Licensing Plans

Starter

Ideal for small teams, our Starter Plan is an out-of-the-box solution that centralizes your AEC project pursuit data. Easy on the implementation, big on results.

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Key Features

  • Info Effortlessly manage accounts and contacts across all your business engagements.
    Streamlined Management of Accounts and Contacts
  • Info Monitor the progress of your projects from inception through startup to successful completion.
    Comprehensive Project Lifecycle Tracking
  • Info Harness robust reporting capabilities to gain insightful analytics on your business and sales pipeline.
    Advanced Dashboard and Analytical Tools
  • Info Enjoy seamless access to TrebleHook from any device, no matter where you are in the world.
    Global Accessibility
  • Info Easily sync tasks, events, and activities with Outlook and Gmail, ensuring you're always in the loop.
    Effortless Synchronization with Popular Email Platforms
  • Info Leverage TrebleHook's powerful internal messaging system, Chatter, to keep your team in the loop anytime, anywhere.
    Internal Communication

Implementation, Services, and Support

  • Unlimited Technical Support
  • Essential Implementation: Up and Running in 30 Days or Less
  • Customer Success Plans & TrebleHook Admin Services: Optimized Value from Day One
  • Data Migration & Clean-Up Services: Seamless Transition, Standardized Data

Professional

Amp up your AEC operations with the Professional Plan. Think of it as your digital Swiss Army knife, encompassing document creation to proposals.

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Starter Plan +

  • Info Keep track of your business locations, divisions, and employees with enriched account and contact details. Additionally, effortlessly manage employee education, certifications, and registrations.
    Multi-Faceted Account and Contact Profiling
  • Info Generate an array of document types—be it Word, Excel, PowerPoint, PDF, or InDesign—to create everything from resumes and proposals to project recap sheets. It's like having your own paper-pushing robot, only cooler.
    Dynamic Document Generation
  • Info Craft detailed proposals and estimates for your projects, offering valuable insights into cost structures and historical pricing. It's like having a crystal ball, but for your bottom line.
    Insightful Proposals and Estimates
  • Info Store and manage visual assets for both your projects and contacts. Because a picture's worth a thousand words, and you don't want to be the one stuck writing them all.
    Image Storage for Projects and Contacts
  • Info Trigger an automated email to all project stakeholders, syncing with your financial and project management systems—all with a single click.
    Submit for Startup Workflow
  • Info Easily monitor both internal and external teams collaborating on your projects, all in one place.
    Project Teams
  • Info Generate Gantt-style timelines right within TrebleHook to keep your projects on track and on time.
    Schedules
  • Info TrebleHook Score grades projects from A to D based on your firm's past successes and industry trends, streamlining your project pursuit.
    TrebleHook Score

Implementation, Services, and Support

  • Unlimited Technical Support
  • Choose Essential Implementation for a Quick Start or Upgrade to Enhanced Implementation for White-Glove Onboarding
  • Advanced Customer Success Plans & TrebleHook Admin Services: Unlocking Maximum Value from Day One
  • Premium Data Migration & Clean-Up Services: Effortless Transition, Optimal Standardization

Enterprise

For those looking to centralize and supercharge their AEC project data, the Enterprise Plan integrates seamlessly with your existing Project Management or ERP systems.

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Professional Plan +

  • Info Integrate effortlessly with your existing systems and third-party applications. Because nobody likes a wallflower at the tech party.
    Seamless Integration Capabilities
  • Info Master the art of billing and forecasting work-in-progress (WIP) with precision. It's like having a financial crystal ball that actually knows what it's talking about.
    Sophisticated Billing and Forecasting
  • Info Easily log hours and keep track of your team's productivity with our intuitive timesheet feature. Clocking in has never looked so good.
    User-Friendly Timesheets
  • Info Elevate your analytics game with our even-more-advanced dashboarding and reporting tools. Because who doesn't like a good sequel?
    Advanced Dashboarding and Reporting 2.0
  • Info Kick off your projects on the right foot with our efficient startup workflows. Trust us; it's the project management equivalent of a double espresso shot for your morning.
    Streamlined Project Startup Workflows

Implementation, Services, and Support

  • Unlimited Technical Support
  • Choose Essential Implementation for a Quick Start or Upgrade to Enhanced Implementation for White-Glove Onboarding
  • Advanced Customer Success Plans & TrebleHook Admin Services: Unlocking Maximum Value from Day One
  • Premium Data Migration & Clean-Up Services: Effortless Transition, Optimal Standardization
  • Additional Integration Workflows to Further Connect All Your Company's Systems