For Architecture Firms

Business Management Software for Architecture Firms

Architecture business management software that keeps your client pipeline, project phases, and finances organized. Win commissions, track design milestones, and bill by phase from one platform.

No credit card requiredFree 14-day trial
A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create

Architecture Project Pipeline

BoardTableForecast

Inquiry

1
CP

Mixed-use development

Crestline Properties

$180,0003d

Site Visit

3
HF

Residential renovation

The Hartley Family

$45,0005d
VL

Office interior redesign

Vanguard Legal

$62,0002d
LH

Boutique hotel concept

Lakeshore Hospitality

$210,0008d

Proposal

1
LH

Boutique hotel concept

Lakeshore Hospitality

$210,0008d

Commissioned

1
MT

Community library expansion

Maplewood Township

$125,0001d

Design phase management

Tracking deliverables across schematic design, development, and construction documents is overwhelming.

Organize each commission as a project with phases, milestones, and task assignments. Keep your team aligned from concept through construction administration.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Maplewood Library — Expansion

BoardListCalendar
Schematic Design1

Site analysis & zoning review

High
Apr 10
2/4
5
ARLW
Design Development3

Floor plan revisions — client feedback

High
Apr 18
3/6
8
AR

Material specifications — structural

Medium
Apr 22
1/5
3
LW

3D renderings — presentation package

High
Apr 8
4/4
12
ARLW
Client Review1

3D renderings — presentation package

High
Apr 8
4/4
12
ARLW
Completed1

Concept presentation & approval

High
Mar 25
3/3
6
AR

Phase-based billing

Billing by project phase, tracking retainers, and managing change orders create accounting headaches.

Invoice by project phase or milestone. Track payments, outstanding balances, and change orders in one financial view.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Revenue
$124,580+18.2%
Outstanding
$23,420-5.1%
Paid
$98,300+22.4%
Expenses
$31,240+3.8%

Recent Invoices

InvoiceClientAmountStatusDate
INV-2024-610Maplewood Township$31,250paidMar 8
INV-2024-611Lakeshore Hospitality$52,500pendingMar 18
INV-2024-612The Hartley Family$11,250overdueMar 1
INV-2024-613Vanguard Legal$15,500pendingMar 22
INV-2024-614Crestline Properties$45,000draftMar 25
INV-2024-608Ridgeview School District$87,500paidFeb 22

Estimates & fee proposals

Preparing fee proposals with detailed phase breakdowns takes hours and often leads to misaligned scope expectations.

Build itemized estimates broken down by project phase, send them for client approval, and convert accepted proposals into projects and invoices with one click.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
EST-2024-019
draft
Send
Account
TechStart Inc
Contact
Sarah Chen
Issued
Mar 1, 2024
Expires
Mar 31, 2024
DescriptionQtyRateAmount
Brand Strategy & Discovery1$4,500.00$4,500.00
Logo & Identity Design1$6,200.00$6,200.00
Website Design (8 pages)8$850.00$6,800.00
Frontend Development40$175.00$7,000.00

Construction documents & contracts

Drawings, specifications, and contracts live in email attachments and shared drives — version control is a nightmare.

Store, organize, and send contracts and design documents for electronic signature. Keep everything versioned and linked to the right project phase.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Documents

New
DocumentTypeStatusRecipientsDate
Service Agreement — Acme Corp
contractSigned2/2 signedMar 8
Q1 Growth Proposal
proposalSent0/3 signedMar 5
SaaS License Agreement
contractViewed1/2 signedMar 3
Consulting Engagement Letter
proposalSigned1/1 signedFeb 28
NDA — Global Systems
contractSent0/2 signedFeb 25
Website Redesign Proposal
proposalDraftFeb 22
Annual Retainer Contract
contractDraftFeb 20

Client review meetings

Scheduling design presentations and review meetings with clients and consultants wastes hours on back-and-forth emails.

Let clients and collaborators self-book design reviews and presentations from your availability. Syncs with your calendar so meetings slot in without friction.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Schematic Review Meeting

90 min In-Person
March 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
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Thursday, Mar 12

9 slots available

Client portal

Clients constantly call or email asking for project updates, drawing status, and invoice details.

Give every client their own portal to track project progress, review presentations, download documents, and pay invoices — without a single status-update email.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
A
Acme CorpClient Portal
JC

Welcome back, Julia

Here's an overview of your account.

Recent Invoices

View all

INV-2024-032

Mar 1

$4,800paid

INV-2024-031

Feb 15

$2,400pending

INV-2024-030

Feb 1

$6,200paid

Active Projects

View all

Website Redesign

18/25 tasks
72%

Mobile App MVP

9/20 tasks
45%

Brand Identity

27/30 tasks
90%

Support Tickets

New ticket

Login issue on mobile

high2h ago

Invoice PDF not downloading

medium1d ago

Feature request: dark mode

low3d ago

How it works

A day with Agiled for your architecture firm

See how Agiled fits into the workflows your team runs every day.

1

Deal marked as Commissioned

Your business development lead closes the deal in the CRM pipeline.

2

Project created from template

Agiled generates a project with standard design phases, milestones, and team assignments.

3

Owner-architect agreement sent

The contract goes out for e-signature — no separate signing tool needed.

4

Client portal activated

The client gets a branded dashboard to review progress, upload site documents, and view invoices.

5

Kickoff meeting booked

A scheduling link goes out so the client books a design kickoff at a time that works.

Done

Built for architecture firms

From first sketch to final walkthrough

Agiled gives architects a single platform for business development, project delivery, and financial management.

Project pipeline

Track prospective commissions from inquiry through contract. Visual deal stages keep your business development organized.

Phase-based project boards

Organize each commission into design phases with tasks, milestones, and deliverable tracking across your team.

Milestone invoicing

Bill by project phase — schematic design, design development, construction documents. Track payments against each milestone.

File & document management

Attach drawings, specifications, and renderings directly to project tasks. Keep documents organized by phase and version.

Client review portal

Share presentations, drawings, and progress updates with clients. Collect feedback and approvals in one place.

Time tracking

Log hours by project and phase. Use time data for billing, resource planning, and profitability analysis.

Fee proposals & estimates

Scope commissions with phase-by-phase fee breakdowns. Turn approved proposals into live projects and billing schedules.

Meeting scheduling

Let clients and consultants book design reviews and presentations directly from your calendar availability.

Contracts & e-signatures

Send owner-architect agreements and consultant contracts for digital signature, linked to the project record.

Testimonials

Trusted by architecture firms who value their time.

We used to lose hours every month reconciling timesheets against project phases. Agiled ties time tracking directly to our design milestones, so invoicing takes minutes instead of a full afternoon.
DR

David Romero

Principal, Romero + Associates Architects

Our clients love the portal. They can review drawings, approve renderings, and pay invoices without emailing us for updates. It makes us look more professional than firms twice our size.
CA

Claire Ashford

Studio Director, Ashford Design

We replaced four separate tools — a CRM, project tracker, invoicing app, and file-sharing service — with Agiled. My team actually uses it because everything is in one place.
MT

Marcus Tan

Managing Partner, Tan + Whitfield Architecture

Integrations

Works with the tools you already use.

Keep your design tools while Agiled handles the business side. No rip-and-replace.

Google CalendarZoomStripeQuickBooksGmailZapierGoogle DriveOutlookSlack+100 more

FAQ

Common questions about Agiled for Architecture Firms

Yes. Architecture projects that span months or years work well in Agiled. Use project phases, milestone tracking, and phase-based invoicing to manage the full project lifecycle.

Absolutely. Create invoices for each design phase — schematic design, design development, construction documents, and construction administration. Track partial payments and outstanding balances.

Yes. Attach files to project tasks and share progress through the client portal. Clients can review, comment, and approve deliverables without email attachments.

Agiled works for firms of all sizes — from solo practitioners to mid-size firms. Start with what you need and scale as your team and project load grows.

Track change orders as tasks within the relevant project phase. Create supplemental invoices for additional scope and keep a clear record of approved changes.

Use time tracking and project assignments to see how your team's hours are distributed across commissions. Identify capacity issues before they become problems.

Agiled focuses on the business side of architecture — CRM, project coordination, and billing. Use it alongside your design tools to manage the non-design aspects of running your firm.

Ready to run your firm with less friction?

Agiled brings your pipeline, projects, and finances into one platform built for architects. Start free.

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