Discovery does not reach delivery
A founder sells the engagement, then a developer starts from a brief that omits the conversation behind it. Keep the client objective, agreed scope and supporting files accessible to the people planning the work.
CRM for app development agencies
CRM for app development agencies, from discovery to invoice.
Keep the business side of an app engagement connected. Workspace369 brings the client relationship, proposal, project work, conversations and invoices into one workspace, so your team can find what was agreed when a new request arrives.
Scopeproposals and client decisions
Deliveryprojects, tasks and shared context
Billinginvoices beside the relationship
Key facts
CRM for app development agencies at Workspace369 covers 8 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "capture the discovery context" to "prepare billing from the agreement".
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 app development client work loses context
A request becomes a ticket before a decision
A seemingly small feature can alter the agreed deliverable. Capture the client request and make the commercial decision visible before assigning additional work. The team should know who approved the change and what happens next.
Milestones and invoices drift apart
Delivery and finance may be looking at different records. Keep invoices connected to the client and review them against the agreed terms, so somebody can explain the bill without reconstructing several conversations.
The founder becomes the search engine
When only one person knows the history, every handoff interrupts them. A useful shared record lets a colleague find the current agreement, responsible person and next client action without relying on memory.
The product
See the workspace your clients feel.
01
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
02
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
03
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.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
Organize an app engagement in Workspace369
01
Capture the discovery context
Create the client record and keep the objective, decision-maker, relevant files and conversations together. Record constraints such as the target platform and client dependencies as part of your brief. Assign the person responsible for the next discussion.
02
Make the proposal explicit
Use Proposals to describe deliverables, exclusions and payment terms. Decide who can approve scope changes and how acceptance will be recorded. A CRM supports that process; it does not make the commercial judgment for the team.
03
Plan the client delivery work
Organize the engagement using Projects and Tasks, with owners and dates. Keep engineering implementation in the tools suited to it. Reference the necessary technical context without copying every commit or internal issue into a client conversation.
04
Review additional requests
Bring a new client request back to the agreed scope. Record whether it is included, deferred or separately proposed. Update the work and commercial documents deliberately after the decision, so the team and client have a clear next step.
05
Prepare billing from the agreement
Review the invoice against the accepted terms and keep its status on the client record. Check the selected plan if the engagement needs payment plans or communication features. Reconcile financial records through the process your finance owner has approved.
Product coverage
The client operations toolkit
- Use a fictional engagement with discovery and two delivery milestones. Ask another teammate to find the scope, next action and invoice from the client record.
- Introduce an extra-feature request. Check whether the person taking over can distinguish the original agreement from the proposed change.
- Test the permissions and plan features your real team needs. Product review date: September 29, 2026. No native source-control or issue-tracker integration is assumed in this workflow.
Client records
Proposals
Projects and tasks
Files
Conversations
Scheduling
Invoices
Client portal
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. 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
What to demonstrate during your trial
What is a CRM for app development agencies?
It organizes the commercial relationship around a software engagement: the prospect, agreed scope, client communication, delivery context and billing. Workspace369 connects these business records so the team can keep the relationship understandable as work moves from discovery into delivery.
Does Workspace369 replace GitHub, Jira or our release pipeline?
Keep source control, code review and release engineering in dedicated tools. This page describes the client-business workflow. Verify any required integration separately; it does not claim a native GitHub or Jira sync.
Can we manage scope changes?
Use client records, conversations, Proposals, Projects and Tasks to organize the request and resulting work. Your team still decides whether it is included, separately quoted or deferred, and records that decision before proceeding.
Which plan should an app agency evaluate?
Compare your seat count and required features on the pricing page. Monthly USD plans start at $29 for one seat. SMS starts at Voyager, while voice and payment plans start at Specialist. Review allowances and processing charges as part of the decision.
How should we start a trial?
Use a fictional client and one representative engagement before moving live records. Test discovery, scope acceptance, a teammate handoff, an extra request and an invoice. Record which actions require configuration or another system.
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.
