Client details live in five places
Contact info in email, notes in a doc, files in a drive, invoices in another app. Every simple question means hunting across tools.
Client management software for service businesses.
Workspace369 is client management software that keeps each client's record, communication, work, and billing in one workspace, from $29 a month for one seat. Client details scatter across email, spreadsheets, and memory — and every scattered record costs a follow-up, a renewal, or a referral.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Recordsevery client, company, and contact in one place
Inboxemail on every plan; texts, calls and voicemail from Voyager
Billinginvoices, payment plans, and reporting
The native app for iPhone and iPad, with iPad in every orientation, opens any client record from the same app.
Key facts
Client management software at Workspace369 covers 10 areas, including client records, companies and contacts, shared inbox.
The workflow runs in 4 steps, from "keep every client in one record" to "bill from the same record".
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.
What breaks without real client management
Follow-up depends on memory
Nobody knows who was contacted last or what was promised. Clients feel it when the follow-up never comes.
History walks out the door
When a team member leaves, their client knowledge leaves with them — buried in their inbox and their head.
See the workspace your clients feel.
01
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
02
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.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
How Workspace369 runs client management
01
Keep every client in one record
Clients, companies, contacts, files, notes, and history live together, so anyone on the team can pick up with full context.
02
Attach every conversation
Email, SMS, calls, and voicemail land beside the client record, so communication never traps in one person's inbox. SMS and calls start on Voyager, and AI call summaries on Specialist.
03
Turn clients into real work
Requests, projects, and tasks attach to the client, and the client portal keeps clients informed without status meetings.
04
Bill from the same record
Invoices (every plan) and payment plans (from Specialist) bill from the client record, automated reminders chase anything outstanding, and reports run per client.
Client management coverage
- It is one record per client: details, communication, work, and billing attached to the same profile.
- The shared inbox (from Voyager) keeps every conversation visible to the whole team.
- Invoices, payment plans, and reporting show the value of every client relationship.
Client records
Companies and contacts
Shared inbox
SMS and voice
Requests and intake
Projects and tasks
Files and notes
Client portal
Invoices and payment plans
Reporting
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 a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing. Start free trial Talk to sales
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Questions about client management software
What is client management software?
Client management software keeps every client's record, communication, work, and billing in one system. Workspace369 connects client records, shared inbox, projects, client portal, invoices, payments, and reporting in one workspace. Workspace369 covers 10 areas here, with plans from $29/mo for one seat.
How is this different from a sales CRM?
Sales CRMs stop at pipeline and contacts. Workspace369 manages the whole client relationship after the deal: communication, requests, projects, portal, invoices, payments, and reporting.
Can clients see their own records?
Yes. Clients see files, status, and invoices in a branded portal, which cuts the status-check messages your team answers daily.
Does Workspace369 handle client billing?
Yes. Invoices bill from the client record on every plan, payment plans start on Specialist, with automated reminders for anything outstanding and reporting per client.
Recent updates
All release notes- Clients get stages and follow-ups, and the calendar gets a faster editor with Google MeetTrack clients through stages with a follow-up queue and AI-drafted messages, and create calendar events by dragging, with Google Meet links and guest invites.
- AI AutoPilot: a daily Today feed, Client Health and watches on money, projects and tasksAI AutoPilot ranks what needs you today, flags clients, invoices and projects that need attention, and drafts reminders for you to review. It only suggests.
- 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.
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.
