Workspace369 Walkthrough 2026: From Proposal to Paid Invoice (Full CRM Demo)

One client, one app: the inquiry, the proposal, the signature, the invoice, paid in full. This is Workspace369, step by step, with the plan each step needs. Most client businesses run on a CRM, a proposal tool, an invoicing app and a spreadsheet. It works, until a step slips. The cost is admin: invoicing, follow-ups and chasing payments, squeezed around client work, hours every week.

Workspace369 puts that whole job in one workspace, from $29 a month. Clients, proposals, projects, time and invoices, all connected to each other. It is built for people who sell client work: freelancers, consultants, studios and small agencies, from one seat to a team. The example is fictional: Northline Studio, redesigning a website for Dana Whitfield. We will follow that one job: win the work, run the project, bill it, and get paid.

Every step shows the plan it needs, so you can see where your business fits. Start with your client list: upload the CSV from your old tool, AI maps the columns, and the whole list is in. Each client then gets one record, with their proposals, projects and invoices in tabs. New work can arrive on its own. On Voyager, a prospect sends your request form, it lands in Requests, and one click makes them a client.

Each request keeps the message and where the lead came from. Busy when a lead calls? On Voyager, the call comes in, it is logged as missed, and an automatic text goes back. Want the first call booked for you? On Specialist, they pick a service, a free time, book it, and it is on your calendar.

Connect Google Calendar: your schedule shows up there, and busy Google time blocks those slots. Proposals start from your service catalog: set the service price, enter what it costs you, and read the gross margin. That margin is price minus the cost you entered. It is not your net profit. Build the proposal, then style it: one click restyles it, fonts and cover change together, pick your look, and the client sees exactly that.

Send it from the editor, your client opens the link, accepts and signs with their name, and on Specialist pays the deposit. Optional add-ons let the client choose extras, like a booking page, when they accept. And you hear about it: the proposal is viewed, accepted, and later, the invoice is paid in full. Clients sign proposals through a link, with no account to create. Signed, so set up the project.

It shows progress, budget left and the deadline, tasks live on a board, and finishing one moves the progress bar. Working with contractors? Client-scoped access keeps them to their own clients, on every plan. Client questions stay together. On Voyager, email and texts share one thread, AI sums up the email, and you reply right there.

On Specialist, calls come in too: the CRM knows the caller, you answer in the browser, hang up, and an AI summary lands in the thread. Why track time? Three untracked hours a month, at $120 an hour, is $4,320 a year. On Voyager, the timer runs, stop it, pick the hours to invoice, and they land on the invoice. Time to bill.

The accepted proposal converts into an invoice on every plan. Send it, and your client opens the invoice link, pays by card, it is paid in full, and your workspace shows it. Clients pay online by card through Stripe, connected to your own account. Clients can follow along too. Share the project, they verify their email with a code, see progress and files, and find their invoices.

No password for the client to remember: a one-time code opens the portal. And when an invoice slips: the due date passes, the days add up, and it is officially late. On Cadet, pick the overdue trigger, add an email reminder, and switch the workflow on. The workflow stops by itself once the invoice is paid. Ongoing clients go on a retainer: choose the client and coverage, set the monthly amount, and turn on the recurring invoice.

Recurring invoices go out on their own schedule, on every plan. Each morning, open the dashboard: today’s tasks, events and revenue, with project health right below. Calendar, tasks and notes sit in the same place, on every plan. The same workspace runs on laptop, tablet and phone. A payment lands on all three at once.

One app, every device. And on any plan, you can work from Claude or ChatGPT through MCP. On Voyager, a smaller job in one flight: the request, the signed proposal, the project, the hours, and paid in full. Which plan? Cadet is $29 a month for one seat, Voyager $74 for two, Specialist $149 for ten.

In this walkthrough: proposal to paid invoice works on every plan, Requests, texts and time start on Voyager, deposits and booking on Specialist. Bigger teams: Commander is $299 for twenty seats, with full accounting, and Enterprise $699 for fifty. Accounting grows with the plan: expenses and basic accounting from Specialist, full accounting on Commander. Extra seats are $10 a month from Voyager. Every plan starts with a 14-day free trial.

Billed yearly, Cadet is $23.25 a month, Voyager $59.25, Specialist $119.25. Plans also set storage and AI tokens: Cadet, 5 gigabytes and 10,000 tokens, Voyager, 50 gigabytes and 30,000, Specialist, 100 gigabytes and 60,000.

The fastest test: send one real proposal, run the project, and bill it, all inside the trial. Use your real clients, proposals and invoices. Demo data hides the friction. While you test, check three things: what your client sees, which tools you closed, and how fast you got paid. Start on the plan that covers your steps.

Upgrades apply right away. Take one real client from proposal to paid invoice. Plans and links are in the description.