The task board cannot explain the client
Delivery needs the brief, contract, client messages, files, approvals, payments, and previous work in view.
Agency PM software that handles client billing and retainers, with the client and inbox attached.
Agency PM software that handles client billing and retainers has to connect project work to the client, the invoice and the payment. Workspace369 does that on every plan, with retainers and recurring invoices from $29 a month; a five-person agency pays $104 a month on Voyager.
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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 pricingProjectstasks, boards, notes, files, and schedules
ClientsCRM and activity history beside delivery
Billingproposals, invoices, retainers, and payments
Project plans connect to the client record, inbox conversations, files, proposals, invoices, payments, notes, and reporting, and Specialist covers up to 10 seats for $149. The native app for iPhone and iPad, with iPad in every orientation, opens the same workspace.
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 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Agency project management software compared
Agency project management software that handles client billing and retainers is a short list. ClickUp, Asana and monday.com are task tools first; Teamwork Accelerate lists invoicing and retainers ($24.99 per user billed yearly), Productive lists invoices on every plan and retainer invoicing from Professional ($25), and Workspace369 includes invoices and retainers on every plan.
| Tool | Entry price | Ten seats, billed yearly | Time tracking from | Billing on the plan | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet, 1 seat) | $119.25 a month (Specialist) | Every plan | Invoices on every plan | 14 days, card required |
| Teamwork | Free (5 users) | $99.90 (Basics) or $249.90 (Accelerate) | Basics | Invoicing on Accelerate | 14 days, no card |
| Productive | From $10 per user (yearly; $12 monthly) | $100 (Essential) or $250 (Professional) | Essential | Invoices on all plans; retainer invoicing on Professional | 14 days, no card |
| ClickUp | Free | $170 (Business) | Core | Not listed | Not stated |
| Asana | Free (2 users) | $109.90 (Starter) | Advanced or add-on | Not listed | Not stated |
| monday.com | Free (2 seats) | $190 (Pro) | Pro | Not listed | 14 days (Pro), card not stated |
Prices and limits from each vendor's official pricing page, checked October 15, 2026, in USD. Prices change, so confirm before you buy. Teamwork and Productive prices, Productive’s seat minimum and plan features were re-read on each vendor's own pricing page on October 19, 2026 (Productive Essential $10 and Professional $25 per user billed yearly; Teamwork Basics $9.99 and Accelerate $24.99 per user billed yearly). Read the full agency project management comparison.
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.
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 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.
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
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 demoAgency project management questions
What is the best agency project management software with client billing?
ClickUp, Asana and monday.com don't list client invoicing, so agencies that bill from projects usually look at Teamwork (invoicing on Accelerate, $249.90 a month for ten seats billed yearly; retainers are also listed on Accelerate), Productive (invoices on every plan, retainer invoicing on Professional) or Workspace369. Workspace369 includes time tracking, invoices, retainers and recurring invoices on every plan; ten seats cost $119.25 a month on Specialist billed yearly. Prices checked on official pricing pages on October 15, 2026.
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.
Which agency PM software handles client billing and retainers?
Workspace369 handles client billing and retainers on every plan, Teamwork lists invoicing from logged time and retainers on Accelerate, and Productive lists invoices on every plan and retainer invoicing from Professional. Workspace369 includes invoices, retainers and recurring invoices on every plan. ClickUp, Asana and monday.com are stronger task tools but don't list client invoicing (checked October 19, 2026 for Teamwork and Productive).
How much does agency project management software with billing cost for 5 people?
Workspace369 is $104 a month for five (Voyager plus three extra seats). Teamwork Accelerate is $124.95 a month for five users billed yearly, and Productive Professional is $125 a month billed yearly with a 3-seat minimum (checked October 19, 2026).
Recent updates
All release notes- Tasks, time tracking and files rebuilt for faster everyday workCreate tasks in seconds and drag them across the board, fill in a weekly timesheet with approvals, and upload files through a queue that handles duplicates.
- August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt viewConnect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline.
- March and April 2026: a new proposal builder, intake forms and project profitabilityA visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base.
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.
