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Solutions

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.

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Guides for teams already comparing software.

Service business management software

All-in-one service business management software.

Workspace369 helps service businesses run CRM, projects, scheduling, inbox, invoices, payments, files, AI, automations, accounting, and reporting together.

Client work operating system

A client work operating system for teams that outgrew scattered tools.

Workspace369 is a client work operating system for CRM, projects, inbox, billing, payments, files, AI, automations, and reporting in one workspace.

Agency CRM software

Agency CRM software for client work that cannot live in a contact list.

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 turns requests into tracked work and retainers into predictable revenue.

Workspace369 MSP software connects client requests, a shared inbox, projects, client portal, retainer billing, invoices, payments, and reporting in one workspace.

Photography business software

Photography business software that turns inquiries into booked shoots and shoots into paid invoices.

Workspace369 photography business software connects inquiries, a shared inbox, proposals, scheduling, projects, client portal, invoices, payments, and reporting in one workspace.

Event planning software

Event planning software that turns leads into booked events and events into paid invoices.

Workspace369 event planning software connects leads, a shared inbox, proposals, projects, client portal, invoices, payment plans, and reporting in one workspace.

Coaching business software

Coaching business software that turns leads into clients and sessions into predictable revenue.

Workspace369 coaching business software connects leads, a shared inbox, scheduling, client notes, client portal, invoices, payment plans, and reporting in one workspace.

Bookkeeping practice management software

Bookkeeping practice management that ends the monthly document chase.

Workspace369 bookkeeping practice management software connects client portals, document requests, reminders, files, recurring work, inbox, invoices, and reporting in one workspace.

Field service software

Field service software that runs the job from first call to final payment.

Workspace369 field service software connects scheduling, dispatch, client records, inbox, SMS, voice, invoices, payments, and reporting in one workspace.

Interior design software

Run your whole design studio — clients, proposals, purchasing, and books — in one place.

Workspace369 interior design software connects clients, proposals, product sourcing, purchasing, invoices, and accounting in one studio workspace.

Agency management software

Agency management software for the full client-work loop.

Run agency clients, projects, inbox, proposals, invoices, payments, files, AI, automations, reporting, and team delivery together in Workspace369.

Agency project management software

Agency project management software with the client, inbox, and invoice attached.

Workspace369 helps agencies manage client projects, tasks, files, schedules, inbox follow-up, proposals, invoices, payments, team delivery, and reports.

Workspace CRM

Workspace CRM software for teams that want the client record and the work in one place.

Workspace369 is a workspace CRM for teams that need client records, projects, inbox, billing, payments, AI, automations, and reports together.

CRM, project management, and invoicing

CRM with project management and invoicing in one client-work system.

Workspace369 combines CRM, project management, proposals, invoices, payments, inbox, files, AI, automations, reporting, and client delivery workflows.

Client portal for agencies

Client portal software for agencies that need cleaner approvals, billing, and follow-up.

Workspace369 gives agencies client portals, public links, files, requests, proposals, invoices, payments, inbox follow-up, AI, and reporting.

Invoicing and project management software

Invoicing and project management software that keeps work and money together.

Manage projects, tasks, estimates, proposals, invoices, payment plans, retainers, expenses, project profitability, AR, and reporting in Workspace369.

Client portal and billing software

Client portal and billing software for a calmer client experience.

Workspace369 connects client records, portals, requests, files, proposals, invoices, payment links, payment plans, and communication workflows.

Service business CRM software

Service business CRM software that does more than store contacts.

Workspace369 gives service businesses CRM, client profiles, lead sources, inbox history, projects, billing, payments, AI, automations, and reporting.

Business phone system with CRM

A business phone system built into your CRM and client inbox.

Workspace369 connects business calling, SMS, voicemail, call routing, AI call summaries, CRM, projects, invoices, tasks, and follow-up in one client inbox.

AI call summary software

AI call summary software that turns conversations into follow-up.

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

A shared SMS inbox for client work, not just text messages.

Workspace369 gives teams a shared SMS inbox with MMS, templates, scheduled sends, AI rewrite, compliance, auto-replies, CRM context, and reporting.

Google Voice alternative

A Google Voice alternative for teams that need calls connected to work.

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 software with client context built in.

Workspace369 helps marketing agencies connect clients, campaigns, projects, inbox, approvals, proposals, invoices, payments, AI, and reporting.

Creative agency project management software

Creative agency project management software for approvals, files, and billing.

Workspace369 helps creative agencies manage clients, requests, approvals, projects, files, proposals, invoices, payments, inbox, AI, and reports.

SEO agency management software

SEO agency management software for retainers, reporting, and client follow-up.

Workspace369 helps SEO agencies manage clients, retainers, projects, requests, inbox, reports, proposals, invoices, payments, AI, and automations.

CRM for Google Workspace

CRM for Google Workspace teams that need more than Sheets and Gmail.

Workspace369 is a CRM for teams outgrowing Google Workspace spreadsheets, inboxes, docs, calendars, manual handoffs, and disconnected billing workflows.

CRM with invoicing

CRM with invoicing for teams that bill from real client context.

Workspace369 combines CRM, proposals, invoices, payment plans, retainers, inbox, projects, files, AI, automations, reporting, and client follow-up.

CRM with project management

CRM with project management for teams that deliver after the sale.

Workspace369 connects CRM, projects, tasks, schedules, inbox, files, proposals, invoices, payments, AI, automation, reporting, and client follow-up.

Shared inbox software

Shared inbox software with the client record built in.

Workspace369 gives teams a shared inbox for email, SMS, voice, voicemail, client history, tasks, invoices, files, AI assistance, and accountable follow-up.

CRM with texting

A CRM with texting that keeps every reply connected to the work.

Workspace369 connects two-way SMS, MMS, scheduled messages, templates, AI writing, compliance, calls, invoices, projects, and client CRM records.

Post-call automation

Post-call automation that turns conversations into accountable follow-up.

Workspace369 connects call recordings, AI summaries, voicemail transcripts, CRM notes, tasks, reminders, SMS follow-up, analytics, and client history.

Auto-attendant and IVR

An automated receptionist workflow built around real call routing.

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 that remembers the work behind every bill.

Workspace369 connects freelance invoices, estimates, payments, expenses, time, projects, client records, files, reminders, and reporting in one workspace.

Consultant invoicing software

Invoicing software for consultants who sell expertise, not line items.

Workspace369 helps consultants manage proposals, retainers, time, projects, invoices, payment plans, expenses, communication, and reporting together.

Time tracking and invoicing

Time tracking and invoicing software that closes the gap between hours and revenue.

Track billable time, project work, expenses, estimates, invoices, payments, clients, tasks, files, and profitability in one Workspace369 workflow.

Freelancer expense tracking

Expense tracking software for freelancers who need to know what each client costs.

Workspace369 connects freelance expenses, receipts, clients, projects, invoices, payments, products, accounting context, and profitability reporting.

Agency project profitability

Project profitability software for agencies that need the story behind the margin.

Workspace369 connects agency revenue, time, expenses, scope, projects, invoices, payments, clients, and reporting for clearer project profitability.

Client onboarding software

Client onboarding software that carries context into the work.

Workspace369 client onboarding software connects intake, CRM, forms, files, proposals, projects, communication, invoices, payments, tasks, and follow-up.

Agency time tracking software

Agency time tracking software that explains the margin.

Track agency time beside clients, projects, tasks, expenses, invoices, retainers, workload, communication, and profitability reporting in Workspace369.

Professional services billing software

Professional services billing software with the engagement attached.

Workspace369 connects professional services billing with CRM, proposals, retainers, projects, time, expenses, invoices, payments, communication, and reporting.

Proposal software for consultants

Proposal software for consultants that keeps the promise after signature.

Create consulting proposals connected to CRM, scope, files, projects, retainers, invoices, payments, communication, AI assistance, and follow-up in Workspace369.

Ready when you are

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.