Workspace369

npx add-mcp 'https://mcp.workspace369.com/mcp'

Built around the way client work actually moves.

Workspace369 started from a simple frustration: service teams were running the same client relationship across a CRM, inbox, request forms, project boards, calendars, billing tools, files, and spreadsheets.

The current platform brings those pieces into one operating system. Teams can manage clients, requests, projects, schedules, shared inboxes, invoices, payments, expenses, accounting, storage, AI, and automations from one place.

About Workspace369

Alex Rivera Brightline Media · alex@example.com

Live

ActiveClient since 2026

callCallchat_bubble_outlineSMSreceipt_longInvoiceeventSchedule

Lifetime value $12,400

Open invoices $1,250

Last contact Today

Activity All · Emails · Money

chat_bubble_outline

SMS from Alex “Can we move it to Thursday?”

Wed

event

Meeting scheduled Wed 2:00 PM · kickoff call

Wed

folder

3 files attached Brand assets.zip · brief.pdf

Tue

mail_outline

Proposal accepted Brand & website · $4,800

Mon

Signal over noise

Client context stays visible

The relationship history follows the work from first request to final payment.

One workspace for the work, the conversation, and the money.

The current Workspace369 product is built around the full client lifecycle. Leads, schedules, messages, files, invoices, payments, expenses, AI, and accounting stay close to the same client record.

01

Capture and organize the client record

Bring requests, leads, client details, files, notes, and follow-up into the same place before work starts drifting across tabs.

• CRM and request intake
• Client history
• Files and notes

02

Schedule, assign, and deliver the work

Move from intake into calendars, projects, tasks, reminders, time tracking, and team ownership without recreating the job context.

• Projects and tasks
• Calendar scheduling
• Time and reminders

03

Quote, bill, collect, and report clearly

Use proposals, quotes, retainers, invoices, payment links, payment plans, expenses, inventory, and accounting workflows together.

• Invoices and proposals
• Stripe payments
• Accounting reports

The operational details are connected

Workspace369 is built around the full client lifecycle, not just one isolated workflow. Intake, delivery, communication, billing, files, and reporting stay in the same workspace.

1. 01What is Workspace369 now?
2. 02Which communication channels are supported?
3. 03Can it handle billing and accounting?
4. 04Where does AI fit?
5. 05Who is Workspace369 built for?

What is Workspace369 now?

Workspace369 is an operating system for service businesses and client-work teams: CRM, requests, projects, calendars, inboxes, billing, payments, files, AI, automations, and accounting in one workspace.

insights

Insights Studio North · this month

REVENUE COLLECTED $18,240

Invoice sent Reminder SMS Paid · $1,250

Needs attention Reading signal 1 of 3

INV-1042 is 7 days past due Forma Studio usually pays in 2–3 days

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Northline retainer nears its budget 90% of hours used · renews Friday

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Riley Stone quiet for 9 days Usually replies within a day

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Reading your workspace

Invoices, messages and bookings are compared as they change.

3 signals so far

Patterns become easier to read

Projects, messages, billing, and follow-up sit close enough to show what needs attention.

From first request to final payment.

Workspace369 gives your team one connected path for the work that normally jumps across a CRM, form builder, inbox, project tool, calendar, billing app, payment processor, file drive, and spreadsheet.

Capture the request, schedule the work, keep conversations attached, deliver through projects and tasks, bill cleanly, collect payment, and report on the operation without rebuilding context at every step.

See the modules

move_to_inboxRequestschevron_right REQ-231

Brand & website Forma Studio · REQ-231 New

Quarterly report design Northline · REQ-230 In review

Podcast launch kit Atelier Eight · REQ-229 Approved

Maya Chen maya@formastudio.co · from your website form New

Service

Brand & website refresh

Budget

$5,000 – $7,500

Launch

November 14

Message

We relaunch in November and need the brand and site to match. Brief attached.

picture_as_pdfbrand-brief.pdfimagemoodboard.jpg

how_to_reg Forma Studio added to Clients The request, files and messages moved with it

event_available

Clients book themselves

Share a booking page. The time they pick lands on your team calendar, with reminders scheduled.

timer

Hours turn into invoice lines

Track time against the project, select the unbilled hours, and they land on the invoice.

web

A portal clients actually use

Clients approve files and pay invoices in one place, and your team sees it as it happens.

Try asking

paymentsCollect overdue paymentseventWhat's on today?draftsDraft a follow-up emailperson_addAdd a new client

storefrontStudio NorthlockWorkspace only

Ask anything…

addalternate_emailboltAuto-applyauto_awesomeEffort Automic

The workspace feels alive

Every detail has a place, so teams can move with less friction and more confidence.

Don't take our word for it.

★ 5.0 from 12 ratings on the App Store (as of 2026-10-15)

★★★★★

SMB Modernization

Great tool for modernizing small businesses. Ability to leverage AI without technical background.

Foreman345 · 2026-10-02 · App Store review

★★★★★

True all-in-one system

It beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions

samimonroe · 2026-10-02 · App Store review

★★★★★

Best app for my construction business

Great app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design

SebastianBroco · 2024-11-23 · App Store review

Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.

Which plan fits you?

Proposals with deposits, invoices, a client portal, time tracking and email automations on every plan. Add calls, texts or full accounting as you grow.

Yearly plans only: your whole first year costs the same as 6 months of the monthly price, for the first 100 customers who join by Oct 31. Send us your website and we set up your workspace for you, free.

Cadet

Win the job, do the work and get paid, all in one place.

• Proposals clients sign and pay a deposit on
• Invoices, client portal and online payments
• Time tracking that turns into invoices
• Email inbox and up to 3 automated workflows
• Connect Claude and ChatGPT (MCP)

1 seat · Standard monthly usage

Voyager

Calls, texts and email in one inbox, for small teams that ship client work.

Everything in Cadet, plus

• A business number for calls and texts
• Shared inbox and missed-call text back
• Unlimited projects
• Up to 10 workflows, with SMS steps

2 seats · 3× Cadet usage

Specialist

The full agency suite: pipeline, delivery and billing in one place.

Everything in Voyager, plus

• IVR, call queues and call recording
• Expenses, payment plans and basic accounting
• Webhooks & API, up to 25 workflows

10 seats · 6× Cadet usage

Commander

Real accounting depth and AI-drafted workflows for scaled firms.

Everything in Specialist, plus

• Full accounting
• Unlimited workflows, drafted with AI
• Advanced AI tools and dedicated support

20 seats · 12× Cadet usage

Enterprise

For larger organizations running several teams.

Everything in Commander, plus

• 50 seats included
• 30× Cadet AI usage

50 seats · 30× Cadet usage

14-day free trialCard required. Cancel before your trial ends and pay nothing; after that, your plan renews automatically at the price shown until you cancel30-day money-back guaranteeYour plan price never goes up while you stay subscribedFrom Voyager: extra seats $10/mo eachDedicated SMS and voice numbers need a one-time $50 carrier setup

Coming from HoneyBook, Dubsado, Bonsai, Moxie or 17hats?

What changes when you move to Workspace369. Competitor prices checked October 15, 2026, on their own pricing pages.

• HoneyBook Texting and calls from Voyager HoneyBook sells Phone & SMS as an $8 a month add-on in the US and Canada. Workspace369 Voyager includes two-way texting, calling and voicemail. Compare with HoneyBook
• Dubsado Automations from the $29 plan Dubsado keeps its Flows on Premier ($525 a year). Workspace369 Cadet includes email automations and ready-made templates. Compare with Dubsado
• Bonsai 10 seats for $149 a month Ten people on Bonsai Essentials list at $250 a month. Workspace369 Specialist includes 10 seats. Compare with Bonsai
• Moxie Room past five people Moxie Teams stops at 5 members. Workspace369 Specialist includes 10 seats, and you can add more. Compare with Moxie
• 17hats No add-ons for the basics 17hats was reported on October 15, 2026 to charge extra for time tracking and recurring billing. Both are included on every Workspace369 plan. Compare with 17hats

Bring Workspace369 into your AI

Claude, ChatGPT, Grok and other MCP apps can look up clients, draft invoices and manage your calendar, with the access you approve.

https://mcp.workspace369.com/mcp

No API key needed — connecting uses secure OAuth sign-in. Available on every plan.

Developer-friendly, with APIs and webhooks built in

Connect Workspace369 to the rest of your stack. Let AI apps read and act on your workspace through the MCP server, subscribe to webhook events as work happens, and build custom integrations on the API — every call runs under your own permissions and lands in an audit log.

MCP works on every plan. Webhooks & API integrations are included from Specialist.

POST https://your-app.example/hooks/workspace369
{
  "event": "invoice.paid",
  "data": {
    "id": "INV-1042",
    "client": "Forma Studio",
    "amount": 4800.00,
    "currency": "USD"
  },
  "sent_at": "2026-10-02T09:41:12Z"
}