The brief and the decisions live in email
The client's original brief, the 'small change' emails, and the final approval are scattered across threads. When round three contradicts round one, nobody can prove what was agreed.
Best software for a web design agency to manage clients and invoices, from brief to final invoice.
The best software for a web design agency to manage clients and invoices keeps the brief, project tasks, client conversations and reviewed invoices on one client record. Workspace369 does that from $29 a month for one designer on Cadet; a five-person agency pays $104 a month on Voyager.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See team pricingBriefintake, files, and decisions on the client record
Revisionsnotes, owners and proofing references
Billingproposals, deposits, milestones, and invoices
Proposals can take a deposit when the client accepts, on every plan, and Specialist covers up to 10 seats for $149 a month. Store references to design decisions alongside the work, while your specialist proofing or staging tool handles visual annotation and version approval.
Key facts
Web design agency software at Workspace369 covers 10 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "capture the brief on the record" to "review and invoice the agreed work".
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.
Client and invoicing software for web design agencies compared
The best software for a web design agency to manage clients and invoices depends on how you sell. Workspace369 keeps clients, proposals, projects, a client portal and invoices together, from $29 a month for one person and $104 a month for five. HoneyBook and Dubsado suit contract- and form-led studios; Plutio and Moxie suit solo designers.
| Tool | Entry price (monthly) | Billed yearly | Client portal on entry plan | Main entry-plan limit | Trial |
|---|---|---|---|---|---|
| Workspace369 | $29 (Cadet) | $23.25 a month | Yes | 1 seat, unlimited projects | 14 days, card required |
| HoneyBook | $36 (Starter) | $29 a month (Starter) | Yes | 1 scheduler session, 2 lead forms | 30 days, no card |
| Dubsado | $35 (Starter) | $335 a year (Starter) | Yes | 1 lead form, no public proposals | 21 days, no card |
| Plutio | $19 (Core) | $15.83 a month ($190 a year) | Yes | 9 active clients, solo | 7 days, no card |
| Moxie | $12 (Starter) | $10 a month | No (Pro and up) | No portal or automations | 14 days, no card |
| Content Snare | $42 (Basic) | $35 a month | Yes | 20 active requests, 2 users | 14 days, no card |
Prices and limits from each vendor's official pricing page, checked October 22, 2026, in USD. Prices change, so confirm before you buy. Read the full web design agency CRM comparison.
What breaks inside a web design agency
Revision rounds have no home
Homepage proofs go out as attachments, notes come back in three different places, and the team rebuilds the feedback list by hand before every round.
Approvals stall in silence
The staging link sits unread in the client's inbox while the schedule slips. There is no single place where the client sees what is waiting on them.
Billing is detached from the work
The deposit, the milestone invoice, and the final bill are chased from a separate invoicing app that knows nothing about the project status they are tied to.
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
Review the work, then invoice
Prepare the client invoice with line items, payment terms and the agreed amount. Review it before sending and track its payment status.
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 a web design agency
01
Capture the brief on the record
Every prospect becomes a client record with the brief, goals, files, and early communication attached — so the proposal is written from the actual conversation, not from memory.
02
Review acceptance and start delivery
After the proposal is accepted, check scope and deposit status, then set up the delivery project, task owners and billing steps. Proposal acceptance and design approval are separate records.
03
Run design rounds as projects
Sitemap, wireframes, and page designs run as project stages with tasks, owners, files, and due dates — revision notes collect on the record instead of in scattered replies.
04
Record the review decision
Keep the reviewed version or staging link, decision owner and remaining actions with the project. Retain a verified proofing tool for visual comments and approval history; linking a proof does not import its annotations.
05
Review and invoice the agreed work
Review the scope, milestone, approved changes and prior payments before preparing an invoice. Track invoice status and follow-up with the client record; check current plan coverage for payment plans.
Web design agency coverage
- Connect the brief, task owners, revision notes and billing context through the client engagement.
- Keep visual proofing and version approval in the specialist tool you already use.
- Review scope changes and prior payments before invoicing; a prepared request is not an approved change.
Client records
Proposals
Projects and tasks
Files and review references
Client portal
Shared inbox
Scheduling
Invoices and deposits
Payment plans
Reporting
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
$74 / month
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
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 your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Book a demoQuestions about web design agency software
What is the best software for a web design agency to manage clients and invoices?
The best software for a web design agency to manage clients and invoices is Workspace369 if clients, proposals, projects, a client portal and invoices should live in one place, and HoneyBook or Dubsado if the studio is proposal-and-contract or form-led. Workspace369 starts at $29 a month (Cadet, one seat) and covers up to 10 people on Specialist for $149. HoneyBook (Starter, $29 a month billed yearly) suits proposal-and-contract studios, Dubsado ($335 a year) suits form-led onboarding, Plutio ($19 a month) suits a solo designer, and Moxie ($12 a month) is cheapest if you don't need a portal. Prices checked on official pricing pages on October 15, 2026.
What is web design agency software?
Web design agency software organizes client records, proposals, delivery tasks, communication and billing around an engagement. Workspace369 connects those business records while design and visual proofing remain in specialist tools.
How much does Workspace369 cost for a web design agency?
Cadet is $29/mo for 1 seat with email automations (up to 3 active workflows), Voyager is $74/mo for 2 seats with the shared inbox, texts and calls, and up to 10 active workflows, Specialist is $149/mo for 10 seats with IVR and call queues, payment plans, basic accounting, and up to 25 active workflows, and Commander is $299/mo for 20 seats with unlimited and AI-drafted workflows and full accounting — 20% off annual billing, with a 14-day trial.
Does Workspace369 replace visual proofing software?
No. Keep visual annotation, version comparison and design sign-off in a verified proofing workflow. Store the relevant link and decision context with your project; proposal acceptance is a separate commercial record.
Does Workspace369 replace our design tools?
No. Keep design creation and visual review in your design and proofing tools. Workspace369 organizes the client records, delivery tasks, conversation and billing around that work.
How should we bill deposits, milestones and care-plan work?
Use the agreed scope and billing period to prepare the invoice, review prior payments and track the remaining balance. Recurring work, scheduled invoice generation and automatic collection are separate workflows; verify the exact current feature and plan before depending on automation.
Is there a CRM for a web design agency built into Workspace369?
Yes. The client record is the CRM: contacts, companies, history, files, proposals, communication, and invoices in one profile, with client-scoped access so contractors and clients only see what they should.
How much does software for a 5-person web design agency cost?
Workspace369 is $104 a month for five people: Voyager at $74 includes two seats and each extra seat is $10. Specialist is $149 and includes ten seats.
Is Workspace369 or HoneyBook better for a web design agency?
HoneyBook and Dubsado are built around contracts, forms and bookings and may fit a studio whose work ends at the signed agreement. Choose Workspace369 if delivery tasks, time tracking, a client portal and invoices should sit on the same client record.
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.
