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.
Web design agency software
Web design agency software from brief to final invoice.
A web design project scatters fast: the brief lives in an email, the sitemap in a doc, the homepage proof in a comment thread with three rounds of notes, the staging link in a chat, and the invoice in a different app entirely. Workspace369 puts all of it on one client record — proposals, portal approvals, and billing beside the design work.
Briefintake, files, and decisions on the client record
Proofsfiles, notes, and approvals in the client portal
Billingproposals, deposits, milestones, and invoices
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 "bill milestones and retainers on schedule".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
The problem
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.
The product
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, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
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 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
Send the proposal and start on approval
Proposals with scope, revision rounds, and payment terms go out from the record; an accepted proposal becomes the project, with the deposit invoice already attached.
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
Approve in the client portal
Clients review proofs, files, staging links, and outstanding items in a branded portal — approvals and what the team is waiting on are visible to both sides.
05
Bill milestones and retainers on schedule
Deposits, milestone invoices, and care-plan retainers bill through Stripe from the same record, with payment plans from the Specialist plan and reporting across every project.
Product coverage
Web design agency coverage
- It keeps the brief, sitemap, proofs, revision notes, staging links, and approvals on one client record instead of five apps.
- The client portal gives design rounds a single place for feedback and sign-off, cutting the 'any update?' emails.
- Proposals, deposits, milestone invoices, and care-plan retainers bill beside the project they belong to, on Stripe.
Client records
Proposals
Projects and tasks
Files and proofs
Client portal
Shared inbox
Scheduling
Invoices and deposits
Payment plans
Reporting
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
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.
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 web design agency searches
What is web design agency software?
Web design agency software runs the business side of design work: client intake, proposals, project stages, proofs and approvals, communication, and billing. Workspace369 connects all of it on one client record, with plans from $29/mo for one seat.
How much does Workspace369 cost for a web design agency?
Cadet is $29/mo for 1 seat, Voyager is $74/mo for 2 seats with the shared inbox and SMS, Specialist is $149/mo for 5 seats with voice, payment plans, and basic accounting, and Commander is $299/mo for 10 seats with automations and full accounting — 20% off annual billing, with a 14-day trial.
Can clients approve designs in the portal?
Yes. Clients review files, proofs, staging links, and open items in a branded client portal, so approval rounds live in one place instead of across email threads.
Does Workspace369 replace our design tools?
No. Design happens in your design tools; Workspace369 runs the client work around it — the brief, the project, the feedback rounds, the approvals, the communication, and the invoices.
Can we bill deposits, milestones, and care plans?
Yes. Invoices and payment links collect through Stripe from the client record — deposits, milestone invoices, and recurring care-plan or maintenance retainers — with payment plans available from the Specialist plan.
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.
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.
