Workspace369 is a CRM for management consulting firms of one to ten: client records, proposals with deposits, retainer billing, time tracking, projects and a client portal are on every plan, from $29 a month on Cadet (1 seat, 5 active projects). When an assessment expands, add each business unit as its own project with its own portal link.
Management consulting projects frequently change scope mid-stream. When an initial management assessment expands from one business unit to three after kickoff, administrative work multiplies.
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Workspace369 provides a structured environment to track client records, proposals, projects, tasks, files, conversations, scheduling, invoices, and client portals without losing track of the original engagement terms or the newly expanded scope.
Key facts
CRM for management consultants at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "client record initiation" to "consolidated invoicing and portal review".
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 firms of one to ten that sell a diagnostic and then a retainer: proposals, deposits, retainer schedules, time tracking and a client portal are on every plan from $29 a month on Cadet (1 seat). Folk and HubSpot are stronger for relationship-led selling, and Accelo suits larger firms that want forecasting and capacity planning and accept a custom quote.
| Tool | Entry price | At five seats | Proposal and deposit | Retainer billing | Time tracking |
|---|---|---|---|---|---|
| Workspace369 | $29/mo Cadet ($23.25 yearly), 1 seat | $104/mo Voyager plus 3 extra seats | Yes, every plan | Yes, every plan | Yes, every plan |
| Accelo | See site (custom quote) | See site | See site | See site | See site |
| Folk | $24/member/mo billed yearly | $120/mo billed yearly | Not listed | Not listed | Not listed |
| HubSpot | $0 Free (2 users); Starter $20/seat (list) | $100/mo Starter at list price | Not listed | Not listed | Not listed |
| Pipedrive | $14/seat/mo billed annually | $295/mo Premium for e-sign | Premium | Not listed | Not listed |
| Copper | $23/seat/mo paid annually | $115/mo Basic | Not listed | Not listed | Not listed |
Prices and limits from each vendor's official pricing page, checked October 17, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
When a management assessment expands from one business unit to three after kickoff, tracking the new deliverables becomes chaotic. Consulting teams often separate new tasks into disjointed documents. Without a structured platform, updating client records and linking new operational files to the original engagement causes massive confusion, leaving consultants unsure which business unit owns which operational task or project file during active delivery.
Consultants often handle scope updates across disparate email threads. When managing three business units instead of one, conversations regarding assessment findings get lost. If conversations, scheduling updates, and revised proposals are not tied directly to the core client records, team members duplicate interviews and miss critical scheduling deadlines, damaging the consulting firm's professional reputation during complex organizational reviews.
Expanding an assessment to three business units requires immediate adjustments to pricing and delivery terms. If new proposals and subsequent invoices are managed in isolated spreadsheets, the firm risks under-billing for the extra business units. Manually matching updated invoices with expanded project tasks creates administrative delays, delaying payments and creating friction with the client's procurement department.
Sharing assessment files across multiple corporate divisions requires clear organization. If business unit leaders cannot access their specific project files or interview schedule, engagement drops. Without an organized client portal to distribute files and view active tasks, consultants spend valuable hours manually emailing reports, leading to administrative confusion and delays in project milestones.
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 comprehensive client records for the primary corporate entity. Consultants record in the brief the initial scope of the management assessment, noting the single business unit targeted for review. All initial conversations, introductory meetings, and preliminary background files are attached directly to this record to establish a clear baseline before any consulting interviews or on-site assessments begin.
Consultants generate and issue formal Proposals outlining the assessment methodology, timelines, and fees for the single unit. Once the client approves and e-signs it, the team sets up an active project on these terms. The operator sets up specific tasks for the discovery phase, schedules the stakeholder interviews on the shared calendar (or, from Specialist, shares an online booking page), and configures a dedicated client portal where the client can share files, projects, invoices, communication, and approvals.
When the assessment expands from one business unit to three after kickoff, a human operator modifies the project structure. The consultant records in the brief the addition of the two new business units. They generate an updated proposal for the additional scope, add new tasks for the expanded interviews, and organize the files section to separate data by business unit.
Consultants execute the expanded tasks, utilizing integrated conversations to coordinate with leaders across all three business units. Scheduling tools manage the increased volume of stakeholder interviews without calendar conflicts. All assessment files are categorized within the project, ensuring team members can review findings for each business unit while maintaining clear visibility of the overall project timeline.
The final step involves issuing detailed invoices that reflect the expanded three-unit scope based on the revised proposals. Consultants upload final assessment reports to the client portal, allowing authorized client stakeholders to review completed tasks and files. This keeps every record, from initial conversations to final invoices, linked to the main client records.
$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 .
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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.
When an assessment expands from one business unit to three after kickoff, a human operator updates the project by adding new tasks and files. You can issue a supplementary proposal to cover the additional business units, keeping every record linked directly to the main client records without fracturing the engagement history.
Yes. You can schedule interviews across all three business units on the shared calendar, or from Specialist share an online booking page so stakeholders pick their own slots. These scheduled events are tracked within the project tasks, and any related conversations or files collected during the interviews can be stored directly under the corresponding client records for clear organization.
You can generate new invoices based on updated proposals that reflect the expanded scope of the three business units. You can track these invoices alongside the project tasks, helping to ensure that billing aligns with the consulting work recorded by the team.
Yes. Set each business unit up as its own project: every project has its own portal link, so that unit's stakeholders see only its tasks, files, comments and invoices. The client portal is on every plan.
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.
