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
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. Voyager covers two seats for $74/month and Specialist covers ten seats for $149/month: workspace prices, not per-user prices.
10 seatson Specialist for $149/month
$10per extra seat from Voyager
Scopedaccess so each person sees their clients
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 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
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.
The product
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, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
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.
Workflow
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 payment schedules, and review project profitability on Specialist.
Product coverage
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 payment schedules
Roles and client-scoped access
Dashboards and reports (every plan)
Project profitability (Specialist)
Webhooks and API (Specialist)
Team pricing
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
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Start Voyager trialSpecialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Start Specialist trialCommander
Regular price$299$149.50 / month
Founding price for your first 12 months
20 seats included
Start Commander trialFounding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Switch & Save
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
After signup, claim free setup in your workspace.
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
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.
Get started
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.FAQ
How 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 are on every plan, so a contractor can work only on the clients you assign.
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, online booking and webhooks and API integrations. A two-person team can start on Voyager ($74/month).
Ready when you are
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.
