Workspace369

Workspace369

Workspace369 LLC
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About

AutomateNexus CRM is a cloud-based customer relationship management platform for agencies, founders, and small teams. It manages contacts, deals, tasks, projects, quotes, invoices, appointments, marketing campaigns, and support conversations in one workspace. Karrie, its AI co-pilot, answers questions from CRM records, scores leads, and drafts follow-ups; specialist agents handle sales, support, marketing, operations, scheduling, research, and analytics. Teams can automate workflows, review agent actions, and approve customer-facing steps. Features also include reporting, agency workspaces, white-label branding, and a client portal for documents and messages. The platform connects with email, calendar, payment, messaging, automation, and AI services, and offers a REST API and webhooks for custom connections. Use the browser-based app on phones and computers, or install desktop apps for Windows and macOS.

About

Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Agencies, solopreneurs and small to mid-size teams that want an AI-powered CRM with unlimited contacts and white-label client workspaces, including teams moving off GoHighLevel, HubSpot, Pipedrive or Salesforce.

Audience

Agencies, freelancers, consultants, studios and service businesses that deliver work to clients.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$49/month
A limited Founding Member offer starts at $97 once for up to 10 users; higher one-time tiers are $497 for unlimited users and $997 for Agency reseller rights. Standard Starter pricing is $49/month for 5 users, with annual billing advertised at 20% savings. Starter includes a 7-day free trial with no credit card required. Offer availability may change.
Free Version Not Supported
Free Trial Supported

Pricing

$29/month
Plans start at $29 per month. A 14-day free trial is available. Voyager adds calls and texts; Specialist adds a business phone system and accounting tools.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

AutomateNexus CRM
Founded: 2025
United States
automatenexuscrm.com

Company Information

Workspace369 LLC
Founded: 2025
United States
workspace369.com

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Categories

AI CRM Supported
CRM Supported

Categories

Integrations

Gmail Supported
Google Calendar Supported
Model Context Protocol (MCP) Supported
Stripe Supported
Claude Supported
Make Supported
Microsoft 365 Not Supported
Microsoft Outlook Supported
OpenAI Supported
QuickBooks Online Supported
Slack Supported
Twilio Supported
Zapier Supported

Integrations

Gmail Supported
Google Calendar Supported
Model Context Protocol (MCP) Supported
Stripe Supported
Claude Not Supported
Make Not Supported
Microsoft 365 Supported
Microsoft Outlook Not Supported
OpenAI Not Supported
QuickBooks Online Not Supported
Slack Not Supported
Twilio Not Supported
Zapier Not Supported
Claim AutomateNexus CRM and update features and information
Claim AutomateNexus CRM and update features and information
Claim Workspace369 and update features and information
Claim Workspace369 and update features and information