TrebleHook CRM Editions
Choose the edition that fits — from essential pursuit tracking to full project and financial integration. Every edition includes AI pursuit intelligence, unlimited technical support, and the Salesforce platform.
Starter
Ideal for small teams. An out-of-the-box solution that centralizes your AEC project pursuit data. Easy on implementation, big on results.
Key Features
- Streamlined Management of Accounts and Contacts
- Complete project lifecycle tracking, pursuit through award
- Advanced Dashboard and Analytical Tools
- Outlook and Microsoft 365 integration
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
Adds document generation, proposals and estimates, project teams, schedules, and TrebleHook Score to everything in Starter.
Starter Plan +
- Accounts, contacts, and firm relationships
- Proposals, estimates, and branded document generation
- Image Storage for Projects and Contacts
- Project startup workflows
- Project Teams
- Schedules
- TrebleHook Score — win probability with reasoning
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 firms centralizing AEC project data across the business. Adds integration with your existing Project Management or ERP systems, billing and forecasting, and timesheets.
Professional Plan +
- Seamless Integration Capabilities
- Sophisticated Billing and Forecasting
- User-Friendly Timesheets
- Sales Cloud reporting and forecasting
- 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