What is a CRM for architecture?

An architectural CRM is a customer relationship management system used by architecture firms, independent architects and design firms. Whether it’s on a desktop, tablet or mobile app, architecture CRM software helps your sales force with lead generation , email marketing , sales forecasting and nurturing your most important relationships. Builders, real estate developers, sales teams at construction companies and other small businesses can also use a CRM to improve performance.

Do I need a CRM for my architecture business?

Maintaining strong client relationships is vital for architectural firms. A CRM enables you to grow those relationships, making it easier to stay in touch with clients and improve the customer experience . Architecture firms that embrace CRM management software to foster client relationships and enhance business development have a significant competitive advantage. A CRM can help you manage subcontractors and automate administrative tasks like invoicing. It can also integrate with project management software and accounting tools like Asana and QuickBooks .

What is the best CRM for architects?

The best CRM software for architects offers easy-to-use client management tools. With the right CRM, your sales team members will have clear visibility into your sales funnel to track leads and improve profitability. Pipedrive combines user-friendly contact management with real-time data analytics, marketing automation and lead management tools. Pipedrive offers a comprehensive solution to build stronger relationships and secure new clients while its cost-effective pricing scales with your firm.

CRM for architects

Architecture firms have a lot to deal with, from finding leads to supervising projects, all while meeting client demands.

Customer relationship management (CRM) systems enable architects to stay on top of their work, manage contacts and strengthen relationships with key stakeholders.

Discover how Pipedrive’s CRM software helps architecture firms engage with clients, keep projects on track and generate repeat business.

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What to look for in an architecture CRM

Here are four key features of the best CRM software solutions for architecture firms:

Centralized data storage. Keep client information, customer interactions, project details and important documents in one accessible location with a cloud-based CRM.
24/7 support. Get more out of your CRM with award-winning customer support available whenever you need it most.
Intuitive tools. Spend less time wrangling data and more time nurturing relationships with a user-friendly, simple CRM.
Lead generation features. Improve lead management, prioritize potential clients and nurture opportunities with lead-tracking software.

Pipedrive’s CRM features for architects

Automate admin work

Cut down on mundane and time-consuming tasks with triggered events and workflow automation

Optimize team tasks

Set shared goals, track progress and work together more effectively with team collaboration tools

Track your projects

Map out complex architecture projects and outline each step with activities, tasks and subtasks

Customize your pipeline

Build custom sales pipelines to manage new business opportunities and visualize every part of your process

Integrate essential tools

Enhance your firm’s efficiency by integrating crucial collaboration and design apps

Boost sales intelligence

Create custom reports and analyze your sales and cash flow with visual dashboards

Reduce repetitive tasks and focus on what matters

Juggling project deadlines and client demands can overwhelm even the most organized teams.

The best CRM software takes care of routine and repetitive jobs, managing project schedules and optimizing your workflows so you can focus on delivering exceptional designs.

Pipedrive enables you to automate data entry, schedule regular actions and follow up with clients automatically.

Learn more about Pipedrive’s sales automation features.

Gain valuable insights about your clients

Working out which leads are the best fit for your architecture firm can take hours of research and make long sales cycles even longer.

With the right CRM platform, you can uncover the relevant data and details to qualify potential clients.

Pipedrive enables you to view extensive information about your leads at the push of a button, so you can see if they’re a good match for your firm.

Find out more about Pipedrive’s Smart Contact Data feature.

Visualize project progress with pipelines

Handling multiple architecture projects can be stressful, especially when they’re at different stages and have unique requirements.

CRM systems give you complete visibility into the sales cycle, highlighting the sales activities you need to complete at each stage.

Use Pipedrive to create custom pipelines and visualize all parts of your process with an intuitive interface.

Discover Pipedrive’s pipeline management features.

Measure project success with custom reports

Architectural projects involve multiple phases and teams, which can be challenging to manage effectively.

A CRM solution captures the metrics and other details you need to increase sales and improve future project management.

Pipedrive provides visual sales dashboards and customizable reports, enabling you to identify best-fit clients.

Find out more about Pipedrive’s Insights and reporting features.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

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How Pipedrive helped AGT Engineering & Operations grow its revenue by 161%

The AGT Engineering & Operations Services team struggled to find relevant customer data or forecast future sales.

By switching to Pipedrive, AGT streamlined its sales process and improved productivity. As a result, the firm increased revenue while halving the number of deals lost in a year.

“Now, even the slightest detail is there for everyone to see. This makes us more effective and means we have more immediate responses to drive sales forward.”

Read the case study

Use Pipedrive’s Projects to simplify project oversight

Projects is Pipedrive’s all-in-one project management software. It provides the tools architects need to create to-do lists, track tasks and complete projects with ease.

Projects is included with the Power and Enterprise plans. You can also add it to any other Pipedrive plan to access its powerful features.

Projects’ features:

Intuitive task management. Group key activities by phases, enable time tracking, assign labels and manage tasks with a user-friendly interface.

Team collaboration tools. Add notes to your projects, create shareable files and mention team members to keep everyone on the same page.

Project templates. Use a range of ready-made templates to accelerate project creation and ensure consistency across the board.

Learn more

Smart Docs add-on

Enhance your architecture CRM capabilities with Pipedrive’s document management solution. Streamline your document workflow with Smart Docs, enabling efficient handling of quotes, proposals and electronic contract signing.

Features include:

Autofill. Add contact information to your documents straight from your CRM.
Document tracking. Receive notifications whenever recipients access your sent documents.
Integrations. Connect to your favorite apps and create quotes with Google Drive and OneDrive.
E-signatures. Speed up the approval process with digitally signed documents.

Learn more

Architecture CRM FAQs

An architectural CRM is a customer relationship management system used by architecture firms, independent architects and design firms.

Whether it’s on a desktop, tablet or mobile app, architecture CRM software helps your sales force with lead generation, email marketing, sales forecasting and nurturing your most important relationships.

Builders, real estate developers, sales teams at construction companies and other small businesses can also use a CRM to improve performance.
Maintaining strong client relationships is vital for architectural firms. A CRM enables you to grow those relationships, making it easier to stay in touch with clients and improve the customer experience.

Architecture firms that embrace CRM management software to foster client relationships and enhance business development have a significant competitive advantage.

A CRM can help you manage subcontractors and automate administrative tasks like invoicing. It can also integrate with project management software and accounting tools like Asana and QuickBooks.
The best CRM software for architects offers easy-to-use client management tools. With the right CRM, your sales team members will have clear visibility into your sales funnel to track leads and improve profitability.

Pipedrive combines user-friendly contact management with real-time data analytics, marketing automation and lead management tools.

Pipedrive offers a comprehensive solution to build stronger relationships and secure new clients while its cost-effective pricing scales with your firm.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments