Revolutionize Your Project Pursuit Process with Our Comprehensive Platform for AEC
TrebleHook is a powerful AEC platform built on Salesforce, offering advanced tools to streamline processes and drive better project outcomes.
Centralize Project Data
TrebleHook makes it easy to centralize your company’s critical project and financial data by integrating with virtually any third-party system. Our platform seamlessly integrates with a wide range of tools and applications, providing you with a unified view of your data and enabling you to make better decisions for your projects and your business.
With TrebleHook, you can reduce data silos, improve collaboration across teams, and gain valuable insights into your business performance. Our flexible and scalable solution can adapt to your specific needs, helping you streamline your operations and drive growth for your business.
Enhance Customer Relationships
TrebleHook provides a centralized system for storing and managing all your account and contact information, empowering you to enhance communication and relationships with customers, prospects, partners, and consultants.
With TrebleHook, you can access up-to-date information about your clients and partners, gain a 360-degree view of your relationships, and tailor your communication and engagement strategies to meet their specific needs. Our solution helps you build stronger, more productive relationships that drive growth and success for your business.
Pursue and Land the Right Projects
TrebleHook offers a comprehensive solution for AEC teams that goes beyond just identifying and tracking projects from conception through closeout.
Leveraging the advanced capabilities of the Salesforce artificial intelligence engine, our platform can help you identify the projects that are worth pursuing. By analyzing vast amounts of data and using predictive analytics, TrebleHook can provide you with valuable insights and recommendations to help you make informed decisions about which projects to pursue. With TrebleHook, you can optimize your project pipeline, reduce risk, and increase your chances of success.
Who is it for?
Principals and Executives
Whether you are a CEO, a division leader, or a studio head, you must monitor and manage your team’s performance.
- Easily forecast your business
- Hold your team 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 design tool
Eliminate the manual management of project data across multiple systems and spreadsheets with TrebleHook.
Projects
TrebleHook revolves around centralizing all project data, from conception through closeout, to provide a comprehensive view of your projects.
Chatter
Consolidate all internal communication on Projects and Accounts, accessible from any device.
Billing
Forecast future billing, track current project billings, and manage project time with ease through TrebleHook’s integrated platform.
Accounts & Contacts
Streamline and consolidate communication with all Accounts and Contacts in a centralized system.
Tasks & Activities
Never lose track of the next steps on a project or with a client.
Organization & Employees
Manage your firm and employee’s registrations, education, and certifications in one centralized location with TrebleHook.
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 Adobe InDesign, Microsoft Word, and more.
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 virtually any cloud or on-premise software solution.
Why are we built on the
Salesforce platform?
TrebleHook stands out from other solutions that require costly custom code and integrations, extensive developer management, and high customization fees. By leveraging the world’s #1 Customer Platform, Salesforce, we offer distinct competitive advantages, including:
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
