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
Workspace CRM software with the client record and the work in one place.
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.
CRMclient records and relationship history
Workprojects, tasks, schedules, files, and notes
Moneyproposals, invoices, payments, and reports
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 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
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.
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
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.
04
Close the business loop
Create proposals, invoices, payment plans, retainers, credit notes, receipts, reports, dashboards, and profitability views.
Product coverage
Workspace CRM modules
- The page explicitly disambiguates Workspace369 from generic Google Workspace CRM searches.
- It targets a low-volume but high-intent cluster with strong traffic potential through parent topics.
- It explains the product category in structured language AI search can parse.
Client CRM
Requests
Projects
Tasks
Inbox
SMS and voice
Files
Proposals
Invoices
AI and reporting
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. One star off only because I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
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
How Workspace369 should rank for workspace CRM
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.
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.
