Sales stops when delivery starts
When you are deep in client work, leads go unanswered. When the project ends, the pipeline is empty and the cycle starts over.
Best all-in-one software for freelancers: CRM, proposals, and invoices.
Workspace369 is all-in-one software for freelancers (CRM, proposals and invoices), keeping client records, proposals, signed approvals, projects and invoices in one workspace. Cadet starts at $29/month in USD for one seat.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Clientsrecords, proposals and signed approvals
Deliveryprojects, tasks and shared files
Billinginvoices and client payment links
Billable time tracking is on every plan; choose Specialist for expenses and online booking, so your plan matches how you sell and deliver client work.
Key facts
Freelance business software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 4 steps, from "keep the client conversation together" to "review and send the invoice".
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.
Freelance business software compared
The best all-in-one software for freelancers (CRM, proposals and invoices) depends on how you sell. Workspace369 fits freelancers who want the client record, proposals, portal and invoices together from $29 a month; HoneyBook and Dubsado suit creative studios built on contracts and forms, and Moxie or HubSpot's free CRM suit a leaner start.
| Tool | Entry price (monthly) | Billed yearly | Client portal on entry plan | Main entry-plan limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet) | $23.25 a month | Yes | 5 active projects, 1 seat | 14 days, card required |
| HoneyBook | $36 (Starter) | $29 a month (Starter) | Yes | 2 live lead forms, no team members | 30 days, no card |
| Dubsado | $35 (Starter) | $335 a year (Starter) | Yes | 1 lead form, no public proposals | 21 days, no card |
| Plutio | $19 (Core) | $15.83 a month ($190 a year) | Yes | 9 active clients, solo | 7 days, no card |
| Moxie | $12 (Starter) | $10 a month | No (Pro and up) | No portal or automations | 14 days, no card |
| Bonsai | $25 (Essentials; Basic has no invoicing or portal) | $19 a month | Yes | Integrations need Premium | 7 days, card to continue |
| HubSpot | Free | Free | No | 2 users, 1,000 contacts | Free plan, 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 CRM for freelancers comparison.
What breaks inside a freelance business
Every client lives in a different tool
Proposals in one app, tasks in another, invoices in a third, files in email. Nothing connects, so every status question means hunting.
Invoices wait until you remember
Billing depends on memory, expenses live in a shoebox, and tax season means reconstructing a year of business from bank statements.
See the workspace your clients feel.
01
Review the work, then invoice
Prepare the client invoice with line items, payment terms and the agreed amount. Review it before sending and track its payment status.
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
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
How Workspace369 runs a freelance business
01
Keep the client conversation together
Record the inquiry, contact details and agreed next step beside the client. Cadet includes email tools; shared inbox features, calls and texts start at Voyager.
02
Send proposals in minutes
Proposals and quotes go out from the client record, and follow-up automations keep warm leads moving while you work.
03
Run client work as projects
Tasks, files, and notes stay attached to the client, and the client portal answers status questions before they are asked.
04
Review and send the invoice
Prepare the invoice from the agreed work, review its amount and payment terms, then share the payment link. Track payment status and follow up on outstanding balances. Expense tracking starts at Specialist.
Freelance business coverage
- Start with one client: record the scope, send a proposal for approval, deliver the project and review the invoice before sending.
- Cadet covers core client work; time tracking is included on every plan, and expenses and online booking start at Specialist.
- Keep your existing specialist tools where needed and compare the complete workflow before switching.
Client records
Shared inbox
SMS and voice
Requests and intake
Proposals and quotes
Projects and tasks
Client portal
Invoices and payments
Expenses
Reporting
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
Founding offer: $174 for your first year, billed yearly
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
Founding offer: $444 for your first year, billed yearly
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
Founding offer: $894 for your first year, billed yearly
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.
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.
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 Compare plans
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Questions about freelance business software
What is the best business software for a freelancer?
Workspace369, HoneyBook, Dubsado or Moxie, depending on how you sell. For inquiry to paid invoice in one tool with a client portal, Workspace369 covers CRM, proposals with signing, projects, the portal, time tracking and invoices from Cadet at $29 a month. HoneyBook (Starter $29 a month billed yearly) fits creative bookings with signed contracts, Dubsado ($335 a year Starter) fits detailed onboarding workflows, and Moxie ($12 a month) is the cheapest start if you don't need a portal. Prices checked on official pricing pages on October 22, 2026.
Which Workspace369 plan should a solo freelancer choose?
Cadet costs $29/month in USD for one seat and includes client records, proposals, proposal signing, deposits on proposal acceptance, projects, tasks and invoices. Voyager costs $74/month for two seats and adds the shared inbox, SMS and calls; time tracking, timesheets and time-to-invoice come with every plan. Specialist costs $149/month for ten seats and adds expense tracking and online booking. These are workspace prices billed monthly, not per-seat prices.
Is Workspace369 a HoneyBook, Dubsado or Bonsai alternative for freelancers?
Yes. Compare Workspace369 when you want client records, proposals, signed approvals, project tasks and invoices in one workspace. Test your own proposal, billing and client-sharing flow before moving. Compare plan limits and export options; do not assume existing automations, signed agreements or payment credentials transfer automatically.
Can I share proposals, invoices and files with clients?
Clients can review, accept and sign proposals, view and pay invoices, and open shared files through public links on every plan. Invoice payment links do not require a client account. These individual links are different from a client portal that brings several records together; review the access you want a client to have before sharing.
Does Workspace369 find freelance clients for me?
No. Workspace369 is not a freelance marketplace. It organizes inquiries and relationships you bring in, then connects proposals, delivery and billing to those clients.
Can a freelancer keep using Workspace369 when hiring help?
Yes. Cadet includes one seat, Voyager includes two and Specialist includes ten. You can keep the client-work process as your team grows and use client-scoped access to limit team members to assigned clients. Review the current pricing matrix for larger plans and additional-seat options.
What is the best all-in-one software for freelancers (CRM, proposals and invoices)?
The best all-in-one software for freelancers is Workspace369 if you want the CRM, proposals and invoices in one tool, and HoneyBook or Dubsado if your work runs on creative contracts and detailed onboarding forms. Workspace369 covers the client record, proposals with signing, projects, the client portal, time tracking and invoices from Cadet at $29 a month for one seat.
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.
