Let’s be honest, Architecture, Engineering, and Construction (AEC) firms are facing some serious changes right now. Winning work has become more complex, more competitive, and more dependent on having the right tools, data, and processes in place. The landscape is shifting rapidly, with technological advancements, client expectations, and economic pressures all reshaping how firms operate. Staying ahead requires not just reacting to changes but proactively positioning for future success.
That’s exactly why we created TrebleHook. We saw firsthand how chaotic and inconsistent the pursuit phase was — where relationships are built, opportunities are spotted, and real growth happens — and knew it was time for a change.
I’m Chris, the Founder and CEO of TrebleHook. In 2021, we spun this company out of TPM, a long-standing partner to the AEC industry with deep roots and trusted relationships. After decades of working with AEC firms, we saw a clear opportunity: the front end of the project lifecycle — the pursuit phase — was underserved, inconsistent, and often chaotic. This disconnect was costing firms time, opportunities, and ultimately, revenue.
We built TrebleHook with one mission in mind: to change the way AEC firms pursue growth. By providing a platform tailored to the unique needs of AEC, we empower teams to work smarter, collaborate better, and win more of the right projects.
Think of this vision blog as a behind-the-scenes look at where we are today and a sneak peek into where we’re headed. It’s written in my voice because I believe in having real conversations with our customers — not just pushing product updates. Our journey is one of collaboration, continuous improvement, and shared success.
At TrebleHook, we believe in the power of intentionality: designing workflows, data systems, and CRM processes that don’t just record information but drive action, insights, and results. Built specifically for AEC firms and powered by Salesforce, TrebleHook is not just a CRM. It’s your central nervous system for growth, connecting people, processes, and data in a way that fuels business development and strategic decision-making.
Today’s Capabilities — Built for Action, Not Just Administration
TrebleHook is purpose-built for the way AEC firms operate — especially those in growth mode. Our platform delivers on what matters most:
- Simple, Clean User Experience: Designed for adoption, TrebleHook eliminates the clutter. It’s the only CRM built to be used by field teams, executives, marketers, and business developers alike, ensuring that everyone has access to the information they need, when they need it.
- Enforced Business Processes: We make the critical steps of project pursuit mandatory and easy to follow, so your teams operate consistently and efficiently. This creates a standardized approach that enhances accountability and reduces missed opportunities.
- Integration Where It Counts: TrebleHook plays well with Outlook, Microsoft 365, and your project management or ERP systems. We meet your team where they already work, ensuring seamless workflows and reducing manual data entry.
- Dashboards That Drive Decisions: Our visual dashboards surface key pursuits, pipeline health, market trends, and forecast insights. Decision-makers get real-time visibility into performance metrics that matter.
- Mobile Ready: Because job sites, client meetings, and field work don’t happen behind a desk. TrebleHook’s mobile capabilities keep your team connected and productive wherever they are.
These aren’t just fancy features on a checklist. They’re the tools your team actually needs to cut through the clutter, stay aligned, and focus on winning the right projects. When you use TrebleHook, you’re not just logging data — you’re setting your firm up for real, measurable growth.
The Three Hooks — Why Our Customers Succeed
Our most successful clients share three common traits that underpin their success with TrebleHook:
- Ease of Use: If it’s not intuitive, it doesn’t get used. TrebleHook is frictionless, removing barriers to adoption and ensuring widespread engagement across all user levels.
- Process That’s Required: Systems only work if they’re followed. We help you build and enforce your playbook, creating a culture of consistency and best practices.
- Leadership Buy-in: When executives and managers use TrebleHook, it creates a culture of accountability, transparency, and performance. Leadership engagement drives organizational alignment and strategic focus.
This trifecta results in clean, trustworthy, and actionable data — and that’s when real transformation begins. By ensuring that the right people are using the system the right way, AEC firms can unlock new levels of efficiency, insight, and competitive advantage.
Our Vision — Building What’s Next
While we’re proud of what TrebleHook is today, we’re even more excited about what it’s becoming. Our vision for the future includes:
Predictive Intelligence
Helping you decide which projects to pursue, where to focus resources, and how to win more business using data science and AI. Predictive insights will allow firms to make proactive, informed decisions that drive success.
Voice-Activated AI Assistant
Imagine your BD team talking to TrebleHook on the go: “Show me my top 5 active pursuits in healthcare this quarter.” Voice commands will enhance usability and accessibility, making critical information available in real time.
Automated Proposal Generation
With the right data, creating accurate, customized proposals can happen with the click of a button. This automation will save time, reduce errors, and accelerate the proposal process.
Deeper ERP & PM Integration
Closing the loop between pursuit and execution so your systems speak the same language. Integrated workflows will enhance collaboration and data accuracy across the entire project lifecycle.
Industry Benchmarking
Aggregate trends and anonymized insights to show how your firm stacks up in win rates, margins, and timelines. For example, you might see how your win rate in healthcare projects compares to the industry average, or identify how your proposal turnaround time measures up against top-performing firms. Benchmarking will provide valuable context for strategic planning and performance improvement.
TrebleHook is evolving into a strategic partner that goes beyond traditional CRM functions, helping your team make smarter decisions and win more work. We are committed to continuous innovation that directly addresses the challenges and opportunities facing AEC firms.
The TrebleHook Philosophy — We Build with You, Not for You
We don’t believe in bloated roadmaps or shiny objects that don’t drive impact. Instead, we focus on evolving alongside our customers. Your feedback shapes our product development priorities. We commit to:
- Listening to what you need most, ensuring our solutions align with real-world challenges.
- Prioritizing features that create measurable outcomes, delivering tangible business value.
- Investing in the future while simplifying the present, so your team can focus on what they do best.
The journey is just as important as the destination because each step forward builds stronger teams, sharper processes, and ultimately, better project outcomes. We’re on that path with you, providing the tools, insights, and support you need to succeed.
Why It Matters — AEC Deserves Better Tools
The AEC industry has long been underserved by generic software. TrebleHook changes that. We bring clarity, structure, and momentum to the front end of your project lifecycle — the part that determines your revenue and growth. By focusing on the unique needs of AEC firms, we provide solutions that truly make a difference.
We believe every AEC firm deserves a platform that understands how it wins work. That’s our mission. Our deep industry expertise, combined with a relentless focus on customer success, sets us apart.
And because we were born out of TPM, we didn’t start from scratch. We started from experience — with real-world insights, relationships, and a deep understanding of what makes the AEC industry tick. That’s our advantage — and yours. We leverage this foundation to continuously enhance our platform and support your firm’s growth.
Let’s Build What’s Next, Together
TrebleHook isn’t just another piece of software. We’re here to grow with you, adapt to your needs, and make sure your team has what it takes to succeed — every step of the way.
We know transformation doesn’t happen overnight. It starts with adoption, builds with insight, and accelerates with confidence. That’s why we designed TrebleHook to be easy to use, hard to ignore, and impossible to outgrow. Our platform grows with you, adapting to your needs and scaling with your ambitions.
I’m excited for where we’re heading — and I want you on that journey with us. Together, we can redefine what success looks like in the AEC industry.
Let’s win more work, more intelligently, by leveraging data-driven insights, streamlining pursuit processes, and empowering your teams with tools built specifically for AEC. Together, we can shape the future of the industry, one successful project at a time.
