Yearly plans: first year for the price of 6 months

CRM for Shopify and e-commerce developers, from storefront brief to invoice.

E-commerce developers face specific scope challenges when managing storefront redesigns. Workspace369 combines client records, proposals, projects and invoices in one place, with webhooks and an API from Specialist for connecting store data.

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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

Checkout code testing stays in your development tools, while developers use Workspace369 to document merchant constraints, schedule milestone reviews, and track task execution to prevent uncompensated scope expansion during platform upgrades.

Key facts

CRM for shopify / e-commerce developers at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.

The workflow runs in 5 steps, from "documenting merchant platform details" to "scheduling reviews and issuing invoices".

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 Shopify developers compared

Workspace369 fits Shopify freelancers and small shops that sell store builds plus monthly support retainers: proposals, contracts, retainers, recurring invoices, intake forms, time tracking and a client portal on every plan from $29 a month for one user ($23.25 billed yearly). It names no Shopify integration, and change orders start at Specialist. Bonsai costs less for one person, and Productive and Teamwork.com suit teams that budget retainers by hours.

ToolPlan pricedMonthlyBilled yearlyRetainer billing at that planSeats and limitsTrial
Workspace369Cadet$29$23.25 a monthYes (retainers, recurring invoices)1 seat, 5 active projects14 days, card required
BonsaiEssentials$25 per user$19 per user a monthYes (retainer invoices)Per user; Elite has a 3-user minimum7 days, card to continue
MoxiePro (portal, requests, API)$25$20 a monthNot named on pageTeams ($40, $32 yearly) covers up to 5 team members14 days, no card
ProductiveProfessional (retainers)$29 per user$25 per user a monthYes (recurring budgets, retainer invoicing)3-seat minimum14 days, no card
Teamwork.comAccelerate (retainers, invoices)$29.99 per user a month$24.99 per user a monthYes (time budgets and retainers)Per user; free plan max 5 users14 days, no card
HubSpotStarter (list)$20 per seatNot shownNot listed on pageFree tools: up to 2 usersNone stated for Starter

Prices and limits from each vendor's official pricing page, checked October 19, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.

Common Challenges in E-commerce Storefront Development

Undocumented Platform Plan Constraints

Merchant clients frequently request advanced checkout customizations during a storefront redesign without realizing their current Shopify plan restricts specific checkout modifications. When developers do not document these platform limitations within client records or initial proposals, the project stalls. A person must manually verify the merchant's subscription tier and record in the brief whether the requested layout is supported before writing any custom storefront code.

Scattered Storefront Design Files

Storefront assets, theme mockups, and layout feedback often end up scattered across various external chat channels. Without a structured repository for files and conversations, developers write code based on outdated layout assets. This lack of organization forces managers to search through multiple message histories to find the final merchant design approvals, leading to development delays and accidental rollbacks of custom storefront adjustments.

Untracked Storefront Revision Tasks

When a storefront redesign gains a checkout requirement that depends on the merchant's platform plan, development tasks multiply rapidly. If these new requirements are not broken down into explicit tasks assigned within a clear project, developers miss critical API dependencies. Administrative staff must manually create individual tasks for plan validation to ensure no developer attempts unsupported code modifications.

Delayed Milestone Invoice Processing

E-commerce development projects often stall financially when invoices are not tied directly to completed storefront milestones. If a project suffers from delayed administrative tracking, developers continue working on storefront code while the initial setup invoices remain unpaid. Teams need a clear way to issue invoices based on recorded project phases and verify receipt before proceeding to the next deployment step.

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

Step-by-Step E-commerce Project Workflow

01

Documenting Merchant Platform Details

The workflow begins when a team member creates new client records for the merchant. A person must manually record in the brief the merchant's current platform plan, API access limitations, and existing theme details. This ensures that all developers reference the same technical constraints before proposing any custom checkout modifications or layout changes during the upcoming storefront redesign project.

02

Issuing the Storefront Redesign Proposal

Next, the account manager generates detailed Proposals outlining the storefront scope, specific platform plan requirements, and payment terms. This document explicitly states that checkout modifications depend on the merchant's platform plan. A human must send the proposal to the merchant and track their response to ensure all technical dependencies are acknowledged before any development work is scheduled.

03

Structuring the Development Project

Once the merchant accepts the proposal, an administrator sets up a new project containing explicit phases for design, development, and checkout validation. The administrator must manually create tasks for each storefront component, such as cart layouts and navigation menus. These tasks provide clear boundaries for the development team, preventing unauthorized code changes that exceed the initial project scope.

04

Managing Files and Conversations

During the active development phase, all theme files, layout mockups, and merchant conversations are kept together. When a storefront redesign gains a checkout requirement that depends on the merchant's platform plan, a person must upload the updated plan documentation to the files section. The team handles all clarifying conversations here to keep the technical adjustments aligned with the merchant's subscription.

05

Scheduling Reviews and Issuing Invoices

The final phase involves using scheduling to set up storefront review sessions with the merchant. After a human verifies the completed tasks during the review, the administrator issues milestone invoices directly through the platform. The merchant can access these invoices and shared project files via the client portal, ensuring full visibility into the status of their e-commerce storefront redesign.

Client operations for shopify / e-commerce developers

  • A human operator can successfully verify that the merchant's platform plan and checkout constraints are manually written into the client records section prior to project kickoff.
  • The project tasks list contains a specific, manual entry requiring a developer to check the checkout requirements against the merchant's actual subscription tier before deployment.
  • Milestone invoices can be manually generated and linked to specific storefront project phases, then verified as visible within the merchant's client portal during an evaluation exercise.
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.
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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.

Evaluation Criteria for E-commerce Storefront Projects

Does Workspace369 automatically sync with my Shopify partner account?

Workspace369 connects to other systems through webhooks and its API from Specialist. Map the events and fields you need, set permissions and test failure handling with sample records before you rely on the sync.

How do we handle a storefront redesign that gains unexpected checkout requirements?

When a storefront redesign gains a checkout requirement that depends on the merchant's platform plan, a person must manually update the project tasks. You should create a specific task to verify the merchant's plan eligibility and upload the relevant API documentation to the files section, ensuring the team discusses changes within the platform conversations.

Can merchants review storefront layout mockups inside the client portal?

Yes, merchants can log into the client portal to view uploaded layout files, track project progress and reply in conversations. The portal also holds schedules and invoices, and live code previews stay in your development store.

Can we use this software to track developer hours and resource capacity?

Yes for hours: time tracking, timers and timesheets are included on every plan and turn billable time into invoices, and project profitability reports start on Specialist. For resource forecasting across a large team, agencies also compare Productive.

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.