We are a Project Pursuit Platform for Architecture, Engineering, and Construction.
Built utilizing the World’s #1 CRM platform Salesforce, TrebleHook helps AEC teams
Centralize Project Data
TrebleHook easily integrates with virtually any third-party system, enabling you to compile your company’s important project and financial data in one centralized system.
Enhance Customer Relationships
Manage account and contact information that helps you improve communication and relationships with customers, prospects, partners, and consultants.
Pursue and Land the Right Projects
Not only do we help you identify and track projects from conception through closeout, but because the robust Salesforce artificial intelligence engine powers us, we help you identify the projects worth pursuing.
Who is it for?
Principals and Executives
Whether you are a CEO, a division leader, or a studio head, you need to monitor and manage your team’s performance.
- Easily forecast your business
- Hold your team’s accountable
- Focus their efforts on the highest value projects
Business Development
You are the tip of the spear and responsible for making it rain. Whether you are a business development professional or seller-doer, TrebleHook lets you:
- Easily manage all your efforts on one intuitive solution
- Easily manage your customer relationships
- Keep track of all proposed and contract projects
- Leverage AI and analytics to focus your efforts on landing the right projects
Marketing
Stop wasting valuable time chasing project data from every corner of your firm. TrebleHook helps you:
- Quickly bring all project data to your fingertips, including employee information, past project insights, and current project proposals
- Accelerate your proposal creation using critical project data
- Easily exports to InDesign, Word, or your favorite editing and creation tool
Stop manually managing project data through various systems, spreadsheets, etc.
Built utilizing the World’s #1 CRM platform Salesforce, Treblehook helps AEC teams.
Projects
Everything in TrebleHook revolves around a project that centralizes all data from conception through closeout.
Chatter
Consolidate all internal communication on Projects and Accounts from any device.
Billing
Forecast future billing, integrate and track current project billings, and manage time against projects.
Accounts & Contacts
Keep track and centralize communication with all Account and Contact relationships.
Tasks & Activities
Never lose track of the next steps on a Project or with a client.
Organization & Employees
Centralize and manage your firm and employee’s registrations, education, and certifications.
Dashboards & Reports
Manage your business and project lifecycle from intuitive and interactive dashboards and reports.
Pricing & Schedules
Easily create schedules and pricing on Projects for budgets and proposals.
Proposals
Easily integrate and export project data to your favorite proposal tools like InDesign and Microsoft Word.
Automation & Analytics
Automate or create workflows for virtually any process in your business and use powerful AI engines to run key analytics.
Project Team & Competitors
Always know who is working on your project and who your competitors are.
Work From Anywhere
Work from any device anywhere in the world and never lose sight of your goals.
Add rocket fuel to your Project data by integrating with virtually any cloud or on-premise software solution.
Why are we built on the
Salesforce platform?
Unlike other solutions that have to develop custom code, custom integrations, manage hundreds of developers, and charge you lots of money for customization, TrebleHook is built on top of the world’s #1 Customer Platform. This gives us some distinct competitive advantages:
CUSTOMIZATION
Easily customize, configure, and do ANYTHING you want. Yes, we said Anything!
focus
SECURITY
Salesforce provides world-class cloud security, giving you the peace of mind that your data is always secure.
ECOSYSTEM
