An HR advisory client changes the workshop scope and requests individual employee case support. This scenario needs one system that adjusts scope, schedule and billing together. Workspace369 runs the consultancy's client work: client records, proposals with e-signing, project tasks, scheduling, client messages and invoices.
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.
It handles the full operating lifecycle of your consultancy, from the first diagnostic meeting to the final invoice.
Key facts
CRM for hr consultants at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "documenting the initial engagement" to "final invoicing and project closure".
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.
For an independent HR consultant or small consultancy selling projects and fractional retainers, Workspace369 lists Proposals, retainers, time tracking, a client portal and client-scoped access on every plan, from $29 a month on Cadet (1 seat; associates need Voyager or above). Moxie from $12 and Bonsai Essentials from $25 per user cost less for one person; HubSpot's free CRM covers contacts and deals only. Workspace369 is not an HRIS or payroll tool.
| Tool | Entry price (monthly) | Billed yearly | Proposals and time tracking on the entry plan | Main entry-plan limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet) | $23.25 a month | Yes, both | 1 seat, 5 active projects | 14 days, card required |
| Bonsai | $25 (Essentials) | $19 a month, per user | Yes, both | Per user; custom permissions on Elite (3-user minimum) | 7 days, card to continue |
| Moxie | $12 (Starter) | $10 a month | Yes, both | White-labeled portal on Pro | 14 days, no card |
| HoneyBook | $36 (Starter) | $29 a month | Proposals yes; time tracker: switched off Sep 8, 2026, restored Sep 15 | 2 live lead forms | 30 days, no card |
| Accelo | See site | See site | See site | Quote only | See site |
| HubSpot CRM | $0 | Not applicable | Not listed | 2 users | Free plan, 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.
When an HR advisory client changes the workshop scope and requests individual employee case support, managing the new operational boundary becomes difficult. Without a clear client-work system, the new operational requirements get lost in scattered emails. Consultants fail to record in the brief that the original training engagement has transformed into complex case management, causing delivery delays and unbilled advisory hours across the consulting team.
Consultants often store operational notes, client records, and delivery schedules in separate, disconnected folders. When a client requests immediate changes to a leadership development program, locating the original signed agreement takes too long. This disorganization slows down the response time, as administrative teams must search through unlinked systems to find the latest agreed project parameters and active files.
Tracking additional advisory hours when a project shifts from standard workshops to direct employee support is a major administrative burden. If tasks and scheduling are not tied directly to client records, the billing team cannot verify which extra hours were authorized. This results in delayed invoices, disputed charges, and lost revenue from out-of-scope human resources advisory work.
Miscommunication occurs when changes to project deliverables are discussed across multiple unrecorded channels. When a client requests individual case support during an active project, the consultant must document this shift clearly. Without a structured way to maintain conversations and files, the consulting firm risks delivery errors and client dissatisfaction due to missing or unrecorded administrative details.
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 consultant creates client records and uploads the initial human resources advisory proposals to the system. A team member schedules the diagnostic meetings using the scheduling features and records the initial client requirements directly in the brief. This ensures the foundational parameters of the training or advisory project are documented before any consulting work begins.
The administrator establishes new projects and assigns tasks to specific consultants based on the agreed timeline. The team uploads necessary training files and initiates conversations with the client contact to confirm workshop dates. This keeps all client activities organized under one specific client record, allowing clear visibility into the standard delivery schedule.
When an HR advisory client changes the workshop scope and requests individual employee case support, a consultant records in the brief this specific request. The user updates the project tasks and updates the files to reflect the new boundaries. This ensures that the scope shift is visible to all team members.
The consultant generates updated proposals covering the individual employee case support and sends them via the client portal. They use scheduling to book the case review sessions and update the project tasks to track the new deliverables. This step ensures the client reviews, approves and e-signs the change in scope.
The billing specialist reviews completed tasks and billable time (time tracking is included on every plan) to prepare accurate invoices for the client. They issue the final invoices in Workspace369, and the client views and pays them in the client portal. Once payment is confirmed, the consultant logs the final conversations and closes the project record.
$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
After signup, claim free setup in your workspace.
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
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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.
Keep sensitive employee files and HRIS records in your client's approved HR systems. Workspace369 runs your consultancy around them: client records, proposals, project tasks, scheduling, client messages and invoices, with roles and permissions controlling who sees each record.
When an HR advisory client changes the workshop scope and requests individual employee case support, a consultant records in the brief this change. You can then update the proposals, adjust project tasks, modify scheduling, and track the new deliverables. This ensures all out-of-scope work is fully documented and prepared for billing.
Workflow Automations create tasks, send email or SMS, issue reminders and notify team members, using 53 triggers across 11 areas, conditions and timed waits. Email automations start at Cadet, SMS steps at Voyager and AI-drafted workflows at Commander; call triggers need a plan with voice. Check the exact trigger, owner and review step with a simulated test run before you switch the workflow on.
Yes, the platform allows you to create and manage proposals, track project tasks, manage scheduling, and generate invoices for your clients. When scope changes occur, you can issue updated proposals and track the associated tasks to ensure that all extra consulting work is accurately itemized on the final invoices sent to the client.
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.
