One Workspace
Every Workflow
A single platform to run your entire business
CRM, invoicing, payments, operations, communications, agreements, point of sale, subscriptions, field services, and more.
Stop juggling disconnected apps.
No more complexity.
Work smarter, not harder. Get started today.
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Everything You Need
Finally Working Together
Running a business shouldn't require ten disconnected apps.
My Business Workspace replaces scattered tools with one integrated system that is easy to use.
Standardize your processes across locations to ensure consistency
Connect sales, operations, billing, messaging, and reporting in one place
Keep your entire team and your customers aligned in real time
Turn chaos into consistent, trackable workflows
One Platform Built Around the Four Pillars of Your Business
Every business runs on the same four pillars:
CRM, marketing, operations, and payments.
Most companies use separate tools for each pillar. That leads to disconnects, duplicate work, and juggling.
My Business Workspace unifies all four pillars in one connected system so your entire workflow stays organized, aligned, and easy to manage.
Why My Business Workspace vs. Other Platforms
Most platforms only solve one slice of your workflow — CRM, marketing, operations, or billing.
My Business Workspace is designed to connect all four pillars in one system, so your team is aligned and your data stays in sync.
| Capability | My Business Workspace | Salesforce | HubSpot | GoHighLevel | Zoho | QuickBooks |
|---|---|---|---|---|---|---|
| CRM | Built-in, simple & unified | Enterprise CRM, complex | Strong CRM | CRM included | CRM included | Not a CRM |
| Marketing (email/SMS) | Fully integrated | Requires add-ons | Strong | Strong | Basic | Not included |
| Operations & Workflow Management | Scheduling, jobs, tasks, field ops | Not included | Not included | Limited | Not included | Not included |
| Point of Sale / In-Person Payments | Unified & integrated | Not included | Not included | Not included | Not included | Payments only |
| Subscriptions & Recurring Billing | Native, automated | Requires add-ons | Limited | Included | Limited | Included |
| Multi-Location Management | Designed for multi-location | Enterprise tier | Basic only | Not focused here | Not focused here | Per-company accounting |
| Automations Across All Departments | System-wide | Requires multiple clouds | Marketing & CRM only | Marketing & sales only | Limited | None |
| Single Customer Record for CRM + Ops + Billing | One customer record, everything connected | Separated by products | Marketing/CRM only | Marketing-focused | Separate apps | Accounting only |
| Setup Time | Minutes | Weeks or months | Days | Days | Days | Per-module setup |
| Total Cost | Single, straightforward price. Only $33 per user | High + consulting | Tiered + add-ons | Platform + add-ons | Per-app licensing | Accounting + integrations |
| Best Fit | Service businesses & multi-location teams | Enterprise sales orgs | Marketing teams | Agencies & marketers | General office apps | Finance & bookkeeping |
Instead of stitching together 5–7 different tools, MBW gives you one workspace for CRM, marketing, operations, and payments.
Use Only What Your Business Needs. Hide Everything Else.
Built for flexibility: your business is unique, so your software should adapt.
Turn features on or off at any time.
The Core: CRM, Marketing, Billing & Payments
These essentials apply to every business, so we've standardized them to work seamlessly together as one system. No more bouncing between disconnected tools to handle your daily work.
Customer Relationship Management
Manage contacts, leads, conversations, and customer history in one place.
- Segment profiles
- Track all email/SMS conversations
- Offer customers a self-service portal
Marketing & Communications
Manage communication, announcements, bookings, and engagement from one hub.
- Send email/SMS campaigns
- Use reusable branded templates
- Automated follow-ups
Invoicing & Payments
Create invoices and take payments, manage subscriptions, and sync with QuickBooks.
- Create invoices and line items
- Accept one-time and recurring payments
- Support deposits and installment plans
Operational Tools That Adapt to How Your Business Works
Operations look different for every business. Scheduling, services, inventory, and workflows vary across industries. That is why My Business Workspace lets you enable only the operational tools that match how your business works and hide everything else.
Scheduling, Classes & Events
Schedule one-off or recurring appointments, classes, and events.
- Manage calendars and resources
- Track sign ups and attendance
- Send automated reminders
Point of Sale (POS)
Fast in-person checkout with inventory sync and receipts.
- Scan barcodes or quick add items
- Apply taxes, discounts, and tips
- Print or email receipts
Subscriptions & Plans
Charge plan-based or recurring fees with clear tracking.
- Define plans, tiers, and pricing
- Automate recurring billing
- Track entitlements and balances
Documents & e-Sign
Collect signatures, store files, and keep everything tied to records.
- Send contracts for e-signature
- Store proposals, waivers, and documents
- Keep all files organized in one place
Products, Services & Inventory
Offer services, packages, or products and track stock and pricing.
- Manage products, services, and packages
- Track inventory levels
- Control catalog and pricing
Jobs, Operations & Tasks
Run day to day operations: schedule work, assign staff, and track progress.
- Schedule jobs and crews
- Capture time sheets
- Use mobile views in the field
Reporting & Exports
See activity and revenue at a glance, or export data anytime.
- View operations and revenue dashboards
- Export CSV or Excel files
- Drill into category level insights
Vendors & Purchasing
Track vendors, purchase orders, and related communications.
- Maintain vendor records
- Track orders and reconciliation
- Log vendor contact updates
Templates, Training & Admin
Get users started quickly and keep the system consistent.
- Use shared page templates
- Provide built in training and onboarding videos
- Manage company settings and roles
Built To Fit Your Business. Ready When You Are.
Get started in minutes with only the tools you need today. Add more as your business grows.
Prefer a walkthrough first? See My Business Workspace in action with a live demo.
No setup fees. No long term contracts. Turn features on or off any time.
Built for Service Businesses at Every Stage
Whether you're opening your first location or standardizing operations across dozens, My Business Workspace adapts to how you work. From solo operators to multi-location organizations, MBW supports the daily workflows service teams rely on.
New Businesses
Start with the essentials like CRM, scheduling, invoicing, and payments. Guided setup and best-practice templates help you launch quickly and avoid early chaos.
Growing Companies
Simplify day-to-day work as your team, services, and locations expand. Standardize processes across staff while keeping the flexibility each location needs.
Franchises and Multi-Location Brands
Give every location an easy workspace for daily operations while the home office gets consistent workflows, enterprise reporting, and controls across the network.
Who Uses My Business Workspace
Home & Field Services
HVAC, plumbing, electricians, mobile technicians.
Health, Wellness & Fitness
Gyms, martial arts academies, yoga and training centers.
Education & Training
Tutoring centers, enrichment programs, after-school classes.
Beauty & Personal Services
Salons, spas, med spas, estheticians, massage therapists.
Retail + Service Hybrid
Pet grooming, repair shops, specialty retail.
Professional Services
Consultants, agencies, coaches, and service firms.
Contractors & Project Work
Landscaping, construction, home improvement.
Franchise & Multi-Location Teams
Standardized workflows with roll-up reporting.
Event & Mobile Services
DJs, photographers, entertainers, mobile service providers.
346-435-3128
contact@mybusinessworkspace.com