Workspace369Workspace369 LLC
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Related Products
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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.
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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.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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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.
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Audience
Agencies, freelancers, consultants, studios and service businesses that deliver work to clients.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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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
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAutomateNexus CRM
Founded: 2025
United States
automatenexuscrm.com
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Company InformationWorkspace369 LLC
Founded: 2025
United States
workspace369.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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