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Average Ratings 0 Ratings
Description
Oversee, market, and regulate client retainers and inquiries seamlessly. Effortlessly handle each request from clients. The Client Portal requires a unique Username and Password for secure access. Clients can monitor the remaining time on their retainer and can buy additional hours if necessary. Projects can be exported in PDF format for easy sharing. Users can submit work requests through a tailored form, and the approval requests feature can be toggled on or off as needed. Time can be added to a request either manually or by using a timer, allowing flexibility in management. Requests can be set to either appear or remain hidden, and clients can open requests without receiving notifications. There is an option to require approval or not before closing requests, with restrictions on sending new requests if there are no available hours. Payments are credited directly to your PayPal or Stripe account with a 0% processing fee, ensuring you maintain complete control. The intuitive client access dashboard allows for immediate visibility of all client activities, including real-time updates on online clients and the availability of managers, enhancing overall efficiency and communication.
Description
Workspace369 is an online platform designed for agencies, freelancers, consultants, studios, and service-oriented businesses to streamline their client work processes. This comprehensive tool consolidates various client-related elements such as records, requests, proposals, contracts, projects, files, invoices, and conversations into a singular workspace. Teams can easily send proposals for e-signatures, transform accepted proposals into invoices, and facilitate card payments via client links. Additionally, it allows for task organization on boards, scheduling of work on a shared calendar, and the inclusion of tracked time in invoices. A dedicated client portal provides seamless access to proposals, invoices, and appointments, while a shared inbox ensures all client communications are centralized; the Voyager plan includes calls and texts, whereas the Specialist plan introduces a complete business phone system alongside accounting features. Automated workflows enhance follow-up processes, and Workspace AI assists in drafting messages for users to review before sending out. The platform operates in a web browser and offers applications for iPhone, iPad, and Mac devices, with a 14-day free trial available for prospective users to explore its capabilities. Overall, Workspace369 aims to simplify client management and enhance productivity for various service-based industries.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Gmail
No
Google Calendar
No
Microsoft 365
No
Model Context Protocol (MCP)
No
Stripe
No
Integrations
Gmail
Yes
Google Calendar
Yes
Microsoft 365
Yes
Model Context Protocol (MCP)
Yes
Stripe
Yes
Pricing Details
$12 per month
Free Trial
Yes
Free Version
No
Pricing Details
$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 Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Clientrol
Founded
2016
Country
Ireland
Website
clientrol.com
Vendor Details
Company Name
Workspace369 LLC
Founded
2025
Country
United States
Website
workspace369.com
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Product Features
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No