Too many separate links
One link for intake, another for files, another for invoices, another for payment, and no obvious source of truth.
Client portal and billing software
Client portal and billing software for a calmer client experience.
Clients should not have to chase links, ask for status, or wonder how to pay. Workspace369 helps businesses keep requests, shared files, proposals, invoices, payment links, and communication organized around the client.
Portalclient-facing context where it belongs
Billingproposals, invoices, plans, and payments
Inboxemail, SMS, calls, and voicemail
Key facts
Client portal and billing software at Workspace369 covers 10 areas, including client records and profiles, requests and forms, shareable files and permissions.
The workflow runs in 4 steps, from "collect clean intake" to "follow up without chaos".
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
What clients feel when systems are scattered
Status updates become manual
Teams repeat the same answers because client requests, files, messages, and billing are not connected.
Payment friction delays cash
Payment links, deposits, plans, reminders, and invoice status need to be easy for both the business and the client.
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 improves the client journey
01
Collect clean intake
Use forms, client records, lead source tracking, and auto-replies to collect details before the work starts.
02
Share the right materials
Keep files, notes, proposals, acceptance, signatures, and public links tied to the client or job.
03
Send clear billing
Use branded invoices, proposals, deposits, payment plans, retainers, and online payment links.
04
Follow up without chaos
Use inbox history, templates, SMS, email, AI rewrite, translate, summaries, automations, and reminders.
Product coverage
Client-facing workflow coverage
- A clean client experience makes the product feel valuable before the buyer even compares feature lists.
- Billing is framed as part of relationship management, not just document generation.
- The page targets buyers looking for portals, invoices, payment links, and less client follow-up.
Client records and profiles
Requests and forms
Shareable files and permissions
Proposals and public URLs
Client acceptance and signatures
Branded PDF invoices
Payment links and ACH
Payment plans and deposits
Email and SMS follow-up
AI message assistance
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.
Selected App Store reviews
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.
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
Why this matters for conversion
Does Workspace369 include client portal workflows?
Workspace369 supports client-centered workflows for records, requests, shared information, files, proposals, public links, invoices, and payment activity.
Can clients pay through Workspace369?
Workspace369 supports online payment workflows through Stripe, including payment links, ACH or bank transfer where configured, payment plans, and payment status tracking.
Can Workspace369 help reduce client follow-up?
Yes. Workspace369 combines communication history, templates, SMS, email, AI writing assistance, reminders, automations, and billing status so teams can follow up with better context.
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.
