Workspace369 is a client-work operating system for freelancers, consultants and agencies that deliver work to clients. It replaces the separate CRM, proposal, e-signature, invoicing, booking, phone and project tools most service businesses stitch together, with the client, the work, the money and the communication in one place. Plans start at $29 a month on Cadet, with a 14-day 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.
A proposal opens in your theme, logo and accent color. The client picks a package or optional add-ons, accepts with a signature, pays the deposit and signs the attached contract, then lands on your own thank-you page.
Notes, requests, email, files, projects, invoices, payments and activity history sit on the client record, along with texts and calls from Voyager. Each client can also have a private portal in your brand.
Move from request to proposal to project to invoice to payment without retyping anything. Retainers track every hour, recurring invoices can run on card autopay, and Flash Pay takes a payment on the spot by QR code or pay link.
AI AutoPilot ranks what needs you today and drafts follow-ups for you to review, and Write with AI drafts proposals. Claude, ChatGPT and other MCP clients connect on every plan, and what they want to send waits for your approval by default.
Bring clients in from intake forms, booking pages or AI Import, with requests, notes, files and messages on the record.
Turn accepted proposals into projects, tasks, schedules and tracked time, with workflows that start the next step.
Send invoices, retainers, recurring invoices and pay links; clients pay by card, bank transfer, Apple Pay or Google Pay.
See dashboards, attention signals and team activity, with AR aging, profitability and accounting on higher plans.
A plain list of what Workspace369 includes. Teams start simple and grow into deeper operations; some areas start on higher plans, and the section below says which.
Plans run Cadet, Voyager, Specialist, Commander and Enterprise. Each area says what is on every plan and what starts higher, from the same plan comparison the pricing page uses.
Client records, companies, custom fields, client stages with a follow-up queue, intake forms you can embed on your site, and AI Import from CSV or Excel exports, where you check every row before it is saved.
Every plan. Lead source reports from Voyager; client lifetime value from Specialist.
CRMProposals built from your catalog, with optional add-ons, pick-one packages, open tracking, a deposit on acceptance and Write with AI drafts. Contracts with templates, countersigning, reminders and an audit trail.
Every plan. Cover images and proposal version history from Specialist.
Proposals and quotesInvoices, retainers with hour banks, recurring invoices on card autopay, and payment links. Clients pay through your own Stripe account and can add a tip when you turn tips on. Flash Pay takes a payment on the spot with a QR code or pay link and books it as a paid invoice.
Every plan. Several invoice templates from Voyager; change orders, payment plans and refunds from Specialist.
InvoicesA team calendar with Google Calendar and Google Meet, appointment reminders, and booking pages where clients pick a service, a team member and a time, with one-time links and approval rules.
Calendar and email reminders on every plan; text reminders from Voyager. Booking pages from Specialist.
Online bookingPortals in your logo and colors for shared projects and task boards, and a private portal for each client, with sign-in by email code, that shows only what you share, including contracts waiting for a signature.
Every plan.
Client portalProjects with stages, kanban boards and task lists, subtasks, timers, weekly timesheets with approvals, and billable time that goes straight onto an invoice.
Every plan. Gantt timeline, task dependencies and project financials from Voyager; team workload view from Commander.
Time trackingA business number for two-way SMS and MMS, calls from the client record, voicemail and missed-call text back. The phone system adds IVR menus, ring groups, call queues, business-hours routing and call recording.
Calls and texts from Voyager. IVR, call queues, call recording, AI voicemail transcription and AI call summaries from Specialist.
Phone system and IVRAI AutoPilot ranks what needs you today and drafts follow-ups; AI chat, compose, translate and summaries. Workflow automations with waits, decisions, templates and test runs. Claude, ChatGPT and other MCP clients connect to your workspace, and their sends wait for your approval by default.
Every plan, with AI usage that grows by plan; the daily briefing starts on Voyager. Up to 3 active email workflows on Cadet, 10 with text steps on Voyager, 25 on Specialist, unlimited and AI-drafted on Commander and Enterprise. Webhooks and the API on every plan.
Claude and ChatGPT (MCP)$29/mo
$23.25/mo billed yearly
$74/mo
$59.25/mo billed yearly
$149/mo
$119.25/mo billed yearly
$299/mo
$239.25/mo billed yearly
$699/mo
$559.25/mo billed yearly
Workspace369 is a client-work operating system. It combines a CRM, proposals and e-signature, invoices and payments, booking, a client portal, projects and time tracking, an inbox, calls and texts, AI and workflow automations in one workspace.
Freelancers, consultants, solo entrepreneurs and agencies that sell services to clients and want the client, the work and the money in one place instead of several disconnected apps.
It is not built for online stores selling products to shoppers, or for businesses that only want one standalone tool, such as just an invoice generator or just a phone line. Teams that want to keep each job in a separate specialist app will use only a small part of it.
Plans start at $29 a month for Cadet with 1 seat, then Voyager at $74 with 2 seats, Specialist at $149 with 10 seats, Commander at $299 with 20 seats and Enterprise at $699 with 50 seats (USD). Yearly billing saves 20%, extra seats are $10 a month each from Voyager, and Cadet through Commander come with a 14-day free trial.
Cadet covers proposals, e-signature, invoices, online payments, Flash Pay, the client portal, projects, time tracking, the email inbox, up to 3 email workflows and Claude and ChatGPT connections. Voyager adds a business number for calls and texts, the shared inbox, missed-call text back and up to 10 workflows with text steps. Specialist adds booking pages, the phone system with IVR, call queues and call recording, expenses, payment plans, basic accounting and up to 25 workflows. Commander adds full accounting, unlimited workflows drafted with AI and dedicated support. Enterprise adds 50 included seats and 30 times Cadet's AI usage.
Yes. Depending on the plan and your current stack, Workspace369 can replace separate tools for CRM, proposals, e-signature, invoices, payments, booking, client portals, projects, inbox, texts and calls, AI, automations and reporting.
One branded link. The proposal page uses your theme, accent color and logo; the client picks a package or ticks optional add-ons, accepts with a typed or drawn signature and pays the deposit online (deposits on acceptance are on every plan from Cadet). An attached contract opens straight after with "Continue to sign the contract", and after paying the client sees your own thank-you page. No client account is needed.
Yes, on every plan. Workspace369 has an MCP server: once a workspace admin turns it on, Claude, ChatGPT or another MCP client can look up clients, draft proposals and invoices, log time and check your calendar. Anything that sends, such as an email or an invoice, waits for your approval in the app unless you let that app send without asking, and each call counts toward your plan's AI usage.
No. Proposals, invoices and booking pages work without connecting an inbox: proposal emails can go from the Workspace369 sender, or you can copy the link. Connect a mailbox when you want replies in one place, and add the shared inbox, SMS and calling from Voyager as the team grows.
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.
