Content marketing agencies require a structured environment to manage client records, editorial proposals, and multi-stage project tasks. Workspace369 handles proposals, scheduling for interviews, file sharing for drafts, and invoicing for completed deliverables.
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By running client operations alongside the creative authoring tools, agencies can maintain clear records of client conversations and project timelines without cluttering the creative process.
Key facts
CRM for content marketing agencies at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "proposal and plan approval" to "final invoicing and project closure".
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 content marketing agency needs depends on how you bill. Workspace369 fits retainers from proposal to recurring invoice, with a client portal, tasks and time tracking from Cadet at $29 a month ($23.25 billed yearly), limited to 5 active projects and 1 seat. Moxie is the cheapest all-in-one at $10 a month billed yearly, but its portal starts on Pro. Teamwork and Productive fit hour budgets and capacity across a larger team. HubSpot's free CRM covers lead tracking only.
| Tool | Entry price | Billed yearly | Client portal on entry plan | Main entry-plan limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 a month (Cadet) | $23.25 a month | Yes | 5 active projects, 1 seat | 14 days, card required |
| Moxie | $12 a month (Starter) | $10 a month | No (Pro) | No portal or automations | 14 days, no card |
| Teamwork | $29.99 per user (Accelerate) | $24.99 per user (Accelerate) | Not stated | Priced per user | 14 days, no card |
| Productive | $12 per user (Essential) | $10 per user | Not named (client access to budgets from Professional) | Recurring budgets need Professional | 14 days, no card |
| HoneyBook | $36 (Starter) | $29 a month (Starter) | Yes | 2 live lead forms | 30 days, no card |
| HubSpot | Free | Free | Not stated | 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.
When clients request additional interviews or revisions after a monthly plan is approved, agencies often lose track of the original scope. Recording these requests in the brief helps the team check that each task adjustment is documented. Without this, billing for extra work can become difficult and project timelines may slip. Workspace369 provides a project view to track these changes against the original proposal.
Details from initial proposals often get lost during the project phase when managed across multiple apps. Storing files and conversations in one place prevents data silos that lead to editorial errors. Account managers need to see the recorded history of client records to ensure that the content produced aligns with the long-term strategy agreed upon during the scheduling of the initial kickoff.
Coordinating interviews between subject matter experts and writers is difficult without scheduling tools. Missing a single call can delay the entire editorial calendar for a month. Managing these appointments within the project record keeps the team informed of progress. This prevents the administrative friction that occurs when writers are waiting for source material that hasn't been scheduled yet.
Invoicing for specific content pieces requires accurate records of task completion and file delivery. Manual billing processes often lead to errors, especially when handling revisions or extra interviews. By linking invoices directly to the project and task status, agencies can track the full scope of work performed for billing purposes. This can reduce the time spent reconciling spreadsheets at the end of every month.
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.
Create a detailed proposal for the monthly editorial plan, outlining the number of articles, interviews, and revision rounds. Once the client approves the proposal via the portal, the record serves as the baseline for the project scope. This ensures that both the agency and the client have a mutual understanding of the deliverables before any creative work or scheduling of interviews begins.
Convert the approved editorial plan into a project structure. Assign specific tasks for research, subject matter expert interviews, and drafting. Use the task descriptions to record in the brief any specific requirements for each content piece. This keeps project details organized in Workspace369, while content authoring and publishing stay in the editorial tools the writing team already uses.
Use the scheduling tool to book time with client experts for content research. Link these meetings to the specific article tasks within the project. This allows the project manager to see if interviews are completed on time. If a client requests another interview later, the project manager can log the new appointment against the project record to maintain a history of the effort required for that deliverable.
Upload draft files to the client portal for review. Use the conversation feature to collect feedback and track revision requests. When a client asks for a second revision after the plan is approved, the project manager must record this request in the brief. This step ensures that the extra work is visible and can be evaluated against the original project terms and task list.
Once the final files are accepted in the portal, generate an invoice based on the completed project tasks. The invoice should reflect the original proposal amounts plus any documented additions for extra interviews or revisions. After payment is recorded, the project is closed, and the project manager updates the client record with the final deliverables, providing a recorded history for the next monthly editorial cycle.
$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.
Content authoring and publishing stay in your editorial tools. Workspace369 runs everything around the writing: project tasks, client records, briefs, client conversations, approvals and invoices.
Yes. Funnels capture leads into the CRM with their lead source, and proposals carry each deal to approval and e-signature. For a dedicated deal pipeline, agencies also compare Pipedrive, which handles the early stages of lead tracking.
Workspace369 tracks writer hours with timers and timesheets on every plan, turns billable time into invoices, and reports project profitability from Specialist. For advanced resource planning, agencies also compare Productive.
Yes, use file share links and the client portal to deliver drafts, with client and project file attachments on every plan. This ensures that all assets are stored within the specific client record rather than being lost in email threads.
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.
