What is a CRM for architecture?

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

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

When choosing a CRM software solution for your architecture firm, ensure it has these key features:

Intuitive tools. Spend less time wrangling data and more time nurturing relationships with a user-friendly, simple CRM.
Centralized data storage. Keep client information, 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.
Mobile app functionality. Manage projects on-site and on the move with our mobile CRM, available on iOS and Android devices.

Pipedrive’s CRM features for architects

Automate admin work

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

Manage your contacts

Reduce research time and find valuable client details from social media sources with Smart Contact Data.

Track your projects

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

Monitor your pipeline

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

Optimize team tasks

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

Boost sales intelligence

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

Reduce repetitive tasks and focus on what matters

Administrative tasks are an essential part of your business, but they can distract you from more profitable work.

The best CRM software takes care of routine and repetitive jobs, optimizing your workflows so you have more time for important activities.

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.

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 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

Every project is a learning experience, but it can be difficult to find the data required to optimize your process.

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 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

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

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

Architecture CRM FAQs

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

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