Requests die in inboxes
A client emails, another calls, a third texts. Whoever answers owns it — until they are busy, and then nobody owns it. There is no shared queue, no status, no follow-up.
MSP software
MSP software for requests, client work, and retainer billing.
Requests arrive from everywhere — email, calls, SMS, the portal — and die in inboxes. Workspace369 attaches every request to the client record, routes it into projects and tasks, and bills the retainer on schedule, with the client watching along in their portal.
Inboxemail, SMS, calls, and voicemail with AI summaries
Requestsintake, owners, status, and client visibility
Retainersrecurring invoices, payment plans, and reporting
Key facts
MSP software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 4 steps, from "catch every request in one inbox" to "bill retainers on schedule".
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
What breaks inside an MSP operation
Recurring work is invisible until it is late
Patch reviews, maintenance windows, and monthly check-ins live in memory and old threads. Clients notice before the team does.
The retainer bill never matches the agreement
Scope shifts month to month, but the invoice is rebuilt by hand from the contract, last month's version, and somebody's notes.
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 runs an MSP practice
01
Catch every request in one inbox
Email, SMS, calls, and voicemail land beside the client record with AI summaries, so any team member can pick up with full context.
02
Turn requests into owned work
Structured intake and projects give every request an owner, a status, and a due date — visible to the team and, through the client portal, to the client.
03
Keep recurring work on rails
Recurring tasks and workflow automations carry maintenance cycles, reviews, and reminders, so nothing recurring depends on memory.
04
Bill retainers on schedule
Recurring invoices and payment plans bill retainers automatically, reminders handle follow-up, and reporting shows revenue, workload, and client value.
Product coverage
MSP coverage
- It connects requests to owned work: shared inbox, structured intake, projects, and client-visible status in one record.
- Recurring tasks and automations keep maintenance cycles and client reminders on schedule without manual follow-up.
- Retainer billing with recurring invoices, payment plans, and reporting makes monthly revenue predictable.
Client records
Shared inbox
SMS and voice
Requests and intake
Projects and tasks
Client portal
Scheduling
Recurring invoices
Payment plans
Reporting
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 MSP searches
What is MSP software?
MSP software helps managed service providers run client work: requests, communication, projects, client visibility, retainer billing, and reporting. Workspace369 connects all of it in one workspace. Workspace369 covers 10 areas here, with plans from $29/mo for one seat.
Does Workspace369 replace an RMM?
No. Workspace369 does not do device monitoring or remote management. It runs the client-work side — requests, communication, projects, portal, retainer billing, and reporting — alongside your RMM.
Can clients see request status in the portal?
Yes. Clients watch requests, files, approvals, and invoices in a branded portal, which cuts the 'any update?' messages your team answers daily.
Does Workspace369 handle retainer billing?
Yes. Recurring invoices and payment plans bill retainers on schedule, with automated reminders for anything outstanding and reporting across the client base.
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.
