Workspace369

Workspace369

Workspace369 LLC
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About

Create and send professional invoices and estimates then receive update notifications. Get paid faster and on time via cash, checks, ACH, Credit and Debit cards and PayPal. Track the number of goods you have on hand for better control of what you buy and sell. Client portal allows your clients to keep track of all the transactions that have taken place. Help your team push things forward with simple planning and direct communication. All the files for your Todos live in one secure place so your team always has access to them. Quickly find clients, contacts, notes and outstanding balance all in one place. Track expenses against your clients and add them to invoices in a few clicks. Get paid in over 160 different currencies with rates updated hourly. View and share interactive reports and budget in real-time – no waiting for month-end. Search across all of your transactions and clients to find the information you’re looking for.

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 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

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

Companies searching for a solution to create and send professional invoices and estimates

Audience

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
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

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

Review this Software

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

Servicejoy
Founded: 2011
United States
servicejoy.com

Company Information

Workspace369 LLC
Founded: 2025
United States
workspace369.com

Alternatives

Alternatives

Categories

Categories

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Not Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Integrations

Gmail Not Supported
Google Calendar Not Supported
Microsoft 365 Not Supported
Model Context Protocol (MCP) Not Supported
Stripe Not Supported

Integrations

Gmail Supported
Google Calendar Supported
Microsoft 365 Supported
Model Context Protocol (MCP) Supported
Stripe Supported
Claim Servicejoy and update features and information
Claim Servicejoy and update features and information
Claim Workspace369 and update features and information
Claim Workspace369 and update features and information