CRM for florists
When a floral client changes the color palette after approving a seasonal design proposal, florists face immediate operational challenges. Workspace369 runs the client side of floral work, linking proposals, files, project tasks and invoices in one account. Every change to the design brief, schedule and proposal lands on the event record, so the florist makes purchasing and substitution calls from the latest version.
Key facts
CRM for florists at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "updating the client record and brief" to "reconciling the final invoice".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
When a client changes their palette after proposal confirmation, updates often get lost. Florists must manually update project briefs and files. Workspace369 stores the revised proposal and files in one location, allowing operators to see the update. Workflow automations can send the design team an internal notification, and the florist confirms stem counts before any order goes out.
Misunderstandings happen when floral adjustments are scattered across text messages and personal notes. Workspace369 keeps conversations linked to the client record. Operators can view the history of palette revisions before confirming final stem requirements. This review prevents ordering out-of-season blooms based on outdated client requests, because every revision sits on one record.
Changing a design affects the setup timeline. If scheduling is separate from the main client file, delivery teams might arrive at the venue with the wrong containers or setup instructions. Workspace369 connects scheduling, tasks, and proposals. A manager updates the tasks to match the new design, so the delivery crew never works from outdated setup notes.
Last-minute substitutions change the total cost. If invoices do not reflect the revised proposal, florists lose money or face client disputes. Workspace369 converts the approved proposal into an invoice, linked to the project. When a client changes the color palette or requires premium substitutions, the operator updates the invoice lines so the financial record matches the event file before sending.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
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.
Workflow
When a client requests a color palette change, the operator opens the client records in Workspace369. The operator logs the new request in the brief text field, ensuring that any team member reviewing the file sees the change. This note becomes the baseline before any project tasks or design proposals are altered.
The florist updates the proposal within Workspace369 to reflect the new color scheme and uploads the updated palette files. The florist confirms stem counts and wholesale availability, then sends the revised proposal to the client for approval and e-signature.
The operator opens the related project and updates specific tasks for the design team. New reference images are uploaded directly to the files section. The florist assigns tasks to team members to review the new color requirements, ensuring the design crew works from the latest client documentation.
The operator uses the conversations feature to confirm the palette changes with the client and updates the delivery scheduling if setup times change. The florist reviews the conversation history so no details are missed, and the client portal shows the client the latest schedule.
Before the event date, the operator reviews the invoice against the revised proposal. If the new color palette required more expensive stem substitutions, the florist edits the invoice line items. The operator then issues the corrected invoice through Workspace369, ensuring the client record reflects the exact balance due.
Product coverage
Loved on the App Store
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.
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FAQ
Proposals are built from catalog line items, and inventory tracking with stock adjustments is included from Specialist. Test units and quantities against a sample arrangement, and have the order owner confirm the purchasing requirements.
When a client requests a change, an operator updates the proposal, uploads new palette files and adjusts the project tasks. Workspace369 keeps all of it linked under the client record, and workflow automations can notify the team so nobody works from the old palette.
Yes. Each proposal has a public approval and e-signing link, and the client portal shows clients their proposals and files. Before you purchase, check that the client can see the updated color palette files, so every change is clear and documented.
Inventory tracking, stock adjustments and low-stock alerts start at Specialist. If you order through a wholesale market platform, keep it for ordering and pair it with Workspace369 through webhooks and the API, also from Specialist.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
