Spreadsheets do not hold the whole relationship
A spreadsheet can track fields, but it cannot naturally hold calls, SMS, invoices, tasks, files, proposals, payments, and team follow-up.
Workspace CRM software with the client record and the work in one place.
Workspace369 is a workspace CRM: client records, requests, projects (unlimited on every plan), files, proposals, invoices and payments on every plan from $29 a month, with texts and calls from Voyager ($74 a month, 2 seats) and payment plans and profitability views from Specialist ($149 a month, 10 seats).
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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 salesCRMclient records and relationship history
Workprojects, tasks, schedules, files, and notes
Moneyproposals, invoices, payments, and reports
A workspace CRM should do more than store contacts. Workspace369 gives teams a client workspace where CRM, requests, projects, inbox, files, proposals, invoices, payments, AI, automations, and reporting stay connected. The native app for iPhone and iPad, with iPad in every orientation, opens the same workspace.
Key facts
Workspace CRM at Workspace369 covers 10 areas, including client CRM, requests, projects.
The workflow runs in 4 steps, from "manage the client record" to "close the business loop".
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.
Why people search for workspace CRM
Generic workspaces need too much setup
Flexible document tools can become CRMs, but teams still have to build intake, billing, communication, reporting, and permissions themselves.
CRM and work management split apart
Sales data loses value when delivery, support, billing, and client communication sit outside the 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.
What a workspace CRM should connect
01
Manage the client record
Use profiles, companies, contacts, notes, tags, custom fields, lead sources, activity, and relationship history.
02
Run the work
Move into requests, projects, task boards, subtasks, calendar, files, habits, notes, and team assignments.
03
Handle communication
Keep email, SMS, calls, voicemail, AI summaries, templates, scheduled sends, and internal notes in context. Texts and calls start on Voyager, and AI call summaries on Specialist.
04
Close the business loop
Create proposals, invoices, retainers, reports and dashboards, with payment plans, receipt capture and profitability views from Specialist.
Workspace CRM modules
- Workspace369 is a separate client-work platform; it is not a Google Workspace product.
- Keep client records connected to tasks, projects, proposals, and invoices as your team grows.
- Review the connected workflow and current plan limits before deciding which tools to replace.
Client CRM
Requests
Projects
Tasks
Inbox
SMS and voice
Files
Proposals
Invoices
AI and reporting
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 salesWorkspace CRM questions
What is a workspace CRM?
A workspace CRM connects customer records with the actual work around them: requests, projects, tasks, communication, files, proposals, invoices, payments, AI, automations, and reporting.
Can Google Workspace be used as a CRM?
Some teams use Google Sheets, Gmail, Drive, and Calendar as a lightweight CRM. Workspace369 is built for teams that need CRM plus projects, inbox, billing, payments, automation, AI, and reporting in one product.
Who should use Workspace369 as a workspace CRM?
Workspace369 is a fit for agencies, consultants, solo entrepreneurs, service businesses, and client-work teams that need client, work, communication, billing, and reporting context together.
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.
