01
Shoppers
Use scores, verified coupons, store trust, and price context to know whether it's really a deal.
Find deals →Where serious deals get done
Workspace for every serious deal.
Manage clients, vendors, services, approvals, files, invoices, payments, and reviews in one Deal Room — connected to the products, services, jobs, and vendors on DealNest.
Your store brings the lead in. Workspace keeps the work moving.
Free planInvoices + payment linksClient/vendor portals
One platform, three lanes
You find the deal. Workspace runs it.
Find clients, vendors, products, and jobs out in the open — then run the work, the money, and the approvals in your private Workspace.
02
Buyers & sellers
Browse marketplace listings, compare opportunities, and start trusted transaction workflows.
Browse marketplace →03
Teams
Run client deals with owners, portals, approvals, vendors, invoices, and the audit trail.
Open Workspace →Lifecycle
From public discovery to managed delivery.
Find something valuable on DealNest, save it into Workspace, route it for review, and manage the rest inside a deal room.
Discover
Find a deal, product, supplier, vendor profile, job, or marketplace listing anywhere on DealNest.
Save
Save it to your Workspace as a task — with a link back to where you found it and a clear owner.
Operate
Attach it to a client deal, invite collaborators, request sign-off, assign vendor work, and track progress.
Trust
Generate the invoice, settle the payment, preserve approvals, and keep every decision in the audit trail.
The problem
Client work gets messy the moment outsiders join.
Email, spreadsheets, file links, payment tools, and text threads all work until the deal has clients, vendors, deadlines, approvals, and money attached. Workspace gives the deal a durable home.
Brief in email
Requirements buried in a thread that only three people saw.
Timeline in spreadsheet
Tasks move, but the client never sees the current version.
Approval in chat
Someone said yes, but nobody can prove when or to what.
Invoice in another system
Work is done, hours are logged, but money is still disconnected.
Core product
One calm workspace for the entire deal.
Your whole deal in one place — people, approvals, time, and money. Not just another project management tool.
Run the work
Give every client engagement a clear owner, stage, next step, task list, document set, and activity timeline.
Deal pipeline with custom stages
Tasks, comments, and mentions
Documents and printable audit logs
Templates and recurring tasks
Bring outsiders in safely
Clients and vendors collaborate without seeing the rest of your operation or learning a new tool.
Client portals with no account needed
Vendor portals for assigned work
Approval requests with timestamps
Job applications and award flow
Move money and systems
Turn billable work into invoices, keep notifications centralized, and connect Workspace to external tools.
Live timer and billable time reports
Invoices with payment links
API metering and outbound webhooks
Workspace events in DealNest notifications
The Deal RoomSingle source
Deal
Acme expansion
Stage: Approval · Owner: Maya · Value: $42,000 · Health: Waiting on client
Stage: Approval · Owner: Maya · Value: $42,000 · Health: Waiting on client
Next actions
Client approval on final proposalDue todayVendor quote attached to scopeDoneInvoice draft from billable hoursReady
Visibility
Team sees everything. Client sees status, approvals, shared files, and invoices. Vendor sees assigned tasks and the files they need.
Record
Every upload, approval, comment, stage move, invoice, and portal event lands in the timeline automatically.
Every serious deal gets a room.
More memorable than CRM + tasks + approvals + invoices: one room holds the brief, the people, the money, and the record.
The whole loop, in one place.
Pipeline, portals, approvals, time, invoice, and audit trail — visible together, so nobody reconstructs the deal from memory.
Connected to everything on DealNest.
Deals, products, listings, vendors, and jobs found on DealNest flow straight into the room where the work happens.
Scoped collaboration
One workspace. Three clean views.
Everyone sees exactly their slice — clients, vendors, and your team each get their own view, and nothing leaks.
Client portalApprovals, shared files, status, invoices, and next requests.Limited
Vendor portalAssigned tasks, due dates, shared files, and work submission.Scoped
Team workspacePipeline, tasks, comments, money, automations, and audit trail.Full
Clients feel informed.
They can approve work and check status without another weekly recap email.
Vendors stay focused.
They only see their slice of the deal, which reduces over-sharing and keeps delivery moving.
Your team keeps control.
Owners get the full picture: money, approvals, tasks, files, comments, notifications, and audit history.
Pricing
Free until your pipeline outgrows it.
Simple, generous, and tied to growth: volume, seats, storage, portals, and API depth.
Free
For solo operators
For solo operators trying Workspace out.
$0/mo
Start free- ✓3 active deals
- ✓10 clients
- ✓3 team seats
- ✓null portal invites
- ✓250 MB storage
Pro
For teams running client work
For teams running real client work.
$29/mo
Start with Pro- ✓Unlimited active deals
- ✓Unlimited clients
- ✓10 team seats
- ✓Unlimited portal invites
- ✓10 GB storage
Business
For agencies that need scale
For agencies that need scale and API depth.
$79/mo
Start with Business- ✓Unlimited seats
- ✓Unlimited API calls
- ✓100 GB storage
- ✓Featured vendor placement
- ✓Advanced workspace scale
Vendors & jobs
Vendors and jobs feed straight into your deals.
Invite vendors into deals, publish profiles, capture leads, post work, review applications, and award jobs straight into Workspace. The network is young — be early.
Vendor directory · be discoverableFeatured
Job board · collect applicantsAward
Vendor portal · manage deliveryScoped
Deal → Workspace
Save a public deal into a chosen org as a review task, preserving the source link and next action.
Product → Procurement
Let teams review purchases for client engagements before approval and invoicing.
Listing → Managed transaction
Start with a listing, then manage the tasks, participants, files, and record inside Workspace.
Job → Engagement
Applications can be shortlisted, rejected, or awarded into a Workspace deal with a vendor portal.
You bring the deal. Workspace brings the order.
Find it on DealNest. Save it to Workspace. Run it in a deal room — with portals, approvals, invoices, and the record to prove it.
FAQ
Reduce confusion before it starts.
Do I need Workspace to shop on DealNest?
No. Deals, coupons, products, and the marketplace are free to browse like always. Workspace is for vendors and teams who manage client work after a deal gets serious.
Who is Workspace for?
Agencies, contractors, consultants, real-estate teams, legal or immigration practices, and service teams that collaborate with clients and vendors.
Do clients and vendors need accounts?
No. Portal links can give external collaborators access to only the parts they need.
Why is this different from Asana or Trello?
Workspace is deal-shaped: portals, approvals, invoices, vendors, and audit trails are part of the core object, not bolted on.