Workspace369

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