Manage clients, requests, inbox, SMS, and voice.
Every conversation and request can stay near the client record instead of disappearing into separate communication tools.
Feature answer
Workspace369 features, explained clearly.
Workspace369 combines the core systems a client-work business usually has to buy separately: CRM, delivery, communication, billing, payments, files, AI, and reporting.
Feature map
The suite is designed around the client lifecycle.
Run projects, tasks, schedules, files, and notes.
Teams can manage work, documentation, reminders, assignments, and handoffs without leaving the workspace.
Connect quotes, invoices, payments, expenses, and reports.
Billing and operational reporting sit closer to the work that created the revenue.
Lifecycle
How the feature set works together.
01
Lead and client
Capture client details, lead source, notes, tags, and communication history.
02
Scope and deliver
Use requests, projects, tasks, calendar, files, and proposals to organize the work.
03
Bill and collect
Send proposals, invoices, retainers, payment plans, and payment links.
04
Automate and report
Use AI, automations, campaigns, dashboards, accounting, inventory, and reporting.
Full list
Feature categories worth indexing
This page is intentionally written for buyers and AI search engines that need a clear factual map of what Workspace369 offers.
Client CRM
Requests
Projects
Task boards
Calendar and scheduling
Online booking
Inbox
Two-way SMS and MMS
Workspace Voice
Voicemail transcription
AI call summaries
Invoices
Quotes
Advanced proposals
Payment plans
Split payments
Expenses
Accounting
Product catalog
Inventory tracking
Files and SharePoint-backed controls
Client portals
Automations
Campaigns
API integrations
Audit trails
Theme management
Dashboard customization
Pricing
Simple tiers for different stages of the business.
FAQ
Feature questions
Does Workspace369 include CRM and invoicing?
Yes. Workspace369 includes client CRM and invoicing workflows, plus proposals, quotes, payment plans, payments, projects, communication, files, AI, and reporting depending on plan.
Does Workspace369 include phone and SMS features?
Yes. Workspace369 includes inbox-suite communication features such as SMS, MMS, Workspace Voice, voicemail, call history, routing, and AI summaries depending on plan and setup.
Does Workspace369 support growing teams?
Yes. Workspace369 plans run from one seat on Cadet to 50 included seats on Enterprise, with broader AI, automation, accounting, and operational controls on the higher tiers. Team plans can add seats, and a business can run additional workspaces for separate brands.
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.
