Workspace369

About Workspace369

Deep Dive with Clara AI

Workspace369 is a client-work CRM for freelancers, consultants, studios and agencies: every step from first proposal to final invoice, in one app. Send a branded proposal your client opens from one link. They tick any optional add-ons, accept with a typed or drawn signature and pay the deposit by card through Stripe. No client account is needed. If a contract is attached, it is sent for e-signature automatically when the proposal is accepted. Then run the work in the same place. Each client has one record with their projects, tasks, files, proposals, invoices and messages. Time tracking flows straight onto invoices, clients pay from a link, and a branded client portal lets them view projects and pay. Workflow automations send follow-ups and reminders. An MCP server connects Workspace369 to Claude and ChatGPT. Pricing is per workspace, with seats included, not per user: Cadet $29/month (1 seat), Voyager $74 (2 seats), Specialist $149 (10 seats), Commander $299 (20) and Enterprise $699 (50). Extra seats are $10/month each from Voyager. Every plan starts with a 14-day free trial (card required) and has a 30-day money-back guarantee. Runs in the browser and on iPhone.

Screenshots & Videos

Proposal: the client signs and pays the deposit from one link

Accept, sign and pay the deposit in one step

Dashboard: what is overdue, waiting and coming in, with AutoPilot

Pricing

Free Trial Available
Starts at $23.25.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

73%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

Medium Business
Small Business
Freelancers

API Support

Available

Modes of Support

Online

Workspace369 Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

73%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Proposal Features

PDF Export

Enables to export the document to PDF file for easy sharing

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Collaborative Editing

Invite individuals or team to co-edit the documents, pictures in real-time

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Alert Notifications

Alerts the user when predefined criteria is met

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Billing and Invoicing Features

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Mobile Payments

Accept payment directly on your mobile handset

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Project Management Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Document Management

Ability to store and manage various information and documents in electronic format.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Time Tracking Features

Mobile Time Tracking

Allows tracking time using a mobile device

Billable & Non-billable Hours

Tracks billable and non-billable hours to help in better estimate making and quote clients accordingly

Timesheet Management

Helps to accurately manage timesheet information for easy accessibility

Overtime Calculation

Simplifies the process of calculating extra hours worked for by staff or team members

Offline Time Tracking

Enables one to track time in offline mode as well

Multiple Billing Rates

Helps in creating customized billable rates for different team members at job

Automatic Time Capture

Employs data mining tactics to index, cleanse and derive meanings of time-related information on the basis of timestamps

Employee Database

Helps in providing an organized collection of employee data

Leave Tracking (Vacation)

Assist in keeping track of leave and holidays for easing the payment calculation process

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Professional Services Automation Features

Client & Contract Management

Billing & Invoicing

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Revenue & Profitability Tracking

Project Planning & Scheduling

Project & Resource Management

Reporting & Analytics

Workspace369 Pricing

Free Trial

Available

Credit Card Required to Get Started

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Cadet $23.25 $29.00 per month

For one person running client work. 1 seat included. 14-day free trial (card required).

Proposals clients sign and pay online
Clients, invoices and online payments
Client portal
Time tracking to invoice
Projects (up to 5 active), tasks, notes and calendar
Email inbox and email workflows (up to 3 active)
5 GB storage, Workspace AI, Claude and ChatGPT connection (MCP)

Start Free Trial

Voyager $59.25 $74.00 per month

For small teams. 2 seats included; extra seats $10/seat/month. 14-day free trial (card required).

Everything in Cadet
Shared inbox
Calls, texts and voicemail
SMS in workflows (up to 10 active)
50 GB storage

Start Free Trial

Specialist $119.25 $149.00 per month

For growing teams. 10 seats included; extra seats $10/seat/month. 14-day free trial (card required).

Everything in Voyager
Call queues, call transfer and call recording
AI call summaries
Expenses and basic accounting
Project profitability
Payment plans
Up to 25 active workflows
Webhooks and API
100 GB storage

Start Free Trial

Commander $239.25 $299.00 per month

For established teams. 20 seats included; extra seats $10/seat/month. 14-day free trial (card required).

Everything in Specialist
Full accounting
AI-drafted workflows
500 GB storage

Start Free Trial

Enterprise $559.25 $699.00 per month

For larger teams. 50 seats included; extra seats $10/seat/month. 14-day free trial (card required).

Everything in Commander
1 TB storage

Start Free Trial

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Workspace369 FAQs

Is there a free trial?

Yes. Every plan starts with a 14-day free trial (card required), and there is a 30-day money-back guarantee. There is no free plan.

Is it priced per user?

No. Plans are priced per workspace with seats included: Cadet $29/month (1 seat), Voyager $74 (2), Specialist $149 (10), Commander $299 (20) and Enterprise $699 (50). Extra seats are $10/month each from Voyager, and yearly billing costs about 20% less.

Do my clients need an account?

No. Clients open a proposal from one link, sign it and pay the deposit by card without creating an account. They can also use a branded client portal to view projects and pay invoices.

Which platforms does it run on?

Workspace369 runs in any modern browser and as an iPhone app. An MCP server connects it to Claude and ChatGPT.

What is Workspace369 used for?

Workspace369 is CRM Software. Workspace369 offers the following functionalities: