Fractional executives operate under a distinct model where they answer to an internal corporate sponsor while managing both high-level advisory strategy and day-to-day execution tasks. Running several engagements at once requires clear separation between companies.
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2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Workspace369 runs every engagement in one system, with client records, proposals, projects, a client portal and invoices for each company, so these multi-layered professional commitments never mix across clients.
Key facts
CRM for fractional executives (cmo/cfo/coo) at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "structuring client records and sponsors" to "scheduling reviews and issuing invoices".
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.
Workspace369 fits a solo fractional executive, or a pair on Voyager, selling retainers: proposals with deposit on acceptance, retainers and recurring invoices, time tracking, custom fields and client-scoped access on every plan from $29 a month ($23.25 billed yearly), capped at 5 active projects on Cadet. Bonsai suits buyers who want unlimited projects at a lower price per user, and Moxie has the lowest entry price among plans that can send an invoice.
| Tool | Entry price (monthly) | Billed yearly | Time tracking on entry plan | Main entry-plan limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet) | $23.25 a month | Yes | 5 active projects, 1 seat | 14 days, card required |
| Bonsai | $25 (Essentials; Basic $15 / $9 has no invoices) | $19 a month per user | Yes | Per user; Basic has no invoices | 7 days, card to continue |
| Moxie | $12 (Starter) | $10 a month | Yes | White-labeled portal on Pro | 14 days, no card |
| HoneyBook | $36 (Starter) | $29 a month | Not listed | 2 live lead forms | 30 days, no card |
| Pipedrive | $24 (Lite) | $14 a month per seat | Not listed | Proposals from Premium | 14 days, no card |
| HubSpot CRM | $0 (Free) | $0 (Free) | Not listed | Free for up to 2 users; Starter lists at $20 per seat | None stated, no card |
Prices and limits from each vendor's official pricing page, checked October 18, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
Sponsor Alignment Disconnect. A fractional executive needs to track specific corporate sponsors for every distinct advisory engagement. When client records fail to explicitly tie tasks and conversations to the primary internal sponsor, the executive risks executing initiatives that lack formal leadership backing, causing friction during regular governance reviews or strategy changes.
Mixed Advisory and Execution Deliverables. Fractional roles require delivering high-level strategy notes alongside concrete execution tasks. Mixing these distinct outputs without clear project boundaries makes it difficult to demonstrate the specific value delivered under each category, often leading corporate sponsors to question the allocation of fractional hours during monthly invoice reviews.
Unintentional Information Exposure. Board records, financial systems, and sensitive strategy documents require an intentional access model. Sharing them through loose folders and email threads can expose information across different client projects, violating non-disclosure agreements and damaging the fractional executive's professional standing and credibility.
Scope Creep in Invoicing. Fractional CFOs and CMOs frequently perform tasks outside their original proposals due to urgent internal client requests. Without one system where a person can review active projects and tasks alongside the original approved proposals, invoicing becomes a manual reconciliation headache that delays payment and strains sponsor relationships.
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.
Structuring Client Records and Sponsors. The fractional executive initiates the engagement by creating comprehensive client records that explicitly name the internal corporate sponsor. A person must record in the brief the exact reporting lines and boundaries for both advisory and execution tracks. This foundational step ensures that all subsequent conversations and scheduled alignment sessions are tied to the correct corporate entity from day one.
Scoping Dual-Track Proposals. The executive drafts detailed Proposals within Workspace369, clearly separating high-level advisory milestones from operational execution tasks. These Proposals define the scope, expected deliverables, and the invoicing schedule. Once the internal sponsor approves and e-signs the proposal, the executive sets up active projects based on these parameters to maintain alignment with the agreed-upon corporate strategy.
Executing Tasks and Tracking Conversations. Operational tasks are assigned within specific projects, separating advisory research from execution duties. The fractional executive uses the conversations feature to log updates directly with the corporate sponsor. This manual documentation prevents communication fragmentation and ensures that tactical execution never overshadows the strategic advisory responsibilities outlined in the initial brief.
Managing Files and Portal Access. Operational files and corporate briefs are uploaded into designated project folders. The executive sets roles and client portal permissions for each company and tests them before anything is shared. The executive instructs the sponsor to verify they can only view their own corporate files.
Scheduling Reviews and Issuing Invoices. The fractional executive uses the scheduling feature to set up monthly governance reviews with the corporate sponsor. Following the review, the executive creates invoices referencing the recorded project milestones. A person reviews the invoice against the completed tasks and files before transmitting it through the client portal, ensuring accurate billing for both advisory and execution tracks.
$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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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
You create two distinct projects under a single client record. Name one project for strategic advisory deliverables and the other for operational execution tasks. This clear separation allows you to map tasks, files, and conversations accurately, ensuring the sponsor can review progress across both responsibilities during scheduled governance meetings.
Keep board records and corporate financial data in the client's own approved systems, such as their board portal and finance stack. Upload project files into the specific project folder within Workspace369 and set the client portal permissions for each sponsor. Test the portal access with a sample user account to ensure the corporate sponsor only sees authorized files.
Yes. Workspace369 isolates data by individual client records. Each corporate engagement has its own dedicated proposals, projects, tasks, files, and conversations. Roles, permissions and per-client portal access keep each company's data partitioned; check the portal settings for each new sponsor before sharing anything.
You create invoices that reference completed project milestones and tasks. Before sending, a person should check the original proposals to confirm that the execution tasks align with the agreed scope. The invoice is then published to the client portal, allowing the sponsor to review the detailed billing items clearly.
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.
