TrebleHook: The AEC CRM That Manages Project Pursuits and Client Relationships
TrebleHook is a CRM platform built for architecture, engineering, and construction (AEC) firms. From lead to contract, it helps you manage project pursuits, strengthen client relationships, and unify collaboration across BD, marketing, and leadership.
What Can AEC Teams Do with TrebleHook CRM?
TrebleHook helps AEC firms manage project pursuits, automate proposal workflows, and measure performance—all in one centralized CRM platform built for architecture, engineering, and construction professionals.
Track Every Pursuit from Lead to Close
Manage your pursuit pipeline from initial lead through contract award—on desktop or mobile.
- Visual dashboards track pursuit stages, tasks, and contact
- See all pursuit data—notes, history, and assignments—in one place
- Access real-time updates from anywhere
Automate Proposals, Resumes, and Approvals
Eliminate bottlenecks and speed up content creation.
- Use branded, firm-approved templates
- Route documents automatically for approval and eSignature
- Tag and reuse proposal assets to save time
Monitor ROI and Team Activity in Real Time
Make smarter decisions using data you already have.
- Track pursuit health, win rates, and BD campaign results
- Share dashboards with marketing, leadership, or operations
- Report on workload by team, office, or project type
Built for AEC Teams Across the Firm
Business Development
Spend more time building relationships, not chasing spreadsheets.
- Track pursuits from lead to close
- Access contacts, notes, and follow-ups in one place
- Collaborate with marketing and leadership in real time
Marketing
Connect your efforts to results—and eliminate duplicate work.
- Tag and reuse resumes, headshots, and visuals
- Track ROI by event, sponsor, or campaign
- Create proposal-ready content from one central system
Principals and Executives
See what’s happening—without having to ask.
- Monitor pipeline health, team activity, and BD efforts
- Review dashboards by market, studio, or office
- Gain visibility into wins, losses, and proposal performance
Operations and Admins
Automate handoffs and minimize manual errors.
- Auto-notify teams when a pursuit closes
- Sync CRM data with project systems like Procore or QuickBooks
- Manage data accuracy across contacts, clients, and firms
Why AEC Firms Switch to TrebleHook
Most CRMs aren’t built for project pursuits. TrebleHook is. AEC firms are switching from spreadsheets and generic platforms to TrebleHook because it speaks their language—and works the way they do.
Tired of Forcing Sales CRMs to Fit Projects?
TrebleHook is purpose-built for AEC pursuits.
- Replace product-focused CRMs with a system designed around leads, pursuits, and proposals
- Align with project lifecycle stages, not sales pipelines
- Win more work without over-customizing off-the-shelf tools
Still Stuck in Spreadsheets?
Get the structure your team’s been waiting for.
- Centralize project data, contacts, and communications
- Replace manual updates with real-time dashboards
- Eliminate silos between BD, marketing, and leadership
Need Better Visibility Across the Firm?
Make data useful for everyone.
- Track pursuits by office, market, or team
- Share insights with execs, not just admins
- Gain adoption with a CRM people actually want to use
Built on Salesforce, Tailored for AEC Project Pursuit
TrebleHook is built on the world’s most trusted CRM platform, Salesforce, but purpose-built for the architecture, engineering, and construction (AEC) industry. You get enterprise-grade security and scalability, without sacrificing relevance to pursuit workflows, client data, and team adoption.
Enterprise-Grade Security and Scale
- Built on Salesforce, the world’s #1 CRM platform
- Delivers bank-level security, uptime, and mobile access
- Scales across projects, studios, and offices with confidence
Prebuilt for AEC Workflows
- Configured for pursuits, proposals, and project stages
- Designed by AEC experts to support real-world business development workflows
- No generic fields to override—purpose-built for AEC from day one
How TrebleHook Stacks Up Against Other CRMs
Most CRMs weren’t built for AEC pursuits. TrebleHook is. See how it compares to Project Mark, HubSpot, Unanet CRM by Cosential, and other systems across features that matter to AEC firms.
What AEC Teams Say About TrebleHook
TrebleHook turned reporting from a fire drill into a strategic advantage. I’d recommend it to anyone who thrives on clean data and wants to dream bigger with CRM.
Chris Imbeau
Director of Marketing,
RAFN
We’re not just using it to manage our pipeline—it’s an integral piece of how we run the business now.
Kelsey Jones
Director of Business Development,
Kairos Project Group
TrebleHook let us track ROI, increase adoption, and unify our project data. It’s helped us grow faster, together.
Sarah Hager
Director of Marketing,
DP3 Architects
Want to hear more from AEC teams?
