludedIncludedIncluded

Time & Expenses

Time & Expenses: 8 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Time trackingIncludedIncludedIncludedIncludedIncluded
TimersIncludedIncludedIncludedIncludedIncluded
Timesheets & approvalsIncludedIncludedIncludedIncludedIncluded
Billable time trackingIncludedIncludedIncludedIncludedIncluded
Time-to-invoiceIncludedIncludedIncludedIncludedIncluded
Expense trackingNot includedNot includedIncludedIncludedIncluded
Receipt captureNot includedNot includedIncludedIncludedIncluded
Time estimates per taskIncludedIncludedIncludedIncludedIncluded

Inbox & Communications

Inbox & Communications: 10 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Email inboxIncludedIncludedIncludedIncludedIncluded
Shared inboxNot includedIncludedIncludedIncludedIncluded
Client-matched conversationsIncludedIncludedIncludedIncludedIncluded
Email templatesIncludedIncludedIncludedIncludedIncluded
Quick responses & signaturesIncludedIncludedIncludedIncludedIncluded
Scheduled messagesIncludedIncludedIncludedIncludedIncluded
Tasks from messagesIncludedIncludedIncludedIncludedIncluded
Conversation assignmentNot includedIncludedIncludedIncludedIncluded
Private team commentsNot includedIncludedIncludedIncludedIncluded
Pin, snooze & statusNot includedNot includedIncludedIncludedIncluded

SMS & MMS

SMS & MMS: 8 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
SMS messagingNot includedIncludedIncludedIncludedIncluded
MMS attachmentsNot includedIncludedIncludedIncludedIncluded
Group textingNot includedIncludedIncludedIncludedIncluded
SMS delivery statusNot includedIncludedIncludedIncludedIncluded
SMS broadcasts & merge fieldsNot includedIncludedIncludedIncludedIncluded
Missed-call text backNot includedIncludedIncludedIncludedIncluded
A2P 10DLC & opt-out handlingNot includedIncludedIncludedIncludedIncluded
Dedicated SMS & voice numbersNot includedIncludedIncludedIncludedIncluded

Voice & voicemail

Voice & voicemail: 8 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Voice & voicemailNot includedIncludedIncludedIncludedIncluded
Inbound VoIP callingNot includedIncludedIncludedIncludedIncluded
Outbound dialer from CRMNot includedIncludedIncludedIncludedIncluded
In-call controlsNot includedIncludedIncludedIncludedIncluded
Call transferNot includedNot includedIncludedIncludedIncluded
3-way conference callsNot includedNot includedIncludedIncludedIncluded
Number search & provisioningNot includedIncludedIncludedIncludedIncluded
Caller ID matching (CNAM)Not includedIncludedIncludedIncludedIncluded

Call routing & IVR

Call routing & IVR: 7 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Auto-attendant & IVRNot includedNot includedIncludedIncludedIncluded
Ring groupsNot includedNot includedIncludedIncludedIncluded
IVR menusNot includedNot includedIncludedIncludedIncluded
Call queuesNot includedNot includedIncludedIncludedIncluded
Business-hours routingNot includedNot includedIncludedIncludedIncluded
No-answer forwardingNot includedIncludedIncludedIncludedIncluded
Agent presence & DNDNot includedNot includedIncludedIncludedIncluded

Voicemail & recordings

Voicemail & recordings: 5 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Voicemail capture & playbackNot includedIncludedIncludedIncludedIncluded
AI voicemail transcriptionNot includedNot includedIncludedIncludedIncluded
Custom & after-hours greetingsNot includedNot includedIncludedIncludedIncluded
Always-on call recordingNot includedNot includedIncludedIncludedIncluded
Call logsNot includedIncludedIncludedIncludedIncluded

Post-call automation

Post-call automation: 3 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Post-call automationNot includedNot includedIncludedIncludedIncluded
AI call summariesNot includedNot includedIncludedIncludedIncluded
Post-call task creationNot includedNot includedIncludedIncludedIncluded

Proposals

Proposals: 8 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
ProposalsIncludedIncludedIncludedIncludedIncluded
Catalog-based proposalsIncludedIncludedIncludedIncludedIncluded
Proposal engagement trackingIncludedIncludedIncludedIncludedIncluded
Deposit on acceptanceIncludedIncludedIncludedIncludedIncluded
Contracts & e-signatureIncludedIncludedIncludedIncludedIncluded
Optional & add-on line itemsIncludedIncludedIncludedIncludedIncluded
Cover images & page backgroundsNot includedNot includedIncludedIncludedIncluded
Proposal revisions & version historyNot includedNot includedIncludedIncludedIncluded

Invoicing & Billing

Invoicing & Billing: 11 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Invoices & proposalsIncludedIncludedIncludedIncludedIncluded
Retainers & depositsIncludedIncludedIncludedIncludedIncluded
Retainer hour banksIncludedIncludedIncludedIncludedIncluded
Recurring invoicesIncludedIncludedIncludedIncludedIncluded
Catalog line itemsIncludedIncludedIncludedIncludedIncluded
Proposal-to-invoice conversionIncludedIncludedIncludedIncludedIncluded
Multiple invoice templatesNot includedIncludedIncludedIncludedIncluded
Invoice audit trailNot includedIncludedIncludedIncludedIncluded
Custom invoice fieldsNot includedNot includedIncludedIncludedIncluded
Change ordersNot includedNot includedIncludedIncludedIncluded
Purchase order matchingIncludedIncludedIncludedIncludedIncluded

Payments

Payments: 9 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Online paymentsIncludedIncludedIncludedIncludedIncluded
DepositsIncludedIncludedIncludedIncludedIncluded
Saved payment methodsIncludedIncludedIncludedIncludedIncluded
Card autopay on recurring invoicesIncludedIncludedIncludedIncludedIncluded
Split paymentsIncludedIncludedIncludedIncludedIncluded
Payment plansNot includedNot includedIncludedIncludedIncluded
ACH bank transfersIncludedIncludedIncludedIncludedIncluded
Refund management & historyNot includedNot includedIncludedIncludedIncluded

Products & inventory

Products & inventory: 4 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Products & catalogUp to 20IncludedIncludedIncludedIncluded
Inventory trackingNot includedNot includedIncludedIncludedIncluded
Stock adjustmentsNot includedNot includedIncludedIncludedIncluded
Low-stock alertsNot includedNot includedIncludedIncludedIncluded

Accounting

Accounting: 12 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
AccountingNot includedNot includedBasicFullFull
AR agingNot includedNot includedIncludedIncludedIncluded
Project profitabilityNot includedNot includedIncludedIncludedIncluded
Customer profitabilityNot includedNot includedIncludedIncludedIncluded
Chart of accountsNot includedNot includedIncludedIncludedIncluded
Journal entries & review queueNot includedNot includedNot includedIncludedIncluded
Accounts payable & vendor billsNot includedNot includedNot includedIncludedIncluded
Fixed assets & depreciationNot includedNot includedNot includedIncludedIncluded
P&L, balance sheet & cash flowNot includedNot includedNot includedIncludedIncluded
Period locking & year-end closeNot includedNot includedNot includedIncludedIncluded
Cost centersNot includedNot includedNot includedIncludedIncluded
Budget vs actualNot includedNot includedNot includedIncludedIncluded

Dashboards & Reports

Dashboards & Reports: 8 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Dashboards & reportsIncludedIncludedIncludedIncludedIncluded
Leads reportNot includedIncludedIncludedIncludedIncluded
Programs & sessions reportNot includedIncludedIncludedIncludedIncluded
Multi-location check-insNot includedNot includedNot includedIncludedIncluded
Attention signalsIncludedIncludedIncludedIncludedIncluded
Client & team activity viewIncludedIncludedIncludedIncludedIncluded
Custom dashboardsIncludedIncludedIncludedIncludedIncluded
Team productivity reportsIncludedIncludedIncludedIncludedIncluded

Files & branding

Files & branding: 11 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
File managementIncludedIncludedIncludedIncludedIncluded
Client & project attachmentsIncludedIncludedIncludedIncludedIncluded
File versioningIncludedIncludedIncludedIncludedIncluded
Branding & themesIncludedIncludedIncludedIncludedIncluded
Branded documentsIncludedIncludedIncludedIncludedIncluded
PDF customizationIncludedIncludedIncludedIncludedIncluded
Hide “Powered by Workspace369”Not includedNot includedNot includedIncludedIncluded
Dark & light modeIncludedIncludedIncludedIncludedIncluded
Folder-level permissionsNot includedNot includedIncludedIncludedIncluded
Share-link expirationNot includedNot includedIncludedIncludedIncluded
File access audit logNot includedNot includedIncludedIncludedIncluded

Automations & Marketing

Automations & Marketing: 14 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Email & SMS automationsEmail onlyIncludedIncludedIncludedIncluded
Active workflows31025UnlimitedUnlimited
53 workflow triggersIncludedIncludedIncludedIncludedIncluded
Scheduled-time triggersIncludedIncludedIncludedIncludedIncluded
Conditional filters & rulesIncludedIncludedIncludedIncludedIncluded
Timed waitsIncludedIncludedIncludedIncludedIncluded
Unlimited workflow stepsIncludedIncludedIncludedIncludedIncluded
AI-drafted workflowsNot includedNot includedNot includedIncludedIncluded
Readiness checksIncludedIncludedIncludedIncludedIncluded
Pre-made automation templatesIncludedIncludedIncludedIncludedIncluded
Simulated test runs & execution logsIncludedIncludedIncludedIncludedIncluded
Internal notificationsIncludedIncludedIncludedIncludedIncluded
Late-payment remindersIncludedIncludedIncludedIncludedIncluded
Automatic late feesNot includedNot includedNot includedIncludedIncluded

Funnels

Funnels: 11 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Live funnels13102550
Funnel leads per month1005002,0005,00012,000
Block funnel builderIncludedIncludedIncludedIncludedIncluded
Hosted public funnelsIncludedIncludedIncludedIncludedIncluded
Lead capture into CRMIncludedIncludedIncludedIncludedIncluded
Funnel analyticsIncludedIncludedIncludedIncludedIncluded
Follow-up email & SMS flowsIncludedIncludedIncludedIncludedIncluded
Advanced funnel tools (Pro)Not includedIncludedIncludedIncludedIncluded
Funnel personalization & branding (Max)Not includedNot includedIncludedIncludedIncluded
AI funnel generation & translationStarterIncludedIncludedAdvancedAdvanced
Additional live funnel$12$12$10$10$10

AI Features

AI Features: 9 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Monthly AI Tokens10,00030,00060,000120,000300,000
AI toolsStarterIncludedIncludedAdvancedAdvanced
AI chatStarterIncludedIncludedAdvancedAdvanced
Knowledge searchStarterIncludedIncludedAdvancedAdvanced
AI compose & rewriteStarterIncludedIncludedAdvancedAdvanced
AI translate & thread summariesIncludedIncludedIncludedIncludedIncluded
Smart action suggestionsWatch alerts onlyIncludedIncludedIncludedIncluded
AI daily briefingNot includedIncludedIncludedIncludedIncluded
AI ImportIncludedIncludedIncludedIncludedIncluded

Team & Permissions

Team & Permissions: 7 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Roles & permissionsNot includedIncludedIncludedIncludedIncluded
Client-scoped accessNot includedIncludedIncludedIncludedIncluded
Scoped workspace searchNot includedIncludedIncludedIncludedIncluded
Full book & Scoped modesNot includedIncludedIncludedIncludedIncluded
Scoped reporting limitsNot includedIncludedIncludedIncludedIncluded
Full role-based access controlNot includedIncludedIncludedIncludedIncluded
Per-module permissionsNot includedIncludedIncludedIncludedIncluded

Integrations

Integrations: 5 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
CSV importIncludedIncludedIncludedIncludedIncluded
Google CalendarIncludedIncludedIncludedIncludedIncluded
WebhooksIncludedIncludedIncludedIncludedIncluded
Builder APIIncludedIncludedIncludedIncludedIncluded
AI connections (Claude, ChatGPT)IncludedIncludedIncludedIncludedIncluded

Support & services

Support & services: 4 rows, by plan.
FeatureCadetVoyagerSpecialistCommanderEnterprise
Documentation & help centerIncludedIncludedIncludedIncludedIncluded
Onboarding guidanceIncludedIncludedIncludedIncludedIncluded
Dedicated supportNot includedNot includedNot includedIncludedIncluded
Email supportIncludedIncludedIncludedIncludedIncluded

Method and limits

  1. Source: data/pricing-features.json in the Workspace369 site repository, published as /pricing-features.json. It lists 5 plans and 209 rows in 26 categories. This page and the pricing page read the same file.
  2. A row counts as included on a plan when its cell is anything other than "Not included": a check, a limit, a number or a level such as "Basic" or "Advanced" all count. The counts say how many rows a plan has, not how much each row is worth.
  3. The rows include plan terms such as seats, monthly usage and the free trial, not only product features.
  4. Counts were taken on November 5, 2026 from the file as it stood. If the file changes, this page and its downloads change with the next site build.

What these numbers cannot tell you

  • Row counts do not say which features matter for your business. Use the table above to check the rows you need.
  • Limits that vary by plan, such as monthly usage, are shown as written in the plan file. See the pricing page for the full wording.
  • Nothing here compares Workspace369 with other products.

How to cite this page

Cite Workspace369 and the date the plan file was counted.

Workspace369. (2026-11-05). Workspace369 plans compared: 209 features across 5 plans. https://workspace369.com/research/workspace369-plan-and-feature-matrix/

See Workspace369 pricing and all features. Corrections: support@workspace369.com.