Guide for agencies and ecommerce teams
AI workspace for ecommerce and agency teams: projects, CRM and billing in one
Cloodo Workspace gives web agencies and ecommerce teams one place to run client work. WorkSuite holds projects, tasks, clients, leads, proposals and invoices. The Cloodo services marketplace lets you hire verified providers, and their work is tracked in WorkSuite. AI agents help with repeatable work, and a person approves what they do.
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What is an AI workspace for agency and ecommerce teams?
An AI workspace is one system where projects, client records and billing live together, and where AI agents do repeatable work under human review. Cloodo Workspace is built this way for web agencies and ecommerce teams.
Many teams keep tasks in one app, clients in a second app and invoices in a third.
Every handover between those apps means typing the same data again.
In one workspace, a lead, its proposal, the project and the invoice share the same client record.
What does Cloodo Workspace include today?
Cloodo Workspace today includes WorkSuite for projects, CRM and finance, Cloodo Social for posting to social channels, the Cloodo services marketplace, and Cloodo Growth, a managed lead service run by Netbase experts with AI agents.
The table lists each part, what it covers and where you open it.
| Part | What it covers | Where |
|---|---|---|
| WorkSuite: work | Projects, milestones, tasks, time logs and support tickets | worksuite.cloodo.com |
| WorkSuite: CRM | Leads, deals, clients, proposals and estimates | worksuite.cloodo.com |
| WorkSuite: finance | Invoices, recurring invoices, payments and expenses | worksuite.cloodo.com |
| Cloodo services | Services from verified providers, tracked in WorkSuite | cloodo.com/en/services |
| Cloodo Social | Posts and videos to your social channels | social.cloodo.com |
| Cloodo Growth | Managed lead capture, scoring and follow-up | cloodo.com/en/growth |
How do projects, CRM and billing connect?
In WorkSuite, a lead becomes a client, a proposal becomes a project, and the finished work becomes an invoice. Each step uses the same client record, so nothing is entered twice.
A typical client moves through five steps:
- A lead arrives and is logged in the CRM.
- You send a proposal to the lead.
- The lead accepts and becomes a client.
- You run the project with milestones and tasks.
- You send an invoice and record the payment.
Where do AI agents fit, and who stays in control?
AI agents in Cloodo do repeatable work, such as researching a lead and drafting a follow-up. A person reviews and approves that work before it reaches a lead or a client.
Today, AI agents work inside Cloodo Growth, a managed service run by Netbase growth experts.
The agent's output is recorded in the WorkSuite CRM inside your Cloodo Workspace.
A self-serve Growth module that you run yourself is in early access.
How do Cloodo services fit into the workspace?
The Cloodo services page lists services from verified providers. When you book a service, its delivery is tracked in WorkSuite next to your own projects.
Agencies can book outside help for a project without adding another tool.
Providers can also list their own services for other teams to book.
Who is Cloodo Workspace a good fit for?
Cloodo Workspace fits web agencies and ecommerce teams that deliver client projects and bill for them. It suits teams that want one system for clients, work and invoices.
Web agencies use it to run client projects from proposal to invoice.
Ecommerce teams use it to manage store projects, outside providers and support tickets.
Small business owners comparing systems can read the WorkSuite overview first.
Store teams can read the order operations guide for the daily order work.
How do we get started?
Start by browsing Cloodo services or opening WorkSuite with your Cloodo account. If you want help to set up, talk to the Netbase team with the form on this page.
Cloodo is built by the Netbase team. Netbase JSC is based in Hanoi, Vietnam.
A person from the team reads every message sent with the form.
Frequently asked questions
Do we have to replace every tool we use today?
No. You can start with one part, such as projects or invoices, and add the rest when it suits your team. Cloodo Growth also works on top of the email and WhatsApp channels you already use.
Is WorkSuite part of Cloodo Workspace?
Yes. WorkSuite is the project, CRM and finance app of Cloodo Workspace. You open it at worksuite.cloodo.com with your Cloodo account.
Do AI agents send messages to our clients on their own?
No. In Cloodo Growth, an AI agent drafts a message and a Netbase growth expert approves it before it is sent. Nothing reaches a lead without a human check.
Where can we see the plans?
Plans are listed in one place only: the Cloodo Workspace plans page. This guide does not repeat them, so it never goes out of date.
Sources
- Froiden, Worksuite documentation: Projects, accessed 2026-11-13.
- Froiden, Worksuite documentation: Recurring Invoices, accessed 2026-11-13.