TrebleHook: AEC CRM Software Built on Salesforce
TrebleHook is a CRM platform purpose-built for architecture, engineering, and construction (AEC) firms. It helps AEC teams manage pursuits, build stronger client relationships, and scale operations—powered by the enterprise-grade reliability of Salesforce.
Trusted by Leading AEC Firms
What Makes TrebleHook the Best CRM for AEC Firms?
TrebleHook is a CRM platform built specifically for architecture, engineering, and construction (AEC) firms. Unlike generic CRMs, it combines AEC expertise with the flexibility of Salesforce—so you can manage pursuits, strengthen client relationships, and scale efficiently.
Centralize Project & Pursuit Data
Eliminate data silos by unifying your pipeline, client history, and pursuit records in one connected system. Improve visibility across teams and streamline collaboration.
Stronger Client Relationships
Track every touchpoint and proposal. TrebleHook helps business development and marketing teams build trust and increase repeat work.
Win the Right Work
Use real-time insights to focus on the most strategic pursuits—aligning efforts with your firm's goals to improve win rates.
Purpose-Built for AEC, Powered by Salesforce
TrebleHook combines AEC-specific workflows with the proven infrastructure of the Salesforce platform. No bloat, just tools built for how AEC firms operate.
Flexible, Scalable, Configurable
Adapt TrebleHook to your exact processes—customize fields, workflows, and automations. Scale the system as your firm grows.
Who Is TrebleHook CRM Built For?
TrebleHook is a CRM platform purpose-built for the architecture, engineering, and construction (AEC) industry. Whether you’re an architect, engineer, or general contractor, TrebleHook helps manage pursuits, track client relationships, and win more work.
General Contractors
TrebleHook supports general contractors and construction firms by managing pre-construction pursuits, bids, and client engagements. It provides a centralized view of project opportunities to improve win rates.
Architecture Firms
TrebleHook helps architecture firms manage client relationships, proposal pipelines, and pursuit strategies. It’s tailored to how architects work—combining Salesforce’s power with workflows built for design-driven firms.
Engineering Firms
Engineering teams use TrebleHook to track proposals, manage client interactions, and forecast workload with accuracy. The CRM supports complex pursuit workflows common to engineering disciplines.
What Features Does TrebleHook CRM Offer for AEC Firms?
TrebleHook provides architecture, engineering, and construction (AEC) teams with the tools they need to manage pursuits, build client relationships, streamline workflows, and generate insights—on a CRM platform powered by Salesforce.
Pursuit Management for AEC
Track every pursuit from lead to close. TrebleHook helps teams manage opportunities with customizable workflows, team collaboration, and full pipeline visibility.
Client Relationship Tracking
Consolidate contacts, communication history, and key milestones. TrebleHook supports seamless handoffs between business development, marketing, and leadership.
Proposal & Document Automation
Eliminate manual work with branded templates, centralized file storage, approval workflows, and integrated eSignatures.
Real-Time Dashboards & Reporting
Visualize win rates, forecasts, and pipeline health with role-based dashboards. Share reports with leadership and BD teams to stay aligned.
Task & Activity Management
Assign tasks, track follow-ups, and manage pursuit timelines. Reduce email clutter by collaborating directly within the platform.
AEC Software Integrations
TrebleHook integrates with tools like Procore, Egnyte, and OpenAsset, as well as finance, CRM, and marketing platforms. Built to sync and scale with your firm.
Secure, Scalable CRM Architecture
Built on Salesforce, TrebleHook offers configurable fields, workflows, and enterprise-grade security—ideal for distributed or growing firms.
Mobile Access for BD Teams
Access client info, dashboards, and notes from any device. TrebleHook supports productivity in the field, during meetings, or while traveling.
What Results Do AEC Firms See with TrebleHook CRM?
AEC firms using TrebleHook report higher team adoption, improved pipeline visibility, and stronger client engagement. Here’s how real firms achieved measurable results with our purpose-built CRM platform:
RAFN
Industry: Commercial General Contractor
Challenge: Manual, inefficient reporting and lack of real-time BD data
Solution: Switched to TrebleHook for flexible reporting, automation, and CRM outreach
Result: Time-saving reporting, better strategic alignment, and more relevant client engagement
Kairos Project Group
Industry: MEP Engineering
Challenge: No system for tracking leads, proposals, or marketing ROI
Solution: Implemented TrebleHook to establish a business development foundation
Result: Team-wide visibility, better marketing decisions, and operational alignment
DP3 Architects
Industry: Architecture
Challenge: Outdated, clunky CRM that hindered team adoption and data visibility
Solution: Adopted TrebleHook for its user-friendly interface, unified data model, and customizable reporting
Result: Increased team adoption, better insight into pipeline, and improved coordination across studios
How Does TrebleHook CRM Work for AEC Firms?
From onboarding to everyday use, TrebleHook gives architecture, engineering, and construction teams a streamlined way to manage pursuits, collaborate across roles, and gain insights—all in five clear steps.
Step 1: Get Set Up Fast
We configure TrebleHook to fit your firm’s existing business development workflows—no heavy lift required.
- Import data from spreadsheets or legacy CRMs
- Align pursuit stages with your firm’s process
- Onboard quickly with implementation support
Step 2: Manage Pursuits & Relationships in One Place
Track leads, pursuits, and client activity in a single system built for collaboration.
- Visual pipelines show pursuit progress
- All client and contact data in one hub
- Access from desktop or mobile
Step 3: Automate Proposals & Documents
Eliminate repetitive tasks and streamline proposal creation.
- Use branded templates for resumes and proposals
- Route documents for approvals and eSignatures
- Tag and store pursuit content centrally
Step 4: Keep Teams Aligned in Real Time
Enhance communication across BD, marketing, and operations.
- Assign follow-ups and action items
- Share notes and updates instantly
- Improve visibility across stakeholders
Step 5: Gain Real-Time Insight
Make smarter decisions with role-based dashboards and built-in reporting tools.
- Monitor pipeline health, win rates, and ROI
- Track team activity and campaign results
- Share dashboards with leadership or studio leads
Common Questions About TrebleHook for AEC Firms
What is TrebleHook?
TrebleHook is a CRM built specifically for architecture, engineering, and construction (AEC) firms. It helps teams manage project pursuits, track opportunities, and collaborate across disciplines.
Who is TrebleHook designed for?
TrebleHook is tailored for AEC professionals—including architects, engineers, contractors, and marketing teams—who need a CRM that supports pursuit workflows and project-based sales.
How is TrebleHook different from other CRMs?
TrebleHook is purpose-built for the AEC industry. Unlike generic CRMs, it supports project pursuits, integrates with AEC tools like Procore and OpenAsset, and reflects how cross-functional teams win work.
What tools does TrebleHook integrate with?
TrebleHook integrates with AEC-specific platforms like Procore, Egnyte, and OpenAsset, as well as Salesforce, ERPs, and email systems, ensuring seamless data flow across your business.
Is TrebleHook built on Salesforce?
Yes. TrebleHook runs on the Salesforce platform, offering enterprise-level security, scalability, and reliability, without the need for custom development.
How long does it take to implement TrebleHook?
Most firms are fully onboarded in weeks. TrebleHook provides tailored setup, guided training, and clean data migration to ensure fast adoption and long-term success.
Can TrebleHook handle custom reports and dashboards?
Absolutely. TrebleHook allows AEC firms to create custom dashboards, run real-time reports, and track pursuits with metrics that matter most to your business.
What kind of support does TrebleHook provide?
TrebleHook offers hands-on implementation, customer success guidance, and ongoing support from experts who understand AEC workflows.
