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!

CRM for Engineering

Experience the TrebleHook difference

TrebleHook is an intuitive, easy-to-use CRM platform for engineering firms built on Salesforce 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.

Smart decisions, made simple.

Engineering executives face crucial decisions that shape the future of their projects and firms. TrebleHook provides the tools to make confident, data-driven choices easily.

With TrebleHook, executives can:

  • Minimize business risks while boosting revenue
  • Stay informed with real-time dashboards and robust reporting
  • Centralize project data for easy access
  • Identify top clients and high-value projects
  • Increase margins by focusing on the right projects
Company Dashboard for Executives and Principals - TrebleHook
Potential Project Record Screen for Marketers and Business Developers - TrebleHook

Elevate your marketing impact.

Success in engineering requires standout marketing. Marketers attract leads, build client relationships, and boost the firm’s brand, driving business growth and reach.

With TrebleHook, marketers can:

  • Boost production and win rates
  • Effortlessly search and find project data
  • Generate proposals, resumes, and qualification packages on demand
  • Enhance team communication
  • Create and store document templates

Streamline your business development.

Winning new work and managing relationships is no small feat. TrebleHook simplifies this process, helping business developers stay on top of leads and client relationships while pursuing new opportunities.

With TrebleHook’s intuitive interface, business developers can:

  • Easily search and filter leads
  • Track connections and conversations
  • Generate accurate reports in minutes
  • Stay organized with workflows, task lists, and CRM automation
  • Access critical data from anywhere
TrebleHook platform on a laptop and mobile device

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

You've heard from us, now hear what our customers are saying.

“You can have a process all day long, but if you don’t have a system to monitor compliance or to generate compliance, it’s like the output data is only as good as the data that you put in.”

Evan Stone
VP of Sales & Marketing, Eco Engineering

“We wanted something easy-to-use and a solution that everybody understands. With TrebleHook, that’s what we’ve received, and we feel that the solution will grow with our business far into the future.”

John Baker
Director of Marketing, O’Neal, Inc.