Client records are spread across files and inboxes
Sheets, Docs, Drive folders, Gmail threads, and Calendar events do not naturally become one client timeline.
CRM for Google Workspace teams that need more than Sheets and Gmail.
Google Workspace has no built-in CRM, so Workspace369 works as the client-work CRM beside it, with two-way Google Calendar sync on the schedule, and requests, proposals and invoices on one client record from $29 a month on Cadet. Google sign-in is for joining a team by invite; our guide to the best CRMs for Google Workspace compares add-on options.
Google Workspace has no built-in CRM, so most teams track clients in Sheets, Contacts or an add-on. Workspace369 is the client-work CRM beside it: sync Google Calendar both ways, use Google sign-in when you join a team by invite, and keep requests, projects, proposals, invoices and payments on one client record.
Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to salesCRMclient records and relationship history
Workprojects, tasks, files, and schedules
Billingproposals, invoices, payments, and reports
Key facts
CRM for Google Workspace at Workspace369 covers 10 areas, including client CRM, requests, projects.
The workflow runs in 4 steps, from "centralize the record" to "bill and report".
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.
Why Google Workspace becomes a loose CRM
Operational status is hard to trust
A spreadsheet row cannot reliably show current project work, payment status, open requests, inbox follow-up, and team ownership.
Billing still needs another system
Teams using Google Workspace as a CRM still need proposals, invoices, payment plans, AR, receipts, and reporting somewhere else.
See the workspace your clients feel.
01
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
How Workspace369 adds the missing CRM layer
01
Centralize the record
Track clients, companies, contacts, notes, tags, custom fields, lead sources, files, and interaction history.
02
Move into work
Use requests, projects, tasks, calendars, files, reminders, team assignment, and client-scoped access.
03
Communicate in context
Keep shared inbox, SMS, voice, voicemail, templates, AI summaries, rewrite, translate, and scheduled follow-up connected.
04
Bill and report
Use proposals, invoices, retainers, payment plans, expenses, dashboards, AR, reports, and automation.
What Workspace369 adds around Google Workspace
- Workspace369 gives Google Workspace teams a structured operating system for client work.
- It reduces the need to build a fragile CRM from spreadsheets, folders, and email labels.
- Keep the client history alongside projects and billing while checking which Google integrations your workflow requires.
- Google connections today: two-way Google Calendar sync on every plan, and Google sign-in when you join a team by invite. Gmail mailboxes connect over SMTP and IMAP today; one-click Gmail sign-in is coming soon. Google Drive and Google Contacts sync are not offered.
Client CRM
Requests
Projects
Tasks
Calendar
Files
Shared inbox
Proposals
Invoices
AI and reports
What reviewers say about Workspace369.
★★★★★
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.
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. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to salesChoosing Workspace369 as the CRM layer
Does Google Workspace have a CRM?
No. Google Workspace has no built-in CRM, so teams usually track clients in Sheets, Google Contacts or a third-party add-on. A CRM connected to Workspace keeps each client's requests, projects, proposals, invoices and payments on one record instead of spread across files and threads.
Which Google apps does Workspace369 connect to, and what syncs which way?
Google Calendar syncs both ways: your Workspace369 events and bookings go to the Google calendar you choose, and events from the Google calendars you pick show in Workspace369, read-only. You can also sign in with your Google account. Google Drive and Google Contacts sync are not offered.
Can I send and receive client email from my Gmail address inside the CRM?
Not in one click yet. Today you can connect a Gmail or Google Workspace mailbox over SMTP and IMAP with an app password, and Workspace369 checks for new mail about every two minutes; one-click Google sign-in is coming soon. Every plan includes an email inbox with client-matched conversations, so client email lands on the client record.
Does it sync with Google Calendar both ways, and do my busy times block booking slots?
Yes. The sync is two-way on every plan, and each team member connects their own Google account. On Specialist and up, which include public booking pages, busy time on the Google calendars you choose blocks those slots.
Can I send invoices from Google Workspace?
Google Workspace has no invoicing of its own. In Workspace369 you send invoices and payment links from the client record, and clients pay by card through your own Stripe account.
What does it cost, and which plan includes the Google connections?
Google Calendar sync is on every plan, with Google sign-in when you join a team by invite. Cadet is $29 a month for one seat, Voyager $74 for two seats, and Specialist $149 for ten seats with booking pages. Cadet through Commander start with a 14-day trial that needs a card.
What happens to my data if I disconnect Google Calendar?
You can disconnect anytime from Workspace369 or your Google account. The events Workspace369 added to your Google calendar are removed, your Google events stop showing in Workspace369, and your Workspace369 schedules, clients and invoices stay as they 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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
