Workspace369Workspace369 LLC
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Related Products
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About
CloudBooks helps you creates invoices quickly and efficiently. With our templating system, it's simple to choose a theme, build and customize invoices, add your logo and personalize your emails. Set automated payment reminders and send custom follow-up messages to your clients. Setup online payments and your clients can pay the Invoice online using debit/credit cards. Bill your clients in their local currencies and increase the chances of getting paid on time. Choose from a variety of themes available, enter your business information, put your company logo and start sending beautiful invoices to your Clients. Run your business on auto pilot. Set up late payment fee and send automated payment reminders. Let Cloudbooks follow up with your Clients while you do the work that matters the most.
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not 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
Online invoicing software for businesses
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Audience
Agencies, freelancers, consultants, studios and service businesses that deliver work to clients.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not 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
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 InformationCloudBooks
Founded: 2013
United States
www.cloudbooksapp.com
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Company InformationWorkspace369 LLC
Founded: 2025
United States
workspace369.com
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Alternatives |
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Supported
Portfolio Management
Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Billing and Invoicing Features
Billing Portal
Supported
Contact Database
Supported
Contingency Billing
Supported
Customer Portal
Supported
Customizable Invoices
Supported
Dunning Management
Supported
Hourly Billing
Supported
Invoice History
Supported
Mobile Payments
Supported
Multi-Currency
Supported
Online Invoicing
Supported
Online Payments
Supported
Payment Processing
Supported
Project Billing
Supported
Recurring/Subscription Billing
Supported
Service Ticket Billing
Supported
Tax Calculator
Supported
Time and Expense Features
Activity Tracking
Not Supported
Billable Hours Tracking
Supported
Billing Rate Management
Supported
Expense Tracking
Supported
Invoice Processing
Supported
Multiple Billing Rates
Supported
Project Tracking
Supported
Reimbursement Management
Not Supported
Time Tracking by Client
Supported
Time Tracking by Project
Supported
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Integrations
Stripe
Supported
2Subscribe
Supported
Basecamp
Supported
Gmail
Not Supported
Google Calendar
Not Supported
Microsoft 365
Not Supported
Model Context Protocol (MCP)
Not Supported
PayPal
Supported
SendGrid
Supported
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Integrations
Stripe
Supported
2Subscribe
Not Supported
Basecamp
Not Supported
Gmail
Supported
Google Calendar
Supported
Microsoft 365
Supported
Model Context Protocol (MCP)
Supported
PayPal
Not Supported
SendGrid
Not Supported
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