Audience

Agencies, freelancers, consultants, studios and service businesses that deliver work to clients.

About Workspace369

Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.

Pricing

Starting Price:
$29/month
Pricing Details:
Plans start at $29 per month. A 14-day free trial is available. Voyager adds calls and texts; Specialist adds a business phone system and accounting tools.
Free Trial:
Free Trial available.

Integrations

API:
Yes, Workspace369 offers API access

Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

Workspace369 LLC
Founded: 2025
United States
workspace369.com

Videos and Screen Captures

Workspace369 invoice editing screen with contact, billing, item details, and an invoice preview panel.

Workspace369 invoice editing screen with contact, billing, item details, and an invoice preview panel.

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Product Details

Platforms Supported
Cloud
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Videos
Support
Online

Workspace369 Frequently Asked Questions

Q: What kinds of users and organization types does Workspace369 work with?
Workspace369 works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Workspace369 support in their product?
Workspace369 supports these languages: English.
Q: What kind of support options does Workspace369 offer?
Workspace369 offers support via online.
Q: What other applications or services does Workspace369 integrate with?
Workspace369 integrates with: Gmail, Google Calendar, Model Context Protocol (MCP), Microsoft 365, Scarlet, and Stripe.
Q: Does Workspace369 have an API?
Yes, Workspace369 has an API.
Q: Does Workspace369 have a mobile app?
Yes, Workspace369 has a mobile app for iPhone, iPad, and Android.
Q: What type of training does Workspace369 provide?
Workspace369 provides training in the form of documentation, live online, and videos.
Q: Does Workspace369 offer a free trial?
Yes, Workspace369 offers a free trial.
Q: How much does Workspace369 cost?
Pricing for Workspace369 starts at $29/month.
Q: What pricing for support is available for Workspace369?
Workspace369 offers support included with purchase.
Q: What pricing for training is available for Workspace369?
Workspace369 offers training included with purchase.

Workspace369 Product Features

Billing and Invoicing

Recurring/Subscription Billing Not Supported
Online Payments Not Supported
Online Invoicing Not Supported
Contingency Billing Not Supported
Project Billing Not Supported
Mobile Payments Not Supported
Service Ticket Billing Not Supported
Invoice History Not Supported
Customizable Invoices Not Supported
Multi-Currency Not Supported
Hourly Billing Not Supported
Customer Portal Not Supported
Billing Portal Not Supported
Payment Processing Not Supported
Contact Database Not Supported
Dunning Management Not Supported
Tax Calculator Not Supported

CRM

Territory Management Not Supported
Quotes / Proposals Not Supported
Lead Scoring Not Supported
Call Logging Not Supported
Social Media Integration Not Supported
Segmentation Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Calendar/Reminder System Not Supported
Task Management Not Supported
Internal Chat Integration Not Supported
Mobile Access Not Supported
Marketing Automation Integration Not Supported

Professional Services Automation

Billing & Invoicing Supported
CRM Supported
Client Portal Supported
Collaboration Tools Supported
Document Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Time & Expense Tracking Supported
Portfolio Management Not Supported
Resource Management Not Supported

Project Management

Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Collaboration Tools Not Supported
Budget Management Not Supported
Time & Expense Tracking Not Supported
Traditional Methodologies Not Supported
Agile Methodologies Not Supported
Idea Management Not Supported
Gantt Charts Not Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Client Portal Not Supported
Kanban Board Not Supported

Proposal Management

Electronic Signature Not Supported
Templates Not Supported
Automatic Formatting Not Supported
Contact Management Not Supported
Pipeline Management Not Supported
Collaboration Not Supported
RFP Management Not Supported
Knowledge Library Not Supported
Content Repository Not Supported
Document Management Not Supported
Requirements Management Not Supported
Task Management Not Supported
Calendar Management Not Supported
Version Control Not Supported
Revision Management Not Supported

Time Tracking

Offline Time Tracking Not Supported
Billing & Invoicing Not Supported
Overtime Calculation Not Supported
Vacation / Leave Tracking Not Supported
Employee Database Not Supported
Online Time Tracking Not Supported
Mobile Time Tracking Not Supported
Multiple Billing Rates Not Supported
Automatic Time Capture Not Supported
Billable & Non-Billable Hours Not Supported
Expense Tracking Not Supported
Time per Project Reporting Not Supported
Timesheet Management Not Supported

Workspace369 Additional Categories