Leads stop at the form
A standalone funnel tool collects an email address and hands it to another app, where follow-up depends on an integration working.
A funnel builder with the CRM, proposals and invoices behind it.
For a service business that wants each funnel lead to land where it sends the proposal, Workspace369 includes funnels on every plan (1 live funnel on Cadet, 3 on Voyager and 10 on Specialist), and each lead becomes a client record with the proposal, follow-up automations and invoice. Dedicated funnel builders go further on page design; Workspace369 keeps the lead, the sale and the billing in one place.
A funnel that ends in a spreadsheet is half a funnel. Workspace369 funnels capture each lead into the same workspace where you reply, send the proposal and invoice the work. Build with a mobile-first block editor, publish to a hosted page, watch conversion and drop-off, and follow up with email and SMS flows.
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.
See plans22block types plus pre-made sections and templates
1 / 3 / 10live funnels on Cadet, Voyager and Specialist
Into CRMevery lead lands in your Requests and client records
Every plan includes funnels: 1 live funnel on Cadet, 3 on Voyager and 10 on Specialist, with unlimited drafts.
Key facts
Funnel builder with CRM at Workspace369 covers 10 areas, including block funnel builder, starter templates and sections, hosted public funnels.
The workflow runs in 4 steps, from "build on mobile-first blocks" to "measure and improve".
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.
Where separate funnel tools fall short
You pay for a stack
Funnel builder, CRM, email tool, proposal app and invoicing can mean five subscriptions for one client journey.
You can't see what converts
Without step drop-off and source tracking, you guess which page or campaign is losing people.
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 funnels work in Workspace369
01
Build on mobile-first blocks
Start from a template or pre-made sections and edit with 22 block types. AI can create, edit and translate a funnel, drawing on your plan's monthly usage.
02
Publish to a hosted page
Publish to a hosted public URL with social previews, an SEO toggle and a QR code for sharing.
03
Capture leads into the CRM
Sign-ups land in Requests under the funnel's filter and can convert to clients automatically, then email and SMS follow-up flows take over.
04
Measure and improve
See visitors, leads, conversion rate, step drop-off and device split per funnel. Voyager adds answer-based logic, A/B testing, partial capture, double opt-in and UTM tracking.
Funnel builder coverage
- Follow one test lead from the funnel to a signed proposal and a paid invoice.
- Count live funnels, not drafts: Cadet includes 1, Voyager 3 and Specialist 10; each extra live funnel is $10 to $12 a month.
- Check monthly lead limits: 100 on Cadet, 500 on Voyager and 2,000 on Specialist.
Block funnel builder
Starter templates and sections
Hosted public funnels
Lead capture into CRM
Funnel analytics
Email and SMS follow-up flows
A/B testing and logic (Voyager)
UTM tracking (Voyager)
Branding removal (Specialist)
AI funnel generation
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 plansHow to pick a funnel builder for a service business
What is a funnel builder with CRM?
A funnel builder with CRM lets you create landing pages and sign-up flows and stores every lead in the same system where you manage clients. In Workspace369 a funnel lead becomes a request you can convert into a client, then send a proposal and invoice from that record.
How many funnels can I publish?
Live funnels at once: 1 on Cadet, 3 on Voyager, 10 on Specialist, 25 on Commander and 50 on Enterprise. Drafts are unlimited. Each additional live funnel costs $12/month on Cadet and Voyager or $10/month on Specialist and up.
How many leads can funnels capture?
Across all funnels: 100 leads a month on Cadet, 500 on Voyager, 2,000 on Specialist, 5,000 on Commander and 12,000 on Enterprise.
Can I A/B test a funnel?
Yes, from Voyager. Advanced funnel tools add answer-based logic rules, A/B testing, pro blocks, partial capture, double opt-in and UTM tracking.
Can I remove Workspace369 branding?
Branding removal, dynamic headlines, URL personalization and multi-recipient lead alerts start at Specialist.
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.
