Yearly plans: first year for the price of 6 months

CRM for social media marketing agencies, from onboarding to campaign approval.

When a social campaign requires a last-minute creative change and the primary account manager is unavailable, the agency needs a clear record of previous conversations and files. Workspace369 provides a central location for client records, project tasks, and scheduling to keep campaigns moving.

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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.

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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

This allows team members to step in, review project history, and coordinate with clients through a portal without searching through disparate email chains or personal folders. By keeping client records, files and conversations in one place, the agency keeps campaigns running even during unexpected staff absences.

Key facts

CRM for social media marketing agencies at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.

The workflow runs in 5 steps, from "client onboarding" to "invoicing and closure".

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 social media marketing agencies compared

Workspace369 fits agencies of 1 to 15 that sell monthly content retainers: retainers, timesheets and time-to-invoice are on every plan from $29 a month on Cadet (1 seat). It does not schedule posts or proof images, so pair it with a scheduler such as Planable. HighLevel ($97 a month) suits agencies that want social planning and messaging in one platform.

ToolEntry priceFive-person priceRetainers and time on entry planMain limitTrial
Workspace369$29 (Cadet, 1 seat); $23.25 billed yearly$104 a month (Voyager plus 3 seats)Yes, bothNo post scheduling or proofing14 days, card required
HighLevel$97 (Starter)$97 (unlimited users)Not listed3 sub-accounts; usage charges14 days, card required
ClickUp$0 (Free); $9 per user (Core, billed yearly)$85 (Business, billed yearly)Time tracking on every plan; no retainersNo invoicing or portal listedFree plan
Moxie$12 (Starter)$40 (Teams, up to five members)Time yes; retainers not namedNo approvals named14 days, no card
Productive$10 per user (Essential, billed yearly)$50 (Essential, billed yearly)Time yes; invoices on all plans, retainer invoicing from ProfessionalDeals CRM; no portal listed14 days, no card
HubSpot CRM$0 (free tools)$100 (Starter at list price)Not listed2 users on free toolsFree tools, no card

Prices and limits from each vendor's official pricing page, checked October 17, 2026 (Productive re-checked October 19, 2026) (ClickUp re-checked October 23), in USD. Prices change, so confirm before you buy. Read the full buyer's guide.

Operational challenges in social media management

Lost Creative Assets

Creative files often get buried in email threads or chat apps. Workspace369 stores files within the specific client record or project task (file attachments and versioning are included on every plan), making it easier for the team to locate graphics or videos during urgent revisions. This helps reduce the risk of using outdated assets when the lead designer is unavailable. Team members can quickly verify which file version is the most recent by checking the attachments directly linked to the active campaign task, ensuring that the correct creative asset is always used for publishing.

Approval Bottlenecks

Waiting for client feedback via email delays social post scheduling. By using the client portal for conversations and file reviews, agencies can record client decisions directly against the relevant project task. This helps avoid delays for time-sensitive posts when team members manually document approvals within the project record. The portal provides a clear history of client feedback, allowing any available account manager to see exactly what changes were requested and when the final approval was granted.

Disorganized Client History

Without organized client records, new team members may struggle to see past proposals or invoices. Workspace369 allows users to link conversations and invoices to the client profile, providing context to handle account inquiries when the lead manager is out. This continuity helps teams understand the recorded financial history of each social media account. Having access to past billing details and signed proposals ensures that client questions about project scope or costs can be answered accurately without delay.

Scheduling Conflicts

Managing multiple campaign timelines without a shared calendar can lead to overlapping launch dates. The scheduling feature helps agencies map out project tasks and deadlines, making timelines visible across the social media marketing team. This visibility helps managers allocate work and monitor client campaigns during peak periods.

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

Managing the social campaign lifecycle

01

Client Onboarding

Create a client record and send the initial proposal for approval. Record the specific brand guidelines in the brief so that team members can reference the client's visual identity and tone of voice requirements. This foundational step helps the team access the recorded brand rules during the engagement.

02

Campaign Project Setup

Initialize a new project for the social campaign. Assign tasks for content creation, copywriting, and scheduling, allowing team members to see their specific responsibilities and deadlines. This structure helps the agency track progress across multiple simultaneous campaigns.

03

Creative Asset Management

Upload draft graphics and videos to the project files section. Use the conversations feature to discuss internal revisions before presenting the final creative to the client for their review through the portal. Keeping these discussions within the project record helps preserve the recorded reasoning behind creative choices for future reference.

04

Client Review and Feedback

Direct the client to the portal to view files and record their feedback. This gathers change requests in one place, making it easier for a backup manager to understand what needs adjustment if the lead is away. The portal allows clients to submit sign-offs, reducing the risk of disputes over final creative versions.

05

Invoicing and Closure

Once the campaign tasks are complete, convert the agreed proposal into an invoice. File the final campaign report in the client record for future reference. This closes the campaign cycle, helping the agency issue accurate billing for the work delivered and maintain organized project records.

Client operations for social media marketing agencies

  • A team member not assigned to the project must be able to locate the latest creative file and client feedback quickly using only the client record and project task history.
  • The client must be able to log into the portal, view a specific task, and leave a comment that is immediately visible to the agency team for review and action.
  • Invoices and proposals associated with a specific social media campaign must be linked to the primary client record, allowing the team to review the financial history of the project.
Client records
Proposals
Projects and tasks
Files
Conversations
Scheduling
Invoices
Client portal
Workflow Automations

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.
Small-team essentials

Voyager

$74 / month

Founding offer: $444 for your first year, billed yearly

2 seats included

Start Voyager trial

14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Most agencies

Specialist

$149 / month

Founding offer: $894 for your first year, billed yearly

10 seats included

Start Specialist trial

14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Larger operations

Commander

$299 / month

Founding offer: $1,794 for your first year, billed yearly

20 seats included

Start Commander trial

14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Founding member offer on yearly plans: your first year costs the same as 6 months, for the first 100 customers who join by Oct 31. 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.

★ 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 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 Book a demo

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.

Validation criteria for agency operations

Where does Instagram posting fit?

Keep post scheduling and engagement metrics in your social media management tool. Workspace369 runs the client side around it: campaign projects, files, portal approvals, client messages and invoices.

Can clients upload files?

Yes, the client portal allows clients to upload creative assets and brand assets directly to their records. This helps the agency access files without relying solely on external file-sharing links that might expire or require separate login credentials.

How do we handle last-minute changes?

If a campaign needs a last-minute creative approval while a manager is away, any team member can check the conversations and tasks. They can see the current status, review the file, and message the client through the portal to finalize the approval.

Can I track project budgets?

Yes. Proposals and invoices track what each project is worth, time tracking turns billable hours into invoices on every plan, and project profitability reports start on Specialist. For detailed resource planning, agencies also compare Productive, which focuses on project financial management.

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.

Start free trialRequest a demo

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.