Requests die in inboxes
A client emails about a launch, another calls about a crisis, a third texts about coverage. Whoever answers owns it — until they are on deadline, and then nobody owns it.
PR agency software
PR agency software that turns requests into tracked work and retainers into predictable revenue.
Client requests arrive from everywhere — email, calls, SMS, the portal — and die in inboxes while the team is on deadline. Workspace369 attaches every request to the client record, routes it into projects, and bills the retainer on schedule, with the client watching along in their portal.
Inboxemail, SMS, calls, and voicemail with AI summaries
Projectscampaigns, tasks, files, and a client portal
Retainersrecurring invoices, payment plans, and reporting
The problem
What breaks inside a PR agency
Campaign work is invisible to clients
Pitches, follow-ups, and placements live in threads and spreadsheets. Clients cannot see the work, so they ask for status meetings instead.
The retainer report is rebuilt every month
Invoices are copy-pasted from last month, activity summaries are assembled by hand, and nobody can show the client's value without a spreadsheet session.
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 a PR agency
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 respond 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
Run campaigns as projects
Tasks, files, and notes keep launches, announcements, and crisis work organized, and the portal keeps clients informed without status meetings.
04
Bill retainers on schedule
Recurring invoices and payment plans bill retainers automatically, reminders handle follow-up, and reporting shows revenue and client value.
Product coverage
PR agency coverage
- It connects requests to owned work: shared inbox, structured intake, projects, and client-visible status in one record.
- Projects and the client portal keep campaign work and client communication organized without extra admin.
- 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
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 PR agency searches
What is PR agency software?
PR agency software helps public relations firms run client work: requests, communication, campaigns, client visibility, retainer billing, and reporting. Workspace369 connects all of it in one workspace.
Does Workspace369 include a media database or press distribution?
No. Workspace369 is not a media database or press-release distribution service. It runs the client-work side of a PR agency — requests, communication, projects, portal, and billing — alongside the media tools you pitch with.
Can clients see campaign progress in the portal?
Yes. Clients watch requests, files, and invoices in a branded portal, which cuts the status meetings your team schedules weekly.
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.
