The relationship is separated from the work
A contact record is not enough when briefs, files, proposals, revisions, payments, tasks, calls, and notes all shape the client relationship.
Agency CRM software for client work that cannot live in a contact list.
Agencies need more than names, deals, and notes. Workspace369 keeps every client, request, conversation, proposal, project, invoice, file, payment, and follow-up action attached to the same working record.
Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See team pricingCRMclient records, notes, tags, and source history
Inboxemail, SMS, voice, voicemail, and AI follow-up
Revenueproposals, invoices, payments, and reporting
Key facts
Agency CRM software at Workspace369 covers 10 areas, including client profiles, companies and contacts, lead source tracking.
The workflow runs in 4 steps, from "capture the lead" to "bill and report".
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.
CRM for small agencies compared
The best CRM for a small marketing agency depends on whether the sales pipeline or the work after the sale is the bottleneck. HubSpot and Pipedrive win on pipeline; Workspace369 fits agencies that want proposals, projects, a client portal, time and invoices on one record, at $104 a month for five people on Voyager.
| CRM | Seat price | Cost at 5 seats | Client-work coverage | Main limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 Cadet (1 seat); $74 Voyager (2 seats); $149 Specialist (10 seats) | $104 a month (Voyager plus 3 seats at $10) | Proposals, projects, portal, time, invoices | Cadet: 1 seat, unlimited projects | 14 days, card required |
| HubSpot | Free; Starter $20 per seat (list) | About $100 a month at Starter list price | CRM and deals; invoicing and projects not listed | Free: 2 users, 1,000 contacts | Free CRM, no card |
| Pipedrive | Lite $14, Growth $39 per seat (billed annually); Lite $24 billed monthly | About $70 a month (Lite, billed annually) | Lead, calendar and pipeline management | Built for selling, not delivery | 14 days, no card |
| Bonsai | $25 Essentials ($19 yearly) | $125 monthly or $95 yearly | Proposals, invoices, portal, time, projects | Per-seat; pipeline on Premium | 7 days, card to continue |
| Teamwork | $9.99 Basics; $24.99 Accelerate (yearly) | About $125 yearly (Accelerate) | Projects, time, invoicing, retainers | CRM is not the core | 14 days, no card |
| Productive | Essential $10 per user yearly ($12 monthly) | $50 a month billed yearly (Essential) | Budgets, resourcing, time, invoices | 3 seats minimum; retainer invoicing from Professional | 14 days, no card |
| monday CRM | $12 Basic (yearly) | About $60 yearly (Basic) | Pipeline only | 1,000 contacts on Basic | Free trial |
| Zoho CRM | Free; paid not verified | Free to 3 users | Contacts and deals | 3 users on free | Free edition, no card |
Prices and limits from each vendor's official pricing page, checked October 15, 2026, in USD. Prices change, so confirm before you buy. HubSpot, Pipedrive, Teamwork and Productive prices were re-read on each vendor's own pricing page on October 19, 2026. Read the full agency CRM comparison.
Why agency teams outgrow basic CRM
Account managers chase status
Client status is hard to explain when sales, delivery, inbox, billing, and reporting each live in a separate tool.
Follow-up depends on memory
Agencies lose time when reminders, proposals, invoice updates, and client messages are not connected to the same account record.
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 turns CRM into agency operations
01
Capture the lead
Track client profiles, companies, lead sources, intake details, custom fields, tags, and communication preferences.
02
Scope the work
Turn requests into proposals with package options, tasks, project plans, files, internal notes, and client-facing updates.
03
Communicate with context
Keep email, SMS, calls, voicemail, templates, AI summaries, rewrite, translate, and scheduled messages near the client.
04
Bill and report
Send proposals, invoices, retainers, payment plans, receipts, and reports without rebuilding the story.
Agency CRM coverage
- Use the client record to follow the relationship from the first inquiry through delivery and payment.
- Review the client record alongside projects, conversations, proposals, invoices, and payment status.
- For a monthly retainer, review the agreed proposal, this month's project tasks, recent client messages, and the invoice before the account meeting.
Client profiles
Companies and contacts
Lead source tracking
Requests and intake forms
Shared inbox
SMS and voice
Projects and tasks
Proposals and invoices
Payment plans
Client 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
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
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
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.
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
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Book a demoQuestions about agency CRM software
What is agency CRM software?
Agency CRM software helps agencies manage prospects, clients, companies, contacts, notes, communication, projects, proposals, invoices, payments, and client follow-up in one system.
Is Workspace369 a CRM for marketing agencies?
Yes. Workspace369 is a strong fit for marketing agencies that need client records, intake, project delivery, inbox communication, proposals, invoices, payments, automations, AI, and reports together.
How is Workspace369 different from a sales-only CRM?
Sales-only CRMs usually stop at pipeline and contact management. Workspace369 connects the client record to projects, tasks, inbox, voice, SMS, files, proposals, invoices, payments, AI, and reporting.
How much does a CRM cost for a 5-person marketing agency?
Workspace369 is $104 a month on Voyager ($74 with two seats plus three extra seats at $10). HubSpot Starter is about $100 at the $20 list price and Pipedrive Lite about $70 billed annually (checked October 19, 2026), before you add anything for projects and invoicing.
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.
