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What is Fractional Workspace?

Fractional Workspace is specifically crafted for fractional executives, distinguishing itself from typical CRMs or project management tools. This innovative platform streamlines the entire engagement lifecycle, leveraging AI for opportunity analysis that deciphers your prospect notes while recommending offers from your pricing library. It also automates the proposal generation process with auto-fill capabilities, facilitates online signatures without relying on DocuSign, and provides dedicated client workspaces that feature action items, meeting summaries, and a decision log. By integrating pipeline management alongside proposal creation and daily client operations, this tool allows independent professionals managing multiple clients to maintain a smooth and efficient workflow tailored to their unique requirements. Unlike generic solutions, it is exclusively focused on the specific needs of fractional executives, significantly boosting their productivity and organizational capabilities. Moreover, this specialized approach ensures that fractional executives can maximize their effectiveness while navigating multiple client engagements, making it an indispensable resource in their professional toolkit.

What is ConvergeHub?

ConvergeHub is an all-in-one CRM platform designed to help businesses accelerate revenue—from managing leads to closing deals and collecting payments. Built for organizations of all sizes, from startups to large enterprises, it brings Sales, Marketing, Customer Support, and Billing together in one unified system. This allows teams to capture leads, convert opportunities, support customers, and streamline payments—all within a single, efficient workspace. With powerful automation, flexible customization, and a complete 360° view of customer interactions, ConvergeHub enables businesses to manage the entire customer lifecycle and scale operations without relying on multiple tools. Key Features: 360° customer view with omnichannel engagement Built-in tools for campaigns, quotes, invoicing, and support management Advanced dashboards, automation, and reporting capabilities Seamless integrations with QuickBooks, DocuSign, RingCentral, Office 365, Zapier, and more

Media

No images available

Media

Integrations Supported

Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot Operations Hub
Mailchimp
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Pabbly Connect
QuickBooks Online
QuickBooks Online Advanced
Stackreaction
WordPress
Wufoo
Xero

Integrations Supported

Bucksense
Docusign
Dropbox
Gmail
Google Calendar
Google Contacts
Google Drive
Google Workspace
HubSpot Operations Hub
Mailchimp
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Pabbly Connect
QuickBooks Online
QuickBooks Online Advanced
Stackreaction
WordPress
Wufoo
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$29/month
Free Trial Offered?
Free Version

Pricing Information

$59 per user / month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Fractional Workspace

Date Founded

2026

Company Location

United States

Company Website

www.fractionalworkspace.com

Company Facts

Organization Name

ConvergeHub, Inc.

Date Founded

2016

Company Location

11501 Dublin Blvd, Suite 200 Dublin, CA 94568

Company Website

www.convergehub.com

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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