--- title: "WillowSpace Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about WillowSpace Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more." source_url: "https://www.capterra.com/p/252422/WillowSpace/" page_type: "product" language: "en" --- # WillowSpace Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) WillowSpace ## What is WillowSpace? Give your clients something to rave about. When clients LOVE working with you because of how easy you've made it, they'll tell everyone else to work with you too. Referrals put your marketing on autopilot. This all-in-one platform helps you with the tough part of running a business - managing your clients simply, seamlessly & beautifully. WillowSpace is a cloud-based solution that enables business owners to design custom forms, onboard clients, create proposals, get contracts signed and more. ## What is WillowSpace used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $30 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WillowSpace?[Manage this product listing](https://www.g2.com/products/willowspace/claim_requests/new?auto=true) ## WillowSpace Overview Updated September 2026 AI summary WillowSpace supports small businesses in managing client onboarding by providing tools for client management, onboarding workflows, and document handling within a cloud-based platform. Notable features include customizable branding, electronic signatures, online payments, and integration options, along with collaboration and communication tools. Its capabilities extend to task tracking, alerts, surveys, and client engagement features for a coordinated onboarding experience. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### WillowSpace 4.7 (6) VS. [4.9 (283)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/) Starting Price $30 Per User, Per Month Starting Price $50 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (6) Ease Of Use 4.7 (283) Value For Money 4.7 (6) Value For Money 4.8 (272) Customer Service 4.8 (6) Customer Service 4.9 (270) ## WillowSpace alternatives [4.7 (128)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.7 (196)](https://www.capterra.com/p/143513/LearnWorlds/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.7 (42)](https://www.capterra.com/p/215105/Fieldguide/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (130)](https://www.capterra.com/p/157980/ChurnZero/reviews/) Starting price $12000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars ## FAQs about WillowSpace Overview ### What company size and specific industries is WillowSpace built for? WillowSpace is designed for designers, coaches, developers, and other service-based businesses. It fits independent professionals and small to mid-sized service firms that need a product suited to client-facing work across creative, consulting, and technical service sectors. Features and Usability ### What are the key features of WillowSpace? WillowSpace offers CRM, client management, and client portals for tracking client interactions, plus task management, checklists, and workflow management for coordinating work. It also includes calendar management, reminders, reporting & statistics, role-based permissions, document management, electronic forms, electronic signature, and third-party integrations. Integrations ### Which third-party tools and platforms does WillowSpace integrate with? WillowSpace connects natively to 4 third-party tools: Gmail and Google Calendar for communication and scheduling, plus Stripe and ZoomLearn for payments and video-based learning. These integrations cover core email, calendar, billing, and online session needs. Getting Started and Support ### What training and onboarding options does WillowSpace offer? WillowSpace provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, videos offer visual walkthroughs, and documentation gives written reference material for self-paced learning and setup checks. Getting Started and Support ### What customer support options does WillowSpace offer? WillowSpace offers email/help desk support and chat support. Support details are limited to those channels, and no reviewer feedback is available here to describe response speed, helpfulness, or common problems with the support experience. ## Features AI summary Based on 288 Client Onboarding reviews Capterra reviewers highlight these as the features buyers value most when choosing client onboarding software: - **Task Management** (**57%** of reviewers rated this feature as critical) - **Onboarding** (**56%**) - **Data Security** (**69%**) WillowSpace includes **Task Management** and **Onboarding**, covering two of the main capabilities buyers look for in client onboarding software. However, it does not include **Data Security**. Instead, it offers other important features that reviewers also rate highly, including **Client Portal** (**56%**), **Alerts/Notifications** (**53%**), and **Customizable Branding** (**50%**). These features help businesses keep clients informed, create a more consistent onboarding experience, and manage next steps clearly, allowing teams to move new clients through onboarding with better visibility and communication. Onboarding 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Client Portal 4.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Alerts/Notifications 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Tracking 3.8 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Client Management 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Communication Management 4.5 (4) 0.00% of 4 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat WillowSpace 38 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Checklists: An itemized to do list that can be edited as tasks are completed - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Branding: Add customized logos and colors to align with company branding - Data Import/Export: Import and export data to and from software applications - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Payments: Accept and process online payment transactions - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 4.5 (6) 4.5 Based on 6 reviews ## Pricing Value for money 4.7 (6) Free Trial Basic $30.00 Per User,Per Month Value for money 4.7 (6) 4.7 Based on 6 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ ZoomLearn](https://www.capterra.com/p/207510/ZoomLearn/) ## Support, customer service and training options Customer Service 4.8 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (6) 4.8 Based on 6 reviews ## User reviews Overall rating 4.7 Based on 6 reviews Filter by rating 5(4) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Samson Z. Support agent Commercial Real Estate ### "Logiciel de service client " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 7, 2023 Pros Le meilleur produit de gestion clientèle et très riche en fonctionnalités et permet d'intégrer d'autres logiciels très simple avec des fonctionnalités comme la synchronisation, du calendrier , des modèles personnalisées. J'adore et je le recommande Cons Un très bon produit mais un peu coûteux avec une meilleure équipe d'assistante Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HM Holly M. Founder Architecture & Planning ### "A great platform that continues to grow!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 27, 2023 I send proposals, contracts, and onboard my clients through willowspace. I also use the calendar feature! Pros I love the simplicity and ease of Willowspace. They saw a clunkiness in other platforms and have achieved a less-is-more approach to what people really need! Cons Like any platform, there are things that can be improved. I'm with Willowspace for the long haul - I can see their dedication to improving and adding features. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. VH Vinson H. Developer Computer Software ### "Actual feedback about willowspace after using for a long time" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 27, 2023 My over all experience with willowspace is good and i loved to used this product Pros The design and user friendly follow of willowspace Cons As i can see there are most of action performed and send through email but we also provide the mobile number feature also . Like an update we can also send through push notification on web or on mobile as well. Reasons for choosing WillowSpace Pricing as well as UI part of willowspace Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CG Chelsea G. Graphic Designer Graphic Design ### "Amazing & Effortless CRM System" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 25, 2023 Pros I love how it is catered to designers. I can provide stylish proposals straight from a CRM system, it is a game changer. Cons Something the editing software when using a template will not populate the actual template and show up blank. I'd usually have to log out of the system and then log back in so it reboots in a way. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SB Sayari B. Visual Designer Design ### "Best CRM with meaningful interface design" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 24, 2023 Pros The functionality of each feature is just what you need for managing your clients and projects. Cons Nothing that I can think of at the moment Reasons for choosing WillowSpace Very easy to use and navigate. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KE Kelly E. Photo Editor Photography ### "One of the best things for my business!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 24, 2023 It has been incredible! The team is always available and answers my questions quickly and that is invaluable! Pros I LOVE how clean it is, how easy to use, and how simple it was to set up. It’s perfect for my photo editing/VA business! Cons I would love to be able to add documents and links into the client portals, as well as a one page sign on for clients to sign into their portals rather than having the individual links. Switched from [Sprout Studio](https://www.capterra.com/p/147969/Sprout-Studio/) Sprout was set up more for photographers and after a trial with WillowSpace it was clear that it was the better choice for my business. Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reasons for choosing WillowSpace Ability to invoice in multiple currencies without creating a separate brand Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.