The task board cannot explain the client
Delivery needs the brief, contract, client messages, files, approvals, payments, and previous work in view.
Agency project management software
Agency project management software with the client, inbox, and invoice attached.
Project work is only one part of agency delivery. Workspace369 connects project plans to the client record, inbox conversations, files, proposals, invoices, payments, notes, and reporting.
Projectstasks, boards, notes, files, and schedules
ClientsCRM and activity history beside delivery
Billingproposals, invoices, retainers, and payments
Key facts
Agency project management software at Workspace369 covers 10 areas, including project records, task boards, subtasks.
The workflow runs in 4 steps, from "start from client context" to "close with finance".
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 task boards alone are not enough
Billing becomes disconnected from delivery
Project changes, retainers, deposits, invoices, and expenses should track the actual work instead of being rebuilt later.
Communication is outside the project
Client questions, calls, SMS, voicemail, and email threads often explain the real status better than the task list.
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 agency projects move in Workspace369
01
Start from client context
Open the client record, request, notes, files, communication history, and scope before building the project.
02
Plan delivery
Use projects, tasks, subtasks, boards, calendar, notes, reminders, templates, files, and team assignment.
03
Keep communication close
Use inbox, email, SMS, voice, voicemail, quick replies, AI summaries, rewrite, translate, and scheduled follow-up.
04
Close with finance
Move from proposal to invoice, payment plan, expense, AR report, and profitability view.
Product coverage
Agency project workflow coverage
- Attach projects and tasks to the client relationship, so delivery stays connected to the agreed scope.
- Review client conversations, delivery status, and invoices together when preparing an account update.
- Use projects for agency deliverables while keeping specialist campaign and analytics tools where they are needed.
Project records
Task boards
Subtasks
Calendar
Files and notes
Client profile
Inbox
Voice and SMS
Proposals
Invoices and payments
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
Agency project management questions
What should agency project management software include?
Agency project management software should include client context, projects, tasks, schedules, files, communication, approvals, proposals, invoices, payments, reporting, and team visibility.
Is Workspace369 useful for marketing agency project management?
Yes. Workspace369 supports client records, campaign and project work, tasks, files, inbox communication, SMS, calls, proposals, invoices, payments, AI, automation, and reporting.
How is Workspace369 different from a basic project management app?
Workspace369 connects project delivery to CRM, inbox, voice, SMS, proposals, invoices, payment plans, files, AI, automations, accounting, 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.
