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 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; 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
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. One star off only because 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 a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.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.
