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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Visma Severa is an intuitive and visually appealing tool designed for thorough project management, integrating various aspects such as CRM, time tracking, project management, and invoicing. It empowers teams to discover optimal workflows, enabling specialists to refine their processes effectively. With this tool, you can easily track profitability, invoicing, and its impact on cash flow, ensuring that you stay informed. Enhance your company's utilization rate and oversee operations seamlessly, even from mobile devices. The success of any project hinges on the contributions of each team member, so it’s vital that everyone is clear on their roles and responsibilities while grasping the broader company context. By utilizing this tool, you can ensure successful project completion through collaborative planning, delegation, resource management, and performance tracking. Equip your employees with a reliable solution to streamline their work and boost productivity, fostering a culture of efficiency and accountability within the organization.

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 

Screenshots View All

Screenshots View All

Integrations

BI Book Yes 
Gmail No 
Google Calendar No 
LEX247 Yes 
Mercur Business Control Yes 
Microsoft 365 No 
Model Context Protocol (MCP) No 
Planday Yes 
Silverbucket Yes 
Spendency Yes 
Spreadsheet Server Yes 
Stripe No 
Sympa Yes 

Integrations

BI Book No 
Gmail Yes 
Google Calendar Yes 
LEX247 No 
Mercur Business Control No 
Microsoft 365 Yes 
Model Context Protocol (MCP) Yes 
Planday No 
Silverbucket No 
Spendency No 
Spreadsheet Server No 
Stripe Yes 
Sympa No 

Pricing Details

25€ per user 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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Visma

Founded

1985

Country

Norway

Website

psa.visma.com

Vendor Details

Company Name

Workspace369 LLC

Founded

2025

Country

United States

Website

workspace369.com

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools No 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

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 

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