Architecture Firm Software & CRM | Better Sales Pro
Architecture, interiors & landscape design
Design. Plan. Build. Grow your architecture business.
All-in-one platform to manage leads, projects, clients, estimates, invoices, payments, drawings, inventory, and everything in between—from schematic design through construction administration.
★★★★★Trusted by 5,000+ architecture & design firms
Today’s overview
New leads12
Proposals sent8
Projects active5
Revenue today$12,850
Revenue overview
Project status
Design reviewRiverside office · 3p
ProposalMartinez residence · viewed
Site visits & team map
Everything you need to run your architecture firm
Custom homes, tenant improvements, landscape concepts, and interiors—connected workflows principals, project architects, and studio admins will actually use.
Estimates & proposals
Schematic design, DD, CA, and hourly not-to-exceed in one branded proposal.
Invoicing & payments
Retainers, progress invoices, card and ACH—with automated reminders.
Project management
Phases, submittals, RFIs, and deadlines on boards your whole studio sees.
Time tracking
Billable hours by phase, task, or project for accurate fee recovery.
Expense management
Software, travel, printing, and consultant pass-throughs tied to jobs.
Inventory control
Materials, finishes, samples, and FF&E lists with low-stock alerts.
File management
Organize drawings, specs, renders, and permit packages in one vault.
Line-item SD, DD, and CA fees, hourly buckets, reimbursable allowances, and consultant pass-throughs—then send a branded proposal your client can approve online or convert from estimate in one click.
Residential, commercial & interiors templates
Retainer and milestone language blocks
Add-ons for site visits, 3D visualization, CA hourly
Proposal #PRP-2044 · Johnson ResidenceSend for e-sign
Schematic design (lump sum)$18,500
Design development (40%)$24,200
CA hourly (not to exceed)$12,000
Total$54,700.00
Simple invoicing & payments
Collect initial retainers, monthly progress, and final close-out—with automated reminders so approved phases do not sit in accounts receivable.
Visa, Mastercard, ACH, Apple & Google Pay
Retainer draw-down visibility
Export-friendly for accounting
Invoice #INV-3182 · Riverside Office TIPaid
$14,250.00
Pay now
Visa · Mastercard · ACH · Apple Pay · Google Pay
Project & phase scheduling
Kanban or calendar for your studio—see schematic reviews, consultant deadlines, and permit submissions without losing the thread in email chains.
Planning → SD → DD → CA columns
Multi-project principals & job captains
Owner and GC coordination milestones
Project board
Planning
Martinez ADU · zoning review
Courtyard sketch options
In design
Johnson residence · 72%
CA / site
Riverside office · submittals
Expense management
Tag every software seat, plotter charge, mileage to site, and reimbursable consultant invoice to a project—so realized fees reflect true studio cost.
Receipt photos from the field
Direct vs. overhead visibility
Project P&L at a glance
Recent expenses
Revit / BIM360 (prorated)$428
Site visit mileage$86
Structural consultant (pass-through)$2,400
Site visits & team map
See which project architect is on a walk-through, at the plan check counter, or back in studio—without calling every mobile line.
On site / in office / available
Clear client ETAs for meetings
Accountability for window times
Live map
A. Chen, AIA Site measure · 1200 Bayfront Ave
Time tracking
Log hours against phases and tasks so invoices, payroll, and utilization reports stay aligned with how your team really spends design time.
Mobile start/stop timers
Phase-linked billable codes
Principal review before billing
DD package · Johnson residence
Timer
02:47:15
Stop & log
Client portal & file vault
Share PDF sets, DWG links, Revit exports, and interior renders in one secure place—while internal redlines and permit packages stay organized for the team.
Revenue by lead source, project type, partner, or campaign—so you invest marketing dollars where fee multipliers are proven.
P&L snapshots
AR aging by client
Labor multiplier by project
Profit & loss · May 2026
Income $125.8k · direct cost $38.4k
BEN AI — Your 24/7 AI assistant
BEN AI answers calls, books consultations and site visits, qualifies leads, and helps you grow your architecture business 24/7.
“We’re planning a whole-home renovation and need schematic design—what’s your process and earliest intro call?” · Prospect · 2:14p
I can share your phased fee ranges, book a 30-minute intro with your principal, and email a link to your proposal template and sample timeline. Want me to hold Thursday at 10am?
Search-friendly answers for principals comparing architecture CRM tools, project management for design phases, and file workflows for drawings and client portals.
What is architecture firm management software?
Architecture firm management software helps architects and design studios capture leads from referrals and web inquiries, build detailed proposals for schematic design, design development, and construction administration, manage projects by phase with tasks and deadlines, track time and billable hours, organize drawings and models in a client-facing portal, manage finishes and sample inventory, invoice and collect payment with retainers, tag software subscriptions and reimbursable expenses to projects, and see profitability by client, project type, or partner—all from one dashboard.
Can architecture firms share drawings and files securely with clients?
Yes. Better Sales Pro supports organized file management, version-friendly uploads, and client portal workflows so owners and consultants can review PDFs, DWG links, Revit exports, and renderings without scattered email threads—while your team keeps internal markups and permit packages in one place.
Does Better Sales Pro include AI for architecture businesses?
BEN AI can help answer common prospect questions about your process, typical timelines, fee structures at a high level, and scheduling intro calls or site visits, qualify leads, and support follow-ups—see the BEN section on this page and the dedicated BEN overview for details.
Ready to grow your architecture firm?
Join studios that trust Better Sales Pro for proposals, phases, time and billing, drawings, client portals, and getting paid.