Sales CRMs assume a sales team
Pipelines, seats and forecasting built for sales reps add cost and setup that a one-person service business never uses.
CRM for solopreneurs: one workspace instead of five subscriptions.
When you are the whole company, every extra tool is another login, another bill and another place a client detail can hide. Workspace369 gives a solopreneur one client record for leads, emails, proposals, projects and invoices, with email automations doing the routine follow-up. Cadet costs $29/month for one seat, billed monthly in USD.
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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.
See plans$29/moCadet: one seat, CRM to invoice
3active email automations on Cadet
20%saved with yearly billing
Key facts
CRM for solopreneurs at Workspace369 covers 10 areas, including client records and lead sources, email inbox and templates, scheduled messages.
The workflow runs in 4 steps, from "keep leads and clients in one list" to "get paid without chasing".
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 solopreneurs compared
The best CRM for a solopreneur depends on the work you repeat. Workspace369 fits solopreneurs who want the lead, proposal, project, portal and invoice in one tool, from $29 a month on Cadet (1 seat, unlimited projects). Zoho Bigin has a free plan or $7 a month billed yearly for a low-cost pipeline. HubSpot's free CRM is enough for lead tracking. HoneyBook suits signed, paid bookings. Plutio includes every module for up to 9 active clients.
| CRM | Entry price (monthly) | Billed yearly | Client portal on entry plan | Main entry-plan limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet) | $23.25 a month | Yes | 1 seat, unlimited projects | 14 days, card required |
| HoneyBook | $36 (Starter) | $29 a month (Starter) | Yes | 2 live lead forms, no team members | 30 days, no card |
| Plutio | $19 (Core) | About $16 a month | Yes | 9 active clients, solo | 7 days, no card |
| Zoho Bigin | $9 (Express); free plan | $7 a month | Not listed | Billing via integrations | 15 days, no card |
| HubSpot | Free | Free | Not listed | 2 users, 1,000 contacts | Free plan, no card |
| folk | $30 (Standard) | $24 a month | Not listed | Usage allowances, no billing listed | 2 weeks, 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.
What a solopreneur actually needs from a CRM
Admin eats the billable day
Writing the same follow-up emails, chasing signatures and building invoices by hand takes hours that could be paid work.
Tool costs add up
A CRM, a proposal app, an e-signature tool and invoicing software can each charge monthly for one piece of the same client.
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 a solopreneur runs the business in Workspace369
01
Keep leads and clients in one list
Record every lead with its source and custom fields, match emails to the client automatically and see the whole history in one place.
02
Let automations do the follow-up
Cadet runs up to 3 active email automations, for example a welcome email after a proposal is accepted or a reminder before an invoice is due.
03
Sell and deliver from the same record
Send a proposal the client signs online, then run the work as a project with tasks on a Kanban board.
04
Get paid without chasing
Convert the accepted proposal into an invoice and share a payment link that runs through your own Stripe account.
What the solopreneur CRM includes
- Price the stack you'd replace: CRM, proposals, e-signature and invoicing together.
- Start on Cadet, which includes intake forms and time tracking, and upgrade instantly if you need texting (Voyager).
- Use the 14-day free trial on a real client before you commit.
Client records and lead sources
Email inbox and templates
Scheduled messages
Email automations
Proposals with online signing
Projects and tasks
Invoices and payment links
AI compose and chat
Google Calendar
Claude and ChatGPT access (MCP)
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Cadet
$29 / month
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
14-day free trial. Card required. After the trial: $29/month for Cadet. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Voyager
$74 / month
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
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.
Specialist
$149 / month
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
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.
USD monthly billing. Compare all plans.
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 and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more. 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.
Compare plansChoosing a CRM as a solopreneur
What is the best CRM for solopreneurs?
We put Workspace369 first for service solopreneurs because it combines a CRM with proposals, signing, projects and invoicing for $29/month, so one subscription replaces several. If you sell products rather than services, or only need a contact list, a lighter tool may suit you better.
Is Workspace369 too much for a one-person business?
No. Cadet is built for one seat. You can start with client records and invoices, then add proposals, projects and automations as you need them.
Can I connect Workspace369 to Claude or ChatGPT?
Yes. The Workspace369 MCP server works on every plan, so you can ask Claude, ChatGPT or another MCP client to look up clients, draft follow-ups or summarize work using your workspace data.
What happens if I hire help later?
Upgrade instantly. Voyager includes two seats and Specialist includes ten, and extra seats cost $10/month from Voyager. Client-scoped access limits a helper to the clients you assign.
Is there a free trial?
Yes. Cadet through Commander start with a 14-day free trial. Plans are billed monthly in USD, and yearly billing saves 20%.
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.
