TrebleHook Plans — AEC CRM Built on Salesforce
Two ways to run pursuit, proposals, and business development on Salesforce. Both purpose-built for architecture, engineering, and construction. Both with AI pursuit intelligence included.
TrebleHook CRM
The AEC CRM that already knows how pursuits work. Salesforce platform included, AI pursuit intelligence built in.
Built for small to mid-sized AEC teams who need a CRM live this quarter, not a CRM project. Projects, pursuits, proposals, go/no-go, and win-rate reporting — configured for architecture, engineering, and construction on day one, with AI scoring every opportunity as it comes in. Runs on Salesforce infrastructure, licensed and supported by us. One vendor, one contract, one team.
Key Features
- AI pursuit intelligence — automatic RFP intake, fit scoring, and go/no-go recommendations with reasoning
- TrebleHook Score — win probability on every pursuit, with the reasoning behind it
- Complete project lifecycle tracking, pursuit through award
- Accounts, contacts, and firm relationships in one AEC data model
- Proposals, estimates, and branded document generation
- Win rate, hit rate, forecast, and pipeline health dashboards
- Outlook, Microsoft 365, Procore, Egnyte, and OpenAsset integration
- Salesforce platform licenses included — nothing separate to buy or manage
Feature availability varies by edition.
Simple per-user pricing.
Implementation, Services, and Support
- Unlimited technical support
- Essential Implementation: up and running in 30 days or less
- Customer Success Plans and TrebleHook Admin Services: optimized value from day one
- Data Migration and Clean-Up Services: seamless transition, standardized data
TrebleHook for Sales Cloud
Salesforce Sales Cloud and the AEC layer, implemented together by Hunley. AI pursuit intelligence included.
Built for mid-sized to large AEC organizations that want the world’s #1 CRM — without spending two years teaching it how AEC works. Already on Salesforce, buying it now, or standardizing the whole business on one platform: TrebleHook brings the AEC data model, pursuit workflows, and pursuit intelligence with it. Implemented by Hunley, our in-house Salesforce consultancy. Sales Cloud, AEC-ready in weeks.
Everything in TrebleHook CRM, plus
- Native in your Sales Cloud org — customizations, users, and history stay put
- New to Salesforce? Sales Cloud and TrebleHook licensed, built, and supported as one engagement
- Full Sales Cloud reporting, forecasting, territories, security, and admin control
- Agentforce and the full Salesforce AI platform
- AI-assisted proposal generation
- Integration with your Project Management and ERP systems
- Billing, forecasting, and timesheet workflows
- Implemented by Hunley — a Salesforce consulting partner with deep AEC and enterprise delivery experience
Flexible pricing: per user, or organization-wide.
Requires Sales Cloud licenses, which we can include in a single engagement.
Implementation, Services, and Support
- Unlimited technical support
- Essential Implementation for a quick start, or upgrade to Enhanced Implementation for white-glove onboarding
- Advanced Customer Success Plans and TrebleHook Admin Services: unlocking maximum value from day one
- Premium Data Migration and Clean-Up Services: effortless transition, optimal standardization
- Additional integration workflows to further connect all your company’s systems
Which is right for you?
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TrebleHook CRM
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TrebleHook for Sales Cloud
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Best for
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Small to mid-sized AEC teams
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Mid-sized to large AEC organizations
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Roughly
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Up to ~150 employees
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~150+, or multi-division / multi-office
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Salesforce today
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None needed — included
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Already own it, buying it now, or standardizing on it
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You want
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AEC CRM live fast, one vendor, one bill
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One platform for the whole business
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Scope
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Pursuit, proposals, and business development
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Pursuit plus marketing, service, operations, custom apps
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How it's priced
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Per user, per month
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Per user or organization-wide
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Implemented by
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TrebleHook delivery team
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Hunley, our Salesforce consultancy
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Time to live
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30 days
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Scoped to your organization
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Implemented by Hunley
TrebleHook for Sales Cloud is implemented by Hunley, our in-house Salesforce consultancy. Hunley is a Salesforce consulting partner with deep delivery experience across AEC, manufacturing, and building products — the team that designs, builds, integrates, and supports your Sales Cloud environment end to end. One organization, one accountable team, from license to launch.
FAQ
It depends which plan you choose. TrebleHook CRM includes the Salesforce platform licenses you need — there is nothing separate to purchase or manage. TrebleHook for Sales Cloud runs on Salesforce Sales Cloud licenses, which we can include in a single engagement if you don’t already have them. Either way, you’re on Salesforce.
That is exactly what TrebleHook for Sales Cloud is built for. It installs into your existing org and adds the AEC data model, pursuit workflows, and AI pursuit intelligence — without disturbing your existing customizations, users, or history. Hunley, our Salesforce consultancy, handles the implementation.
That depends on your size and structure. Dedicated business development and marketing professionals typically each need one, and we recommend licenses for executives who want visibility into project data and dashboards. For larger organizations, TrebleHook for Sales Cloud also offers organization-wide pricing — worth discussing on a demo call.
That depends on your team’s size and how deep you want to go — from core pursuit tracking through full project, financial, and ERP integration. We’ll walk you through it on a demo call, and you can compare editions here.
Common in AEC, and TrebleHook is designed for it. The interface is intuitive enough for occasional users, and AI pursuit intelligence surfaces go/no-go recommendations without requiring anyone to dig through the system. We fit TrebleHook into how principals already work rather than asking them to change.
Pursuit intelligence reads incoming RFPs and project data, scores fit and win probability against your firm’s own pursuit history, and returns a go/no-go recommendation with its reasoning. The goal is fewer wasted pursuits, not more dashboards.