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 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.
Accountsrecords, requests, and history in one place
Inboxemail, SMS, calls, and voicemail with AI summaries
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 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
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.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
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.
Workflow
How Workspace369 runs agency account management
01
Catch every request in one inbox
Email, SMS, calls, and voicemail land beside the client record with AI summaries, so any account manager can respond with full context.
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.
Product coverage
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
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. One star off only because I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
Why Workspace369 fits account management searches
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.
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.
