From CRM and marketing to scheduling, billing, subscriptions, documents, reporting and more - My Business Workspace pulls everything into a single, streamlined platform so your team can move faster with less software sprawl.
Everything You Can Do With My Business Workspace
From CRM and marketing to scheduling, billing, subscriptions, documents, reporting and more-My Business Workspace pulls everything into a single, streamlined platform so your team can move faster with less software sprawl.
Customer Relationship Management
Centralize customer profiles, history, documents and communications.
- Profiles & segmentation
- Email/SMS logs & reminders
- Self-service portal
Marketing & Communications
Send targeted messages and keep conversations connected to your records.
- Email/SMS campaigns
- Reusable templates
- Automated follow-ups
Scheduling, Classes & Events
Book one-off or recurring appointments, events and classes.
- Calendar & resources
- Sign-ups & attendance
- Auto reminders
Invoicing & Payments
Create invoices, take payments, and track revenue clearly.
- Invoices & line items
- Online payments
- Deposits & installments
Point of Sale (POS)
Fast in-person checkout with inventory sync and receipts.
- Barcode/quick add
- Taxes/discounts/tips
- Print/email receipts
Subscriptions & Plans
Charge plan-based or recurring fees with clear tracking.
- Plans & tiers
- Auto billing runs
- Entitlements & balances
Documents & e-Sign
Collect signatures, store files and keep everything tied to records.
- e-Sign contracts
- Proposals/slides
- File storage
Products, Services & Inventory
Offer services, packages or products-track stock and pricing.
- Products & packages
- Inventory tracking
- Catalog & pricing
Jobs, Operations & Tasks
Run the day-to-day: schedule work, assign staff, track progress.
- Job/crew scheduling
- Time sheets
- Mobile field views
Reporting & Exports
See activity and revenue at a glance; export when you need to.
- Ops & revenue dashboards
- CSV/Excel exports
- Category insights
Vendors & Purchasing
Track vendors, orders and related communications.
- Vendor records
- Orders & reconciliation
- Contact updates
Templates, Training & Admin
Get started quickly and keep the system consistent.
- Page templates
- Training videos
- Company settings
Straightforward, Affordable Pricing
Just $99/month for up to 3 users. Add more team members anytime for $33/month per user. No contracts. No setup fees. Cancel anytime.
One Price. No Surprises.
- Full access to all features
- Cancel anytime
- 14-day free trial included
Have Questions
Need More Information?
We're always looking to connect with those in the service industry. If you have additional questions don't hesitate to contact us.
346-435-3128
my@businessworkspace.com