AI automation agencies need a structured environment to track client records, projects, and tasks when managing delivery operations. Workspace369 provides these capabilities along with workflow automations, an MCP connection for Claude and ChatGPT, and webhooks and an API from Specialist.
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When an automation pilot encounters an exception requiring a human decision before an external action, operators log and track that intervention within tasks and conversations. Client scripts keep running in your automation stack, while Workspace369 ensures that every operational deviation is documented for billing and review purposes.
Key facts
CRM for ai automation agencies at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "logging client records and proposals" to "finalizing invoices based on completed tasks".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Moxie is the low-cost pick for a small automation agency, with Zapier, Make, webhooks and a public API on Pro at $25 a month ($20 billed yearly). Workspace369 fits agencies that sell builds and monthly retainers and want proposals, retainers, time-to-invoice and a client portal on one record, with MCP for Claude and ChatGPT on every plan; its webhooks and API start at Specialist ($149 a month, 10 seats). HighLevel suits agencies that deliver inside its platform, and Attio and HubSpot are sales-side CRMs.
| Tool | Entry price (monthly) | Billed yearly | API, webhooks and MCP | Main entry-plan limit | Trial |
|---|---|---|---|---|---|
| Moxie | $12 (Starter) | $10 a month | Webhooks and public API on Pro ($25, $20 yearly); MCP server on Pro and Teams | No portal or automations on Starter | 14 days, no card |
| Workspace369 | $29 (Cadet) | $23.25 a month | MCP on every plan; webhooks and API from Specialist ($149) | 5 active projects, 1 seat | 14 days, card required |
| HighLevel | $97 (Starter) | $970 a year | Basic API on Unlimited ($297); advanced on Agency Pro ($497) | 3 sub-accounts | 14 days, billing starts after |
| Attio | $44 per user (Plus) | $35 per user a month | Listed; plan gates not shown in page text | Free: 3 seats; Plus: 10 seats | Free plan, no card |
| Productive | $12 per seat (Essential) | $10 per seat | API on Essential; webhooks on Ultimate | 3-seat minimum | 14 days, no card |
| HubSpot CRM | $0 (Free) | Starter: see site | Not stated | 2 users, 1,000 contacts | Free plan, no card |
Prices and limits from each vendor's official pricing page, checked October 17, 2026 (Productive re-checked October 19, 2026), in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
When an automation pilot encounters an exception requiring a human decision before an external action, agencies often lose track of the required intervention. Without client records linked to active tasks, operators do not know which client requires immediate outreach. This leads to delayed manual decisions and unrecorded client conversations, stalling the administrative path of the delivery project.
Agencies often store operational files, initial proposals, and client records in disjointed systems. When an operator needs to review a specific prompt template or project blueprint during an exception event, searching multiple locations slows down the manual review. This administrative friction makes it difficult to coordinate tasks and update invoices based on actual human intervention hours.
Conversations regarding pilot adjustments and manual overrides frequently happen across separate channels. When a human decision is required before an external action, the context of the exception gets lost if conversations are not tied to client records and projects. This lack of historical visibility complicates scheduling and makes future proposal adjustments highly inaccurate.
Tracking the administrative hours spent handling manual exceptions and pilot reviews often slips through the cracks. When invoices are generated without direct reference to the completed tasks, projects, or client records, agencies lose revenue. Manual reconciliation between delivery logs and the core administrative billing system creates unnecessary operational overhead for the agency management.
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
The operator creates complete client records and sends proposals from Workspace369 for approval. This establishes the baseline for the automation agency engagement. Every project scope, target metric, and manual exception protocol is detailed in the file repository attached to the client record, ensuring the team has access to the foundational project documentation before any pilot execution begins.
Operators initialize the delivery projects and define specific tasks for the automation pilot implementation. These tasks include clear instructions for monitoring execution. If an automation pilot encounters an exception requiring a human decision before an external action, a dedicated task is created within the project to flag the specific record that needs human intervention.
When an exception occurs, the operator logs the specific details inside the client conversations module. The operator uses the scheduling feature to set up an internal or client review meeting if the human decision requires collaborative input. This ensures all client communications regarding the pilot exception are retained alongside the active project history.
The agency uploads the exception log files and updated project parameters to the client portal. This allows the client to view the current status of their automation pilot. The client can review the proposed manual adjustments and view the tasks associated with the human decision required before any external actions are resumed.
Once the human decision is executed and the task is marked complete, the operator reviews the project history to generate accurate invoices. The invoice references the specific tasks and project milestones completed during the exception handling period, ensuring all manual operational efforts are accurately billed to the client record.
$74 / month
Founding offer: $444 for your first year, billed yearly
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
$149 / month
Founding offer: $894 for your first year, billed yearly
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
$299 / month
Founding offer: $1,794 for your first year, billed yearly
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Founding member offer on yearly plans: your first year costs the same as 6 months, for the first 100 customers who join by Oct 31. USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
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.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Your scripts keep running in your automation stack. Webhooks and the API from Specialist connect them to Workspace369, the MCP connection lets Claude, ChatGPT and other AI clients work with your records, and workflow automations handle follow-ups. Human decisions on exceptions are recorded as tasks and conversations.
When an automation pilot encounters an exception requiring a human decision before an external action, an operator records the event. You should create a task within the relevant project, update the client records, and log the details in conversations.
Yes. Clients can use the client portal to upload files, review active project tasks, and check scheduling. This allows your agency to maintain all project-related documents and client records in one structured workspace for operator review.
Operators track intervention work within project tasks and, log it as billable time. Once the human decision is made, you can generate invoices directly within Workspace369, pulling data from the completed tasks and client records to ensure accurate billing for the agency's intervention time.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
