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CRM, projects & invoicing for agencies. AI does the admin.

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Workspace369 - CRM, projects & invoicing for agencies. AI does the admin.
Workspace369 - CRM, projects & invoicing for agencies. AI does the admin.

About Workspace369

Workspace369 is the all-in-one platform for agencies, freelancers, and small service businesses: CRM, proposals, projects, invoicing, and payments in one place, with AI that does the admin for you. Stop stitching together HoneyBook, Asana, and FreshBooks. In Workspace369 a lead comes in, AI helps draft the proposal, the client approves and pays, the project kicks off, and follow-ups go out automatically. What you get: • CRM & pipeline to track every lead and client in one view • Branded proposals and quotes • Projects & tasks tied directly to each client • Invoicing and online payments through Stripe Connect • AI automation for follow-ups, messages, and routine admin • Native iOS and Android apps, plus web • Built-in MCP server to connect Workspace369 to Claude, ChatGPT, and other AI assistants One plan at $29/month, with a 14-day free trial.

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Demo video

Workspace369 demo video

Overview

Who is it for?

Digital and marketing agencies, freelancers, and small service businesses that manage clients, projects, and payments.

Problem

Service businesses juggle a CRM, a project tool, an invoicing app, and endless follow-up emails. Client info gets scattered, follow-ups slip, and hours go to admin instead of paid work.

Solution

Workspace369 puts CRM, proposals, projects, invoicing, and Stripe payments in one workspace, and its AI automates follow-ups and routine admin so the business runs from a single place on web, iOS, and Android.

What makes it unique

AI does the admin: automated follow-ups and AI-assisted proposals and messages. A built-in MCP server lets Claude, ChatGPT, and other AI assistants work directly with your Workspace369 data. Native iOS and Android apps, Stripe Connect payments, and one $29/month plan that replaces a HoneyBook + Asana + FreshBooks stack.

FAQ

What features does Workspace369 offer?
Workspace369 includes CRM, project management, invoicing, payment processing, and AI automation.
Who is Workspace369 designed for?
It's built for freelancers, agencies, and any business that delivers work to clients.
Is there a free trial available?
Yes, Workspace369 offers a 14-day free trial.
What happens after the free trial?
After the trial, it costs $29/month unless canceled.
Can I automate follow-ups?
Yes, Workspace369 allows you to automate follow-up communications.
Does it support invoicing?
Yes, you can create and manage invoices directly within the platform.
Is AI included in the platform?
Yes, AI features are included to assist with tasks like composing and automating workflows.
Can I manage multiple clients?
Absolutely, Workspace369 is designed to handle multiple clients and projects simultaneously.
How does billing work?
You can create proposals, quotes, and invoices, and manage payments all in one place.
What integrations are available?
Workspace369 integrates with Stripe (Stripe Connect) for payments and includes an MCP server that connects it to Claude, ChatGPT, and other AI assistants.