CRM for music producers & audio engineers
Music producers and audio engineers often face administrative chaos when clients alter production assets mid-project. Workspace369 manages client records, proposals, projects, files and invoices for the business side of your studio. Working alongside your digital audio workstation and audio storage, it keeps your studio business aligned when revisions conflict with your initial project scope, ensuring that every asset change is documented clearly.
Key facts
CRM for music producers & audio engineers at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "scoping with proposals" to "issuing invoices for mastering".
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
Mixing clients frequently send new stems after a revision is already approved, creating confusion about which audio files belong to the active project. Without clear file organization and explicit client records, engineers waste studio hours mixing outdated tracks. Administrative tracking breaks down when files are scattered across emails, forcing producers to manually verify asset versions before opening their digital audio workstation sessions.
Mastering is a separate technical service, but clients often assume it is included in the mixing phase. When audio engineers fail to issue distinct proposals and invoices, boundaries blur. Tracking tasks and projects separately ensures that mastering work is not executed under a mixing agreement, protecting the studio from uncompensated labor and unrecorded project scope expansions.
Producers lose track of production notes when feedback arrives via text, email, and social media. When conversations are not tied to specific client records or projects, critical mixing instructions get overlooked. This lack of organized administrative tracking leads to incorrect revisions, forcing engineers to repeat technical work due to missing or buried communication histories.
Audio engineers often delay sending invoices because they are focused on creative production. When scheduling studio time is disconnected from billing, sessions occur without upfront deposits or final payments. Tracking proposals, scheduling, and invoices within one workflow ensures that engineering fees are clearly documented and requested before final audio masters are delivered to the client.
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 workflow begins when an audio engineer creates detailed proposals outlining the exact number of tracks, revisions, and whether mastering is included. A human operator reviews the proposal details to confirm that mixing and mastering are listed as distinct services before sending the document to the client. This initial step establishes clear service boundaries before any audio tracking or mixing begins in the studio.
Once a proposal is accepted, the operator creates a new project linked to the client records. The operator manually enters the session parameters, track counts, and revision limits directly into the project brief. This project record serves as the reference point for all subsequent tasks, ensuring that the engineering team knows exactly what parameters were agreed upon before opening any DAW sessions.
When a client sends new stems after approving a revision, the operator uploads these files to the project (file attachments and versioning start on Specialist) and records the change in the project brief. The operator updates the relevant tasks to reflect that a new audio asset version has arrived. This ensures that the mixing engineer is manually alerted to use the updated stems rather than the older files.
The operator coordinates review sessions by linking scheduling links to the ongoing conversations. When feedback is received, the operator transcribes the specific notes into the project tasks. This keeps all client conversations tied directly to the project timeline, preventing technical mix notes from being lost across disconnected communication channels or external personal messaging applications.
If the client requests mastering as a separate service after the mixing phase is complete, the operator generates a new invoice or proposal specifically for mastering. The operator verifies that the mixing project tasks are marked complete before initiating the mastering project. Final invoices are issued and tracked, ensuring all billing is settled before project closure.
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 DAW sessions and working audio storage in your studio setup. Workspace369 runs the business around them: client records, proposals, projects, stem and reference files, session schedules and invoices.
Yes. You can manage mixing and mastering by creating separate proposals, projects, tasks, and invoices for each service. This prevents scope creep and ensures that when a client requests mastering, it is tracked as an independent project with its own distinct billing records.
When new stems arrive after a revision is approved, a human operator should upload the files, update the project tasks, and record the adjustment in the project brief. This ensures the mixing engineer is aware of the asset change before proceeding with studio work.
Yes. Share final masters through the client portal or a file share link, alongside proposals, schedules and invoices. Keep high-resolution streaming and mastering-specific delivery in your audio storage tools.
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.
