WillowSpace 2.0 Is Here: A More Beautiful, Streamlined Client Management Tool for Creatives
Discover what’s new in WillowSpace 2.0 — our biggest update yet. A calmer, smarter CRM experience built for creative businesses with a refreshed design, better automations, smarter documents, improved scheduling, and more. Try it free today.

Article written by
Danielle
Processes
WillowSpace 2.0 is Here: A Calmer, Smarter Way to Run Your Creative Business
When we launched WillowSpace in 2021, it was built from the ground up by a designer (hi, it’s me — Danielle 👋) who just wanted a better way to manage clients during a dark time in my life.
At the time, nothing I tried felt right. Everything was either too bloated, too techy, too sterile, or just too much for what I wanted. I needed calm. I needed clarity. I needed something that wouldn’t overcomplicate my already-overwhelming days. So what did I do? Like a crazy person, I made it.
And somehow, others started feeling the same way.
Fast forward 5 years, and WillowSpace has become a quiet essential for hundreds of creative businesses around the world, helping designers, studios, photographers, and service providers create a more thoughtful, seamless client experience.
Now, we’re so excited to welcome you into WillowSpace 2.0 — our biggest, most beautiful update yet.
Why 2.0 and Why Now?
Let's be honest with each other… the landscape of creative business has changed pretty drastically. Many of us are craving more sustainability, more clarity, and tools that work with us, not against us.
WillowSpace 2.0 isn’t just a visual update — it’s a reflection of what we’ve heard from our community, and what we’ve learned through building something from scratch: that simplicity isn’t a lack of power… it’s what gives your business power.
So we’ve rebuilt, refined, and refreshed WillowSpace from the inside out, keeping the parts you love, and making the whole platform faster, smoother, and more beautiful to use every day.
What’s New in WillowSpace 2.0?
Here’s what we’ve been busy creating behind the scenes:
A Refreshed, Cleaner Interface ✨
A lighter, calmer, and more beautiful design
Updated fonts, labels, and layout for improved navigation
A better visual hierarchy so you can find what you need — fast
Major Performance Boosts Across the Board ⚡
Especially in the Scheduler, which now loads lightning-fast
Smoother, more reliable experience for you and your clients
A Smarter, More Flexible Document Builder 📄
Reordering and duplicating sections is now a breeze
New layout tools and block system
Smart fields (including first name only!)
New PDF upload viewer — make any Canva or InDesign doc interactive
A beautiful new template library UI
More done-for-you templates that are actually good
Beautiful New Client Portal Design 🖼️
Modern, easy-to-navigate, and intuitive
Share docs, payments, and milestones seamlessly
Feels like your brand — just elevated
Simplified Automations + Email Scheduling 🤖
Better UI to set up reminders and workflows
View and edit scheduled emails in your local time
Create email templates and canned responses
Automation without the overwhelm
Email History + Smart Customization 📬
View your full email and communication history per client/lead
Add profile photos to keep everything feeling human
Use smart identifiers like client first name only
More Powerful Lead, Client & Project Management 🧑💼
Visual cues like profile photos and project statuses
Better tracking with new workspace cards
See changes month-over-month in one glance
Better Task & Invoice Management 💼
New task table view for better organization
Intuitive discount views on invoices
Improved recurring invoice UX (with quick stop/edit buttons)
Ability to edit payment details and currency conversions
Streamlined Settings ⚙️
Manage your logos, defaults, and team all in one clean space
Customize your workspace with what matters most to you
One-Click Onboarding Workaround 📥
Use our built-in email templates to onboard clients quickly
Skip the complex automation — just send your welcome kit manually in seconds
More on the Horizon…
This launch is just the beginning.
We’ve quietly rebuilt our foundation to support the next chapter of WillowSpace with even more exciting features coming soon, including:
Multiple tax rates on invoices
Custom fonts
Multiple signature requests on contracts
Client portal notes and links area
Additional invoice options and saving line items as templates
More, more, more!
We're always listening, always improving — and always building with intention. The more you use WillowSpace and share it with your friends, the quicker we can build our dream list of features.
Rooted in Calm. Built for Creatives.
WillowSpace remains small, bootstrapped, and proudly independent. We’re not chasing scale for scale’s sake. We’re here to help creatives like you build strong, sustainable businesses that feel good to run when it's chaotic and also when it's quiet.
Whether you're onboarding your first client or managing a growing studio, we built 2.0 to be the support system you actually enjoy using.
Because your client experience shouldn’t feel patched together.
Because your CRM shouldn’t feel like a second job.
Because creative work deserves tools that feel just as beautiful.
Try WillowSpace 2.0 — Free
Explore the new WillowSpace for yourself.
👉 Start your free trial of WillowSpace 2.0 — no credit card required.
Let this be the year your process gets simpler, your systems get smarter, and your business feels more like you.
WillowSpace 2.0 is here for all of that.