Revisions are separated from the client record
A file comment is not enough when scope, messages, billing, approvals, and deadlines all affect the work.
Creative agency project management software
Creative agency project management software for approvals, files, and billing.
Creative work is full of revisions, files, approvals, scope changes, and client messages. Workspace369 keeps those details connected to the client, project, proposal, invoice, payment, and reporting history.
Filescreative assets, notes, and approval context
Projectstasks, schedules, assignments, and status
Billingproposals, invoices, retainers, and payments
Key facts
Creative agency project management software at Workspace369 covers 10 areas, including creative CRM, requests, projects.
The workflow runs in 4 steps, from "start with the request" to "close with billing".
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
Where creative project management breaks
Client approvals get hard to prove
Agencies need clear context around who requested what, which files changed, what was approved, and what was billed.
Scope changes create billing gaps
Creative work often changes midstream, so proposals, retainers, invoices, and payments need to stay close to delivery.
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 organizes creative delivery
01
Start with the request
Capture intake, client notes, files, source details, tags, custom fields, and communication preferences.
02
Run the project
Manage project boards, tasks, subtasks, calendars, files, notes, reminders, and ownership from one workspace.
03
Keep feedback in view
Use inbox, SMS, voice, voicemail, AI summaries, templates, and client-facing links to keep revision history visible.
04
Close with billing
Move through proposals, invoices, retainers, payment plans, online payments, and reporting.
Product coverage
Creative agency operating modules
- It connects creative delivery with client history, approvals, communication, and revenue.
- It reduces the need to run projects, files, billing, and follow-up in separate systems.
- It creates a stronger search destination for creative agency project management queries.
Creative CRM
Requests
Projects
Task boards
Files and notes
Client approvals
Shared inbox
Public links
Proposals
Invoices and payments
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 Workspace369 works for creative agencies
What should creative agency project management software include?
It should include client intake, project plans, tasks, files, approvals, communication, proposals, invoices, payment tracking, reporting, and team visibility.
Can Workspace369 manage creative files and approvals?
Workspace369 supports files, notes, client-facing links, project context, communication history, proposals, invoices, payments, and reporting around creative work.
Is Workspace369 only for creative agencies?
No. Workspace369 also supports marketing agencies, SEO agencies, consultants, solo operators, and service businesses that run client work.
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.
