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.
Funnel builder with CRM
A funnel builder with the CRM, proposals and invoices behind it.
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. Every plan includes funnels: 1 live funnel on Cadet, 3 on Voyager and 10 on Specialist, with unlimited drafts.
22block 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
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 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
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.
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 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, billed from your AI tokens.
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.
Product coverage
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
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
How 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 and 25 on Commander and 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 and 5,000 on Commander and 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.
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.
