NOT YOUR Average CRM
Beautiful systems for creatives building better client relationships.
WHY WILLOWSPACE?
The only tool designed to feel like a client experience upgrade.
Stay on top of projects without burning out.
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.
Automation where it helps. Human where it matters.
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
Our workflows are flexible, thoughtful and keep you present with your clients, not lost in endless triggers and panic.
Scheduler
Automate meetings that sync with your calendar for hassle-free, gorgeous scheduling.
No more awkward emails. 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 platform 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.
Upload Custom PDFs
Use your pre-designed proposals and contracts inside of WillowSpace and track insights that matter.
SHAREWORTHY EXPERIENCES
Delight your clients & watch the referrals roll in.
Built by a designer who knows what it’s like to juggle beautiful work with client chaos. WillowSpace helps you deliver a thoughtful, seamless experience — the kind your clients will rave about. When you give your clients calm and clarity, they give you word-of-mouth referrals that keep projects coming in.
Everline Co.
Active
Milestone: Discovery
Beckett Rowe paid an invoice SaaS Branding Invoice 1/4
Nexa
Completed
Milestone: Offboarding
Summit Tech accepted a proposal Marketing Campaign
Luna Wellness signed a contract Consultancy Retainer
Jaxon Hale
jaxon@hale.com
Active
Dennis Howell
dhowell@gmail.com
Active
Camilla Queiroz
cq@summitco.net
Inactive
Designed for service-based creatives who care about their client experience and their sanity.
Trusted by thoughtful creatives who want to spend more time doing what they love.
