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.
Shared inbox software with the client record built in.
Workspace369's shared inbox puts the team's email, texts, calls and voicemail on the client record, from Voyager ($74 a month, 2 seats); IVR, call queues and AI call summaries start on Specialist ($149 a month, 10 seats). A shared inbox should do more than let several people read the same message.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to sales1client timeline across channels
Teamshared ownership and visibility
AIdraft, rewrite, translate, and summarize
Workspace369 keeps email, SMS, calls, voicemail, notes, tasks, files, projects, invoices, and follow-up attached to the client the team is serving. On the native app for iPhone and iPad, with iPad in every orientation, you can read the inbox and open any client record.
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 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Where ordinary shared mailboxes stop helping
The answer is separated from the work
Projects, files, proposals, 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.
See the workspace your clients feel.
01
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
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.
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.
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
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.
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. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Talk to salesQuestions 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.
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.
