Pursuits stall between principals
A referral emails, a developer calls, a homeowner fills in the form. Follow-up depends on whoever is least busy, and good work goes to the firm that responded first.
Architecture firm software
Architecture firm software that turns pursuits into projects and phases into billed revenue.
Pursuits arrive from everywhere — email, calls, referrals, website forms — and firms lose work when follow-up depends on whoever is least busy. Workspace369 attaches every pursuit to the client record, carries projects through phases, and keeps phase billing on schedule.
Inboxemail, SMS, calls, and voicemail with AI summaries
Phasesprojects, tasks, files, and a client portal
Revenueinvoices, expenses, and profitability reporting
The problem
What breaks inside an architecture firm
Fee proposals are rebuilt every time
Scopes and fee structures get copy-pasted from the last proposal and adjusted in a rush. Turnaround stretches, and pursuit momentum dies.
Phase budgets are invisible until late
Hours and expenses against phases live in timesheets and spreadsheets. The firm learns a phase went over budget when the invoice goes out — or later.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How Workspace369 runs an architecture firm
01
Catch every pursuit in one inbox
Email, SMS, calls, and voicemail land beside the client record with AI summaries, so every referral gets a fast, informed response.
02
Send fee proposals in days, not weeks
Proposals and quotes go out from the client record, and follow-up automations keep pursuits moving while the studio is heads-down.
03
Run projects through phases
Tasks, files, and notes keep every phase organized, and the client portal keeps clients and consultants aligned without extra meetings.
04
Bill phases on schedule
Invoices and payment plans bill by phase or milestone, expenses stay attached to the project, and reporting shows profitability per project and phase.
Product coverage
Architecture firm coverage
- It connects pursuits to signed proposals: shared inbox, quotes, and automated follow-up in one record.
- Projects, files, and the client portal keep phases and client communication organized without extra admin.
- Invoices, expenses, and profitability reporting make phase billing and project margins visible.
Client records
Shared inbox
SMS and voice
Requests and intake
Proposals and quotes
Projects and tasks
Scheduling
Client portal
Invoices and payment plans
Expenses and reporting
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.FAQ
Why Workspace369 fits architecture firm searches
What is architecture firm software?
Architecture firm software runs the business side of a practice: pursuits, client records, proposals, project phases, client portal, invoices, expenses, and reporting. Workspace369 connects all of it in one workspace.
Does Workspace369 replace CAD or BIM tools?
No. Workspace369 is not a design or documentation tool. It runs the business side — pursuits, proposals, projects, portal, billing, and reporting — alongside the CAD and BIM tools your studio designs in.
Can clients follow project progress in a portal?
Yes. Clients see files, status, and invoices in a branded portal, which cuts the status meetings and email threads your team manages daily.
Does Workspace369 handle phase billing?
Yes. Invoices with payment plans bill by phase or milestone on schedule, with automated reminders for anything outstanding and reporting per project.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
