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 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
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, credit notes, 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
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 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.
