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
CRM for Google Workspace teams that need more than Sheets and Gmail.
Google Workspace is useful for documents, email, files, and calendars. Workspace369 gives teams a dedicated client-work CRM where requests, projects, inbox, files, proposals, invoices, payments, AI, automations, and reports stay connected.
CRMclient 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 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
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.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
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.
Workflow
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.
Product coverage
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.
- It targets a specific low-competition keyword cluster with clear buyer intent.
Client CRM
Requests
Projects
Tasks
Calendar
Files
Shared inbox
Proposals
Invoices
AI and reports
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
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. One star off only because 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.
Get started
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.FAQ
Choosing Workspace369 as the CRM layer
Can Google Workspace be used as a CRM?
Yes, some teams use Sheets, Gmail, Drive, and Calendar as a lightweight CRM. Workspace369 is a better fit when client work also needs projects, inbox, billing, payments, AI, automations, and reporting.
Is Workspace369 a CRM for Google Workspace teams?
Yes. Workspace369 can serve as the client-work CRM for teams that already use Google Workspace but need a more structured operating layer.
What does Workspace369 add beyond Google Sheets?
Workspace369 adds CRM records, requests, projects, tasks, inbox, SMS, voice, proposals, invoices, payment plans, files, AI, automations, dashboards, and reporting.
Ready when you 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.
