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
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.
$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 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
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.
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 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.
Product coverage
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)
Plans for freelancers
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
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding 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.
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 and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more.FAQ
Choosing 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. Every plan has a 14-day free trial. Plans are billed monthly in USD, and yearly billing saves 20%.
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.
