The people you serve live in scattered spreadsheets
Program participants in one sheet, members in another, volunteers in a third — and nobody can answer a simple question about a person without opening all three.
Nonprofit software
Software for nonprofit organizations that run on programs, people, and payments.
Most nonprofit software starts with fundraising. Workspace369 starts with the work: every person your organization serves gets one record, every program runs as a project, every call, email, and text lands beside the same history, and dues, fees, and program payments collect online. It is not a donor-management platform — it is the operating workspace for the programs themselves, and there is a nonprofit discount on request.
CRMone record for every person you serve
Programsprojects, tasks, files, and schedules
Paymentsdues, fees, and program billing online
Key facts
Nonprofit software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 5 steps, from "give every person one record" to "report without the copy-paste".
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 a small nonprofit's operations
Communication is trapped in personal inboxes
A participant emails the director, a parent texts a volunteer's personal phone, a board member calls the office. When someone is out, the context is out with them.
Dues and fees get chased by hand
Membership dues, program fees, and event tickets are invoiced from templates, tracked in a spreadsheet, and followed up whenever someone remembers.
Board reports are assembled the night before
Program counts, payment status, and activity summaries live in different places, so every board meeting starts with an evening of copy-paste.
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 Workspace369 runs a nonprofit's operations
01
Give every person one record
Participants, members, donors-as-contacts, and volunteers each get a single CRM record with history, files, communication, and payments attached — scoped so staff and volunteers only see what their role needs.
02
Run each program as a project
Programs, workshops, and events become projects with tasks, owners, schedules, and files — visible to the team, with recurring tasks carrying the cycles that repeat every term.
03
Answer from a shared inbox
Email, SMS, calls, and voicemail land beside the record with AI summaries, so any staff member or volunteer can pick up a conversation with full context instead of starting over.
04
Collect dues and fees online
Invoices and payment links go out from the same record and collect through Stripe — dues, program fees, event tickets, and payment plans, with automated reminders for anything outstanding.
05
Report without the copy-paste
Revenue, open payments, program activity, and communication status are reportable from the same workspace, so the board packet stops being a spreadsheet project.
Product coverage
Nonprofit operations coverage
- It replaces the spreadsheet stack: one record per person, programs as projects, and communication beside both — instead of three sheets and a personal inbox.
- Flat plans with seats included keep costs predictable for grant-funded budgets, and a nonprofit discount is available on request.
- It is honest about scope: not a fundraising or donor-management platform, not fund accounting — the operating layer for programs, people, and payments, alongside the tools that do those jobs.
Client records
Shared inbox
SMS and voice
Projects and tasks
Client portal
Scheduling
Invoices
Payment plans
Files
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. 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 nonprofit searches
Is Workspace369 a donor-management or fundraising platform?
No. Workspace369 is the operating side of a nonprofit: the people you serve as CRM records, programs and events as projects, shared inbox for communication, and online collection for dues, fees, and program payments. If you need donation receipts, tax letters, campaigns, and donor pipelines, pair it with a fundraising CRM — Workspace369 runs the work itself.
Is there a nonprofit discount?
Yes. Workspace369 offers a nonprofit discount on request — contact the support team before subscribing and mention your organization. The flat plans already include seats instead of per-user 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, with annual billing roughly 20% off. Checked September 23, 2026.
Can we collect membership dues and program fees online?
Yes. Invoices and payment links are included on every plan from the $29/month Cadet plan, collecting online through Stripe. Recurring invoices cover annual dues, payment plans from the Specialist plan split larger fees into installments, and automated reminders follow up on anything outstanding.
Can volunteers and contractors get limited access?
Yes. Client-scoped access lets you mark team members as Full book or Scoped, so volunteers and contractors see only the people and programs assigned to them across records, search, inbox, files, and reporting.
Does Workspace369 include texting and calling?
SMS messaging is included from the Voyager plan at $74/month with two seats, and voice calling with voicemail from the Specialist plan at $149/month with five seats. A2P 10DLC registration handling is built in, and a $50 one-time carrier compliance fee applies only when claiming dedicated SMS or voice numbers.
What does Workspace369 not do for nonprofits?
It is not donation receipts or tax letters, not fund accounting, not grant management, and not payroll. Basic accounting is included from the Specialist plan and full accounting from Commander for the operating side; most organizations keep their accountant's system for the books and fundraising CRM for development.
Can participants or members see their own status?
Yes. The client portal gives each person a branded login with their requests, files, invoices, and payment status, which cuts the 'what's happening with my registration?' messages your team answers by hand.
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.
