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.

Still Managing Your Clients the Hard Way?

Ditch the clunky tools and manage clients in one beautifully simple space. Start your free trial. No credit card required!

Still Managing Your Clients the Hard Way?

Ditch the clunky tools and manage clients in one beautifully simple space. Start your free trial. No credit card required!

You don’t have to keep running your business on burnout.

Try WillowSpace free for 14 days and finally experience calm, client-friendly systems that work with you.

You don’t have to keep running your business on burnout.

Try WillowSpace free for 14 days and finally experience calm, client-friendly systems that work with you.

You don’t have to keep running your business on burnout.

Try WillowSpace free for 14 days and finally experience calm, client-friendly systems that work with you.

You don’t have to keep running your business on burnout.

Try WillowSpace free for 14 days and finally experience calm, client-friendly systems that work with you.

You don’t have to keep running your business on burnout.

Try WillowSpace free for 14 days and finally experience calm, client-friendly systems that work with you.