Discovery calls slip away
Leads arrive across email, SMS, calls, and forms. A slow or forgotten reply loses the client before the first conversation happens.
Coaching business software
Coaching business software for clients, scheduling, and packages.
Discovery calls arrive from everywhere — email, calls, SMS, website forms — and coaches lose clients between sessions when the admin depends on memory. Workspace369 attaches every lead to the client record, keeps scheduling and notes organized, and bills packages on schedule.
Inboxemail, SMS, calls, and voicemail with AI summaries
Clientsrecords, notes, files, and a client portal
Paymentsinvoices, payment plans, reminders, and reporting
Key facts
Coaching business software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 4 steps, from "catch every lead in one inbox" to "bill packages on schedule".
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 inside a coaching practice
Client progress lives in notebooks
Session notes, goals, and files scatter across docs, email threads, and memory. Preparing for a session means hunting through four places.
Packages bill by hand
Package renewals, payment plans, and outstanding balances live in spreadsheets. Revenue depends on remembering to send the invoice.
The product
See the workspace your clients feel.
01
Scheduling that fills itself
Appointments, shoots, sessions, and follow-ups tied to the client record — with automated reminders arriving on time.
02
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.
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.
Workflow
How Workspace369 runs a coaching practice
01
Catch every lead in one inbox
Email, SMS, calls, and voicemail land beside the client record with AI summaries, so every discovery request gets a fast, informed reply.
02
Book calls without back-and-forth
Scheduling ties discovery calls, sessions, and follow-ups to the client record, and automations handle reminders and follow-up sequences.
03
Run every client as a project
Notes, files, and tasks stay attached to the client, and the client portal keeps clients engaged between sessions without extra admin.
04
Bill packages on schedule
Invoices and payment plans bill packages and renewals automatically, automated reminders chase anything outstanding, and reporting shows practice revenue.
Product coverage
Coaching business coverage
- It connects leads to clients: shared inbox, scheduling, and automated follow-up in one record.
- Notes, files, projects, and the client portal keep every client's work organized between sessions.
- Invoices, payment plans, and automated reminders make package revenue predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Scheduling
Projects and tasks
Files and notes
Client portal
Invoices and payment plans
Reporting
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
Why Workspace369 fits coaching business searches
What is coaching business software?
Coaching business software runs the practice side of coaching: leads, client records, scheduling, notes, client portal, invoices, payments, and reporting. Workspace369 connects all of it in one workspace. Workspace369 covers 10 areas here, with plans from $29/mo for one seat.
Does Workspace369 host courses or memberships?
No. Workspace369 is not a course or membership platform. It runs the business side of a coaching practice — leads, scheduling, client work, invoices, and payments — alongside any course platform you use.
Can clients see their work in a portal?
Yes. Clients see files, status, and invoices in a branded portal, which keeps them engaged between sessions without extra admin from you.
Does Workspace369 handle package billing?
Yes. Invoices with payment plans bill packages and renewals on schedule, with automated reminders for anything outstanding and reporting across the practice.
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.
