SEO tools do not manage the client relationship
Audits, reports, recommendations, tasks, approvals, invoices, and follow-up need a business workflow around them.
SEO agency management software
SEO agency management software for client work and billing.
Connect client records, delivery tasks, requests, communication and reviewed invoices around each SEO engagement. Keep rankings, crawl findings and analytics in the tools that measure them; an external report link is context, not a native reporting integration.
Scopeagreed work and service period
Deliveryowners, due dates and evidence
Billingreviewed invoices and payment status
Key facts
SEO agency management software at Workspace369 covers 10 areas, including sEO client CRM, ongoing client work, projects.
The workflow runs in 4 steps, from "track the client" to "review billing and follow-up".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
Why SEO agencies need an operating layer
Retainer work needs recurring visibility
Owners need to see ongoing tasks, client communication, invoice status, payment health, and next actions quickly.
Reporting and billing drift apart
The team should not rebuild context each month to explain what was done, what is owed, and what happens next.
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
Review the work, then invoice
Prepare the client invoice with line items, payment terms and the agreed amount. Review it before sending and track its payment status.
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 SEO agency work
01
Track the client
Manage client records, companies, notes, tags, source details, contacts, files, and communication preferences.
02
Run deliverables
Use projects, tasks, subtasks, calendar, notes, reminders, files, and team assignments for SEO work.
03
Communicate next steps
Keep email, SMS, calls, voicemail, AI summaries, rewrite, translate, and scheduled follow-up beside the client.
04
Review billing and follow-up
Keep the agreed service period, proposal, reviewed invoice, payment status and next action with the client record. Confirm any recurring invoice or payment automation separately from the monthly delivery schedule.
Product coverage
SEO agency operations coverage
- Keep the agreed retainer scope, assigned deliverables, client requests, and invoices attached to the account.
- Workspace369 fits because it connects client operations, communication, delivery, billing, AI, and reporting.
- Continue using your crawler, rank tracker, and analytics tools for SEO results; use Workspace369 to organize the client work around them.
SEO client CRM
Ongoing client work
Projects
Tasks
Calendar
Files
Inbox
AI summaries
Invoice review
Operational visibility
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
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Start Voyager trialSpecialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Start Specialist trialCommander
Regular price$299$149.50 / month
Founding price for your first 12 months
20 seats included
Start Commander trialFounding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, 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
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.FAQ
SEO agency operations questions
What is SEO agency management software?
SEO agency management software organizes client records, scope, deliverables, task owners, communication and billing. It complements the crawler, rank tracker and analytics platform that measure search performance.
Does Workspace369 replace SEO tools?
No. Keep crawl results, rankings and analytics in your specialist SEO tools. Workspace369 organizes client operations around that work; a report link does not imply automatic metric synchronization.
How should we manage recurring SEO work and billing?
Record the agreed service period, deliverables, owners and completion evidence alongside invoice review and payment status. Monthly tasks, invoice drafts, sent invoices and collected payments are distinct states. Confirm the exact released automation and plan before relying on recurring billing.
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.
