Hours turn into invoice lines
Time tracking on every planTrack time against the project, select the unbilled hours, and they land on the invoice.
Agency management
software. All together.
Run client records, proposals, projects, retainers and invoices in one workspace. Team plans include seats, so a growing agency pays one plan price instead of a price per person.
Start your 14-day 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 pricingClient projects.
A clearer picture.
Keep project stages, owners, tasks and due dates beside the client record. Explore the proposed Projects interface below, with sample records showing the list and board views.
Explore the Projects list and board.Existing app shell · proposed Projects content · sample data
Look professional from day one.Clear proposals. Confident client handoffs.
Know where the work stands.Projects, tasks and the details behind them.
Keep the billing close.Track time. Prepare invoices. Follow payments.
From client brief
to paid invoice.
A proposal in one tool. A deadline in another. An invoice somewhere else. Bring the important pieces into one workspace, from the first yes to the final payment.
Bring your next client project
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
NNorthline StudioClient: Fieldwork Co.Example workflow
A better website.
A clear plan to get there.
Website redesign for Fieldwork Co.
01Discovery & direction
02Design & development
03Launch & handover
Project fee$8,400 USD
Scope, deliverables and price.
Ready for your client to review.
Ready for your client to review.
Illustrative content with sample data. Each step is managed by your team.
See time tracking and the client portal in action
Show the work. Bill the work.
Track the hours behind an engagement. Give clients one place to review files and invoices.
A portal clients actually use
Illustrative client approval and paymentClients approve files and pay invoices in one place, and your team sees it as it happens.
Illustrative app motion with sample records. Your team reviews and sends invoices; clients decide when to approve or pay.
What does agency
management software do?
Agency management software connects client information, delivery and billing. Workspace369 combines those records so your team can coordinate work without rebuilding the client context in each tool.
Can I manage agency billing and client tasks together?
Yes. Keep projects and tasks alongside client records, proposals and invoices. Your team assigns the work, reviews the billable items and sends the invoice; a completed task does not automatically charge a client.
Time tracking comes with every plan. Mark time as billable and review it when preparing invoice lines. Use agreed scope and rates to check what belongs on each invoice. The native app for iPhone and iPad, with iPad in every orientation, opens the same workspace, so you can track time and send invoices away from your desk.
What can clients review without a team seat?
Public proposal and invoice links let clients review proposals or view and pay invoices without creating an internal workspace account. File-share links are also available. These links are different from inviting someone to your team.
For ongoing access, review the client portal and client-scoped permissions. A scoped workspace member is still a member; do not assume an invitation is an unlimited free client seat.
Which tools should my agency keep?
Use Workspace369 for the client-work workflow. Keep specialist tools for keyword research, rank tracking, ad delivery, design production or any other capability your work requires. One workspace for operations does not replace every tool an agency uses.
Compare your requirements using the SEO agency workflow guide. Start your trial with one representative client project before moving the whole team.
How do I choose a plan for my team?
Choose by required features and included seats, then add any extra team seats. For example, five people on Voyager cost $104/month: $74 plus three additional seats at $10 each. This is a monthly USD subscription example, before usage charges or applicable taxes.
Specialist includes 10 seats for $149/month and adds booking, expenses and basic accounting. Compare capabilities as well as seats; a lower subscription total alone does not determine the right plan.
Product and plan references checked October 29, 2026: current pricing and feature matrix · product documentation. Interface concepts and motion use sample data.
Agency management software compared
For a 5-person agency that wants CRM, projects, a client portal, proposals and invoices on one record, Workspace369 costs $104 a month on Voyager (2 seats plus 3 at $10), and ten people cost $149 a month on Specialist. ClickUp and monday.com go deeper on tasks and boards but don't list invoicing, Productive suits budgets and resourcing (3-seat minimum), Teamwork lists invoicing from Accelerate, and Bonsai covers proposals, invoices and a portal per seat from $25 on Essentials.
| Tool | Entry price | Cost at 10 seats | Client-work coverage | Main limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 Cadet (1 seat); $149 Specialist (10 seats) | $149 a month (Specialist) | CRM, projects, portal, proposals, invoices | Cadet: 1 seat, unlimited projects | 14 days, card required |
| ClickUp | Free; $9 Core per member (yearly) | $90 yearly (Core) | Tasks, docs, dashboards | No invoicing described | Free plan, no card |
| monday.com | $9 Basic (yearly) | About $120 yearly (Standard) | Boards and automations | Proposals and invoicing not listed | 14 days; free plan no card |
| Teamwork | $9.99 Basics (yearly) | About $250 yearly (Accelerate) | Projects, time, invoicing, retainers | Invoicing from Accelerate | 14 days, no card |
| Productive | From $10 per user (yearly; $12 monthly) | $100 Essential or $250 Professional (yearly) | Budgets, resourcing, time | 3 seats minimum; invoices on all plans, retainer invoicing on Professional | 14 days, no card |
| Bonsai | $25 Essentials ($19 yearly) | $250 monthly or $190 yearly | Proposals, invoices, portal, time | Per-seat; pipeline on Premium | 7 days, card to continue |
| HoneyBook | $29 Starter (yearly) | $109 Premium (yearly, unlimited members) | Proposals, contracts, invoices | 2 team members until Premium | 30 days, no card |
Prices and limits from each vendor's official pricing page, checked October 29, 2026, in USD. Prices change, so confirm before you buy. Read the full agency management software comparison.
Priced for the team.
Not per person.
Each team plan includes seats. Add more people for $10 a month each, only when you need them. See how that compares with all-in-one agency software with flat pricing instead of per-seat.
For a small team
Voyager
Bring delivery, collaboration and billable time together.
$74/month2 seats included
Try Voyager14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Includes
- 2 seats for your team
- SMS and calls
- Shared inbox
- Retainers and recurring invoices
For a growing agencyOur agency pick
Specialist
Room for the whole team, with reporting and deeper operations.
$149/month10 seats included
Try Specialist14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Everything in Voyager, plus
- 10 seats for your team
- Dashboards and team activity reports
- File management and versioning
- Expenses, basic accounting and the API
For a larger team
Commander
More seats, storage and AI usage for a bigger operation.
$299/month20 seats included
Try Commander14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Everything in Specialist, plus
- 20 seats for your team
- 500 GB of file storage
- 12× Cadet usage a month
- Full accounting and AI-drafted workflows
| Team size | Plan | Per month |
|---|---|---|
| 2 people | Voyager | $74 |
| 5 people | Specialist | $149 |
| 10 people | Specialist | $149 |
| 15 people | Specialist + 5 extra seats | $199 |
| 20 people | Specialist + 10 extra seats | $249 |
Specialist shown from three people for its ten included seats and expense tracking; a team that only needs Voyager’s features can add seats to Voyager instead. Commander adds more AI usage, full accounting and AI-drafted workflows.
USD, monthly billing. Extra team seats from Voyager: $10/month each. Dedicated SMS and voice numbers have a one-time $50 carrier setup charge. Usage and other limits vary by plan.
Compare all five plansPrefer a guided walkthrough first? Book a demo. Most teams start the trial and set up on their own.
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.
Agency software,
your questions answered.
What is the best agency management software for a small agency?+
It depends on the problem. For agencies of 2 to 10 people that want CRM, projects, a client portal, proposals and invoices in one workspace, Workspace369 fits: $104 a month for 5 people on Voyager, or $149 for 10 on Specialist. For task and sprint depth compare ClickUp or monday.com, for budgets and resourcing compare Productive, and for invoicing inside project management compare Teamwork Accelerate.
Can Workspace369 replace multiple agency tools?+
Depending on your requirements, it can bring CRM, projects, proposals, invoicing and communication into one workspace. Compare the features and plan limits against your current stack, and keep specialist production or marketing tools you still need.
Is Workspace369 only for agencies?+
No. It also supports consultants, freelancers and other client-work teams. Agencies can use the connected client, delivery and billing records while choosing the plan and modules appropriate to their work.
Does Workspace369 work as agency billing software?+
Yes. Every plan includes billable time tracking, time-to-invoice, retainers with hour banks, recurring invoices with card autopay, and deposits when a client accepts a proposal. AR aging and payment plans start at Specialist. Payments run through your own Stripe account, and your team reviews each invoice before it is sent.
Can I manage monthly retainer work?+
Yes. Set up a retainer or a recurring invoice plan for the client, choose the schedule and amount, and send each invoice from the plan. Your team can still review each invoice before it goes out. Retainers and recurring invoices are included on every plan.
Can you help us move from our current tools?+
Yes. Free account setup and migration help is available for a limited time: after you start your trial, claim it in your workspace and our team helps you set up and move your clients and invoices from the tools you use now. Some records may need a CSV export or manual review.
Which plan should an agency choose?+
For a team of three to ten people, Specialist is our suggested starting point: ten seats are included, plus expenses and online booking. Voyager suits a two-person team that needs a shared inbox and SMS. Extra seats are $10 a month each on any team plan. Compare the full pricing table to choose by the features and limits you need.
What can my clients see?+
Public proposal and invoice links show the shared document without requiring an internal team account. For invited workspace members, client-scoped access limits them to the clients they work with. Confirm your sharing permissions and seat needs before inviting someone.
How does the 14-day trial work?+
Create your account and complete billing setup with a card. After 14 days, the selected plan’s subscription price applies unless you cancel before the trial ends.
Compare the workflow.
Check the economics.
Agency CRM: billing, tasks and tradeoffsCompare complete configurations, including add-ons and manual handoffs.Agency pricing benchmarksExplore dated, sourced pricing observations and their limits.Agency margins and project pricingUnderstand the assumptions behind a project price before quoting.
Choosing tools for a marketing agency? Compare the best CRM for marketing agencies, or see how retainer billing software for agencies handles monthly hours and recurring invoices.
Plan your next engagement: calculate billable utilization or check agency capacity by role.
Less piecing things together. More moving the work forward.
Make room for
your next great client.
Start your 14-day trial14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.