Workspace369
Economia
Gratis · Acquisti in‑app
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
Valutazioni e recensioni
- L’app non ha ricevuto un numero sufficiente di valutazioni o recensioni per poter mostrare una panoramica.
Apple Pay, Square payment choice, year-end income reports and more.
• Pay with Apple Pay when adding a card on iPhone.
• Choose Stripe or Square for booking payments, proposal deposits, retainers and new membership types.
• Year-end income summary in Finance > Reports, with PDF and CSV export.
• Select several clients at once and move them to a pipeline stage or change their lead source.
• Hide sidebar pages you don't use. The choice follows you across devices.
• Design your Apple Wallet pass with live previews, and let members switch plans.
• Connect the Workspace369 app for Zapier (beta) from Settings.
Plus many fixes for Inbox, Notes, Schedule, Reminders and Settings.
Lo sviluppatore, Workspace369 LLC, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore .
Dati collegati a te
I seguenti dati possono essere raccolti e collegati alla tua identità:
- Informazioni di contatto
- Identificativi
Accessibilità
Lo sviluppatore non ha ancora indicato le funzioni di accessibilità supportate dall’app. Scopri di più
Informazioni
- Dimensioni
- 482,2 MB
- Categoria
- Economia
- Compatibilità
Richiede iOS 15.0 o versioni successive.
- iPhone
Richiede iOS 15.0 o versioni successive. - iPad
Richiede iPadOS 15.0 o versioni successive. - iPod touch
Richiede iOS 15.0 o versioni successive. - Mac
Richiede macOS 10.15 o versioni successive. - Apple Vision
Richiede visionOS 1.0 o versioni successive.
- iPhone
- Lingue
Italiano e altre 30 lingue
- Italiano, Arabo, Ceco, Cinese Semplificato, Cinese Tradizionale, Coreano, Danese, Ebraico, Filippino, Finlandese, Francese, Giapponese, Greco, Indonesiano, Inglese, Islandese, Malese, Norvegese bokmål, Olandese, Polacco, Portoghese, Rumeno, Russo, Spagnolo, Svedese, Tedesco, Thai, Turco, Ucraino, Ungherese, Vietnamita
- Età
4+
- 4+
- Acquisti in-app
Sì
- Enterprise Monthly 799,00 €
- Commander Monthly 349,00 €
- Specialist Monthly 179,00 €
- Voyager Yearly 799,99 €
- Voyager Monthly 79,00 €
- Cadet Yearly 299,00 €
- Cadet Monthly 35,00 €
- Fornitore
WORKSPACE369 LLC
- WORKSPACE369 LLC non si identifica come operatore commerciale per questa app. Se ti trovi all’interno dello Spazio economico europeo, i diritti dei consumatori non si applicano agli accordi tra te e il fornitore.
- Copyright
- © Workspace369 LLC
