Yearly plans: first year for the price of 6 months

CRM for short-term rental managers who win new owners and onboard them.

Short-term rental managers often struggle with managing the business side of property acquisition while handling guest operations. Workspace369 runs the business relationship between the manager and the property owner. By using structured client records and proposals, you can transition a lead into a managed property.

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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

Property onboarding tasks, owner conversations and monthly management invoices then run in one workspace.

Key facts

CRM for short-term rental managers at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.

The workflow runs in 5 steps, from "record owner inquiry" to "issue monthly management 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 short-term rental managers compared

Vacation rental systems lead for managers who run homes for owners: Guesty (Lite from $9 per listing a month plus 1% per reservation; owner portal and statements on Pro by quote), Hostaway (quote by listing count, with an Owner Statements module) and OwnerRez ($88 a month for five properties, owner statements in a paid add-on) handle channels, guest messages and owner reporting. Hospitable and Lodgify suit smaller portfolios. Workspace369 lists no channel manager, guest messaging or owner statements; it fits only pitching and onboarding new owners.

ToolPlan pricedMonthlyBilled yearlyOwner statementsLimitsTrial
GuestyLite, per listingFrom $9 per listing + 1% per reservationSame $9 (no yearly option shown)Pro and Enterprise onlyLite is for 1-3 listings; Pro by quote14 days, card not stated
HostawayQuote by listing countSee siteSee siteDocumented Owner Statements moduleNo public priceNot stated
OwnerRezFive properties$88Not shownProperty Management add-onAdd-ons priced separately14 days, card on file
HospitableHost$29$25.52 a monthMogul only ($99 monthly, $87.12 annual view)Host: max 2 properties, 1 included, $10 each extra14 days, no card
LodgifyBasic, one property$18$14 a monthUltimate ($85 monthly, $68 yearly)Basic is for 1 property only; price grows with properties7 days, no card
Workspace369Cadet$29$23.25 a monthNone1 user, 5 active projects14 days, card required

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.

Administrative challenges in rental management

Owner Data Fragmentation

Property details and owner contact information are frequently scattered across various email threads and text messages. Without a structured client record, managers lose track of specific owner preferences or property access instructions. This leads to administrative errors when drafting management agreements. Storing these details in a dedicated record allows for better organization of the essential facts needed to maintain a professional relationship with the property owner.

Stalled Property Onboarding

New properties often sit empty because utility transfers, deep cleaning, and photography tasks are not tracked systematically. When onboarding lacks a clear project structure, deadlines are missed, and the property remains unlisted for longer than necessary. By creating a specific project for each new rental, managers can assign tasks and monitor progress to track readiness for guests on schedule.

Proposal Delivery Delays

Losing prospective owners is a common risk when management proposals take too long to draft and deliver. If an owner has to wait days for a service agreement, they may choose a competitor who responds faster. Using a structured proposal tool allows managers to quickly outline fee structures and services, providing a professional experience that encourages owners to commit their properties to your management portfolio.

Invoicing and Fee Confusion

Manually tracking management fees and owner disbursements can lead to significant accounting errors and frustrated clients. Without a clear record of invoices, it is difficult to prove the value of your services or ensure timely payment. Generating invoices directly from the client record provides a clear paper trail for both the manager and the owner, reducing disputes and making the monthly financial reconciliation much simpler.

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

Property acquisition and onboarding workflow

01

Record Owner Inquiry

Start by creating a detailed client record for the property owner. This record should include the specific site address, unit count, and any unique property characteristics. Instead of relying on memory, record these details in the brief to ensure every team member has access to the same information. This step establishes the foundation for all future work, ensuring that the property is correctly identified across all management proposals and invoices.

02

Draft Management Proposal

Use the proposal feature to outline your management fee structures, cleaning fees, and maintenance responsibilities. By presenting these terms clearly in a digital proposal, you give the owner a professional document to review, approve and e-sign. This replaces informal email agreements and ensures that both parties have a shared understanding of the management terms. You can also include specific files, such as insurance requirements, to provide a comprehensive overview of the partnership.

03

Initialize Onboarding Project

Once the proposal is accepted, set up a dedicated project to track the property readiness tasks. This project should include tasks for utility setup, smart lock installation, and professional photography. Assigning these tasks to specific team members ensures accountability and provides a clear timeline for when the property will be guest-ready. This structured approach prevents small but critical details from being overlooked during the busy transition period between owners.

04

Schedule Property Inspections

Use the scheduling tool to coordinate final walk-throughs and inspections with the property owner. This allows you to confirm that all onboarding tasks are completed to your standards. By sharing the schedule, you keep the owner informed of your progress without needing constant phone updates. Recording the results of these inspections in the project files provides a historical record of the property condition at the start of your management.

05

Issue Monthly Management Invoices

Generate and send monthly invoices for your management services based on the agreed rates in the initial proposal. This keeps the financial relationship transparent and professional. By linking invoices to the owner's client record, you can easily track payment history and identify any outstanding fees. This systematic invoicing process helps track business cash flow while providing the property owner with clear documentation for their own tax records.

Client operations for short-term rental managers

  • The system must hold the owner's contact details and property address as recorded by the team during the transition from proposal to active project.
  • The proposal must be accessible to the owner via the client portal, allowing them to view terms and communicate questions directly within the conversation thread.
  • The onboarding project must allow for the creation of specific tasks for utility setup and photography, with assigned dates visible in the shared scheduling view.
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 rental management

Does it sync with Airbnb or VRBO?

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.

Can I manage guest check-ins here?

Keep guest check-ins, access codes and guest messaging in your reservation software. Workspace369 organizes turnover and cleaning schedules as projects and tasks for your team and runs the relationship with the property owner, ensuring that the property is ready for guest occupancy.

How do I track owner payments?

You can generate and send invoices for management fees directly from the client record to the property owner. This allows you to maintain a professional billing history. Owners can pay online by card through Stripe, and each payment sits on a clear record of the fees you have charged for your services.

Where do I store property photos?

You can attach and organize property files, including professional photography and floor plans, on the specific project or client record. This ensures that all marketing assets and property documentation are easily accessible to your team during the onboarding process and for future reference in the property's management history.

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.