More than a crm
Finish projects, delight clients & grow your business.
WHY WILLOWSPACE?
The only CRM that turns heads & wins you more referrals.
Work on projects that actually finish on time.
Lead Capture Forms
Embed customizable forms on your website to collect inquiries and streamline your leads.
Documents
Dedicated client portals to view project updates, and required actions—no login required.
Project Tracking
Organize tasks and milestones in one place to keep every project on track and running smoothly.
Tasks
Automate meetings that sync with your calendar for hassle-free, gorgeous scheduling.
Impress clients with a smooth, easy process.
Auto-reminders
Set it and forget it with custom email templates and auto-reminders on due dates and overdue items.
Secure Client Portals
Dedicated client portals to view project updates, and required actions—no login required.
Automated Workflows
Streamline your unique client processes and keep your projects on track with ease.
Scheduler
Automate meetings that sync with your calendar for hassle-free, gorgeous scheduling.
Get paid on time and in any currency.
Multi-currency Invoices
Easily create and send well-designed invoices in any currency to serve clients around the globe, no problem.
Online Payments
Make it easy for clients with secure payment integrations, including Stripe, for fast and reliable payments.
Upsell Opportunities
Boost revenue by allowing clients to select add-ons, or request new projects directly through their portal.
Late Fee Automation
Set up automatic late fees and reminders to encourage timely payments and consistent cash flow.
Finally, a CRM that feels like home for your brand.
WorkSpace Branding
Add your brand colors, fonts, and a custom domain for an on-brand client experience.
Custom Builders
Create polished, on-brand proposals, contracts, forms and invoices to keep things consistent.
Easy Integrations
Connect tools like Google Calendar, Gmail, or Zapier to keep everything flowing smoothly in one platform.
White Label Options
Plans that allow you to white-label the whole experience with custom domains to make it feel like your own.
SHAREWORTHY EXPERIENCES
Turn happy clients into your best marketing strategy yet.
Made by a designer for creatives just like you. WillowSpace was built with beautiful design and client experience in mind. When clients love working with you, they spread the word, turning easy workflows into your most powerful marketing tool.
