Gyms and boutique fitness centers expanding into B2B corporate wellness programs need a structured way to handle complex consultative sales and administrative logistics. Traditional member management software often lacks the capacity to coordinate corporate contracts, multi-stage proposals, and custom project tasks.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Workspace369 runs these corporate programs from first consultation to paid invoice, with client records, proposals, projects and invoices kept apart from your core gym membership systems.
Key facts
CRM for gyms & boutique fitness at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "establishing the corporate client record" to "issuing invoices and portal access".
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.
Gym and studio platforms lead: PushPress (free plan; Pro $159 a month), WellnessLiving (from $69 a month, $62 billed yearly), Wodify (from $199 a month list), Zen Planner (from $99 a month) and Mindbody (from $79 a month per location) document class scheduling and member management. Workspace369 ranks last: it has no class booking with capacity, check-in or point of sale, and suits only corporate wellness or private-training packages sold by proposal.
| Tool | Entry price | Class scheduling and check-in | Trial | Main limit |
|---|---|---|---|---|
| PushPress | $0 (Free); Pro $159 a month | Capacity, waitlists, QR check-in, kiosk | Not stated (Free plan) | Marketing is a separate product |
| WellnessLiving | $69 a month monthly, $62 billed yearly (Starter) | Classes and appointments booking, self check-in kiosk | Not stated | Starter has one staff member |
| Wodify | $199 a month | Scheduling and automated waitlist | Not stated | Entry list price is $199; extras cost more |
| Zen Planner | From $99 a month (Studio) | Online scheduling, attendance tracking | Not stated | Starting prices; processing by quote |
| Mindbody | From $79 a month per location | Business management and scheduling | Not stated | Plan prices on request |
| Workspace369 | $29 a month ($23.25 billed yearly), one seat | None (no class booking or check-in) | 14 days, card required | No class booking or point of sale |
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.
When a gym pitches wellness consultations to a corporate client, standard membership tools cannot generate detailed custom service agreements. Teams often rely on separate document editors and email threads, splitting critical pricing data away from the client record. This division makes it difficult to track what was promised during the sales process, leading to administrative confusion before the corporate program even begins.
Coordinating multi-week corporate wellness programs requires detailed task tracking and scheduling that standard gym check-in systems do not support. Administrative staff must manually track presentation dates, setup requirements, and trainer assignments across independent spreadsheets. Without a structured project framework, critical delivery dates are missed, and communication with the corporate point of contact breaks down entirely.
Corporate wellness clients communicate through multiple stakeholders, including HR managers and executive sponsors. If these interactions remain buried in individual staff email inboxes, the administrative team cannot view the conversation history recorded by staff. This lack of visibility causes repetitive messaging, delayed responses, and an unprofessional onboarding experience for the corporate partner.
B2B corporate accounts require structured invoicing, recurring milestone payments, and detailed itemization that traditional consumer gym billing platforms cannot execute. Forcing corporate consultation fees into a system built for monthly individual gym memberships results in manual billing workarounds. Staff must manually generate separate invoices, increasing the risk of payment delays and accounting discrepancies.
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.
The workflow begins by creating a dedicated client record for the corporate entity within the system. Staff document the corporate partner's specific requirements, key HR contacts, and consultation goals directly in the brief section of the record. This ensures all administrative staff can reference the core operational parameters before drafting any service agreements or scheduling initial discovery sessions.
Using the client record data, administrators generate a comprehensive proposal outlining the corporate wellness consultation scope, session counts, and pricing tiers. The proposal is sent directly to the corporate decision-maker for review. Staff can monitor the progress of the proposal within the interface, ensuring timely follow-ups if the client requests modifications to the consultation schedule.
Once the corporate client accepts the proposal, the administrator initializes a dedicated project to govern the consultation delivery. Staff break down the project into specific tasks, such as reserving equipment, assigning qualified fitness instructors, and preparing educational materials. Each task is explicitly assigned to a team member with defined deadlines to ensure operational accountability.
The administrative team uses the scheduling component to lock in the consultation dates with the corporate partner's HR team. Relevant files, such as presentation slides and health assessment templates, are uploaded directly to the project. This keeps all necessary assets accessible to the executing trainers, preventing the use of outdated documentation during live sessions.
Upon completion of consultation milestones, staff generate and issue professional invoices directly to the corporate client. The client portal is activated, allowing the corporate HR manager to log in, view past invoices, check the upcoming consultation schedule, and access shared files. This structured visibility eliminates administrative back-and-forth and helps the corporate client pay on time.
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.
Keep check-ins, membership billing and class capacity in your gym management software. Workspace369 runs the client work around them, such as client records, proposals, projects and invoices for corporate wellness programs.
You can use custom fields on client records to track structured data, or record specific corporate client notes and consultation goals directly in the brief section of the client record. This keeps all essential information accessible to every staff member on the account during the project lifecycle.
Yes. Corporate clients view issued invoices and shared files in the client portal and pay online by card through Stripe. Payment links, deposits and split payments help your staff track and collect consultation fees.
Trainers see their assigned tasks and calendar in Workspace369, and two-way Google Calendar sync puts assigned events in the Google calendar each trainer picks. Administrators assign specific tasks within the project framework, and trainers can view their upcoming responsibilities, read the client brief, and access uploaded files required for the corporate wellness session.
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.
