The call is separated from the client
Phone notes, recordings, missed calls, and voicemail transcripts lose value when they are not attached to the CRM record.
Business phone system with CRM
A business phone system built into your CRM and client inbox.
Calls should not live in a separate phone app with no project, invoice, request, or client history attached. Workspace369 Voice keeps inbound calls, outbound dialing, voicemail, routing, SMS, AI summaries, and post-call follow-up beside the same client record.
VoIPinbound and outbound calling
AIsummaries, transcripts, and next steps
CRMcall history attached to clients
Key facts
Business phone system with CRM at Workspace369 covers 10 areas, including inbound VoIP, outbound dialer, call transfer.
The workflow runs in 4 steps, from "route the call" to "let ai prepare the next step".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
Why phone systems feel disconnected
Follow-up depends on memory
Teams forget to create the task, send the quote, schedule the visit, or reply by SMS after the call ends.
Routing is not tied to operations
Business hours, ring groups, queues, transfers, blocked numbers, and agent presence need to support the client workflow.
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
From phone call to completed follow-up
01
Route the call
Use business hours, holidays, ring groups, round-robin routing, longest-idle routing, IVR, queues, forwarding, and blocked numbers.
02
Handle the conversation
Answer inbound VoIP calls, dial outbound, mute, hold, use keypad, transfer, merge into 3-way conference calls, and manage multiple call legs.
03
Capture the record
Store call status, duration, recording, voicemail playback, voicemail transcription, caller ID match, and CRM activity history.
04
Let AI prepare the next step
Generate AI call summaries, create reminders or tasks, send missed-call auto-replies, and continue the conversation by SMS.
Product coverage
Voice and CRM features together
- Workspace369 keeps the phone system inside the same place where client work, quotes, invoices, and follow-up already happen.
- Voice works with SMS, voicemail, CRM, tasks, projects, invoices, AI summaries, reminders, and reporting.
- Teams can stop treating calls as a separate channel that has to be manually copied back into operations.
Inbound VoIP
Outbound dialer
Call transfer
3-way call merge
Ring groups
IVR and call queue
Business hours
Voicemail transcription
AI call summaries
CRM caller ID matching
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. One star off only because 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 a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
What buyers usually ask
Does Workspace369 include a business phone system?
Yes. Workspace369 Voice includes inbound VoIP, outbound calling, call controls, call transfer, 3-way conference calls, voicemail, call history, routing, and call analytics.
Can Workspace369 connect calls to CRM records?
Yes. Workspace369 matches caller ID to CRM records, stores call history, keeps recordings and voicemail activity visible, and lets teams create notes, tasks, reminders, and follow-up from the call context.
Does Workspace369 include AI for calls?
Yes. Workspace369 supports AI call summarization, voicemail transcription, message drafting, rewrite, translation, and follow-up workflows tied to the client inbox.
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.
