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
Client management software for service businesses.
Client details scatter across email, spreadsheets, and memory — and every scattered record costs a follow-up, a renewal, or a referral. Workspace369 keeps every client's record, communication, work, and billing in one workspace, so nothing about a client lives in two places.
Recordsevery client, company, and contact in one place
Inboxemail, SMS, calls, and voicemail with AI summaries
Billinginvoices, payment plans, and reporting
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 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
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.
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 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 with AI summaries, so communication never traps in one person's inbox.
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 and payment plans bill from the client record, automated reminders chase anything outstanding, and reporting shows what every client is worth.
Product coverage
Client management coverage
- It is one record per client: details, communication, work, and billing attached to the same profile.
- The shared inbox with AI summaries 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
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
Why Workspace369 fits client management searches
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.
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 with payment plans bill from the client record, with automated reminders for anything outstanding and reporting per client.
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.
