CRM Software for Engineering Firms: Manage Pursuits, Proposals, and Client Relationships
TrebleHook simplifies pursuit management for engineering teams by replacing spreadsheets and scattered files with one centralized software solution. Manage pursuits, qualifications, and client engagement in one place so your sales team can focus on winning new projects.
Trusted by Engineering & Sustainability Firms Across the Country
Why Engineering Firms Need a CRM Built for Pursuits
Chasing engineering projects isn’t like typical sales. Proposals are loaded with technical specifications, sales cycles stretch out over months (or years), and most CRMs simply aren’t equipped to handle design-driven pursuits. Without the right system, teams struggle with:
Missed Pursuits and Lost Opportunities
Without a centralized system to organize pursuits, project leads can easily get buried under piles of emails, spreadsheets, and scattered bid invitations, often disappearing before your sales team even has a chance to engage. And when these leads involve long-standing client relationships or agency prequalification lists, missing them can mean losing future contract opportunities.
Not Designed for Project-Based Sales
Traditional CRMs simply can’t handle the long, winding sales process that often includes multiple stakeholders, technical review boards, public works agencies, procurement offices, financial approvers, and layers of design review unique to the engineering industry.
Manual Data Entry Across Systems
Key project and client info lives across countless spreadsheets, overflowing inboxes, and disconnected file servers. This constant back-and-forth between platforms wastes valuable time for your technical staff, increases error rates, and makes it difficult for your sales team to access updated data to manage client relationships effectively.
Low Visibility, Difficult Forecasting
Leadership often finds it nearly impossible to gain a clear view of the upcoming design workload or backlog. With disconnected data sources, shifting project schedules, and unpredictable client funding cycles, forecasting staff utilization, cash flow, and backlog becomes an ongoing challenge.
The engineering industry deserves a customer relationship management platform built specifically to align project pursuit, workload planning, task management, and long-term client relationships.
Key CRM Features Purpose-Built for Engineering Teams
A no-fluff look at the CRM features built for how engineering firms pursue and win work.
Project-Based Sales Pipeline
Track pursuits from the initial identification of RFIs and funding opportunities, through strategic go/no-go decisions, prequalification processes, shortlisted interviews, detailed technical design submissions, scope clarifications, client negotiations, and finally, contract award and project kickoff.
Proposal Automation & Resume Management
Quickly assemble qualifications packages by pulling from fully updated resumes, staff certifications, licensure details, project history with scope descriptions, technical design specialties, unique firm capabilities, and past performance metrics, all stored in one centralized, easily searchable database tailored for engineering pursuits.
Centralized Client & Project Data
Maintain one source of truth for agency contacts, teaming partners, project owners, technical scopes, jurisdictional requirements, funding agencies, subcontractor relationships, and detailed project specifications—all organized and accessible in one centralized system engineered for the way your firm operates.
Revenue Forecasting & Workload Planning
Analyze fee revenue for multi-phase contracts, anticipate staff needs by discipline, and assess design capacity based on your pursuit pipeline—all driven by real-time pursuit data for accurate planning. Use customizable dashboards for instant visibility into key metrics, monitoring backlog, proposals, workload, and revenue forecasts.
Real-Time Collaboration Across Teams
Keep your business development team, project managers, technical staff across multiple disciplines, the sales team managing pursuit strategy, executive leadership overseeing firm growth, and key client contacts fully aligned on pursuit stages, evolving client expectations, technical proposal requirements, and long-term relationship development.
Meet TrebleHook: CRM for Engineering Projects
We built TrebleHook because generic CRMs fail to serve engineering firms trying to manage project-based pursuits. TrebleHook eliminates the inefficiencies and gives your sales team:
Central Source of Truth
One system that replaces disconnected spreadsheets and fragmented bid tracking tools.
Integration with Your Favorite Tools
TrebleHook connects directly with the systems your Engineering team already uses.
Streamline Coordination
Seamless coordination between business development, marketing, project management, and technical leadership.
Smarter Go/No-Go Decisions
Smarter go/no-go decisions backed by accurate workload, capacity, and client relationship data.
Faster Qual Package Submissions
Always-current resumes, certifications, and project experience libraries for faster qualifications submissions.
Clear Pipeline Visibility
Clear visibility into your firm’s pursuit backlog, teaming partner strategies, and upcoming contract deadlines.
Easy Decisions No Matter the Project Stage
The ability to make more informed decisions at every stage of the project lifecycle.
Seamless Integrations (No More Data Silos)
We know engineering firms rely on multiple platforms to run their businesses. That’s why TrebleHook integrates with:
Deltek Ajera
Financial and project management integration for real-time backlog-to-revenue forecasting.
Procore
Connect awarded design projects directly into your project management workflow.
OpenAsset
Manage staff resumes, project photos, and statement of qualifications templates.
Outlook & Gmail
Sync emails, contacts, and calendars automatically. When you email a client or sub about a pursuit, TrebleHook logs it to the project’s timeline. No manual updates. No lost conversations. Just a fully organized pursuit history that your whole team can see.
...and more
As a Salesforce-native platform, TrebleHook offers nearly unlimited integration flexibility. ERP, file management, and accounting tools like Egnyte, QuickBooks, CMiC, and more all fit into your pursuit pipeline without expensive custom development.
With TrebleHook’s integration capabilities, your firm can seamlessly unify data across every system you already depend on, eliminating manual entry and enabling real-time visibility across your entire pursuit pipeline.
Trusted by Engineering Firms Like You
“If your firm is still using spreadsheets or stuck in a tool that wasn’t built for AEC, it’s time. TrebleHook makes your job easier, and your data exceedingly more powerful.”
Kelsey Jones
Director of Business Development, Kairos Project Group
Common Questions About TrebleHook CRM for General Contractors
Is TrebleHook difficult to implement?
Not at all. Our onboarding team works directly with you to import client data, configure pursuit workflows, and train your entire team, from business development to technical staff.
Is TrebleHook built on Salesforce?
Yes. TrebleHook leverages Salesforce’s trusted CRM engine but is fully customized for how engineering firms manage pursuits, teaming relationships, and complex client lifecycles.
Can TrebleHook integrate with our ERP and project management systems?
Absolutely. TrebleHook connects with the platforms you already use to sync pursuit, financial, and project management data.
