CRM for Architecture Firms

By tracking leads and relationships, TrebleHook allows firms to pursue new work more efficiently and effectively.

Made for Architecture Firms Like Yours

TrebleHook is an intuitive, easy-to-use CRM platform built on the Salesforce CRM platform that puts winning new work within reach. TrebleHook’s team has decades of experience in the AEC industry and understands the pain points that firms face when trying to win new work. With this expertise and knowledge, TrebleHook was created and is specifically designed to help architecture firms succeed.

The TrebleHook Difference - Construction CRM

Made for the Architecture industry

Architecture firms have specific needs when it comes to CRM software. TrebleHook was designed with these firms in mind and offers many essential features for project pursuit.

Easy-to-Use

Unlike other CRM systems, TrebleHook leverages the world’s #1 CRM, Salesforce, making it easy to use. TrebleHook is perfect for busy professionals who need to stay on top of projects.

Decades of Experience

The TrebleHook team understands the challenges firms face when trying to win new work in the AEC industry. TrebleHook lets architects focus on what they do best – designing and building amazing structures.

Principals & Executives make data-driven decisions based on accurate data.

Principals & Executives have a demanding role at architecture firms. They are tasked with making critical decisions that directly impact the success of their projects and the firm. TrebleHook helps executives make data-driven decisions with its intuitive interface, easy-to-use tools, and comprehensive reports.

With TrebleHook, Executives can:

  • Reduce the risk to your business while increasing your revenue
  • See everything that’s happening as it happens with convenient dashboards and robust reporting tools.
  • TrebleHook consolidates your pursuit and project data so you can easily reference it in one place.
  • Identify top clients and projects
  • Increase margins by pursuing more of the “right” projects

Marketers increase their production with automatic document generation tools and accessible project data.

Marketing is an essential part of any business, and architecture firms are no exception. Marketing professionals help firms attract new leads and cultivate relationships with clients, all while promoting the firm’s brand.

With TrebleHook, Marketers:

  • Increase production and hit/win rates
  • Easily search and locate relevant project data
  • Generate proposals, resumes, qualification packages, and other documents on demand
  • Improve communications with team members
  • Create and store document templates

Business Developers win more work and stay on top of existing and potential clients.

Business developers are tasked with winning new work and managing relationships. This can be a daunting task, especially when juggling multiple clients and projects at once. The TrebleHook CRM makes it easy to stay on top of your leads and relationships while pursuing new work.

With TrebleHook’s intuitive interface, business developers can:

  • Easily search and filter leads
  • Track connections and conversations
  • Generate accurate reports in minutes
  • Stay organized and efficient with workflows, task lists, and CRM automation (automatic email and call logging)
  • Access critical data from anywhere

Built for Architecture Firms Like Yours

Manage your sales process and project pipeline

Identify ideal clients and projects based on past project data

Track and manage activities with key contacts and clients

Centralize project data for comprehensive insights into everything related to your projects

Integrate with other key systems (ERP, Project Management, Marketing Automation, and more)

Data visualization with powerful dashboarding and industry-specific reporting