The CRM Built for Architects and Architecture Firms
TrebleHook is the CRM for architects and architecture firms, purpose-built for project pursuits, client relationships, and sales activity. Built on Salesforce, it replaces spreadsheets and scattered files with one system that gives your team full visibility to win the right projects faster.
Trusted by Architectural Firms Like You
Why Architecture Firms Need a CRM Purpose-Built for Their Pursuits
Architecture firms don’t sell products. You pursue projects, manage complex teams, and build long-term client relationships. But most CRMs are built for product sales, not the multi-phase pursuits, proposals, and client-driven work that architecture firms handle every day. Here’s where traditional CRMs fall short.
Missed Project Deadlines and Follow-Ups
Opportunities slip through the cracks when follow-ups get buried in emails, spreadsheets, and disconnected tools. Deadlines are missed, proposals get lost, and your firm risks losing valuable work.
Not Designed for Project-Based Sales
Most CRMs track deals and accounts. But architecture firms manage pursuits, client relationships, project teams, and design partners all tied to each opportunity. Trying to manage that with a generic CRM feels like running a studio on a messy spreadsheet.
Disconnected Marketing, Sales & BD Data
Marketing, sales, and business development teams often work in silos, entering the same project data across multiple tools and spreadsheets. This wastes time, slows down proposals, and introduces costly errors.
Low Adoption, No Real Value
When a CRM isn’t built for architecture firms, your sales, business development, and marketing teams won’t adopt it. Pursuit data stays scattered, and firm leadership has no clear view of the pipeline.
Key Features: Purpose-Built for Architecture Firms
Architects juggle clients, projects, and pursuits every day. TrebleHook brings everything together, giving you the clarity and control to focus on what you do best: designing and delivering great work.
Project Pursuit-Focused Sales Pipeline
Track every opportunity from first conversation to signed contract with pursuit stages designed for how architecture firms win work. Give your entire team instant visibility into who you’re pursuing, where each pursuit stands, and exactly what needs to happen next. No more spreadsheets or guessing, just one streamlined pipeline that keeps your entire firm aligned.
Consultant & Client Relationship Management
Keep every relationship in one place, from clients and consultants to design partners and collaborators. TrebleHook links key contacts directly to each project, so you always know who’s involved, who you’ve talked to, and what follow-ups are needed. With a clean, intuitive interface, your team stays organized and your client relationships stay strong from first conversation to final delivery.
Proposal & Resume Management
Quickly build polished proposals with project images, data, staff resumes, and firm qualifications all in one place. TrebleHook keeps your sales and marketing teams equipped with up-to-date content to respond faster to RFPs. Built-in automation eliminates repetitive work and ensures your firm always presents its strongest qualifications.
Salesforce Engine, Built for AEC
TrebleHook is built on Salesforce, giving your firm enterprise-grade security and flexibility. But unlike generic CRMs, it’s purpose-built for architecture firms to manage pursuits, client relationships, and marketing efforts. With a simple, intuitive interface, your BD and marketing teams can manage pursuits, update project records, and collaborate without a steep learning curve.
Dashboards for Pipeline & Hit Rates
Monitor your firm’s performance with real-time dashboards that track your pipeline, hit rates, backlog forecasts, and marketing efforts. TrebleHook delivers pipeline management tools that give BD leaders and firm leadership clear visibility to make informed decisions. With insights into pursuits and sales pipelines, your team stays focused on the right opportunities and drives growth.
CRM for Architecture Firms with Purpose-Built Project Pursuit Workflows
TrebleHook is built on Salesforce, the world’s leading CRM platform, and tailored specifically for architecture firms. Here’s how it helps your team work smarter:
Pursuit Records Tied to Client & Consultant Teams
Every pursuit is connected to your client contacts, consultants, collaborators, proposal files, pre-qualification documents, and meeting notes. Your BD, marketing, sales, and leadership teams always have instant context before client meetings, proposal submissions, or strategic planning sessions.
Proposal Tools Built-In for Marketing & Sales Teams
Build proposals directly in TrebleHook using live project data, staff resumes, firm experience, and pre-filled client information. TrebleHook automates formatting, maintains branding consistency, pulls project imagery from OpenAsset, and eliminates wasted hours spent on version control or hunting for files every time a new pursuit begins.
Salesforce-Backed Integrations
TrebleHook integrates seamlessly with platforms like Deltek Ajera, OpenAsset, Outlook, and marketing tools like HubSpot. Your sales, marketing, and BD teams gain one connected system to track clients, manage pursuits, coordinate proposals, and unify firm-wide marketing and pursuit efforts.
Cloud-Based Access for the Entire Firm
Whether marketing is building a proposal, sales is nurturing client relationships, BD is meeting with prospects, or leadership is reviewing the pipeline, TrebleHook keeps your entire firm connected in real-time, wherever work happens.
Seamless Integrations Built for Architecture Firms
TrebleHook connects your CRM, proposals, ERP, project management, and email systems to eliminate silos, reduce manual work, and keep your teams aligned.
Deltek Ajera
Sync awarded pursuits directly into Deltek Ajera for project startup, financial management, and resourcing, reducing manual entry and improving forecasting accuracy.
OpenAsset
Pull project images, summaries, and firm experience data directly from OpenAsset to simplify proposal creation, ensure consistent branding, and keep your pursuit content always up-to-date.
Outlook & Gmail
Sync client emails, contacts, and meetings automatically to each pursuit, keeping all project communication organized, searchable, and accessible across your entire team.
...and more
As a Salesforce-native platform, TrebleHook integrates with a wide range of marketing automation tools, ERP platforms, file management systems, and other critical business software — fully customized to fit your firm’s processes.
Bottom line: Less admin. More organized data. Better visibility. Happier clients.
Trusted by Architecture Firms Like You
"TrebleHook let us track ROI, increase adoption, and unify our project data. It’s helped us grow faster, together."
Sarah Hager
Director of Marketing, DP3 Architects
Common Questions About TrebleHook CRM for Architects
We already use Deltek Ajera—why do we need TrebleHook?
Deltek Ajera handles financials and project execution. TrebleHook manages your full business development and pursuit pipeline before a project is awarded, tracking leads, client relationships, proposal activity, and hit rates.
Can’t we just customize Salesforce ourselves?
You can, but it’s expensive, complex, and often requires ongoing admin support. TrebleHook is purpose-built on Salesforce for architecture firms, delivering out-of-the-box pursuit workflows, proposal tools, and client tracking that match your processes.
How long does implementation take?
We handle setup, data import, integrations, and team training—getting your marketing, sales, and BD teams fully onboarded in weeks, not months.
How do we request a demo or pricing?
Click Request a Demo, and we’ll walk through your needs and provide pricing based on your firm’s workflows.
