Find the Workspace369 setup for your kind of work.
Focused guides for service businesses comparing CRM, invoicing, project management, client portals, billing, and client-work platforms — what each one should do, and where Workspace369 fits.14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Agencies weighing team costs can start with all-in-one agency software with flat pricing instead of per-seat fees.
Start with the platform
6 guidesService business management software
Service business management software that runs CRM, projects, scheduling, inbox, invoices, payments, files, AI, automations, accounting and reporting.
Client work operating system
Workspace369 is a client work operating system for CRM, projects, inbox, billing, payments, files, AI, automations, and reporting in one workspace.
Client management software
Client management software: Workspace369 connects client records, a shared inbox, requests, projects, portal, invoices, payments and reporting.
Workspace CRM
Workspace369 is a workspace CRM for teams that need client records, projects, inbox, billing, payments, AI, automations, and reports together.
Flat-priced agency software
Agency software with flat pricing instead of per-seat fees, checked on official pricing pages on October 22, 2026. Workspace369: $149/month for 10 seats.
CRM for Google Workspace
Google Workspace has no built-in CRM. Workspace369 adds one, with two-way Google Calendar sync and proposals and invoices on each client.
By job to be done
36 guidesAgency project management software
Agency PM software that handles client billing and retainers: Workspace369 ties projects, tasks, files, inbox, proposals, invoices and retainers to the client.
Client portal for agencies
Client portal plus invoicing for a 5-person agency: Workspace369 puts requests, files, proposals, invoices and payments on one client record, $104 a month.
Invoicing and project management software
Manage projects, tasks, proposals, invoices, payment plans, retainers, expenses, project profitability, AR, and reporting in Workspace369.
Client portal and billing software
Workspace369 connects client records, portals, requests, files, proposals, invoices, payment links, payment plans, and communication workflows.
Retainer billing for agencies
Retainer billing software for agencies: prepaid balances that draw down, an hours bank from time entries, recurring invoices and card autopay. From $29/month.
Proposal software for agencies
Agency proposal software: build from one service catalog, clients accept and sign by link, deposit collected on acceptance. Specialist: $149/month, 10 seats.
Business phone system with CRM
A business phone system with CRM, native rather than an integration: calls, SMS, voicemail, AI summaries, invoices and client records. Calls from $74/month.
AI call summary software
Workspace369 turns calls and voicemails into AI summaries, tasks, reminders, SMS follow-up, CRM notes, recordings, analytics, and client history.
SMS inbox for client work
Workspace369 gives teams a shared SMS inbox with MMS, templates, scheduled sends, AI rewrite, compliance, auto-replies, CRM context, and reporting.
Google Voice alternative
Compare Workspace369 as a Google Voice alternative for calls, SMS, voicemail, routing, AI summaries, CRM, projects, invoices, and follow-up.
Marketing agency project management software
Marketing agency project management for retainers: monthly deliverables, hour banks with a live meter, timesheets, client portals and recurring invoices.
Creative agency project management software
Creative agency project management for revision rounds: file versions, proposals with optional lines, deposits, change orders and staged invoices.
Shared inbox software
Workspace369 is shared inbox software for client work: email, SMS, voice, voicemail, client history, tasks, invoices, files and AI assistance.
Post-call automation
Workspace369 connects call recordings, AI summaries, voicemail transcripts, CRM notes, tasks, reminders, SMS follow-up, analytics, and client history.
Auto-attendant and IVR
Workspace369 routes business calls with IVR menus, ring groups, queues, business hours, holidays, forwarding, voicemail, greetings, and client context.
Freelancer invoicing software
Freelancer invoicing software with proposals, client records and payment links from $29/month. Billable time is on every plan; add expenses on Specialist.
Consultant invoicing software
Invoicing software for consultants: keep scope, delivery records, time, expenses and reviewed invoices with the client, with fixed-fee and milestone examples.
Time tracking and invoicing
Track billable time, project work, expenses, proposals, invoices, payments, clients, tasks, files, and profitability in one Workspace369 workflow.
Freelancer expense tracking
Workspace369 links each freelance expense and receipt to a project, so it counts in project and client profitability and posts to your books.
Agency project profitability
Workspace369 connects agency revenue, time, expenses, scope, projects, invoices, payments, clients, and reporting for clearer project profitability.
Client onboarding software
Workspace369 client onboarding software connects intake, CRM, forms, files, proposals, projects, communication, invoices, payments, tasks, and follow-up.
Agency time tracking software
Track agency time beside clients, projects, tasks, expenses, invoices, retainers, workload, communication, and profitability reporting in Workspace369.
Professional services billing software
Professional services billing with the engagement attached: proposals, retainers, time, expenses, invoices and reporting. Plans from $29/month.
Proposal software for consultants
Proposal software for consultants: create proposals in Workspace369 connected to CRM, scope, files, projects, retainers, invoices, payments and follow-up.
Proposal software for freelancers
Proposal software for freelancers: send proposals clients can review, accept and sign online, then turn them into projects and invoices. Starts at $29/month.
Freelance project management software
Freelance project management software that keeps projects, tasks, time and invoices on the client record. Kanban and time tracking on every plan.
Client intake form software
Client intake form software: build forms, embed them or share a link, and turn each submission into a client record. Included in every Workspace369 plan.
Payment reminder software
Send automatic payment reminders for overdue invoices: a gentle note, a firmer follow-up and a final notice. On every plan, from $29/month.
Funnel builder with CRM
Funnel builder with CRM: build lead funnels with a mobile-first block editor, publish on a hosted page and capture every lead into your CRM. On every plan.
Missed-call text back
Missed call text back software: reply by text when you miss a call, and keep the call, text and follow-up on the client record. Starts on Voyager.
Contracts and invoices
Proposals and contracts with e-signature for freelancers: the client signs online, then Workspace369 drafts the invoice from the contract. Plans from $29/month.
Payment plans
Offer clients installment payment plans and track every installment on the invoice. Deposits and saved cards on every plan; payment plans from Specialist.
Proposal tracking
Proposal tracking software: see when clients open and engage with your proposals, follow up at the right moment and collect a deposit. Every plan from Cadet.
Scheduling for consultants
Let clients book calls online, send email reminders before each appointment and keep every meeting on the client record. Online booking starts at Specialist.
Group texting
Text groups of clients at once or send broadcast SMS with merge fields, from the same CRM that holds their records. Opt-out handling built in. From Voyager.
Client portal
Client portal for freelancers: a private, branded portal where clients follow their project, comment and pay invoices. On every plan from $29/month.
Agencies and studios
23 guidesCRM for app development agencies
Connect app-agency client records, proposals, projects, conversations and invoices. Keep scope decisions visible from discovery through delivery and billing.
Agency CRM software
Workspace369 agency CRM connects clients, projects, inbox, proposals, invoices, payments, files, AI follow-up, automation, and reporting in one workspace.
MSP software
MSP software that connects client requests, shared inbox, projects, client portal and retainer billing in one workspace. Flat plans from $29/month.
PR agency software
Workspace369 PR agency software connects client requests, a shared inbox, projects, client portal, retainer billing, invoices, and reporting in one workspace.
Account management software for agencies
Account management software for agencies: client records, a shared inbox, requests, projects, client portal, retainers, invoices and reporting in one place.
Agency management software
Run agency clients, projects, inbox, proposals, invoices, payments, files, AI, automations, reporting, and team delivery together in Workspace369.
SEO agency management software
SEO client management software for agencies: client records, deliverables, requests and reviewed invoices in one place, next to your SEO tools.
Web design agency software
Web design agency software to manage clients and invoices: client records, briefs, project tasks and reviewed invoices. Proofing stays in your own tool.
CRM for web designers
CRM for web designers: capture inquiries, send proposals clients sign, run builds as projects and invoice deposits and milestones. From $29/month.
CRM for small agencies
CRM for small agencies with clients, proposals, projects, time and invoices in one workspace. Specialist is $149/month for ten seats, not per user.
CRM for social media marketing agencies
Manage social media agency client records, campaign projects, and creative approvals via a client portal to handle last-minute campaign changes.
CRM for ppc / paid ads agencies
Manage PPC client records, project tasks, and management fee invoices. Handle out-of-scope campaign requests within a dedicated client portal.
CRM for content marketing agencies
Organize content marketing projects, client records, and editorial proposals. Manage interviews and revisions within a client portal.
CRM for email marketing agencies
Manage client records, project tasks, files and billing invoices in one system built for email marketing agency operations, from intake to payment.
CRM for influencer marketing agencies
Manage influencer briefs, brand proposals, and creator deliverables in one place. Handle multi-owner approvals and payments for agency campaigns.
CRM for branding agencies
Manage branding agency client records, projects, and invoices when project scope expands from logos to packaging design deliverables during a rebrand.
CRM for performance marketing agencies
Manage performance marketing client records, proposals, projects, and invoices while handling complex retainer disputes and reporting reviews.
CRM for lead generation agencies
Manage client records, proposals, projects, tasks, files, conversations, scheduling, invoices, and a client portal for lead generation agencies.
CRM for growth / growth-operator agencies
Manage growth operator agency client records, projects, tasks, and proposals to coordinate experiment status and client sales follow-up actions.
CRM for web development agencies
Evaluate client records, proposals, projects, and invoices during website build scope changes, such as post-freeze integration additions.
CRM for software consultancies
Manage software consultancy client records, proposals, and invoices with a clear workflow that keeps discovery scopes separate from delivery.
CRM for no-code / low-code agencies
Manage client records, proposals, projects, tasks, files, conversations, scheduling, and invoices for your no-code agency operations.
CRM for ai automation agencies
Track client records, proposals, projects, and human-in-the-loop exception decisions for client delivery within an AI automation agency.
Freelancers and creatives
20 guidesPhotography business software
A CRM for freelance photographers: manage inquiries, proposals, contracts and invoices in Workspace369, and keep image proofing in your gallery tool.
Freelance business software
Freelance business software: all-in-one CRM, proposals and invoices. Client records, proposals clients sign, and projects and invoices in Workspace369.
Video production software
Workspace369 video production software connects leads, a shared inbox, proposals, projects, client portal, invoices, payment plans and reporting.
Interior design software
Workspace369 interior design software connects clients, proposals, product sourcing, purchasing, invoices, and accounting in one studio workspace.
CRM for freelancers
CRM for freelancers: client records, inquiries, proposals clients sign, projects and invoices on one record. From $29/month for one seat, 14-day free trial.
CRM for solopreneurs
A CRM for solopreneurs that runs the client side of a one-person business: leads, emails, proposals, projects and invoices. Cadet is $29/month.
CRM for portrait & family photographers
Manage client records, proposals, projects, scheduling, and invoices for portrait and family photographers handling complex multi-person bookings.
CRM for commercial / product photographers
Manage client records, proposals, scheduling, and invoices when a product shoot expands its image count and licensing usage after a sample is approved.
CRM for video editors
Manage video editing client records, project milestones, and billing workflows when conflicting stakeholder feedback arises during post-production.
CRM for graphic designers
Manage client records, proposals, projects and invoices to handle format revision requests and track scope changes for graphic design studios.
CRM for illustrators
Track illustration proposals, project tasks, client files, and invoices while managing commercial usage scope updates for creative studios.
CRM for motion designers & animators
Manage animation client records, proposals, projects, tasks, files, conversations, scheduling, and invoices for motion designers and animators.
CRM for copywriters
Track client records, amended proposals, and updated invoices for copywriters managing project scope changes and new audience research.
CRM for ux/ui designers
Manage client records, design proposals, and project tasks for UX/UI studios. Track usability testing schedules and invoices in one place.
CRM for voice-over artists
Manage voice-over client records, proposals, projects, tasks, and invoices when scripts change or usage terms require updates.
CRM for music producers & audio engineers
Manage client records, studio projects, scheduling, and engineering invoices when mixing clients submit updated stems during active sessions.
CRM for podcast producers
Manage podcast client records, proposals, projects, tasks, and scheduling to avoid missed release slots due to delayed guest approvals.
CRM for freelance developers
Manage freelance development clients, proposals, scope changes and invoices in Workspace369. Keep code in developer tools and client work in one record.
CRM for shopify / e-commerce developers
Manage merchant client records, project tasks, storefront proposals, and invoices for Shopify and e-commerce development agencies without complex setups.
CRM for virtual assistants
Client records, tasks, time tracking and invoices for virtual assistants handling conflicting stakeholder requests under fixed monthly hours agreements.
Consultants, coaches and educators
20 guidesCRM for online course creators
Manage course inquiries, consultations, client follow-up, onboarding work and invoices in Workspace369. Keep enrollment administration connected to the record.
Coaching business software
Coaching business software that connects leads, a shared inbox, scheduling, client notes, client portal, invoices, payment plans and reporting.
Consulting firm software
CRM for small consulting firms: client records, proposals, projects and invoices for consultants. Compare plans for fixed-fee and hourly work.
Tutoring business software
Tutoring business software for weekly sessions, parent updates and term billing: recurring slots, a parent portal, Google Meet links and autopay invoices.
Driving school software
Driving school software for in-car lesson packages, instructor calendars and teen drivers' parents: signed package terms, deposits, pickup notes and texts.
CRM for consultants
A CRM for consultants: track leads, send proposals clients sign, run engagements as projects and bill retainers or hours. Workspace369 starts at $29/month.
CRM for coaching programs (high-ticket)
Manage high-ticket coaching program client records, proposals, tasks, invoices, and portal access during the critical application and onboarding stages.
CRM for business coaches
Manage business coaching client records, session scheduling, proposals, and invoices when engagements change or extend over time.
CRM for business scaling / growth programs
Manage client records, proposals, and scheduling for business scaling and growth programs with clear scope boundaries to track advisory work.
CRM for fitness coaches & online fitness programs
Manage fitness client records, billing invoices, proposals, and schedules when coaching clients pause packages or request check-in adjustments.
CRM for life coaches
Manage life coaching client records, scheduling, proposals, and invoices. An evaluation framework for handling unexpected schedule adjustments.
CRM for executive coaches
Manage sponsor invoicing, client records, and scheduling for executive coaching while keeping sponsor files apart from participant conversations.
CRM for sales training programs
Manage enterprise sales training cohorts, workshop proposals, scheduling adjustments, and client portal access without administrative friction.
CRM for masterminds
Manage mastermind client records, scheduling, proposals, and invoices in one workspace that runs alongside your community platform.
CRM for membership communities
Track member onboarding, renewal tasks, invoices, and access verification workflows for your membership community from one client record.
CRM for trading & investing education programs
Manage student records, coaching proposals, session scheduling, and invoices for trading and investing education programs.
CRM for info product sellers
Manage client records, scheduling, and onboarding tasks for info product buyers who purchase high-touch advisory add-ons alongside digital downloads.
CRM for management consultants
Manage management consulting client records, proposals, projects, tasks, files, scheduling, and invoices when assessments expand mid-project.
CRM for marketing consultants
Manage marketing consultant client records, proposals, and projects when moving from advisory operations to campaign execution phases.
CRM for fractional executives (cmo/cfo/coo)
Manage client records, advisory proposals, execution tasks, and client portals for fractional CMOs, CFOs, and COOs coordinating with corporate sponsors.
Professional services
13 guidesNonprofit software
Nonprofit software for programs, people, and payments: CRM, projects, shared inbox, client portal, invoices, and reporting. Flat plans from $29/month.
Architecture firm software
Workspace369 architecture firm software connects leads, a shared inbox, proposals, project phases, client portal, invoices and expenses.
Bookkeeping practice management software
Workspace369 bookkeeping practice management software connects client portals, document requests, reminders, files, recurring work and invoices.
CRM for cybersecurity consultants
Manage security assessment project changes, track client records, and handle invoices when new systems are added to an active consulting scope.
CRM for tax preparers
Manage client records, proposals, tasks, files, and invoices for tax preparers through every busy filing season, all in one workspace.
CRM for solo & small law firms
Manage initial inquiries, screen client intake, and run engagements for small law firms with client records, proposals, projects, and invoices.
CRM for hr consultants
One platform for HR consultants to manage client records, proposals, tasks, scheduling, and invoices during scope changes and advisory projects.
CRM for recruiters & staffing agencies
Manage staffing client records, search agreements, and search projects without confusing your client tracking with candidate applicant data.
CRM for financial advisors
Relationship management for financial advisors handling prospect records, introductory scheduling, client messages, proposals and invoices.
CRM for insurance agents
Manage insurance prospect conversations, client records, scheduling, and renewal tasks alongside your separate core policy administration systems.
CRM for engineering firms
Manage engineering projects, client records, and proposals when a client adds a discipline to the commission after the initial scope is approved.
CRM for landscape architects
Manage design commissions, site area revisions, Proposals, projects, and invoices for landscape architecture firms focusing on professional deliverables.
CRM for drafting & cad services
Manage drafting client records, proposals, tasks, and files when reference drawings change mid-project. Track every revision from receipt to invoice.
Events, travel and entertainment
12 guidesEvent planning software
Event planning software connecting leads, proposals, event projects, client portal and deposit billing in one workspace. Flat plans from $29/month.
Travel agency software
Travel agency software that connects leads, a shared inbox, proposals, trip projects, client portal, invoices, payment plans and reporting in one workspace.
CRM for wedding photographers
Evaluate client management for wedding photographers: client records, proposals, scheduling and invoices when couples change ceremony times.
CRM for wedding videographers
Manage client records, proposals, and scheduling for wedding videographers when film packages change after reservation dates are locked.
CRM for wedding planners
Manage wedding client records, proposals, tasks, scheduling, and invoices when coordination involves multiple contacts, distinct payers, and vendor changes.
CRM for djs
Manage DJ client records, proposals, projects, scheduling, and invoices when event scopes change after a package is agreed.
CRM for caterers
Manage catering client records, proposals, projects, tasks, and invoices when guest counts change after initial menu agreements.
CRM for florists
Proposals, files, project tasks and invoices for florists managing client design changes and event updates, all on one client record.
CRM for event venues
Track venue inquiries, log tentative date holds in client records, and manage proposals without risking unverified calendar assumptions.
CRM for party & event rental companies
Run client records, proposals, scheduling and invoices for party and event rental companies handling post-acceptance equipment order changes.
CRM for photo booth companies
Manage client records, proposals, projects, scheduling, and invoices for photo booth operations when handling complex event activation changes.
CRM for live bands & entertainers
Manage client records, proposals, projects, tasks, scheduling, and invoices for live bands and entertainers handling bookings from inquiry to final invoice.
Health, beauty and pet care
19 guidesPersonal trainer software
Personal trainer software: Workspace369 connects leads, a shared inbox, scheduling, client records, portal, invoices, payment plans and reporting.
Salon and spa software
Salon and spa software that connects bookings, a shared inbox, scheduling, client records, client portal, invoices, payment plans and reporting.
Dog grooming software
Workspace369 dog grooming software connects bookings, a shared inbox, scheduling, pet and client records, client portal, invoices and payment plans.
CRM for health & nutrition coaches
Discover a CRM for health and nutrition coaches to manage client records, proposals, scheduling, and invoices during package changes.
CRM for yoga & pilates studios
Track yoga and pilates client records, private session scheduling, invoices, and conversations alongside your group class timetable setup.
CRM for gyms & boutique fitness
Manage corporate wellness consultations, proposals, and project tasks alongside your gym or boutique fitness membership systems.
CRM for nutritionists & dietitians
CRM for nutritionists and dietitians managing initial client inquiries, scheduling, proposals, invoices and client records before clinical intake.
CRM for massage therapists
Manage inquiry follow-up, commercial package proposals, scheduling and invoices for massage therapists running corporate wellness work.
CRM for chiropractors
Manage business inquiries, corporate wellness proposals, scheduling and invoices for your chiropractic office alongside your clinical patient care system.
CRM for med spas
Manage med spa consultation follow-ups, scheduling, proposals, invoices and client records alongside your clinical system.
CRM for hair salons
Manage bridal consultations, multi-service quotes, client records and invoices for hair salons handling large event groups in one place.
CRM for barbershops
Manage off-site event bookings, proposals, deposits and invoices for barbershops alongside standard chair appointments, in one workspace.
CRM for nail salons
Manage nail salon group bookings, custom service proposals, preparation tasks, deposits and client files in Workspace369.
CRM for lash & brow artists
Manage client records, package proposals, scheduling, tasks and invoices for lash and brow artists, with each client's history in one place.
CRM for estheticians
Organize commercial inquiries, proposals, invoices and client records for your esthetics business, next to your treatment booking system.
CRM for tattoo studios
Software for tattoo studios to manage client records, proposals, projects, tasks, scheduling, and invoices during design revisions.
CRM for makeup artists
A practical CRM for makeup artists to manage client records, scheduling, proposals, and invoices for wedding bookings in one workspace.
CRM for dog trainers
Manage dog training client records, proposals, scheduling, and invoices when clients switch from private lessons to group classes.
CRM for pet sitters & dog walkers
CRM for pet sitters and dog walkers to handle client records, scheduling, files, and invoices for a growing pet care business.
Real estate, retail and e-commerce
15 guidesCRM for real estate investing education programs
Manage student enrollments, course proposals, scheduling, and client records for real estate investing education programs with Workspace369.
CRM for e-commerce brands
Manage B2B wholesale negotiations, client records, and custom contracts alongside your standard direct-to-consumer commerce storefront operations.
CRM for shopify store owners
Manage custom wholesale inquiries, client records, proposals, and invoicing alongside your standard Shopify store orders.
CRM for wholesalers & distributors
Manage wholesale client records, proposals, tasks, and conversations when order quantities change before final warehouse allocation occurs.
CRM for print-on-demand businesses
Run print-on-demand client records, artwork proof tracking, proposals, and custom batch order conversations in Workspace369.
CRM for custom manufacturers
Manage client records, proposals, and project conversations when custom manufacturing specifications change during the production setup phase.
CRM for etsy & handmade sellers
Run bespoke commissions outside standard storefront listings with proposals, files, invoices, projects, and client records.
CRM for subscription box companies
Manage custom corporate gifting orders, proposals, projects, and invoices outside your standard subscription box checkout.
CRM for real estate agents
Manage client records, property proposals, and project tasks for real estate agents handling paused buyer searches and updated property briefs.
CRM for real estate brokerages
Manage client records, files, proposals, and tasks for real estate brokerages tracking explicit lead ownership between agents.
CRM for property managers
Property managers can evaluate client records, proposals, tasks, and scheduling for owner onboarding while keeping tenant data in their property system.
CRM for mortgage brokers
Organize pre-application mortgage inquiries, track borrower file collection, and manage client records before formal lender submission.
CRM for home stagers
Manage staging proposals, project tasks, scheduling revisions, and client invoices when room scopes change mid project, all in one system.
CRM for real estate photographers
Track client records, proposals, schedules, and invoices for property photography businesses in one system, from booking to payment.
CRM for short-term rental managers
Manage property owner records, draft management proposals, and track property onboarding projects alongside your reservation software.
The short answer for each question
What is the best business software for a freelancer?
Workspace369, HoneyBook, Dubsado or Moxie, depending on how you sell. For inquiry to paid invoice in one tool with a client portal, Workspace369 covers CRM, proposals with signing, projects, the portal, time tracking and invoices from Cadet at $29 a month. HoneyBook (Starter $29 a month billed yearly) fits creative bookings with signed contracts, Dubsado ($335 a year Starter) fits detailed onboarding workflows, and Moxie ($12 a month) is the cheapest start if you don't need a portal. Prices checked on official pricing pages on October 22, 2026.
Read the guideWhat is the best client portal software for freelancers?
The best client portal software for freelancers is Workspace369 if the portal should show projects and invoices you already track, and SuiteDash or Clinked if you want a white-label portal first. Assembly has a free plan with 5 active contacts if you want a trial run.
Read the guideWhich software handles proposals and contracts with e-signature for freelancers?
Workspace369 handles proposals and contracts with e-signature for freelancers on every plan, from Cadet at $29/month. The client accepts and signs a proposal by link or signs your contract online after verifying their email, and a draft invoice can be created from the signed contract on the same client record.
Read the guideWhat is the best CRM for freelance web designers?
The best CRM for freelance web designers is Workspace369, because proposals with online signing, project boards and deposit invoicing sit on one client record, from $29/month. If you mainly need a sales pipeline for a large team, a sales-focused CRM may suit you better.
Read the guideWhich CRM fits a freelance photographer?
Studio Ninja or Sprout Studio fit if you want a CRM built around photography jobs, and Workspace369 fits if you want messages, shoot projects, proposals and invoices on one record. Studio Ninja ($16 a month) is the cheapest CRM built around photography jobs, Sprout Studio (from $19 a month) includes client galleries, and HoneyBook (Starter, $29 a month billed yearly) suits proposals and contracts. Workspace369 (Cadet, $29 a month) fits photographers who want messages, shoot projects, proposals and invoices on one record; online booking starts on Specialist ($149), and gallery delivery stays with a gallery platform. Prices checked on official pricing pages on October 22, 2026 (Sprout Studio on October 19, 2026).
Read the guideWhat software do independent consultants use for proposals and invoicing?
It depends on the work around the invoice. FreshBooks Lite (a $23 a month list price for up to 5 clients, checked October 19, 2026) suits simple invoicing, QuickBooks and Xero suit consultants who need a ledger and an accountant, and Workspace369 fits when the proposal, deposit and invoice should live on one client record.
Read the guideWhat is the best client portal plus invoicing for a 5-person agency?
Workspace369 is the best fit when the portal should share one client record with proposals, invoices and payments, and SuiteDash is the better fit for a flat-priced, portal-first tool with deep white labeling. SuiteDash is $19 a month, and Assembly has a free plan for up to 5 active contacts. Workspace369 includes the portal on every plan; a 5-person agency pays $104 a month on Voyager ($74 with 2 seats, plus $10 per extra seat). Prices checked on official pricing pages on October 22, 2026.
Read the guideWhat is the best agency project management software with client billing?
ClickUp, Asana and monday.com don't list client invoicing, so agencies that bill from projects usually look at Teamwork (invoicing on Accelerate, $249.90 a month for ten seats billed yearly; retainers are also listed on Accelerate), Productive (invoices on every plan, retainer invoicing on Professional) or Workspace369. Workspace369 includes time tracking, invoices, retainers and recurring invoices on every plan; ten seats cost $119.25 a month on Specialist billed yearly. Prices checked on official pricing pages on October 15, 2026.
Read the guideWhat is the best retainer billing software for agencies?
The best retainer billing software for agencies has four things: a retainer balance that draws down as work is billed, an hours bank the whole team's time feeds, invoices that repeat on their own, and card autopay the client agrees to. Workspace369 does all four on every plan, and a team of up to 10 pays $149 a month on Specialist. One limit to know: credit notes are not available yet.
Read the guideWhat is the best software for a web design agency to manage clients and invoices?
The best software for a web design agency to manage clients and invoices is Workspace369 if clients, proposals, projects, a client portal and invoices should live in one place, and HoneyBook or Dubsado if the studio is proposal-and-contract or form-led. Workspace369 starts at $29 a month (Cadet, one seat) and covers up to 10 people on Specialist for $149. HoneyBook (Starter, $29 a month billed yearly) suits proposal-and-contract studios, Dubsado ($335 a year) suits form-led onboarding, Plutio ($19 a month) suits a solo designer, and Moxie ($12 a month) is cheapest if you don't need a portal. Prices checked on official pricing pages on October 15, 2026.
Read the guideWhich all-in-one agency software has flat pricing instead of per-seat pricing?
SuiteDash, Plutio, HoneyBook Premium and Moxie Teams are the all-in-one agency options with flat pricing instead of per-seat, Workspace369 sits in between with seats included in each plan, and Bonsai, Teamwork.com and Productive price per user. Checked on official pricing pages on October 22, 2026: SuiteDash is flat with unlimited staff (THRIVE $49/month); Plutio Pro is $49/month with 30 contributors; HoneyBook Premium is $129/month with unlimited team members; Moxie Teams is $40/month for up to 5 team members; Workspace369 includes seats in each plan (Voyager $74/month with 2 seats, Specialist $149/month with 10 seats, extra seats $10).
Read the guide
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.
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