# WillowSpace Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about WillowSpace Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more.

Source: https://www.capterra.com/p/252422/WillowSpace/pricing

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# 

 WillowSpace Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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/)

Overall rating

Based on 6 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$30

Per User, Per Month

Free trial  
available

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Do you work for WillowSpace?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.hellofunction.com/&name=WillowSpace)

## 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.

[4.7 (100)](https://www.capterra.com/p/268615/Clientary/reviews/)

Starting Price

$30

Per User, Per Month

Starting Price

$19

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (6)

Ease Of Use

4.6 (100)

Value For Money

4.7 (6)

Value For Money

4.6 (95)

Customer Service

4.8 (6)

Customer Service

4.6 (93)

## WillowSpace alternatives

[4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.7 (648)](https://www.capterra.com/p/135004/Process-Street/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (271)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/252422/WillowSpace/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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

Reminders

4.8 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Timed notification for any upcoming task, deadline, appointment, or activity

Activity Dashboard

4.3 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

WillowSpace 38 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage schedules and meetings via an integrated calendar

An itemized to do list that can be edited as tasks are completed

Electronic storage of stakeholder contact information

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track all company interactions with current clients

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Manage and track all internal and external communication conducted via calls, email, text, or chat

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Initiate interactions with customers by proactively starting conversations or providing informational content

Add customized logos and colors to align with company branding

Import and export data to and from software applications

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Assemble applications and processes by dragging over and arranging pre-built components

Digital forms that are shared and accessed online

Digitally sign online documents

Adds a customizable form to the landing page, usually for the purposes of lead generation

Establish measurable goals and objectives and track their progress over a specific period of time

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Accept and process online payment transactions

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Receive data and information in real time

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Monitor sales and make necessary adjustment in order to increase demand and revenue

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Gauge satisfaction and receive information for improvement and success

Create, manage and track all task activities and progression

Track the status and progress of tasks

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

A digital list of items that need to be completed

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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