Scope lives outside the project
The proposal says one thing while calls, messages, and tasks quietly expand the delivery burden.
Agency project profitability
Project profitability software for agencies that need the story behind the margin.
Workspace369 shows project and client profitability beside the scope, time, expenses, invoices, and payments behind it; profitability reporting, expenses, and AR aging start on Specialist ($149 a month, 10 seats). Understand whether client work is actually healthy by keeping scope, time, expenses, delivery status, invoices, payments, and client history in one operating record.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Scopecompared with actual delivery
Costtime and expenses kept visible
Cashinvoice and payment status included
Key facts
Agency project profitability at Workspace369 covers 10 areas, including scopes, budgets, projects.
The workflow runs in 4 steps, from "set the commercial baseline" to "act before margin disappears".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
Why agency margin becomes visible too late
Utilization is mistaken for profit
A busy team can still lose money when rates, write-offs, contractor costs, and unpaid invoices are ignored.
Reporting starts after month end
The warning appears only after exports from time, project, invoice, and expense tools are reconciled.
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
A practical agency profitability loop
01
Set the commercial baseline
Keep the proposal, scope, rate, retainer, budget, and payment terms attached to the client.
02
Track delivery pressure
Review projects, tasks, the team workload view (Commander), time, expenses, changes, messages, and files as work progresses.
03
Connect billed and collected revenue
See invoices, payment plans (from Specialist), payment status, and receivables beside the work.
04
Act before margin disappears
Use project, client, revenue, expense, and operational reports to adjust scope, staffing, pricing, or follow-up.
Product coverage
The signals behind agency profitability
- Profitability needs a commercial baseline, delivery costs, billed revenue, and collected cash.
- Workspace369 keeps margin signals close to the client and project instead of assembling them only at month end.
- Accounting remains important, but operational profitability should be visible while the team can still act.
Scopes
Budgets
Projects
Workload
Time
Expenses
Invoices
Payments
AR aging
Profitability reports
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
$74 / month
Founding offer: $444 for your first year, billed yearly
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
Founding offer: $894 for your first year, billed yearly
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
Founding offer: $1,794 for your first year, billed yearly
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Founding member offer on yearly plans: your first year costs the same as 6 months, for the first 100 customers who join by Oct 31. 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
14 days free · card required · then $29/mo · cancel anytime
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. Start free trial Book a demo
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
FAQ
What agency leaders should evaluate
How do agencies calculate project profitability?
A practical calculation compares recognized project revenue with direct labor, contractor, software, travel, product, and other delivery costs, then reviews margin against scope and collected cash.
Does Workspace369 track agency profitability?
Workspace369 connects projects, time, expenses, invoices, payments, clients, workload, receivables, and reporting to support project and client profitability analysis. Project profitability, expenses, and AR aging start on Specialist; the team workload view and budget vs actual are on Commander.
Is utilization the same as profitability?
No. Utilization measures how time is used. Profitability also depends on pricing, scope, costs, write-offs, invoicing, and collection.
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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
