Branding agencies manage creative deliverables that frequently shift in scope. When a visual identity project expands unexpectedly from a simple logo mark into full packaging design, administrative overhead can stall creative momentum. Workspace369 runs proposals, projects, files, client approvals and invoices in one place.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
It keeps scope, billing and client feedback aligned with your creative milestones while designers stay in their production software.
Key facts
CRM for branding agencies at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "establishing the client record" to "final invoicing and closeout".
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.
Which CRM a branding agency needs depends on how you sell and deliver. Workspace369 fits agencies of 2 to 10 people that want proposals, deposits, a client portal, time tracking and invoices on one record, from $29 a month on Cadet, with seats from 1 to 10 across plans. HoneyBook suits signed, paid bookings, and Dubsado suits detailed discovery forms. Productive fits budgets and capacity planning. HubSpot is free for 2 users and 1,000 contacts.
| Tool | Entry price (monthly) | Billed yearly | Team seats on that tier | Main entry-plan gate | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet) | $23.25 a month | 1 (Voyager 2, Specialist 10) | 5 active projects on Cadet | 14 days, card required |
| HoneyBook | $36 (Starter) | $29 a month (Starter) | Not listed; Essentials 2 | 2 live lead forms | 30 days, no card |
| Dubsado | $35 (Starter) | $335 a year (Starter) | 3 extra users free | No public proposals on Starter | 21 days, no card |
| Moxie | $12 (Starter) | $10 a month | Teams up to 5 | No portal below Pro | 14 days, no card |
| Bonsai | $25 (Essentials) | $19 a month | Per user | Integrations from Premium | 7 days, card requested after |
| Productive | $12 per user (Essential) | $10 per user | 3-seat minimum | Proposal PDF export only; no e-signature or branded portal named | 14 days, no card |
| HubSpot | Free | Free | 2 users | 1,000 contacts | Free plan, no card |
Prices and limits from each vendor's official pricing page, checked October 16, 2026 (Productive re-checked October 19, 2026), in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
A branding project often starts with core visual assets but expands into packaging layouts after a concept presentation. Without immediate adjustments to client records and proposals, account managers continue under old assumptions. This disconnect leads to unbilled design hours and unrecorded project updates, because the administrative team lacks a clear method to update tasks and invoices when the original creative brief changes mid-stream.
When a client requests packaging modifications over email or chat, those critical decisions often stay trapped in individual inboxes. Account leads cannot easily map these conversations to specific projects or tasks. Without a unified view of client records and conversations, scheduling adjustments are missed, and the agency risks presenting revisions that do not reflect the client's latest feedback on asset dimensions.
When brand identity work expands to packaging, invoicing must reflect the new deliverables immediately. If your billing tools are disconnected from your project tasks and files, manual tracking errors occur. Financial teams issue invoices based on outdated proposals, resulting in delayed client payments, manual reconciliation work, and friction during the final delivery phase of the brand assets.
Adding packaging design to a brand identity timeline requires immediate adjustments to presentation dates. If scheduling is managed in isolation from tasks and projects, deadlines conflict with existing team commitments. Creative directors cannot accurately gauge availability, causing delayed presentations to clients and internal bottlenecks because the administrative timeline does not reflect the actual scope of work.
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 workflow begins by creating a new entry in client records and scheduling the initial brand discovery session. A person must manually record the initial creative constraints and asset requirements in the brief. This ensures that all subsequent proposals, conversations, and tasks are linked directly to the correct client profile from day one, preventing administrative fragmentation during the early strategy phase.
The account director drafts and sends formal proposals outlining the initial logo and identity scope. This document specifies the exact number of concepts and revisions included. Once the client reviews this in the client portal, a person must update the project status and initialize the standard identity design tasks, linking the approved proposal directly to the active project folder.
When the client requests packaging design after the logo concept presentation, a person must document this change. The account manager updates the client records, logs the specific conversation details, and attaches a revised proposal for the packaging add-on. A human operator then creates new tasks for structural packaging layouts and updates the project timeline to prevent scheduling overlaps.
Designers upload low-resolution presentation files and reference documents directly to the project folder for client review. A person must organize these files and assign review tasks to the client via the client portal. While high-resolution production files stay in your design software, presentation files, reference documents and client feedback conversations live in the project record.
Upon final approval of the packaging concepts, a person must generate the final invoices reflecting both the original identity work and the packaging scope extension. The operator checks that all tasks are marked complete and verifies that the invoices match the updated proposals before sending them. The client portal remains open for the client to download final reference documentation.
$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.
Offer ends .
14 days free · card required · then $29/mo · cancel anytime
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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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Working vector files and their edit history stay in your design software. Workspace369 stores presentation and final files against each client and project with file versioning, alongside the proposals, tasks and invoices that run your branding agency.
In this fictional evaluation exercise, a person must manually update the client records and conversations to document the scope expansion. You then issue a new proposal for the packaging deliverables, adjust project tasks, update scheduling deadlines, and generate updated invoices to reflect the expanded scope of work accurately.
Workflow Automations can create tasks, send email or SMS, issue reminders and notify team members using supported triggers, conditions and timed waits. Email automations start at Cadet and SMS steps at Voyager; AI-drafted workflows start at Commander. Test the required event, owner and review step before enabling the workflow. Call triggers need a plan with voice.
Yes. Every proposal gets a public approval and e-signing link, and deposit collection on acceptance is on every plan from Cadet. Clients can view their active proposals, projects, and invoices directly within the portal, streamlining the approval process when a project expands from a logo to packaging design.
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.
