Per-seat pricing punishes growth
Adding a designer or account manager shouldn't raise every tool's bill. Per-user CRMs get expensive fast for a team of eight.
CRM for small agencies that bill clients, not just track deals.
A small agency needs a CRM that follows the client after the deal: the proposal, the project, the hours and the invoice. Workspace369 keeps all of it on one client record with roles and client-scoped access for the team.
Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See team pricing10 seatson Specialist for $149/month
$10per extra seat from Voyager
Scopedaccess so each person sees their clients
Voyager covers two seats for $74/month and Specialist covers ten seats for $149/month: workspace prices, not per-user prices.
Key facts
CRM for small agencies at Workspace369 covers 10 areas, including client records and companies, shared inbox, SMS and calls (Voyager), proposals with online signing.
The workflow runs in 4 steps, from "share the inbox and the lead list" to "bill hours, retainers and projects".
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 small agencies compared
The best CRM for a small agency depends on which handoff hurts most. Workspace369 fits agencies of 2 to 10 people that want proposals, projects, portal, time tracking and invoices on one record: five people cost $104 a month on Voyager with 3 extra seats at $10. HubSpot fits marketing automation and a deep sales pipeline, with a free CRM for 2 users. Teamwork and Productive fit retainer budgets and resourcing, and Bonsai suits one to four people.
| CRM | Seat price | Cost at 5 seats | Client-work coverage | Main limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 Cadet (1 seat); $74 Voyager (2 seats); $149 Specialist (10 seats) | $104 a month (Voyager plus 3 seats at $10) | Proposals, projects, portal, time, invoices | Cadet: 1 seat, unlimited projects | 14 days, card required |
| HubSpot | Free; Starter $20 per seat (list) | About $100 a month at Starter list price | CRM and deals; invoicing and projects not listed | Free: 2 users, 1,000 contacts | Free CRM, no card |
| Bonsai | $25 Essentials ($19 yearly) | $125 monthly or $95 yearly | Proposals, invoices, portal, time, projects | Per-seat; pipeline on Premium | 7 days, card to continue |
| Teamwork | $9.99 Basics; $24.99 Accelerate (yearly) | About $125 yearly (Accelerate) | Projects, time, invoicing, retainers | CRM is not the core | 14 days, no card |
| Productive | From $10 per user (yearly; $12 monthly) | $50 Essential or $125 Professional (yearly) | Budgets, resourcing, time, invoices | 3 seats minimum; retainer invoicing from Professional | 14 days, no card |
| monday CRM | $12 Basic (yearly) | About $60 yearly (Basic) | Pipeline only | 1,000 contacts on Basic | Free trial |
| Zoho CRM | Free; paid not verified | Free to 3 users | Contacts and deals | 3 users on free | Free edition, no card |
Prices and limits from each vendor's official pricing page, checked October 22, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
Why small agencies struggle with sales CRMs
The deal closes, the context disappears
Sales CRMs stop at closed-won. Delivery moves to a project tool and billing to accounting software, and the account history splits three ways.
Everyone sees everything
Contractors and junior staff often need one client, not the whole client list and every invoice.
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.
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.
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.
04
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
How small agencies run clients in Workspace369
01
Share the inbox and the lead list
From Voyager, a shared inbox, texting and calls keep client conversations on the record. Leads are tracked as tasks with stages and owners.
02
Send proposals the client signs
Build proposals from your service catalog; deposits on acceptance are on every plan, and engagement tracking is included too.
03
Deliver with roles and scoped access
Run projects and tasks with the team, and use client-scoped access so each person sees only the clients they work on.
04
Bill hours, retainers and projects
Turn tracked time or accepted proposals into invoices, run retainers and deposits, and review project profitability on Specialist.
Agency CRM coverage
- Price your actual team size: Specialist includes ten seats at $149/month; extra seats are $10/month.
- Run one client from proposal to paid invoice with two teammates in the trial.
- Check that a contractor with client-scoped access can't see other clients.
Client records and companies
Shared inbox, SMS and calls (Voyager)
Proposals with online signing
Projects and tasks
Time tracking (every plan)
Retainers and deposits
Roles and client-scoped access
Dashboards and reports (every plan)
Project profitability (Specialist)
Webhooks and API (every plan)
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
$74 / month
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat 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
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.
See Workspace369 on your own client work.
Start your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Book a demoHow to compare CRMs for a small agency
What is the best CRM for small agencies?
We put Workspace369 first for small service agencies because the CRM continues into proposals, projects, time and invoices, with ten seats for $149/month on Specialist. If your agency mainly needs a high-volume sales pipeline with forecasting, a sales-first CRM may fit better.
Is Workspace369 priced per user?
No. Prices are per workspace and include seats: Voyager includes 2, Specialist 10, Commander 20 and Enterprise 50. Extra seats cost $10/month from Voyager.
Can I limit what contractors see?
Yes. Roles, permissions and client-scoped access start on Voyager, so a contractor can work only on the clients you assign. Cadet is one seat, so adding a contractor starts on Voyager ($74/mo, 2 seats).
How do we track leads before they sign?
Track each lead as a task linked to the client, with stages, an owner and a due date, so leads and delivery live in the same workspace and nothing waits on one person's inbox.
Which plan suits a five-person agency?
Specialist ($149/month) includes ten seats plus project profitability, expenses and online booking. A two-person team can start on Voyager ($74/month).
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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
