Page Summary
TrebleHook is a CRM platform for AEC firms, built on Salesforce, that helps manage project pursuits, client relationships, and firmwide data with workflows designed for architecture, engineering, and construction.TrebleHook: The AEC CRM Powered by Salesforce
Built for architecture, engineering, and construction (AEC) firms, TrebleHook helps you win more work by streamlining pursuit management and client relationships—delivering enterprise reliability without the complexity.
Trusted by Leading AEC Firms
Why AEC Firms Choose TrebleHook
TrebleHook is the CRM built exclusively for architecture, engineering, and construction (AEC) firms, combining Salesforce’s enterprise power with features designed for pursuit management and client relationships. Here’s why AEC teams choose TrebleHook over generic CRMs:
Trusted and Nimble on Day One
TrebleHook delivers enterprise-grade reliability through Salesforce, without the complexity. Out-of-the-box configurations are tailored for AEC workflows—ready to use from day one.
Built by AEC Industry Experts
Developed by professionals who understand AEC pursuits, TrebleHook reflects real-world experience managing client relationships, tracking pursuits, and winning projects.
Integrated with Your AEC Ecosystem
From Procore and Egnyte to OpenAsset and ERP systems, TrebleHook connects your tools and eliminates data silos—ensuring seamless collaboration.
Designed for High Team Adoption
Our tailored implementation aligns TrebleHook with your unique processes, driving high adoption rates and making CRM usage easy and intuitive for your team.
Flexible, Configurable, Scalable
TrebleHook grows with you. Easily add fields, customize workflows, and automate processes.
Industries We Serve: Architecture, Engineering, & Construction Firms
TrebleHook is purpose-built for AEC firms. Whether you’re an architecture studio, engineering consultancy, or construction contractor, our CRM platform helps you manage pursuits, strengthen client relationships, and win more work.
Architecture Firms
Manage pursuits, client relationships, and pipeline visibility with a CRM tailored to how architects work—combining Salesforce’s power with workflows built for design-driven firms.
Engineering Firms
Simplify business development and pursuit tracking for engineering teams. TrebleHook helps manage client engagements, proposals, and forecasting with precision.
Construction Firms
From pre-construction pursuits to client relationship management, TrebleHook gives construction firms a clear view of opportunities and the tools to win more projects.
Do more with features made for AEC firms
Centralized project data
Give visibility to all of your firm’s stakeholders by centralizing your past, present, and future project data in TrebleHook.
Intuitive dashboards and reports
Make data-driven decisions effortlessly with intuitive, easy-to-read dashboards and reports.
Internal communication for your team
From project updates to clients and beyond, leverage TrebleHook’s best-in-class internal messaging system, Chatter, powered by the Salesforce engine.
Effortlessly manage your accounts and contacts
Manage activities associated with your key accounts and contacts, making sure you’re always top of mind.
Track projects with intuitive timelines
Track project milestones with TrebleHook’s intuitive Gantt charts, all built into the system.
Manage your tasks and key contacts on the go
Manage your key communications and activities with customers in the field with TrebleHook’s best-in-class mobile app powered by Salesforce.
Supporting every project, one stage at a time.
Traditional CRMs overlook the unique project lifecycle of AEC firms, often adding unnecessary complexity. TrebleHook is built with a project focus, aligning with your needs to support essential stages like proposals and contracts.
Your firm focuses on projects. Your CRM should too.
TrebleHook shares your AEC firm’s project focus, offering an intuitive, single source of truth for all project data—past, present, and future. It supports essential lifecycle stages, simplifying complex workflows.
Your business development and marketing teams shouldn’t have to struggle.
Is your pipeline unpredictable?
Is anyone using your current CRM system?
Do different divisions and locations do things differently?
You deserve to have a fully connected system that is easy to roll out and easy to use. TrebleHook, along with our team of AEC experts, gets you Pursuing and Landing the Right Projects in 30 Days or less.
Built utilizing the world’s #1 CRM platform Salesforce, TrebleHook helps AEC teams:
Centralize Project Data
TrebleHook centralizes all essential project and financial data in one powerful system, seamlessly integrating with any third-party provider.
Enhance Customer Relationships
Strengthen customer relationships by tracking vital information to foster better communication and collaboration with prospects, partners, and consultants.
Pursue and Land the Right Projects
Don’t let unprofitable projects hinder success. TrebleHook’s project tracking and scoring metrics enable informed decisions, guiding you to seize big opportunities with ease.
Connected. Seamless. Powerful.
TrebleHook integrates with the tools you already use, so you can work smarter, not harder. Explore our integrations and see how everything fits together.
Our proven process gets you up and running in just 30 days
Get Started with TrebleHook
Go live in as little as 30 days
Pursue and land the right projects
Success, Spolighted
Improved Processes and Communication
“We’re really happy with TrebleHook. It’s given us exactly what we needed – a better way to share project information effectively.”
Meredith
Managing Director, TAKTL
Intuitive and User-Friendly
“TrebleHook has revolutionized O’Neal’s approach to business development and marketing, offering an intuitive, user-friendly platform that simplifies data analysis and enhances decision-making with its easy-to-understand graphic dashboards.”
John Baker
Director of Marketing, O’Neal, Inc.
Fully-Customizable
“The way TrebleHook customized the platform for us, it is so easy for us that everyone was able to adopt the platform and use it easily.”
Asfaneh Abree
Business Development Manager, ZAPATA
