Switching to Workspace369, tool by tool.
One moving guide for each tool people leave: what comes across with AI Import, what you set up again by hand, and the order to do it in. AI Import reads CSV or Excel exports of clients, services, invoices, proposals and expenses, up to what your plan includes, and you check every row before it saves. There is no one-click importer.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Compare plansCompetitor prices on these cards come from each guide, which links the vendor's pricing page and says when it was checked.
All-in-one client tools
HoneyBook
Switch from HoneyBook to Workspace369: AI Import maps your CSV or XLSX of clients, invoices and proposals and shows the usage it needs first. Checklist inside.
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Dubsado
Switch from Dubsado to Workspace369: AI Import maps CSV or Excel files of clients, services, invoices and proposals, and you check every row. Checklist inside.
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17hats
Switch from 17hats to Workspace369: export before you cancel, because 17hats may delete content 45 days after the subscription ends. AI Import maps CSV or XLSX.
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Bloom
Switch from Bloom to Workspace369: export contacts and invoices, map them with AI Import, and add team seats, time tracking and texting to your portal.
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Bonsai
Switch from Bonsai to Workspace369: per-seat math for teams, what moves with AI Import (CSV or XLSX, usage shown first), and a checklist.
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Copilot (Assembly)
Switch from Copilot (now Assembly) to Workspace369: export contacts as CSV, map them with AI Import, and get a client portal on every plan, plus projects.
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Moxie
Switch from Moxie to Workspace369 when Moxie’s 5-member Teams cap and $12–$40 pricing stop fitting: what AI Import moves from a Moxie export, a checklist.
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Plutio
Switch from Plutio to Workspace369: Core’s 9-active-client cap, Pro’s 30 contributors, what moves with AI Import, and a checklist. No Plutio importer.
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SuiteDash
Switch from SuiteDash to Workspace369: flat unlimited-staff pricing vs included seats, what moves with AI Import, setup and texting gaps, and a checklist.
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CRMs
HubSpot
Switch from HubSpot to Workspace369: export contacts and companies as CSV, map them with AI Import, and run proposals, projects and invoices on included seats.
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Pipedrive
Switch from Pipedrive to Workspace369: export people, organizations and products as CSV, map them with AI Import, and run proposals, projects and invoices.
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GoHighLevel
Switch from GoHighLevel if funnels and SaaS resale aren’t your business: what moves with AI Import, seats included, texts and calls from Voyager, a checklist.
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Keap
Switch from Keap to Workspace369: export contacts as CSV, map them with AI Import, and run proposals, projects and invoices from $29 a month instead of $299.
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Zoho CRM
Switch from Zoho CRM to Workspace369: export each module as CSV, map it with AI Import, and run proposals, projects and invoices on one client record from $29.
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Bigin
Switch from Bigin to Workspace369: export each module as CSV, map it with AI Import, and run proposals, projects and invoices on one client record from $29.
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Capsule CRM
Switch from Capsule CRM to Workspace369: export contacts as CSV, map them with AI Import, and add proposals, projects, invoices and a client portal.
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Insightly
Switch from Insightly to Workspace369: export contacts as CSV, move clients with AI Import, and add proposals, invoices, time tracking and a client portal.
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Less Annoying CRM
Switch from Less Annoying CRM to Workspace369: export contacts, map them with AI Import, and add proposals, projects, invoices and a client portal.
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Project management
ClickUp
Switch from ClickUp to Workspace369: export your client list as CSV, map it with AI Import, and get proposals, invoices and a client portal on every plan.
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Asana
Switch from Asana to Workspace369: export projects as CSV, move clients with AI Import, and get proposals, invoices and a client portal on every plan.
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monday.com
Switch from monday.com to Workspace369: export boards to Excel, map clients with AI Import, and get proposals, projects, invoices and a portal on every plan.
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Notion
Switch from Notion to Workspace369: export databases as CSV, move clients with AI Import, and add proposals, invoices, time tracking and a client portal.
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Basecamp
Switch from Basecamp to Workspace369: export your account, move clients with AI Import, and run projects, proposals, invoices and the client portal together.
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Trello
Switch from Trello to Workspace369: export your boards, move clients with AI Import, and add proposals, invoices, time tracking and a client portal.
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Teamwork.com
Switch from Teamwork.com to Workspace369: export contacts and projects, map clients with AI Import, and get proposals, invoices and a portal on every plan.
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Wrike
Switch from Wrike to Workspace369: export projects to Excel, move clients with AI Import, and add proposals, invoices, time tracking and a client portal.
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Smartsheet
Switch from Smartsheet to Workspace369: export sheets to Excel, move clients with AI Import, and add proposals, invoices, time tracking and a client portal.
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Zoho Projects
Switch from Zoho Projects to Workspace369: move clients with AI Import, then run proposals, invoices, time tracking and a client portal on one client record.
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Agency operations, time and billing
Productive
Moving from Productive? What moves with AI Import, what stays behind (resource planning, budget burn), seat math vs per-user pricing, a checklist. No importer.
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Scoro
Switch from Scoro to Workspace369: export contacts, quotes and invoices, map them in AI Import, and get a client portal on every plan, with no 5-user minimum.
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Accelo
Moving from Accelo to Workspace369? What moves with AI Import, what Accelo does better, a seat-cost table (Accelo pricing unpublished). Checklist inside.
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Harvest
Switch from Harvest to Workspace369: export clients, invoices and estimates as CSV, map them with AI Import, and keep timesheets and approvals on every plan.
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Paymo
Switch from Paymo to Workspace369: export clients, estimates and invoices as CSV, map them with AI Import, and add a CRM, signed proposals and a client portal.
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FreshBooks
Switch from FreshBooks to Workspace369 when invoicing-first plans and $11 team members stop fitting: what moves with AI Import, plus a checklist. No importer.
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QuickBooks
Keep QuickBooks for the books; run proposals, portal, projects and texts in Workspace369: what moves with AI Import, seat math, a checklist. No QuickBooks sync.
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Zoho One
Move client work from Zoho One to Workspace369: what moves with AI Import, where Zoho wins, per-user seat math and a checklist. No Zoho sync or importer.
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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.
