Campaign work loses client history
The brief, approvals, messages, files, invoices, payment status, and previous campaign notes should travel with the project.
Marketing agency project management software
Marketing agency project management software with client context built in.
Marketing work does not end at tasks. Workspace369 keeps campaigns, client records, briefs, files, communication, proposals, invoices, payments, AI notes, and reporting in the same operating workspace.
Campaignsclient work connected to delivery status
Inboxemail, SMS, voice, and follow-up in context
Revenueproposals, invoices, retainers, and payments
Key facts
Marketing agency project management software at Workspace369 covers 10 areas, including agency CRM, campaign records, requests and briefs.
The workflow runs in 4 steps, from "capture the brief" to "bill and report".
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
Why marketing project tools feel incomplete
Reporting becomes another disconnected workflow
Client reporting is harder when delivery status, billing, communication, and follow-up live outside the project record.
Retainers need operational visibility
Marketing agencies need to see ongoing work, open tasks, client activity, invoices, and payment status without rebuilding reports.
The product
See the workspace your clients feel.
01
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.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How Workspace369 supports marketing agency delivery
01
Capture the brief
Use CRM, requests, forms, notes, files, custom fields, and source details to capture what the client actually needs.
02
Plan the campaign
Turn the brief into projects, tasks, subtasks, calendars, reminders, files, team assignments, and approval workflows.
03
Communicate clearly
Keep shared inbox, SMS, voice, voicemail, templates, AI rewrite, translate, and summaries attached to the client.
04
Bill and report
Connect proposals, invoices, retainers, payment plans, expenses, dashboards, reporting, and follow-up to the same record.
Product coverage
Marketing agency workflow coverage
- It connects project delivery to CRM, communication, approvals, billing, and reporting.
- It supports retainer-heavy teams that need client and finance context beside the work.
- It gives marketing agency buyers a clearer alternative to task boards plus spreadsheets.
Agency CRM
Campaign records
Requests and briefs
Projects and tasks
Calendar
Client files
Shared inbox
Proposals
Retainers and invoices
Reports and dashboards
Team pricing
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Start Voyager trialSpecialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Start Specialist trialCommander
Regular price$299$149.50 / month
Founding price for your first 12 months
20 seats included
Start Commander trialFounding 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. Prefer a guided walkthrough first? Book a demo.
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.
Selected App Store reviews
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.
Get started
See Workspace369 on your own client work.
Start your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo.FAQ
Why Workspace369 fits marketing agency operations
What should marketing agency project management software include?
It should include client records, briefs, projects, tasks, calendars, files, approvals, inbox communication, proposals, invoices, payments, AI assistance, and reporting.
Can Workspace369 support retainer-based marketing work?
Yes. Workspace369 supports client records, projects, recurring work, retainers, invoices, payment plans, files, communication, AI, automations, and reporting.
How is Workspace369 different from a basic task board?
Workspace369 connects marketing delivery to CRM, inbox, SMS, voice, files, proposals, invoices, payments, AI, automations, and reports.
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.
