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Shared inbox software

Shared inbox software with the client record built in.

A shared inbox should do more than let several people read the same message. Workspace369 keeps email, SMS, calls, voicemail, notes, tasks, files, projects, invoices, and follow-up attached to the client the team is serving.

1client timeline across channels
Teamshared ownership and visibility
AIdraft, rewrite, translate, and summarize
Workspace369 dashboard showing clients, projects, invoices, and reporting in one workspace

Key facts

Shared inbox software at Workspace369 covers 10 areas, including shared email workflows, two-way SMS and MMS, voice and voicemail.

The workflow runs in 4 steps, from "match the conversation" to "preserve the history".

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

Where ordinary shared mailboxes stop helping

Everyone can read it, but nobody owns it

A shared address improves access, but it does not automatically clarify responsibility, client history, or the next operational step.

The answer is separated from the work

Projects, files, estimates, invoices, payments, notes, and earlier calls still live in other tools while the team writes a reply.

Channels create separate histories

Email, SMS, voicemail, and calls become parallel conversations instead of one accountable client record.

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.

Workspace369 shared inbox showing email, SMS, and call history beside a client record
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.

Workspace369 project board showing client work organized into stages with owners and status
03

Proposals to paid invoices

Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.

Workspace369 invoice editor showing line items, payment terms, and client details
04

A portal clients actually check

Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.

Workspace369 client record showing history, files, communication, and invoices in one profile

Workflow

From incoming message to completed client work

01

Match the conversation

Connect the sender or caller to the right client record and keep prior messages, calls, files, projects, and billing history visible.

02

Route and respond

Use team ownership, templates, quick responses, attachments, signatures, AI rewrite, translation, and channel-aware replies.

03

Turn the message into work

Create a note, task, reminder, appointment, proposal, invoice, payment request, or project update without rebuilding the context.

04

Preserve the history

Keep the response, owner, client activity, delivery status, call record, and follow-up visible to the people who need it.

Product coverage

Shared inbox capabilities around the client

  • Workspace369 connects communication to the client and the work instead of treating the inbox as a separate database.
  • Teams can keep email, SMS, voice, voicemail, files, tasks, projects, invoices, and payment follow-up close together.
  • The product is designed for client-work operations, not as a generic IT ticketing or service-desk platform.
Shared email workflows
Two-way SMS and MMS
Voice and voicemail
Client matching
Templates and signatures
Scheduled messages
AI writing assistance
Notes and tasks
Invoices and payment links
Files and project context

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

Questions teams ask before replacing a shared mailbox

What is shared inbox software?

Shared inbox software gives multiple team members access to business conversations with shared visibility, ownership, history, templates, and follow-up controls.

How is Workspace369 different from a shared Gmail inbox?

A shared Gmail workflow centers on email access. Workspace369 connects communication to CRM records, calls, SMS, voicemail, tasks, projects, files, invoices, payments, AI, and reporting.

Is Workspace369 a help desk?

Workspace369 supports shared client communication, requests, ownership, notes, tasks, and follow-up. It is positioned as a client-work operating system rather than a dedicated IT service-management platform.

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.