Solutions by goal
Agencies, consultants, and service businesses come to Workspace369 with the same six problems. Every one of them traces back to the work, the conversation, and the money living in different tools.
Sound familiar?
I send the invoice, then spend three weeks chasing the payment.
Invoices go out with payment links and payment plans built in, and the follow-up cadence runs itself — a reminder one day after the due date, another at three, a firmer note at ten. Payment status lands on the client record.
The client said 'call me' — and nobody on the team knows what was promised.
Every call, text, email, and voicemail lands on the same client timeline, with AI summaries. Anyone can open the record and know exactly where the account stands.
I retype the same client details into my CRM, my project tool, and my invoicing app.
One record carries the client, the requests, the projects, the files, and the invoices. Add it once — it is everywhere it needs to be, with the full history attached.
I have no idea which clients owe me money right now.
Receivables show open, due, and overdue by client with AR aging — next to the work that created the invoice, not in a spreadsheet you rebuild every month.
The proposal went out Friday. It's Wednesday and I don't know if they opened it.
Proposals go out as live links the client approves online. You see the status without sending a single 'just bumping this up' email.
Moving to new software means losing five years of client history.
CSV import with AI mapping reads any export, proposes the field mapping, and lets you review everything before anything is written. Most teams bring the full history over in an afternoon.
The consolidation
The scattered stack
Five tools. Five versions of the truth.
The proposal goes out as a live link, priced from the record.
The client approves online — no PDF ping-pong.
The project spins up with boards, tasks, and files attached.
The invoice collects online and the record updates itself.
Built for client-work businesses like yours
What users say
★★★★★
Bounced 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.
App Store review★★★★★
Rolled it out to our eight-person team and adoption was painless — intuitive and polished.
App Store review★★★★★
Was juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week.
App Store reviewThe operating system
CRM records, shared inbox, SMS, Workspace Voice, client portal, and files — every relationship with its full history attached.
Explore the features →Projects with boards and Gantt views, proposals, invoices, payment plans, expenses, and accounting — delivery and billing in one loop.
See how billing works →Workflow automations, AI summaries and writing, and full workspace control through MCP — from Claude, ChatGPT, Grok, or any MCP client.
Read about Workspace369 MCP →FAQ
Workspace369 is a client-work operating system: CRM, projects, shared inbox, SMS and voice, proposals, invoices, payments, AI, workflow automations, accounting, and reporting in one workspace. It is built for agencies, consultants, and service businesses that currently run client work across a stack of disconnected tools.
Invoices go out with online payment built in — payment links, payment plans, deposits, and retainers — and automated follow-up reminds clients on a schedule you set. Payment status lands on the invoice and the client record, so nothing ages quietly.
Yes. CSV import with AI mapping reads any export — clients, invoices, products, projects, expenses — proposes the field mapping, and lets you review everything before anything is written. Most teams bring their full client history over in an afternoon.
Flat plans, not per-seat pricing: Cadet is $29/month for one seat, Voyager $74/month for two seats, Specialist $149/month for five seats, and Commander $299/month for ten seats. Every module is included in every plan, and annual billing lowers each plan further.
Workspace369 connects Gmail, Microsoft 365, Google Calendar, and Stripe, and offers webhooks, API workflows, and MCP for AI clients. SMS, calling, and transactional email are provisioned for you — there is nothing to set up on Twilio or SendGrid.
Stitched stacks lose context at every handoff: the proposal in one app, the project in another, the invoice in a third. In Workspace369 the client record carries all of it — the request, the proposal, the project, the conversation, the invoice, and the payment — so anyone on the team can understand an account without asking around.
Explore other solutions
Agencies, consultants, interior designers, photographers, cleaning services, tutors, salons, and more.
Explore →CRM, projects, inbox, invoices, payments, AI, automations, accounting, and reporting.
Explore →Gmail, Microsoft 365, Google Calendar, Stripe, CSV import, webhooks, API, and Workspace369 MCP.
Explore →Flat plans from $29/month with every module included — compare plans and find your fit.
Explore →Start free and see the whole client lifecycle in one workspace.