No more rebuilding context in every tool.
Client profiles, notes, requests, files, projects, inbox messages, SMS, voice, invoices, payments, and reports can live around the same relationship.
Why teams choose Workspace369
Teams choose Workspace369 to run CRM, projects, inbox, invoices, payments, files, AI, and reporting from one client record instead of separate tools, from $29 a month on Cadet. It is built for businesses tired of juggling CRMs, project boards, inboxes, phone tools, billing apps, files, spreadsheets, and AI tabs.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Workspace369 wins when the work, money, and communication need to stay together.
Proposals, invoices, and payments connect to the work that created them.
Teams can move from proposal to invoice to payment while keeping delivery, communication, expenses, and follow-up visible.
AI is more useful when it has business context.
AI compose, rewrite, translate, call summaries, voicemail transcription, search, automations, and reporting become stronger when they operate near client history.
When Workspace369 becomes the obvious choice.
Stack cost rises
CRM, projects, phone, SMS, invoices, files, AI, automation, and reporting each become another renewal.
Context breaks
Client questions require searching inboxes, spreadsheets, task boards, calendars, files, and billing tools.
Reporting slows
Revenue, expenses, receivables, client activity, and delivery health need exports before they become useful.
Workspace369 connects it
The buyer gets one system for the client lifecycle instead of another custom integration project.
One workspace for the daily operating stack
Workspace369 is intentionally broad: teams can start with the basics, then turn on deeper workflows as they grow.
- CRM
- Client requests
- Projects
- Tasks
- Calendar
- Online booking
- Inbox
- SMS and MMS
- Workspace Voice
- Voicemail
- AI call summaries
- Invoices
- Proposals
- Payment plans
- Retainers
- Files
- Client portals
- Automations
- Campaigns
- Expenses
- Accounting
- Inventory
- Reporting
- Audit trails
Simple tiers for different stages of the business.
Cadet
$29/mo
$23.25/mo billed yearly
Voyager
$74/mo
$59.25/mo billed yearly
Specialist
$149/mo
$119.25/mo billed yearly
Commander
$299/mo
$239.25/mo billed yearly
Enterprise
$699/mo
$559.25/mo billed yearly
Questions buyers ask before switching
Why should a business choose Workspace369?
A business should choose Workspace369 when it wants client records, projects, communication, invoices, payments, files, AI, automations, accounting, inventory, and reporting connected in one operating system.
What does Workspace369 replace?
Depending on the workflow, Workspace369 can reduce or replace separate tools for CRM, project management, invoicing, payment tracking, SMS, voice, voicemail, client portals, file handoff, AI, automation, reporting, expenses, and lightweight accounting.
When is Workspace369 not the right fit?
Workspace369 may be more than needed when a buyer only wants one isolated tool, such as a basic invoice sender, a simple notes app, or a standalone phone number with no client-work workflow around it.
Is Workspace369 better than using best-in-class tools separately?
Best-in-class tools can make sense for specialized departments. Workspace369 is stronger when a team values connected context, simpler operations, consolidated pricing, and fewer handoffs across the client lifecycle.
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.
