Yearly plans: first year for the price of 6 months

CRM for motion designers and animators, from storyboard to final render.

Motion designers and animators need a clear client workflow to manage creative production without friction. When project scopes shift or storyboards change, tracking scope adjustments prevents unpaid revisions.

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Clientthe relationship and agreed brief
Worktasks with a responsible person
Billinginvoices and commercial context
Workspace369 client record showing history, files, communication, and invoices in one profile

Workspace369 organizes your client records, proposals, project tasks, files and invoices, keeping scope and billing clear throughout your design process. This allows studio operators to maintain clear business records while creative teams focus on production.

Key facts

CRM for motion designers & animators at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.

The workflow runs in 5 steps, from "scoping and proposals" to "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.

CRM for motion designers compared

Workspace369 fits solo motion designers and small studios that bill in milestones: deposit on acceptance, retainers and payment schedules, proposals, a client portal and time tracking on every plan from $29 a month ($23.25 billed yearly), capped at 5 active projects on Cadet. Dubsado, Bonsai, Plutio, HoneyBook and Moxie follow.

ToolEntry price (monthly)Billed yearlyMilestone billing on entry planMain entry-plan limitTrial
Workspace369$29 (Cadet)$23.25 a monthDeposit on acceptance, retainers and payment schedules5 active projects, 1 seat14 days, card required
Dubsado$35 (Starter)$335 a yearInvoicing and payment plansNo public proposals21 days, no card
Bonsai$25 (Essentials)$19 per user a monthRetainer invoices from EssentialsBasic has no invoices7 days, card to continue
Plutio$19 (Core)$190 a yearNot named on page9 active clients, solo7 days, no card
HoneyBook$36 (Starter)$29 a monthCustom-schedule invoices and payment plans on every plan, Starter included2 live lead forms30 days, no card
Moxie$12 (Starter)$10 a monthNot named on pagePortal and automations on Pro14 days, 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.

Operational friction in motion design management

Untracked timeline updates

When an animation changes length after storyboard approval, the administrative impact on voice-over and render work often goes unrecorded. Without updating the client records or project tasks immediately, studio operators face unexpected bottlenecks. Administrative changes must be manually logged in the project files and conversations to prevent team confusion and protect the agreed studio schedule from uncompensated scope adjustments. Failing to track these timeline updates manually can disrupt subsequent project phases and lead to scheduling conflicts across the studio.

Disconnected creative files

Motion designers often store administrative documents separate from project communications. When a client requests an update to an initial timeline, finding the original proposal or invoice becomes tedious. Keeping files, conversations, and scheduling scattered across generic tools introduces administrative delays, making it difficult to verify what terms the client originally agreed to before production began. This separation of critical business files from daily communication increases the time spent on administrative search rather than creative execution.

Scope creep in revisions

Animators frequently handle revision requests that exceed the initial project agreement. When these requests arrive through unorganized conversations, tracking the additional hours or assets becomes nearly impossible. Without a formal way to issue updated proposals or track tasks, motion designers execute extra render work without securing the necessary administrative approvals or billing adjustments. This lack of tracking leads to uncompensated labor and makes it difficult to maintain accurate project scopes over time.

Delayed client feedback

Waiting for storyboard or asset sign-off via scattered communication channels stalls the animation pipeline. When clients do not have a dedicated portal to view administrative tasks and schedules, milestones slip past deadlines. This lack of structure delays the invoicing process and complicates the coordination of voice-over talent and rendering schedules. Without a structured client portal for sharing files and approvals, project momentum is lost while waiting for email responses.

See the workspace your clients feel.

01

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile
02

Every channel in one inbox

Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
03

Client work, organized as projects

Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.

Workspace369 project board showing client work organized into stages with owners and status
04

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details

The client workflow for animation projects

01

Scoping and proposals

The process begins by creating detailed client records and issuing formal proposals that outline the animation scope, frame rates, and storyboard milestones. Motion designers use this step to establish clear boundaries for revisions, ensuring that voice-over and render work requirements are documented. The proposal establishes the foundation before any actual design or animation tasks are scheduled or executed by the studio team. Having the client review and sign the proposal publicly ensures mutual agreement on all commercial terms before production begins.

02

Scheduling milestones

Once a proposal is accepted, the operator uses scheduling to map out key production dates, including storyboard delivery, voice-over recording, and final rendering phases. These milestones are converted into specific project tasks assigned to team members. This structure ensures that time-sensitive rendering resources are allocated efficiently and that everyone knows exactly when assets are due for client review. Operators can manually adjust these tasks as the project evolves to keep the studio schedule accurate.

03

Managing project files

As production moves forward, project files and client conversations are organized within the specific project record. While rendering and timeline editing happen in your design software, Workspace369 stores the approved storyboards, scripts and briefs. This ensures that any operator can check the record in the brief to verify project parameters without searching external systems. Keeping conversations and files linked to the project record keeps the whole team aligned throughout the production lifecycle.

04

Handling timeline exceptions

When an animation changes length after storyboard approval, a human operator must actively adjust the project tasks and update the client records. The operator logs this change as a note or record in the brief, updates the scheduling for voice-over and render work, and initiates a conversation with the client regarding the scope change. An updated proposal or invoice is then generated to reflect these modifications. This ensures that all project records accurately reflect the new project timeline and requirements.

05

Invoicing and portal review

Upon completing the animation milestones, the motion designer issues invoices directly through the system based on the agreed proposal terms. Clients can access their billing history, active project tasks, and project files through the client portal. This structured transparency ensures that final payments are processed promptly and that all conversations regarding the deliverables are completed professionally. The client portal allows for efficient sharing of invoices and project updates, closing the project cleanly.

Client operations for motion designers & animators

  • A human operator can successfully adjust project tasks and scheduling when a fictional scenario requires changing animation length after storyboard approval.
  • The client portal correctly displays the updated project files and invoices to a test user without exposing internal studio conversations or specialist rendering tools.
  • All client records, proposals, and project tasks remain linked so an operator can trace a scope change back to the original conversation.
Client records
Proposals
Projects and tasks
Files
Conversations
Scheduling
Invoices
Client portal
Workflow Automations

What reviewers say about Workspace369.

★ 5.0 from 12 ratings on the App Store (as of 2026-10-26)

★★★★★
SMB Modernization

Great tool for modernizing small businesses. Ability to leverage AI without technical background.

Foreman345 · · App Store review
★★★★★
True all-in-one system

It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions

samimonroe · · App Store review
★★★★★
Best app for my construction business

Great 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

SebastianBroco · · App Store review

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.

Read more reviewsSee all reviews on the App Store

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.
Start free trial Talk to sales

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Evaluation criteria for animation client work

Where do animation timelines and frame review fit?

Keep rendering, animation timelines and frame review in your design and review tools. Workspace369 runs the studio side: client records, proposals, project tasks, files, client approvals and invoices.

How do I handle a change in animation length?

When an animation changes length after storyboard approval, a human operator must manually record in the brief the new voice-over and render work requirements. You will then update the project tasks, adjust the scheduling milestones, and use conversations to notify the client before issuing an adjusted invoice or proposal.

Does the system automatically update my rendering queue?

Workspace369 includes webhooks and an API from Specialist, so you can connect your render pipeline and map the records it needs. Test the mapping and sync behavior with sample records, and keep a person reviewing timeline changes before project tasks and schedules update. This keeps you in control of studio capacity and billing.

Can clients upload large video files to the portal?

The client portal gives clients their proposals, schedules, project files, messages and invoices. Keep large production assets and raw video in your storage or frame review tools, and reference them from the project record.

Related pages

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.

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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.