CRM for Architecture

Architecture Firm Software That Keeps Projects Moving to Completion

Stop losing billable time to disorganized project files and permit delays. Smarfle keeps your phases on track, your team coordinated, and your invoicing current.

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Smarfle CRM - Architecture Dashboard
Active Projects

9

Permits Pending

4

Revenue This Quarter

$94,000

Phases Due This Month

6

Recent Jobs

Riverside Mixed-Use Development

Design Development Phase

In Progress

Patel Residence Renovation

Construction Documents

Permit Review

Beacon Street Office Build-Out

Construction Administration

Completed

Lakewood Community Center

Schematic Design

Client Review

Sound familiar?

Permitting Timelines Are Unpredictable and Untracked

Permit applications, revisions, and approvals move at the pace of local government. Without a system tracking submission dates, revision requests, and approval status, projects stall and clients get frustrated by the lack of updates.

Design Revisions Pile Up Without Clear Scope Boundaries

Clients request changes to floor plans, elevations, and materials. Each revision feels small in isolation, but collectively they represent significant unbilled work. Your team delivers value that never appears on an invoice.

Multi-Phase Projects Lose Momentum Between Stages

A project moves from schematic design to design development to construction documents, but the handoff between phases is messy. Tasks from the previous phase bleed into the next, timelines slip, and the overall project schedule expands.

Built for architecture businesses

Not a generic CRM. Every feature is tailored to how architecture companies actually work.

Multi-Phase Project Management

Create projects with defined phases: schematic design, design development, construction documents, permitting, and construction administration. Track progress through each phase with clear milestones.

Phase-Based and Hourly Invoicing

Generate invoices at phase completion or from logged hours. Billing stays tied to project progress so revenue arrives as work is delivered, not months after.

Client Portal for Design Reviews and Approvals

Clients log in to review design progress, approve phases, and see their project timeline. Feedback is centralized and approvals are documented for your records.

Team Assignment and Project Coordination

Assign architects, drafters, and coordinators to projects. See workload across the firm and ensure no one is overloaded while others sit idle.

Project Revenue and Utilization Reports

Track revenue per project, architect, and service type. Compare estimated vs actual hours to improve your proposals and ensure every project is profitable.

Is Smarfle the right fit for your architecture business?

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Top feature for architecture

Phase Tracking From Concept Through Construction Administration

Every project phase has defined deliverables, review milestones, and billing triggers. You see exactly where each project stands in the design process, which phases are approaching their deadlines, and where client approvals are needed to keep moving forward.

Phase TrackingPermit ManagementDesign ReviewsProject Billing

Everything your architecture business needs

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Project Phase Dashboard

See every project with current phase, milestones, team assignments, and next deliverable due. Filter by architect, project type, or phase to focus your attention.

2

Permit Tracking

Log permit submissions, track review periods, document revision requests, and record approvals. Know the status of every permit across all active projects.

3

Design Review Workflow

Post design deliverables to the client portal for review. Track client feedback and approvals per phase so every decision is documented.

4

Team Workload View

See assignment distribution across architects, drafters, and coordinators. Balance workload during busy periods and plan capacity for incoming projects.

Plans that grow with your architecture business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Architecture CRM questions

Yes. Each project has defined phases from schematic design through construction administration. You track progress, deliverables, and approvals at every stage.
You log permit submissions with dates and track the review process. When revision comments come back, you document the response and resubmission. The full permit history stays in the project record.
Yes. You post design deliverables to the client portal. Clients view the work, provide feedback, and give phase approvals, all documented in the project record.
You set fees per phase when the project is scoped. When the client approves a completed phase, the invoice generates automatically with the agreed fee amount.
Yes. Hours logged for work outside the original scope are tracked separately and can be invoiced as supplemental charges with detailed line items.
Yes. You assign architects, drafters, and coordinators to projects and track their individual contributions. The workload view shows each person's commitments across all projects.
Project profitability, architect utilization, revenue by project type, phase completion timelines, and outstanding receivables. All reports can be filtered by date range and team member.
Yes. The interface works on phones and tablets. Architects can update project notes, log time, and communicate with clients from the field.

Ready to run your architecture business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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