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
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.
CRMclient 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 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
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.
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 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, service packages, 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.
Product coverage
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
Team pricing
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
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Start Voyager trialSpecialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Start Specialist trialCommander
Regular price$299$149.50 / month
Founding price for your first 12 months
20 seats included
Start Commander trialFounding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Switch & Save
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
After signup, claim free setup in your workspace.
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. 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 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.FAQ
Questions 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.
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.
