CRM Software for Engineering Firms

Take your engineering firm to the next level with a CRM designed for success. Find and close lucrative projects quickly so you can focus on what matters most: executing great work!

Experience the TrebleHook Difference

TrebleHook is an intuitive, easy-to-use CRM platform built on the Salesforce 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 engineering firms face when trying to win new work. With this expertise and knowledge, TrebleHook was created and is specifically designed to help engineering firms succeed.

Made for the Engineering Industry

To excel, engineering firms need CRM software that understands the details of how they bid on and execute successful projects. TrebleHook CRM is made for project pursuit and connects your systems in one centralized platform.


TrebleHook gives firms the power to scale up with the Salesforce engine. By connecting seamlessly with thousands of essential applications like Project Management or ERP systems, TrebleHook helps firms reach their full potential without limits.

Decades of Experience

With an intimate understanding of the AEC industry, the TrebleHook team is committed to delivering tailored support that meets your unique business needs.

Executives make data-driven decisions based on accurate data.

Executives at engineering firms have a daunting role and are required to make decisions that decide the fate of their projects and the entire firm. With TrebleHook, executives can confidently make data-driven decisions using its user-friendly interface, convenient tools, and comprehensive reports.

Executives can:

  • Reduce the risk to their business while increasing their revenue
  • See everything that’s happening as it happens with convenient dashboards and robust reporting tools
  • Consolidates project data so they can easily reference it in one place.
  • Identify top clients and projects
  • Increase margins by pursuing more of the “right” projects
Company Dashboard for Executives and Principals - TrebleHook
Potential Project Record Screen for Marketers and Business Developers - TrebleHook

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

For engineering firms to succeed, marketing is paramount. Marketers draw in leads and develop meaningful client relationships while amplifying the firm’s branding. This helps businesses evolve and advance their reach through a targeted approach, ultimately leading to greater gains.

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. TrebleHook 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
Contact screen view with mobile menu for Business Developers - TrebleHook AEC CRM

Built for Engineering 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