Workspace369
AI Client Work OS
Free · In‑App Purchases
Workspace369 is the client-work CRM for freelancers, consultants and agencies: win the work, sign it, deliver it and get paid, all from one app.
Proposals clients sign and pay in one sitting
Send a branded proposal page with your logo and colors. Clients pick optional add-ons, accept with a typed or drawn signature and pay the deposit by card. If a contract is attached, they sign it right after accepting.
Contracts and e-signature
Send contracts for signature from your phone. Every signing event is recorded in a tamper-evident audit trail.
Client portal
Give each client one secure link to their proposals, contracts, invoices, files and payments. No client account needed.
Invoices, retainers and recurring billing
Create invoices, payment plans, retainers and recurring invoices, collect payments online and send reminders automatically. Invoice in your clients' currencies.
Business phone and texting
Calls, texts and voicemail on a business number, with call history inside each client record. Higher plans add IVR menus, call queues, call recording and AI call summaries.
Time tracking that becomes the invoice
Run timers, submit and approve timesheets, and add billable hours to an invoice.
CRM, projects and tasks
Keep every client's contacts, notes, files, projects, tasks and history in one place. Change orders capture scope changes as signed approvals.
Booking pages and calendar
Let clients book a service and pay a deposit online, and plan your day in an integrated calendar.
Workflows and AI
Automate onboarding and follow-ups with 53 workflow triggers. Ask AI drafts and updates your records, and asks before it sends anything to a client. Connect Claude or ChatGPT to your workspace.
Expenses and accounting
Scan a receipt with AI to create an expense, and keep a double-entry ledger with profit and loss, balance sheet and aging reports on higher plans.
Built for teams
Roles and per-screen permissions, plus client-scoped access so a contractor sees only the clients assigned to them. Phone sign-in verification is on by default.
Plans
Cadet, Voyager, Specialist, Commander and Enterprise.
Terms of Use (EULA): https://workspace369.com/terms-of-service
Sell memberships
• Create membership types, sell them with a pay link, and check members in at the front desk.
Win more leads
• See every lead on a pipeline board, and run more than one pipeline.
• AI labels new requests hot, warm or cold, so you reply to the best ones first.
• A Leads report shows what wins and why.
• Describe your business and AI suggests your stages, client fields and lead sources.
• Turn a client note or an email into follow-ups and tasks you review first.
Get paid
• Refund all or part of a card payment straight from the invoice.
• Clients can add a tip when they pay an invoice or book online.
• Charge an agreed no-show fee right from the appointment.
• Terms and conditions now live in Settings, and you can edit them on the invoice.
Proposals and bookings
• Offer good, better and best packages your client picks from.
• Draft a proposal with AI.
• Proposals in Hebrew and Arabic read right to left.
• One-time booking links, weekly booking limits and bookable dates.
• Mark no-shows, and ask clients for a review after each appointment.
Reports and email
• Reports open with your key figures, and accounting reports share one clear page with CSV export.
• A calmer inbox, with AI help to draft, shorten or change the tone of an email.
Easier to start
• Import clients from a screenshot or rebuild a proposal from a PDF.
• Bring your data over from HoneyBook, Dubsado, Bonsai, 17hats or Moxie.
• Try a sample client, proposal and invoice before adding your own.
Plus a new Home screen, your own accent color, and many smaller fixes.
The developer, Workspace369 LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- WORKSPACE369 LLC
- Size
- 529.5 MB
- Category
- Business
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 10.15 or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
English and 30 more
- English, Arabic, Czech, Danish, Dutch, Filipino, Finnish, French, German, Greek, Hebrew, Hungarian, Icelandic, Indonesian, Italian, Japanese, Korean, Malay, Norwegian Bokmål, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Ukrainian, Vietnamese
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- Cadet Yearly $279.00
- Cadet Monthly $29.00
- Enterprise Monthly $699.00
- Commander Monthly $299.00
- Specialist Monthly $149.00
- Voyager Yearly $709.99
- Voyager Monthly $74.00
- Copyright
- © Workspace369 LLC
