WillowSpace

WillowSpace is an all-in-one client management platform designed to streamline business operations for small to medium-sized businesses. According to the vendor, WillowSpace offers a simple and customizable design, allowing users to personalize their WorkSpace with their own brand color, font, and domain name. The platform includes useful client portals that enable clients to access project status, add-on options, and request meetings without the need for login credentials. WillowSpace also provides lead capture and insights features, allowing users to track inquiries and capture leads directly within the platform. Custom lead forms can be created and embedded on websites, and detailed reports can be generated to track trends and gain insights into lead generation efforts.

The platform offers a library of ready-to-use proposal templates, which the vendor claims can help users create visually appealing and professional proposals. Custom forms can be easily created to collect information, questionnaires, and feedback from clients, improving communication and data collection processes. WillowSpace integrates seamlessly with popular tools and systems such as Zapier webhooks, Google Calendar, Gmail, and Stripe, according to the vendor. This allows users to connect and automate workflows for enhanced productivity.

Users can offer project add-ons to clients with one-click selection in their client portal, potentially increasing revenue by providing additional services or features. WillowSpace supports multi-currency invoicing, allowing users to bill clients in any currency and providing flexibility for international transactions. The platform also simplifies contract management with digital contract signing, enabling clients to sign contracts with a click of a button. According to the vendor, WillowSpace helps keep projects on track and clients accountable through project management tools, including form templates for feedback collection and automated reminders and auto-late fees for timely invoice payments.