CRM for massage therapists
Massage therapists managing corporate wellness contracts and prepaid commercial packages require an administrative environment separated from clinical systems. Workspace369 runs that commercial side in one system: client records, proposals, scheduling, projects and invoices. Business inquiries and package sales follow a structured path from first message to paid invoice.
Key facts
CRM for massage therapists at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "inquiry and client record initialization" to "invoicing and client portal review".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
When corporate clients request recurring on-site wellness packages, tracking the initial inquiry conversations often becomes disorganized. General administrative staff need access to scheduling and proposals without viewing private health histories. Without a dedicated client-work tool, follow-up tasks are missed, and communications regarding contract parameters are lost across separate email accounts, delaying the finalization of commercial agreements.
Commercial packages require specific legal terms, facility guidelines, and corporate agreements. Storing these files alongside clinical intake forms creates operational confusion. Administrative teams need to reference past proposals and ongoing client records without entering regulated health software. Misplacing these non-clinical files slows down invoicing and project coordination for corporate massage events.
Issuing invoices for corporate wellness days or bulk massage packages requires tracking scheduled dates and task lists. When scheduling is detached from invoicing, human errors occur during manual data entry. Staff must manually check conversations to verify if a package session was completed, causing delays in payment collection and inaccurate project tracking.
Providing corporate clients access to their administrative files and invoices requires a dedicated portal. If corporate buyers use clinical portals, they are exposed to unnecessary medical interfaces. Massage businesses need a client portal specifically for sharing proposals, scheduling corporate dates, and reviewing general commercial invoices.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
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.
Workflow
The operator receives a corporate massage package inquiry and creates a new client record within Workspace369. Staff record details in the brief, noting the requested event scope and frequency. The operator logs conversations under this record, ensuring that the administrative team can review the client history before drafting formal documentation or setting up scheduling requirements for the corporate wellness program.
The team drafts a detailed proposal outlining the commercial package terms, pricing, and event dates. Relevant corporate liability files and facility requirements are attached directly to the project folder. The proposal is sent to the corporate buyer through the system, allowing the client to review, approve and e-sign the scope and terms before any scheduling occurs.
Once the proposal is accepted, the operator establishes a new project to manage the commercial package execution. The coordinator creates specific tasks for staff, such as preparing mobile massage tables and verifying therapist availability. Tasks are assigned to team members with clear deadlines, ensuring every operational step is completed before the scheduled event.
The coordinator uses the scheduling module to book the specific massage sessions for the corporate client. Any adjustments requested by the client are handled via the conversations tab. Staff update the project tasks to reflect the finalized dates, keeping all scheduling updates visible to the whole team.
After the massage sessions are completed, the administrator generates an invoice based on the agreed proposal terms. The invoice is uploaded to the client portal, where the corporate buyer can view, download and pay it online. The operator marks the corresponding tasks as complete, closing out the commercial package.
Product coverage
Loved on the App Store
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. 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.
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FAQ
Keep clinical notes, treatment history and regulated medical records in your approved electronic health record system. Workspace369 runs the business side: inquiries, proposals, corporate scheduling, projects and invoices.
From Specialist, you attach corporate agreements and event guidelines as files on the specific client record or project, next to the pricing proposals. Staff track operational preparation using tasks and coordinate dates via the scheduling tool, keeping every business file in one place.
Yes. You can grant corporate buyers access to the client portal. Through this portal, they can independently review their proposals, check scheduled event dates, and download invoices without accessing any clinical or internal staff conversations.
Any changes to a commercial package are handled through the conversations module and recorded in the project brief. Operators update the relevant tasks and issue an adjusted invoice, so the business transaction details stay on the record.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
