CRM for drafting & cad services
Drafting firms face administrative disruption when clients submit revised reference drawings after a project scope is locked. Workspace369 handles these updates through client records, proposals, files, tasks and invoices in one system. Every scope change is documented, updated files are organized, and the follow-up work is assigned and tracked by your team.
Key facts
CRM for drafting & cad services at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "log the revised reference drawing" to "generate and send the invoice".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
When a client sends a revised reference drawing after scope approval, the new file often gets lost in chaotic email threads. Without a structured location for client records and files, drafting operators continue working from outdated files. This lack of administrative control creates confusion regarding which version forms the basis of the current proposal, causing waste before the drafting team even opens their CAD production software.
Clients frequently assume that minor revisions to structural or architectural reference drawings do not impact the drafting workload. If your team updates the tasks without creating a new proposal, you perform unbilled work. Tracking these changes in client records and issuing updated proposals helps document additional CAD hours and invoice properly, preventing lost revenue from undocumented design modifications.
Technical feedback and administrative change requests are often scattered across multiple communication channels. When conversations about revised reference drawings are not linked directly to the project or task, administrative staff cannot verify the agreed scope. This breakdown makes it difficult to schedule resources or issue accurate invoices based on the actual drafting adjustments requested by the client.
Without clear documentation of when a revised reference drawing was received, clients may dispute invoices for extra drafting hours. If the client portal or files do not show the submission timeline, proving that a change occurred after the initial proposal approval is difficult. Administrative tracking must connect client records, files, and invoices to resolve these billing discrepancies clearly.
The product
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
When a client sends a revised reference drawing after scope approval, an operator uploads the file to the client records right away. Record in the brief that a new reference file has been received. This ensures that the client file holds the latest client input, preventing the drafting team from relying on obsolete files before technical validation occurs.
Review the revised drawing against the original project scope. If the changes require additional drafting hours, create a new proposal within Workspace369. Send this proposal to the client for approval and e-signature to document the adjustments. This step helps prevent drafting work from proceeding on the new reference file until the client reviews the updated terms.
Once the client approves the updated proposal, update the project tasks and scheduling. Modify the tasks to reflect the revised drafting requirements. This keeps the project timeline accurate, allowing operators to see the updated task list and helping scheduling reflect the extra time needed to process the revised reference drawing.
Use the conversations feature to clarify any details regarding the revised reference drawing. Keep all communication linked to the project and files. This helps keep questions about deadlines, task adjustments, or proposal terms fully documented in one place, allowing the team to verify agreements without searching external emails.
After the drafting tasks are completed, generate the final invoice based on the approved proposal. Ensure the invoice reflects the additional drafting hours caused by the revised reference drawing. Send the invoice through the client portal, allowing the client to review the billed amounts alongside the historical proposals and files associated with the project.
Product coverage
Loved on the App Store
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
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FAQ
Keep CAD production, drawing control and technical validation in your specialized CAD software. Workspace369 runs the client work around each drawing set: client records, proposals, project files, tasks, conversations and invoices.
Workflow Automations can create tasks, send email or SMS, issue reminders and notify team members using supported triggers, conditions and timed waits. Email automations start at Cadet and SMS steps at Voyager; AI-drafted workflows start at Commander. Test the required event, owner and review step before enabling the workflow. Call triggers require a plan with voice. Simulated test runs and execution logs show exactly what the workflow will do with a sample revision.
Record the specific details of the revision in the brief. From Specialist, file versioning keeps each version of the drawing on the project. The drafter reviews the file and notes the scope impact, and workflow automations can send the team internal notifications.
Yes. Workspace369 includes proposals with a public approval and e-signing link, and from Specialist, deposit collection on acceptance. Clients can access, view, and sign proposals directly through the client portal, which updates the proposal status within your records.
Ready when you are
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
