Manage clients, requests, inbox, SMS, and voice.
Every conversation and request can stay near the client record instead of disappearing into separate communication tools.
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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
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.
How the feature set works together.
Lead and client
Capture client details, lead source, notes, tags, and communication history.
Scope and deliver
Use requests, projects, tasks, calendar, files, and proposals to organize the work.
Bill and collect
Send proposals, invoices, retainers, payment plans, and payment links.
Automate and report
Use AI, workflow automations, dashboards, accounting, inventory, and reporting.
Every feature category in Workspace369
A plain list of what Workspace369 includes. Some features start on higher plans; the pricing page shows which plan includes each one.
- Client CRM
- Requests
- Projects
- Task boards
- Calendar and scheduling
- Online booking
- Inbox
- Two-way SMS and MMS
- Workspace Voice
- Voicemail transcription
- AI call summaries
- Time tracking
- Invoices
- Quotes
- Contracts and e-signature
- Advanced proposals
- Payment plans
- Split payments
- Expenses
- Accounting
- Product catalog
- Inventory tracking
- Files and versioning
- Client portals
- Automations
- API integrations
- Audit trails
- Theme management
- Dashboard customization
What each area includes, and where it starts
Plans run Cadet, Voyager, Specialist, Commander and Enterprise. Each area below says what is on every plan and what starts higher, from the same plan comparison the pricing page uses.
CRM and requests
Client records, companies, custom fields, public intake forms with a drag-and-drop builder, request tracking, and turning a request into a client.
Every plan. Lead source reports from Voyager; client lifetime value from Specialist.
CRM with invoicingProjects, tasks and time
Projects with stages, kanban boards and task lists, subtasks, task time estimates, timers, timesheets with approvals, and billable time that goes straight onto an invoice.
Every plan, with a project limit on Cadet. Task dependencies, timeline view and project financials from Voyager; team workload view from Commander.
Time trackingCalendar and online booking
A team calendar with recurring events and attendees, appointment reminders, and booking pages clients use to pick a time.
Calendar and email reminders on every plan; text reminders from Voyager. Online booking, availability rules and round-robin scheduling from Specialist.
Online bookingEmail inbox
Email matched to the client, with templates, quick responses and signatures, scheduled messages, and tasks created from messages.
Every plan. Shared inbox, conversation assignment and private team comments from Voyager.
Inbox and communicationsTexts, calls and voicemail
Two-way SMS and MMS, group texting, missed-call text back, calling from the client record, and voicemail, all on the client record.
From Voyager. IVR menus, call queues, call recording, AI voicemail transcription and AI call summaries from Specialist.
Workspace VoiceProposals and contracts
Proposals built from your catalog, with optional add-on items, open tracking, a deposit on acceptance, and contracts clients sign online.
Every plan. Cover images, page backgrounds and proposal version history from Specialist.
Proposals and quotesInvoices and payments
Invoices, recurring invoices, retainers with hour banks, payment links, card and ACH payments through your own Stripe account, split payments, and card autopay.
Every plan. Several invoice layouts from Voyager; change orders, payment plans and refunds from Specialist. Credit notes are coming soon.
InvoicesExpenses and accounting
Expense tracking with receipt capture, a chart of accounts, AR aging, project and customer profitability, and full books with financial statements.
Expenses and basic accounting from Specialist. Full accounting, with accounts payable, the P&L, balance sheet and cash flow, and period close, from Commander.
AccountingProducts and inventory
A product and service catalog for proposals and invoices, plus stock levels, adjustments and low-stock alerts.
Catalog on every plan, with a limit on Cadet. Inventory tracking from Specialist.
ProductsWorkflow automations
Workflows started by 53 triggers, with filters, timed waits, unlimited steps, ready-made templates, test runs, and late-payment reminders.
Every plan: email-only with up to 3 active workflows on Cadet, 10 with text steps on Voyager, 25 on Specialist, no limit on Commander and Enterprise. AI-drafted workflows and automatic late fees from Commander.
Workflow automationsAI
AI chat, writing and rewriting, knowledge search, translation and thread summaries, AI Import for CSV and Excel files, and connections to Claude, ChatGPT and other AI apps.
Every plan, with a monthly AI usage allowance that grows on each higher plan. The AI daily briefing from Voyager.
AI chatFiles, branding and access
File management with versioning, branded documents and PDFs, themes, roles and permissions, and client-scoped access for people who should only see some clients.
Every plan. Full role-based access control from Voyager; folder permissions, share-link expiry and a file access log from Specialist.
FilesDashboards and reports
Dashboards and reports, custom dashboards, attention signals, the client and team activity view, and team productivity reports.
Every plan.
AnalyticsIntegrations
Google Calendar, CSV import, AI app connections, and webhooks and the API for tools like Zapier, Make and n8n.
Every plan. Webhooks and the API on every plan.
All integrationsConnect Workspace369 to your automation tools.
Webhooks and the API on every plan, connect Workspace369 to the tools below today; native apps are in development.
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
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.
Which Workspace369 features are on every plan?
CRM and requests, projects and time tracking, the calendar, the email inbox, proposals and contracts, invoices and payments, workflow automations, AI, files, dashboards and email support are on every plan, including Cadet. Higher plans add capacity and the features listed above.
Which plan do I need for texting and calls?
Texts, calls and voicemail start on Voyager. The phone system, with IVR menus, call queues and call recording, starts on Specialist.
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.
