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.

CRM for app development agencies

CRM for app development agencies, from discovery to invoice.

Connect app-agency client records, proposals, projects, conversations and invoices. Keep scope decisions visible from discovery through delivery and billing.

CRM for online course creators

CRM for online course creators who sell through conversations.

Manage course inquiries, consultations, client follow-up, onboarding work and invoices in Workspace369. Keep enrollment administration connected to the record.

Service business management software

All-in-one service business management software.

Workspace369 is service business management software that runs 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 for requests, client work, and retainer billing.

MSP software that connects client requests, shared inbox, projects, client portal, and retainer billing in one workspace — flat plans from $29/month, ten seats at $149/month.

Nonprofit software

Software for nonprofit organizations that run on programs, people, and payments.

Nonprofit software for programs, people, and payments — CRM, projects, shared inbox, client portal, invoices, and reporting in one workspace. Flat plans from $29/month; nonprofit discount on request.

Photography business software

Photography business software for inquiries, bookings, and billing.

Manage photography inquiries, proposals, client records and invoices in Workspace369. Compare plan costs and keep image proofing in your specialist gallery tool.

Event planning software

Event planning software for leads, bookings, and billing.

Event planning software that connects leads, proposals, event projects, client portal, and deposit billing in one workspace — flat plans from $29/month, ten seats at $149/month.

Coaching business software

Coaching business software for clients, scheduling, and packages.

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

Remodeling contractor software

Remodeling contractor software for leads, proposals, and billing.

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

Freelance business software

Freelance business software for proposals, projects, and invoices.

All-in-one software for freelancers: CRM, proposals clients sign, projects and invoices in one Workspace369 workspace. Compare monthly plans and choose the features your workflow needs.

Architecture firm software

Architecture firm software for proposals, phases, and billing.

Workspace369 architecture firm software connects leads, a shared inbox, proposals, project phases, client portal, invoices, expenses, and reporting in one workspace.

PR agency software

PR agency software for client work, campaigns, and retainers.

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

Personal trainer software

Personal trainer software for clients, scheduling, and packages.

Workspace369 personal trainer software connects leads, a shared inbox, scheduling, client records, client portal, invoices, payment plans, and reporting in one workspace.

Consulting firm software

Consulting firm software for proposals, engagements, and billing.

CRM, proposals, client projects and invoices for independent consultants and consulting firms. Compare Workspace369 plans for fixed-fee and hourly engagements.

Tutoring business software

Tutoring business software for scheduling, packages, and billing.

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

Salon and spa software

Salon and spa software for bookings, reminders, and billing.

Workspace369 salon and spa software connects bookings, a shared inbox, scheduling, client records, client portal, invoices, payment plans, and reporting in one workspace.

Video production software

Video production software for leads, projects, and billing.

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

Client management software

Client management software for service businesses.

Workspace369 client management software connects client records, a shared inbox, requests, projects, client portal, invoices, payments, and reporting in one workspace.

Account management software for agencies

Account management software for agencies.

Workspace369 account management software for agencies connects client records, a shared inbox, requests, projects, client portal, retainers, invoices, and reporting in one workspace.

Travel agency software

Travel agency software for leads, proposals, and billing.

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

Moving company software

Moving company software for leads, quotes, and billing.

Workspace369 moving company software connects leads, a shared inbox, quotes, jobs, client portal, invoices, payment plans, and reporting in one workspace.

Home inspection software

Home inspection software for scheduling, jobs, and billing.

Workspace369 home inspection software connects bookings, a shared inbox, scheduling, jobs, client portal, invoices, payment plans, and reporting in one workspace.

Driving school software

Driving school software for scheduling, packages, and billing.

Workspace369 driving school software connects bookings, a shared inbox, scheduling, student records, client portal, invoices, payment plans, and reporting in one workspace.

Security company software

Security company software for clients, scheduling, and billing.

Workspace369 security company software connects client requests, a shared inbox, scheduling, client portal, invoices, payment plans, and reporting in one workspace.

Junk removal software

Junk removal software for leads, quotes, and billing.

Workspace369 junk removal software connects leads, a shared inbox, quotes, jobs, client portal, invoices, payment plans, and reporting in one workspace.

House cleaning business software

House cleaning business software for bookings, scheduling, and billing.

Workspace369 house cleaning business software connects bookings, a shared inbox, scheduling, client records, client portal, invoices, payment plans, and reporting in one workspace.

Dog grooming software

Dog grooming software for bookings, reminders, and billing.

Workspace369 dog grooming software connects bookings, a shared inbox, scheduling, pet and client records, client portal, invoices, payment plans, and reporting in one workspace.

Mobile detailing software

Mobile detailing software for scheduling, quotes, and on-site payments.

Workspace369 mobile detailing software connects bookings, a shared inbox, scheduling, client and vehicle records, quotes, invoices, payment plans, and reporting in one workspace.

Window cleaning software

Window cleaning software for route days, recurring schedules, and billing.

Workspace369 window cleaning software connects bookings, a shared inbox, route-day scheduling, quotes, client records, invoices, payment links, and reporting in one workspace.

Pool service software

Pool service software for weekly routes, visit notes, and recurring billing.

Workspace369 pool service software connects a shared inbox, weekly route scheduling, visit notes and photos, client records, invoices, payment plans, and reporting in one workspace.

Bookkeeping practice management software

Bookkeeping practice management software that ends the 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

Interior design software to run your whole studio 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 with 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.

Client portal for agencies

Client portal software for agencies: 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 for work and money in one place.

Manage projects, tasks, proposals, quotes, 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.

Flat-priced agency software

Agency software with flat pricing instead of per-seat fees.

Which all-in-one agency software has flat pricing instead of per-seat fees, with team costs checked on official pricing pages on October 12, 2026. Workspace369 Specialist: $149/month for 10 seats.

Business phone system with CRM

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

A business phone system native to the CRM — not another integration: calls, SMS, voicemail, AI summaries, invoices, and client records in one workspace. Voice from $149/month, 10 seats.

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 client work and billing.

SEO client management software for agencies: client records, deliverables, requests and reviewed invoices in one place, next to the SEO tools that measure rankings.

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.

Web design agency software

Web design agency software from brief to final invoice.

Connect web-design client records, briefs, project tasks, communication and reviewed invoices. Keep visual proofing in the specialist tool your agency uses.

Shared inbox software

Shared inbox software with the client record built in.

Workspace369 is shared inbox software for client work: email, SMS, voice, voicemail, client history, tasks, invoices, files, AI assistance, and accountable follow-up in one shared place.

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.

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 who sell expertise, not line items.

Keep consulting scope, delivery records, time, expenses and reviewed invoices with the client relationship. Compare worked hourly, fixed-fee and milestone examples.

Time tracking and invoicing

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

Track billable time, project work, expenses, proposals, 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.

Professional services billing with the engagement attached: proposals, retainers, time, expenses, invoices, and reporting — flat plans from $29/month, ten seats at $149/month.

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.

CRM for freelancers

CRM for freelancers who sell, deliver and bill on their own.

Client management software and CRM for freelancers: client records, inquiries, proposals clients sign, projects and invoices on one record. From $29/month for one seat, with a 14-day free trial.

Proposal software for freelancers

Proposal software for freelancers: send it, get it signed, invoice it.

Send freelance proposals clients can review, accept and sign online, then turn them into projects and invoices. Workspace369 proposal software for freelancers starts at $29/month.

Freelance project management software

Freelance project management software tied to the client and the invoice.

Freelance project management software that keeps projects, tasks, time and invoices on the client record. Kanban boards and time tracking on every plan in Workspace369.

CRM for solopreneurs

CRM for solopreneurs: one workspace instead of five subscriptions.

A CRM for solopreneurs that runs the whole client side of a one-person business: leads, emails, proposals, projects and invoices. Workspace369 Cadet is $29/month for one seat.

CRM for web designers

CRM for web designers, from first inquiry to launch invoice.

A CRM for freelance web designers: capture inquiries, send web design proposals clients sign, run builds as projects and invoice deposits and milestones. From $29/month.

CRM for small agencies

CRM for small agencies that bill clients, not just track deals.

A CRM for small agencies with clients, proposals, projects, time and invoices in one workspace. Specialist is $149/month for ten seats, a workspace price, not per user.

Client intake form software

Client intake form software that turns submissions into clients.

Build client intake forms, embed them on your site or share a link, and turn each submission into a client record without retyping. Intake forms come with every Workspace369 plan.

Payment reminder software

Payment reminder software that chases invoices so you don't have to.

Send automatic payment reminders for overdue invoices: a gentle note, a firmer follow-up and a final notice that stop once the client pays. On every Workspace369 plan, from $29/month.

Funnel builder with CRM

A funnel builder with the CRM, proposals and invoices behind it.

Build lead funnels with a mobile-first block editor, publish them on a hosted page and capture every lead straight into your CRM. Funnels are on every Workspace369 plan.

Missed-call text back

Missed-call text back that keeps the lead on the client record.

Reply automatically by text when you miss a call, and keep the call, text and follow-up on the client record. Missed-call text back starts on Workspace369 Voyager.

CRM for consultants

CRM for consultants: from first conversation to retainer invoice.

A CRM for independent consultants: track leads, send proposals clients sign, run engagements as projects and bill retainers or hours. Workspace369 starts at $29/month.

Contracts and invoices

Contract and invoice software for freelancers: signed, then paid.

Send a contract the client signs online, then bill from it: Workspace369 drafts an invoice from the signed contract and takes card payments. Plans from $29/month.

Payment plans

Payment plan software that tracks every installment on the invoice.

Offer clients installment payment plans and track every installment on the invoice. Deposits, retainers and saved cards on every plan; payment plans from Specialist.

Proposal tracking

Proposal tracking software: know when the client reads it.

See when clients open and engage with your proposals, follow up at the right moment, then collect a deposit on acceptance. Proposal tracking is on every plan from Cadet.

Scheduling for consultants

Scheduling software for consultants, connected to the client record.

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

Group texting software that knows who your clients are.

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

A client portal for freelancers that clients actually use.

Give each client a private, branded portal to follow their project, comment and pay invoices. Included on every Workspace369 plan from $29/month; clients use no seat.

CRM for social media marketing agencies

CRM for Social Media Marketing Agencies with Creative Workflow Tracking

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

CRM for PPC and Paid Ads Agencies with scope management

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

CRM for Content Marketing Agencies with Editorial Workflow Management

Organize content marketing projects, client records, and editorial proposals. Manage interviews and revisions within a client portal.

CRM for email marketing agencies

CRM for Email Marketing Agencies with a Specific Workflow

Manage client records, project tasks, and billing invoices in one system built for email marketing agency operations.

CRM for influencer marketing agencies

CRM for Influencer Marketing Agencies with a specific workflow

Manage influencer briefs, brand proposals, and creator deliverables in one place. Handle multi-owner approvals and payments for agency campaigns.

CRM for branding agencies

CRM for Branding Agencies with a Specific Workflow

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

CRM for Performance Marketing Agencies with Fee and Reporting Workflows

Manage performance marketing client records, proposals, projects, and invoices while handling complex retainer disputes and reporting reviews.

CRM for lead generation agencies

CRM for Lead Generation Agencies with a Specific Workflow

Manage client records, proposals, projects, tasks, files, conversations, scheduling, invoices, and a client portal for lead generation agencies.

CRM for growth / growth-operator agencies

CRM for Growth Operator Agencies with Experiment Tracking Workflows

Manage growth operator agency client records, projects, tasks, and proposals to coordinate experiment status and client sales follow-up actions.

CRM for wedding photographers

CRM for Wedding Photographers with a Specific Timeline Modification Workflow

Evaluate client management for wedding photographers: client records, proposals, scheduling and invoices when couples change ceremony times.

CRM for portrait & family photographers

CRM for Portrait and Family Photographers with a Specific Workflow

Manage client records, proposals, projects, scheduling, and invoices for portrait and family photographers handling complex multi-person bookings.

CRM for commercial / product photographers

CRM for Commercial and Product Photographers with a Specific Workflow

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 wedding videographers

CRM for Wedding Videographers with a Specific Package Modification Workflow

Manage client records, proposals, and scheduling for wedding videographers when film packages change after reservation dates are locked.

CRM for video editors

CRM for Video Editors with a Specific Workflow

Manage video editing client records, project milestones, and billing workflows when conflicting stakeholder feedback arises during post-production.

CRM for graphic designers

CRM for Graphic Designers with a Layout Revision Workflow

Manage client records, proposals, projects and invoices to handle format revision requests and track scope changes for graphic design studios.

CRM for illustrators

CRM for Illustrators with a specific workflow

Track illustration proposals, project tasks, client files, and invoices while managing commercial usage scope updates for creative studios.

CRM for motion designers & animators

CRM for Motion Designers and Animators with a Specific Workflow

Manage animation client records, proposals, projects, tasks, files, conversations, scheduling, and invoices for motion designers and animators.

CRM for copywriters

CRM for Copywriters with a Scope Change Workflow

Track client records, amended proposals, and updated invoices for copywriters managing project scope changes and new audience research.

CRM for ux/ui designers

CRM for UX/UI designers with a specific design-to-test workflow

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

CRM for Voice-over Artists with Script Revision Workflows

Manage voice-over client records, proposals, projects, tasks, and invoices when scripts change or usage terms require updates.

CRM for music producers & audio engineers

CRM for Music Producers and Audio Engineers

Manage client records, studio projects, scheduling, and engineering invoices when mixing clients submit updated stems during active sessions.

CRM for podcast producers

CRM for Podcast Producers with Guest and Project Tracking

Manage podcast client records, proposals, projects, tasks, and scheduling to avoid missed release slots due to delayed guest approvals.

CRM for web development agencies

CRM for web development agencies with a scope management workflow

Evaluate client records, proposals, projects, and invoices during website build scope changes, such as post-freeze integration additions.

CRM for software consultancies

CRM for Software Consultancies with a Discovery Scope Workflow

Manage software consultancy client records, proposals, and invoices with a clear workflow that keeps discovery scopes separate from delivery.

CRM for freelance developers

CRM for freelance developers: clients, scope and invoices.

Manage freelance development clients, proposals, scope changes and invoices in Workspace369. Keep code in developer tools and client work in one record.

CRM for no-code / low-code agencies

CRM for No-Code and Low-Code Agencies with a Change Request Workflow

Manage client records, proposals, projects, tasks, files, conversations, scheduling, and invoices for your no-code agency operations.

CRM for ai automation agencies

CRM for AI automation agencies with a manual exception workflow

Track client records, proposals, projects, and human-in-the-loop exception decisions for client delivery within an AI automation agency.

CRM for cybersecurity consultants

CRM for Cybersecurity Consultants with a Scope Change Workflow

Manage security assessment project changes, track client records, and handle invoices when new systems are added to an active consulting scope.

CRM for shopify / e-commerce developers

CRM for Shopify / e-commerce developers with a specific workflow

Manage merchant client records, project tasks, storefront proposals, and invoices for Shopify and e-commerce development agencies without complex setups.

CRM for coaching programs (high-ticket)

CRM for Coaching Programs (High-Ticket) Enrollment Workflows

Manage high-ticket coaching program client records, proposals, tasks, invoices, and portal access during the critical application and onboarding stages.

CRM for business coaches

CRM for Business Coaches with an Engagement Extension Workflow

Manage business coaching client records, session scheduling, proposals, and invoices when engagements change or extend over time.

CRM for business scaling / growth programs

CRM for business scaling growth programs with a specific workflow

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

CRM for Fitness Coaches and Online Fitness Programs with a specific workflow

Manage fitness client records, billing invoices, proposals, and schedules when coaching clients pause packages or request check-in adjustments.

CRM for life coaches

CRM for Life Coaches with Client Administration Workflows

Manage life coaching client records, scheduling, proposals, and invoices. An evaluation framework for handling unexpected schedule adjustments.

CRM for executive coaches

CRM for Executive Coaches with a Sponsor Administration Workflow

Manage sponsor invoicing, client records, and scheduling for executive coaching while keeping sponsor files apart from participant conversations.

CRM for health & nutrition coaches

CRM for Health and Nutrition Coaches with a Specific Workflow

Discover a CRM for health and nutrition coaches to manage client records, proposals, scheduling, and invoices during package changes.

CRM for sales training programs

CRM for Sales Training Programs with a Specific Workflow

Manage enterprise sales training cohorts, workshop proposals, scheduling adjustments, and client portal access without administrative friction.

CRM for masterminds

CRM for Mastermind Administration and Cohort Coordination

Manage mastermind client records, scheduling, proposals, and invoices in one workspace that runs alongside your community platform.

CRM for membership communities

CRM for Membership Communities with Administrative Workflows

Track member onboarding, renewal tasks, invoices, and access verification workflows for your membership community from one client record.

CRM for trading & investing education programs

CRM for Trading and Investing Education Programs with a Specific Workflow

Manage student records, coaching proposals, session scheduling, and invoices for trading and investing education programs.

CRM for real estate investing education programs

CRM 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 info product sellers

CRM for Info Product Sellers Handling Advisory Add-Ons

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

CRM for management consultants with a specific workflow

Manage management consulting client records, proposals, projects, tasks, files, scheduling, and invoices when assessments expand mid-project.

CRM for marketing consultants

CRM for Marketing Consultants with a Strategy to Execution Workflow

Manage marketing consultant client records, proposals, and projects when moving from advisory operations to campaign execution phases.

CRM for tax preparers

CRM for Tax Preparers with an Administrative Workflow

Manage client records, proposals, tasks, files, and invoices for tax preparers through every busy filing season.

CRM for solo & small law firms

CRM for Solo and Small Law Firms with a Specific Workflow

Manage initial inquiries, screen client intake, and run engagements for small law firms with client records, proposals, projects, and invoices.

CRM for hr consultants

CRM for HR Consultants Managing Client Administration

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

CRM for recruiters and staffing agencies with a client management workflow

Manage staffing client records, search agreements, and search projects without confusing your client tracking with candidate applicant data.

CRM for financial advisors

CRM for financial advisors with an administrative pre-onboarding workflow

Relationship management for financial advisors handling prospect records, introductory scheduling, client messages, proposals and invoices.

CRM for insurance agents

CRM for Insurance Agents with an Administrative Workflow

Manage insurance prospect conversations, client records, scheduling, and renewal tasks alongside your separate core policy administration systems.

CRM for virtual assistants

CRM for Virtual Assistants Managing Stakeholder Allocation

Client records, tasks, time tracking and invoices for virtual assistants handling conflicting stakeholder requests under fixed monthly hours agreements.

CRM for fractional executives (cmo/cfo/coo)

CRM for Fractional Executives with Dual Advisory and Execution Workflows

Manage client records, advisory proposals, execution tasks, and client portals for fractional CMOs, CFOs, and COOs coordinating with corporate sponsors.

CRM for e-commerce brands

CRM for E-commerce Brands managing wholesale accounts

Manage B2B wholesale negotiations, client records, and custom contracts alongside your standard direct-to-consumer commerce storefront operations.

CRM for shopify store owners

CRM for Shopify Store Owners Managing Custom Wholesale Inquiries

Manage custom wholesale inquiries, client records, proposals, and invoicing alongside your standard Shopify store orders.

CRM for wholesalers & distributors

CRM for Wholesalers and Distributors

Manage wholesale client records, proposals, tasks, and conversations when order quantities change before final warehouse allocation occurs.

CRM for print-on-demand businesses

CRM for Print-on-Demand Businesses with a Custom Batch Workflow

Run print-on-demand client records, artwork proof tracking, proposals, and custom batch order conversations in Workspace369.

CRM for custom manufacturers

CRM for custom manufacturers with a specific workflow

Manage client records, proposals, and project conversations when custom manufacturing specifications change during the production setup phase.

CRM for etsy & handmade sellers

CRM for Etsy and handmade sellers with a specific workflow

Run bespoke commissions outside standard storefront listings with proposals, files, invoices, projects, and client records.

CRM for subscription box companies

CRM for Subscription Box Companies with a Corporate Gifting Workflow

Manage custom corporate gifting orders, proposals, projects, and invoices outside your standard subscription box checkout.

CRM for wedding planners

CRM for Wedding Planners with Complex Client and Payer Coordination

Manage wedding client records, proposals, tasks, scheduling, and invoices when coordination involves multiple contacts, distinct payers, and vendor changes.

CRM for djs

CRM for DJs with a specific workflow

Manage DJ client records, proposals, projects, scheduling, and invoices when event scopes change after a package is agreed.

CRM for caterers

CRM for Caterers with Guest Count Revision Workflows

Manage catering client records, proposals, projects, tasks, and invoices when guest counts change after initial menu agreements.

CRM for florists

CRM for Florists with a specific workflow

Proposals, files, project tasks and invoices for florists managing client design changes and event updates.

CRM for event venues

CRM for Event Venues with a Tentative Date Hold Workflow

Track venue inquiries, log tentative date holds in client records, and manage proposals without risking unverified calendar assumptions.

CRM for party & event rental companies

CRM for party and event rental companies with a specific workflow

Run client records, proposals, scheduling and invoices for party and event rental companies handling post-acceptance equipment order changes.

CRM for photo booth companies

CRM for Photo Booth Companies with a Specific Booking Workflow

Manage client records, proposals, projects, scheduling, and invoices for photo booth operations when handling complex event activation changes.

CRM for live bands & entertainers

CRM for live bands and entertainers with a specific workflow

Manage client records, proposals, projects, tasks, scheduling, and invoices for live bands and entertainers handling bookings from inquiry to final invoice.

CRM for real estate agents

CRM for real estate agents with a specific workflow

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

CRM for Real Estate Brokerages with a Specific Workflow

Manage client records, files, proposals, and tasks for real estate brokerages tracking explicit lead ownership between agents.

CRM for property managers

CRM for property managers with an owner proposal workflow

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

CRM for Mortgage Brokers with an Inquiry Follow-Up Workflow

Organize pre-application mortgage inquiries, track borrower file collection, and manage client records before formal lender submission.

CRM for home stagers

CRM for Home Stagers Managing Mid Project Scope Changes

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

CRM for Real Estate Photographers with a Specific Workflow

Track client records, proposals, schedules, and invoices for property photography businesses in one system.

CRM for short-term rental managers

CRM for Short-term Rental Managers with an Owner Acquisition Workflow

Manage property owner records, draft management proposals, and track property onboarding projects alongside your reservation software.

CRM for engineering firms

CRM for Engineering Firms with a Scope Amendment Workflow

Manage engineering projects, client records, and proposals when a client adds a discipline to the commission after the initial scope is approved.

CRM for land surveyors

CRM for Land Surveyors with a Specific Workflow

Manage land surveyor client records, proposals, projects, scheduling, and invoices when site boundaries and client instructions change mid-project.

CRM for landscape architects

CRM for Landscape Architects with a specific workflow

Manage design commissions, site area revisions, Proposals, projects, and invoices for landscape architecture firms focusing on professional deliverables.

CRM for drafting & cad services

CRM for Drafting & CAD Services with a Specific Workflow

Manage drafting client records, proposals, tasks, and files when reference drawings change mid-project. Track every revision from receipt to invoice.

CRM for yoga & pilates studios

CRM for Yoga and Pilates Studios with Private Follow-Up

Track yoga and pilates client records, private session scheduling, invoices, and conversations alongside your group class timetable setup.

CRM for gyms & boutique fitness

CRM for Gyms and Boutique Fitness with Corporate Wellness Workflows

Manage corporate wellness consultations, proposals, and project tasks alongside your gym or boutique fitness membership systems.

CRM for nutritionists & dietitians

CRM for Nutritionists & Dietitians with a specific onboarding workflow

CRM for nutritionists and dietitians managing initial client inquiries, scheduling, proposals, invoices and client records before clinical intake.

CRM for massage therapists

CRM for Massage Therapists with a Commercial Package Workflow

Manage inquiry follow-up, commercial package proposals, scheduling and invoices for massage therapists running corporate wellness work.

CRM for chiropractors

CRM for Chiropractors with a Business Inquiry Workflow

Manage business inquiries, corporate wellness proposals, scheduling and invoices for your chiropractic office alongside your clinical patient care system.

CRM for med spas

CRM for Med Spas with a Consultation Follow-Up Workflow

Manage med spa consultation follow-ups, scheduling, proposals, invoices and client records alongside your clinical system.

CRM for hair salons

CRM for Hair Salons with Complex Group Workflows

Manage bridal consultations, multi-service quotes, and client records for hair salons handling large event groups.

CRM for barbershops

CRM for Barbershops with an Event Booking Workflow

Manage off-site event bookings, proposals, deposits and invoices for barbershops alongside standard chair appointments.

CRM for nail salons

CRM for Nail Salons with a Group Event Workflow

Manage nail salon group bookings, custom service proposals, preparation tasks, deposits and client files in Workspace369.

CRM for lash & brow artists

CRM for Lash & Brow Artists with a Package Rescheduling Workflow

Manage client records, package proposals, scheduling, tasks and invoices for lash and brow artists.

CRM for estheticians

CRM for Estheticians with a specific workflow

Organize commercial inquiries, proposals, invoices and client records for your esthetics business, next to your treatment booking system.

CRM for tattoo studios

CRM for Tattoo Studios with a Specific Workflow

Software for tattoo studios to manage client records, proposals, projects, tasks, scheduling, and invoices during design revisions.

CRM for makeup artists

CRM for Makeup Artists with a Specific Workflow

A practical CRM for makeup artists to manage client records, scheduling, proposals, and invoices for wedding bookings.

CRM for dog trainers

CRM for Dog Trainers with a Program Change Workflow

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 with a Schedule Change Workflow

CRM for pet sitters and dog walkers to handle client records, scheduling, files, and invoices for a growing pet care business.

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