Requests die in personal inboxes
A client emails one AM, texts another, calls the studio. Whoever answers owns it — until they are busy, and then nobody owns it.
Account management software for agencies.
Account managers juggle requests across email, calls, SMS, and meetings — and clients feel it when something slips. Workspace369 attaches every request and conversation to the client record, routes work into projects, and keeps retainers billing on schedule, so every account looks managed, not reacted to.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Accountsrecords, requests, and history in one place
Inboxemail on every plan; texts, calls and voicemail from Voyager
Retainersrecurring invoices, payment plans, and reporting
Key facts
Account management software for agencies at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 4 steps, from "catch every request in one inbox" to "bill retainers on schedule".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Account management software for agencies compared
The best account management software depends on what you need to see. Workspace369 fits agencies that want messages, follow-ups, retainer invoices and a client portal on one record, from $29 a month on Cadet (1 seat, 5 active projects). Accelo names retainers but is quote only. Teamwork covers retainers and time budgets from $24.99 per user, yearly, on Accelerate. HubSpot is free for 2 users and 1,000 contacts, with billing elsewhere.
| Tool | Entry price | Retainers or recurring billing listed | Client visibility listed | Main limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet), $23.25 billed yearly | Yes, on every plan | Client portal, no seat for visitors | Cadet: 1 seat, 5 active projects | 14 days, card required |
| Accelo | Quote only | Retainers named | Not listed by plan | No published price | Not stated |
| HubSpot | Free; Starter $20 per seat (list) | Not listed | Not listed | Free: 2 users, 1,000 contacts | Free plan, no card |
| Teamwork | $24.99 per user, yearly (Accelerate) | Retainers and time budgets | Not listed | Priced per user | 14 days, no card |
| Productive | $25 per user, Professional (yearly; $29 monthly) | Recurring budgets and retainer invoicing (Professional) | Free client invitations | 3-seat minimum; retainer features start at Professional | 14 days, no card |
| Copper | $23 per seat, yearly (Basic) | Not listed | Not listed | 2,500 contacts on Basic | Length not stated, no card |
Prices and limits from each vendor's official pricing page, checked October 15, 2026 (Productive re-checked October 19, 2026), in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
What breaks inside agency account management
Clients cannot see the work
Deliverables live in threads and drives. Clients ask for status meetings because they cannot see what is happening without one.
Account health is a gut feeling
Nobody can say which accounts are growing, which are quiet, and which are about to leave — until the email arrives.
See the workspace your clients feel.
01
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
How Workspace369 runs agency account management
01
Catch every request in one inbox
Email, texts, calls and voicemail land beside the client record, so any account manager can respond with full context. Email works on every plan; texts, calls and voicemail start on Voyager, and AI call summaries on Specialist.
02
Turn requests into owned work
Structured intake and projects give every request an owner, a status, and a due date — visible to the team and, through the client portal, to the client.
03
Keep every account visible
Files, notes, and history stay attached to the account, and reporting shows activity, revenue, and workload per client.
04
Bill retainers on schedule
Recurring invoices and payment plans bill retainers automatically, reminders handle follow-up, and reporting shows account value.
Account management coverage
- It connects requests to owned work: shared inbox, structured intake, projects, and client-visible status in one record.
- The client portal keeps every account informed without status meetings.
- Retainer billing with recurring invoices and reporting makes account revenue predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Projects and tasks
Client portal
Scheduling
Recurring invoices
Payment plans
Reporting
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
$74 / month
Founding offer: $444 for your first year, billed yearly
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
Founding offer: $894 for your first year, billed yearly
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
Founding offer: $1,794 for your first year, billed yearly
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Founding member offer on yearly plans: your first year costs the same as 6 months, for the first 100 customers who join by Oct 31. USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo. Start free trial Book a demo
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Questions about account management software
What is the best account management software for agencies?
It depends on what you need to see. Workspace369 fits account managers who want messages, follow-ups, retainer invoices and a client portal on one record. Accelo suits retainers inside a professional-services suite, and HubSpot is a free CRM with tickets.
What is account management software for agencies?
Account management software helps agency account managers run client relationships: requests, communication, projects, client visibility, retainer billing, and reporting. Workspace369 connects all of it in one workspace. Workspace369 covers 10 areas here, with plans from $29/mo for one seat.
How is this different from a sales CRM?
Sales CRMs stop at pipeline. Workspace369 runs the account after the deal: requests, communication, projects, portal, retainers, invoices, and reporting.
Can clients see request status in the portal?
Yes. Clients watch requests, files, approvals, and invoices in a branded portal, which cuts the status meetings your account managers run weekly.
Does Workspace369 handle retainer billing?
Yes. Recurring invoices and payment plans bill retainers on schedule, with automated reminders for anything outstanding and reporting across accounts.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
