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 for proposals, phases, and billing.
Workspace369 runs the business side of a small architecture or design studio: pursuits on the client record, fee proposals signed by link with a deposit, projects tracked by stage with a client portal, and invoices billed by milestone, from $29 a month on Cadet (1 seat, 5 active projects). It has no phase fee budgets or A&E accounting.
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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Inboxemail on every plan; texts, calls and voicemail from Voyager
Phasesprojects, tasks, files, and a client portal
Revenueinvoices, expenses, and profitability reporting
Key facts
Architecture firm software at Workspace369 covers 10 areas, including client records, shared inbox, sMS and voice.
The workflow runs in 4 steps, from "catch every pursuit in one inbox" to "bill phases on schedule".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Architecture firm software compared
For fee budgets by phase and project accounting, start with Monograph, BQE Core or Deltek Ajera. Total Synergy suits firms of about 10 people or more. Workspace369 fits a small studio that mainly needs proposals signed by link, deposits, a client portal and invoices, from $29 a month on Cadet, but it has no phase budgets or A&E accounting. Monograph lists $60 to $75 per seat a month, billed annually with a 5-seat minimum, BQE Core and Ajera do not publish prices, and Workspace369 has a 14-day trial with a card required.
| Tool | Price shown | Phase budgets or billing named | Client workflow | Main limit | Trial or demo |
|---|---|---|---|---|---|
| Monograph | $60 to $75 per seat a month, billed annually (5-seat minimum) | Yes | Portal not listed | Pipeline is an add-on | Demos for select firms |
| Workspace369 | $29, $74 or $149 a month | No fee budgets; stages and payment schedules | Proposals by link, portal | No phase budgets or A&E accounting | 14 days, card required |
| BQE Core | Per user, no amount shown | Phased billing | Online payments | Accounting is a separate module | Demo or quote |
| Deltek Ajera | Not stated | Billing from project data | Portal in the Payments add-on | No price or trial | Demo request |
| Total Synergy | Not stated | Time by phase, staged fees | Portal not listed | Starts at about 10 people | Demo |
| ArchiSnapper | Not stated | Not listed | Branded PDF reports | Field tool only | 14 days, card not stated |
Prices and limits from each vendor's official pricing page, checked October 24, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
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.
See the workspace your clients feel.
01
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
02
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
03
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
How Workspace369 runs an architecture firm
01
Catch every pursuit in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, and AI call summaries start on Specialist, 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
Payment schedules bill by stage or milestone on every plan. Payment plans, expenses linked to the project, and project profitability start on Specialist.
Architecture firm coverage
- It connects pursuits to signed proposals: email, proposals, and automated follow-up on one client record.
- Projects, files, and the client portal keep phases and client communication organized without extra admin.
- Payment schedules bill by stage on every plan; expenses and project profitability from Specialist make 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
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
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. Start free trial Talk to sales
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Questions about architecture firm software
What is the best software for an architecture firm?
For phase fee budgets and project accounting, start with Monograph, BQE Core or Deltek Ajera. For a small studio that mainly needs proposals, deposits, a client portal and invoices, Workspace369 fits from $29 a month on Cadet, though it has no phase budgets or A&E accounting. Keep your CAD and BIM tools either way.
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. Workspace369 covers 10 areas here, with plans from $29/mo for one seat.
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. Each client gets a private, branded portal with their projects, task boards, comments and invoices to view and pay, on every plan, which cuts the status meetings and email threads your team manages daily.
Does Workspace369 handle phase billing?
Yes. Payment schedules on invoices bill by stage or milestone on every plan, with automatic reminders for anything overdue. Payment plans and project profitability start on Specialist ($149 a month, 10 seats).
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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
