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
Workspace369 has been a game changer for keeping everything in one place. I can easily keep track of clients, follow-ups, team tasks, scheduling, and billing without having to jump between multiple platforms. The interface is really intuitive, and having everything connected makes it much easier to see what needs to get done and stay on top of deadlines. It’s also been great for keeping our team aligned and making sure nothing falls through the cracks.
The best
Simon Dziak
I was using Quickbooks before and it was way too complicated to onboard our interns. Workspace369 has updated how we manage our customer relationships and business processes. As a CRM solution, it strikes the perfect balance between functionality and user-friendliness, making it fantastic for our team.
Best app for my construction business
SebastianBroco
Great app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
True all-in-one system
samimonroe
It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
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.
Version 2026.11.08
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
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
