5 Best CRM for Architects

So, you are in the market for a CRM that suits Architects.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What CRM would you recommend?

In short, It’s Monday.com CRM

It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can’t go wrong with Monday.com. It’s the software we use with our clients at our ad agency.

“🚀Try Monday.com CRM For Free, It’s my favorite webinar software to use and recommend.” -Scott Max

Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Monday.com Review.

The best CRM specifically for Architecture

Architectures constantly look for new leads and aim to maintain efficient communication with existing clientele to boost revenue.

A CRM is a business software to implement customer relationship management. It collects data about clients and projects helping you interpret wins and losses. CRM is a sales funnel management system designed to track your projects at each stage. Have a look at the products below to choose the best CRM for Architecture:

1. Salesforce

Another tool to highlight is Salesforce, quite similar in the mechanics of employment to Pipedrive, is one of the most popular CRM programs, despite having a paid subscription, recommended for large companies but not so much for entrepreneurs or SMEs. It is a program that adapts perfectly to the size of your company, with a great usability adaptable to any device and with the possibility of using it anywhere you have a network.

Get Started with Salesforce🔥

Salesforce Features

Salesforce is a sales, marketing, and collaboration powerhouse that lets users accomplish business tasks and share ideas smartly. It was launched: in 1999 with the idea of helping organizations build long-lasting relationships with clients and providing a seamless transition to CRM software. Salesforce has since established itself as one of the most sought-after CRM tools due to its constant strive for innovation and philanthropic values.

Here are some features offered by Salesforce that can affect your business experience positively:

• Industry-focused services: Salesforce provides tailor-made CRM services for every business, irrespective of its niche or size. It is a multi-feature platform that allows every industry to benefit from its wide range of tools. Users can select their line of business to get recommendations on services or customize their own CRM plan.
• Salesforce Sustainability Cloud: Salesforce enables the inflow of your entire business data on a single platform, making it easier to accurately analyze your carbon footprint. In today’s age, when environmental awareness is more significant than ever, Salesforce Sustainability cloud lets you conceive a detailed plan to limit carbon emissions and provide a detailed report to the energy regulatory authorities.
• Slack Collaboration: Salesforce recently acquired Slack, and users can now integrate both platforms for secured communication and collaboration purposes. Slack has a unique interface that allows users to create distinct workflows for each task and automated responses to keep clients engaged till you assign a customer representative. Moreover, it brings different subsections of a business together and facilitates sharing of ideas.
• Workplace Command Centre: Salesforce tracks employee health and ensures their well-being during the pandemic; by carefully managing work hours. It builds a strong community where your company’s employees can connect with each other and resolve issues while you can dispatch resources faster.
• Lightning Platform: Salesforce provides an app development platform with the latest technologies like blockchain and AI. Users can handle every aspect of the process and customize a mobile application that empowers the company’s ecosystem. It’s an unequaled innovative experience that streamlines IT-related tasks and lets anyone contribute towards app development.
• AppExchange: Salesforce has an inbuilt marketplace where users can integrate the additional application to get a more customized experience. It amplifies your sales experience and browsing through several applications while using external tools within a unified platform for business purposes.

Salesforce Pricing

Salesforce has a multifunctional ecosystem where you can add services based on your requirements.

Sales Cloud’s “Essentials” plan is priced: at $25/month/user, “Professional” plan is priced at $75/month/user, “Enterprise” plan costs $150/month/user and “Unlimited” plan is worth $300/month/user.

Small businesses can get a generalized subscription to enjoy Salesforce and choose from the following packages:

The “Essentials” plan is priced: at $25/month/user and can be used; by up to 10 users.

The “Sales Professional” subscription is priced: at $75/month/user.

The “Service Professional” plan is priced: at $75/month/user.

The “Pardot Growth” plan is priced at $1250/month/user and offers automation capabilities for every business.

2. TeamLeader

TeamLeader is an all-in-one software that will allow you to easily simplify your work. In a main dashboard you will find all the tasks, meetings and calls that you must follow up on a daily basis to make your relationship with your clients and potential clients grow. It also has processes that seek to simplify and automate all possible processes, such as: automating invoices and making them look totally professional.

Get Started with Teamleader🔥

Teamleader Features

Teamleader was founded in 2012 with the idea to make following up on administrative and sales processes facile. It is a cloud-based software that makes it readily accessible from anywhere. Teamleader continuously rolls out new features according to the latest market requirements and customer needs. Businesses of any size can benefit from Teamleader as it provides a complete professional package that takes care of your sales, billing, and management tasks.

Here are some features offered by Teamleader that can truly revolutionize your business:

• Project Planning: Teamleader ensures that your project colleagues and clients are in sync with the latest advancements. You can share the progress directly with the client through Teamleader orbit to avoid missing out on deadlines. Moreover, it automatically copies the creation date, price quote, and expected completion time from the accepted quotation; so that you don’t omit crucial elements.
• Schedule Planning: As a project manager, you can view the schedule of all available employees to see who is yet to receive a project and distribute tasks accordingly for quick execution. You can also see how much workforce should be deployed: on a project to avoid overexerting your employees.
• Time Tracking: Teamleader simplifies tracking work hours for both employees and project managers. Whenever you start a task, drag it to the agenda, and Teamleader will accurately clock the time spent on the project. Moreover, you’ll get billed directly according to your work hours to ensure transparency on both sides. Teamleader generates an invoice and takes into account both billable and non-billable hours.
• Comprehensive Reporting: Teamleader provides users with inbuilt report creation tools. You can set each parameter according to your preference and generate analytical data to share the company’s progress with employees. Teamleader also generates insight reports that give a statistical analysis of various attributes. You can edit these pre-made reports by altering the framework and creating endless possibilities.
• Retainers: Teamleader allows users to create milestone payments and retainers to avoid delays in tasks. You can reach an agreement with the client and decide the payment mode. Moreover, you can track how much time has been spent working on the project and release funds accordingly.
• Exceptional support service: Teamleader provides quick access to the client inquiries and centralizes all complaints from a ticket. You can see how long a ticket has been sitting still and the urgency level of the raised issue. Teamleader tracks all complaints to ensure customer issues are solved: at the earliest.

Teamleader Pricing

Teamleader provides a subscription plan based on your CRM requirements.

Small businesses and entrepreneurs can opt for “Teamleader focus”, whose subscription plans are listed below:

The “Go” plan is priced at €60/month for 2 users, excluding VAT and an extra €30 for every user.

The “Move” plan is priced at €70/month for 2 users, excluding VAT and an extra €35 for every user.

The “Boost” plan is priced at €90/month for 2 users, excluding VAT and an extra €46 for every user.

Large organizations can opt for the “Teamleader Orbit Suite”, priced at €50/month with a minimum of 10 seats. You can get setup and training for an additional €1.500,00.

3. Microsoft Dynamics

Microsoft Dynamics is perfect software for connecting clients, products, people and operations, all from a single tool that can be implemented through an infinite number of options. However, it is a payment tool that will require training time for you to be able to use it to its full potential. For this tool, programming knowledge is necessary. However, once you know how to use it, you will easily be able to simplify and connect business processes, improving customer interactions and facilitating growth.

Get Started with Microsoft Dynamics🔥

Microsoft Dynamics 365 Features

Microsoft Dynamics 365 provides ERP and CRM services on a single platform. It offers a clear view of how sales and marketing efforts are going with automated and intelligent data analysis. You can use tools powered by AI and machine learning to get better insights into your business.

Here are some unique features offered by Dynamics 365:

• Unified Communications: Dynamics 365 allows you to connect with clients through “Microsoft Teams” and simplify the sales process. You can call meetings, have a conversation and send any valued offer or detail in a minute.
• Advanced AI tools: You can predict sales based on the latest marketing strategy and conversion rate with Dynamics 365’s AI-powered tools. It allows you to generate revenue, set automated tasks, analyze data in a 360⁰ manner and much more according to your requirements.
• Finance and Operations management: Dynamics 365 has a financial analysis tool that can help you manage commercial operations and record every transaction. You can store credit card details, annotate tasks and accelerate training for new employees in the organization. Moreover, Dynamics 365 allows a smooth transition of complex workflows and management operations on the CRM.
• Asset Management: You can list your business assets on the supply chain within Dynamics 365 and efficiently manage all the related information, maintenance activities while reducing redundant costs. 
• Power supply chain agility: Dynamics 365 can help your business’s profitability through quick lead conversion and high-quality analysis. You can engage better with clients, set priorities, create automated bots, so your sales team has a better chance of securing the opportunity.
• Smart Maintenance: Dynamics 365 suggests approaches to grow your business and increase product longevity with safety through smart maintenance. You can keep a catalog and add relevant notes to help the sales team with the pitch.
• Visual editor: Dynamics 365 lets you create charts, graphs and organizational workflows to simplify performance metrics. You can set the parameters and get different points of view regarding business development.
• Learning Paths: Dynamics 365 provides educational content to help you get familiar with CRM services and implement their use throughout the organization. You can access several how-to guides, watch videos and participate in interactive sessions to get a grip on Dynamics 365.

Microsoft Dynamics 365 Pricing

Dynamics 365 allows users to choose packages according to their business niche.

Customer Data Platform is available for $1452/month for a single user and $968/month as an add-on plan. You can get a customer voice function for an extra $194/user for a month.

The sales tools are available in 3 different plans. “Sales Professional” is priced at $63/month and $19/month as an add-on. “Sales Enterprise” is worth $92/month for an individual and $19/month as an add-on. “Sales Premium” is priced: at $131/month for a single user, and “Microsoft Relationship Sales” is available for $134/month.

“Finance” package is priced at $172.5/month/user and $29/user/month as an add-on. “Project Management” tools are worth $116.5/user/month and $29.14/user/month as an add-on subscription.

Dynamics 365 has particular subscription plans for small and medium businesses to fast-track their sales process. “Business Central Essentials” is priced at $68/user/month, “Business Central Premium” is available at $97.2/user/month, “Customer Service Professional” is worth $48.6/user/month and “Sales Professional” is priced: at $63.2/user/month.

4. SugarCRM

Another highlight is SugarCRM, with clients such as IBM, Audi or Zurich, which has a simple user interface and an intuitive personalisation platform, and has two types of CRM adapted to each user: a CRM for SMEs and a business CRM for large companies or multinationals.

Get Started with SugarCRM🔥

SugarCRM Features

SugarCRM is a user-friendly platform built on open-source technologies like JavaScript and PHP to enable mobile computing solutions. It helps businesses build better professional relationships, work more efficiently and integrate with the complete customer lifecycle. SugarCRM has cloud portability, which allows you to switch data between public and private clouds depending on market conditions with minimal disruption.

Here are some unparalleled features offered by SugarCRM:

• Sugar Market: SugarCRM provides an all-in-one marketing automation tool that automatically prioritizes incoming leads based on client engagement. It also recognizes repetitive tasks and avoids them to ensure maximum work is done: in minimal time. 
• Revenue Generation: SugarCRM generates revenue for each marketing campaign to let you know where your funds are being used and whether they are yielding desired results.
• Google Ads integration: Users can access Google Ads management tools within the Sugar Market and create shrewd campaigns to target a new clientele base while maintaining the stronghold over existing customers.
• Ease of Use: SugarCRM is exceedingly easy to customize because of multi-API accessibility. Users can switch from their existing CRM service to SugarCRM by connecting the API’s, which leads to a high adoption rate. It allows users to personalize the menu bar and homepage for quick response to the incoming queries.
• Asset Library: SugarCRM simplifies the process of uploading, managing and storing assets to leverage within the emails, business website and other marketing documentation with the asset library. It supports various file types like images, documents, audios, gifs and CSS. Users can integrate SugarCRM with other content management systems with pre-built templates to get a more robust library.
• Sales Automation: SugarCRM’s sales tool offers accurate predictions on the possibility of closing a deal with its AI-powered tools. You can change your marketing patterns and sales process accordingly to attract more clients. Moreover, SugarCRM also provides automated operations to follow-up on potential customers during off-hours till a sales rep is assigned; to the task. You can use SugarBPM to review price quotations by comparing your services to other businesses and getting a fair evaluation of your product.
• Customer support platform: SugarCRM enables businesses to emphasize customer complaints and rectify the situation quickly. It provides a knowledge-based platform: that can be customized to help clients solve minor problems themselves. SugarCRM’s service platform automatically assigns cases to the most qualified representative by analyzing past work.

SugarCRM Pricing

SugarCRM offers 4 pricing options depending upon the products you pick.

The “Sugar Market” marketing tool is priced at $1000/month and can be accessed; by unlimited users.

The “Sugar Sell” sales automation tool is priced at $80/month/user and offers 60 GB storage along with phone support.

The “Sugar Serve” customer service tool is priced at $80/month/user and helps you smoothly assist clients.

5. amoCRM

The specialization, and the detail that makes it peculiar, of amoCRM is the messaging. Thanks to its technology it adds a complete set of messaging applications to its arsenal, allowing it to respond quickly to potential customers and generate more sales. You can identify the progress of each potential customer, get a preview of the task status and get an overview of the overall sales status. It also has a mobile app.

Get Started with AmoCRM🔥

amoCRM Features

amoCRM stores contact information regarding potential customers and leads, allowing businesses to increase their clientele base. It offers a plethora of options to simplify the tasks related to sales and marketing; while also providing analytical tools to keep track of every lead.

Here’s a list of features that you can use inside amoCRM:

• Pipeline: It allows you to arrange leads based on how advanced the negotiations are. Whenever you create a new lead, it gets added to the “Initial Contact” section and can be moved; to further stages later on. Also, you can use the Digital pipeline to add lead sources like messaging applications, Email addresses, and Web forms, which will automatically move any inquires on the added source to the “Incoming Leads” section.
• Salesbot: It gives an automated response to all inquiries and is customizable so you can pre-enter the instructions. Salesbot is a great tool to engage with potential customers during off-hours and is accessible in every section of the Pipeline.
• Analytics: It provides a detailed assessment of all sales leads with an option to filter out the results you don’t want to see. You can check the Win-Loss record of every sales rep and generate client reports with the advanced filter options. Moreover, you can see what happens to negotiations at various stages and get a detailed analysis, which forecasts your future sales.
• Digital Pipeline: It saves you the trouble of cold-calling by automatically nurturing the client towards making a purchase and keeps you in touch with the latest advancements. You can add automated actions such as email responses or social media advertisements to every stage and set a reminder to call the client if the negotiations move swiftly. 
• WebForms: You can create web forms on amoCRM without any programming knowledge and customize every detail; as per your company’s requirements. This webform will integrate amoCRM with your website and move every submission to the “Incoming leads” section.
• Business Card Scanner: It’s a great tool to automatically add client information to the leads: from business cards. All you need to do is click an image of the card, and the system will automatically add it to the “Leads” section after recognizing it.
• Collaboration: Some of your business partners or employees may not use amoCRM, so for such instances, you can communicate through Lead cards by sending mail. The receiver will get a link that redirects to the lead card and gives access to the amoCRM.

amoCRM Pricing

amoCRM has 3 pricing options available depending on your requirements: Base Plan, Advanced Plan and Enterprise Plan. The Base plan offers intrinsic features and is priced: at $15 per month; The Advanced subscription is worth $25 per month and offers added benefits like widget creation, whereas The Enterprise Plan allows you to use amoCRM to its maximum capabilities: and is worth $45 per month. All these prices are applicable only for a subscription period of 6 months or longer.

Core Features of CRM Software for Architects

Choosing the right CRM software for your architecture firm can drastically improve its operational efficiency and client satisfaction. Here are some essential features that a robust CRM should offer for architects:

1. Project Management Tools

An effective CRM for architects should integrate project management functionalities. This includes the ability to track project timelines, budgets, and milestones. Architects can create project profiles that contain essential documentation, deadlines, and updates, ensuring everyone on the team is on the same page.

2. Client Interaction Log

Keeping track of client interactions is crucial in an architecture firm. A good CRM should allow you to log all communications with clients, whether through emails, phone calls, or meetings. This feature ensures that team members can reference past discussions, making it easier to maintain continuity in client relationships and understand their evolving needs.

3. Document Management

Architects produce a wealth of documentation, including contracts, blueprints, and project proposals. A CRM should have a centralized document management system that enables easy sharing, version control, and secure storage of files. This feature minimizes the risk of lost documents and ensures that all team members have access to the most current versions.

Benefits of Using CRM Tools in Architecture

Implementing a CRM system in your architecture firm offers several significant benefits that can enhance not only your operational efficiency but also your client satisfaction. Below are some of the key advantages that a well-integrated CRM can provide:

1. Improved Client Relationships

A CRM enables architects to strengthen client relationships by storing vital project details, preferences, and feedback. This helps tailor services to client needs and allows for anticipating questions and concerns, building trust and satisfaction.

2. Streamlined Communication

Effective communication is crucial in architecture, especially with multiple stakeholders. CRM software centralizes messaging, offering clients updates on project status and changes, minimizing miscommunication and ensuring everyone stays informed throughout the project.

3. Enhanced Collaboration

Collaboration among various departments in an architecture firm, such as design, project management, and marketing, becomes easier with a CRM system. Features like shared dashboards, task assignments, and unified calendars enable teams to coordinate.

Choosing the Right CRM for Your Architecture Firm

Choosing the right CRM for your architecture firm is a crucial decision that can greatly influence your team’s productivity and your client relationships. Below are essential factors to consider when selecting a CRM that meets the unique needs of an architecture practice.

1. Customization and Flexibility

Architecture firms often have specific workflows and processes that may not fit into standard CRM solutions. Look for a CRM that allows customization of features, workflows, and dashboards. A flexible system can adapt to your organization’s unique requirements, whether that includes tracking project milestones or managing client interactions.

2. Integration with Existing Tools

Ensure that the CRM you choose integrates seamlessly with the software tools currently in use at your architecture firm. This might include design software like AutoCAD, project management tools, and accounting systems. A CRM that easily integrates with your tech stack will reduce data silos and enhance overall efficiency.

3. User-Friendly Interface

Adoption of technology is often hindered by complexity. Choose a CRM with an intuitive user interface that your team can quickly adopt. A user-friendly design not only reduces the learning curve but also encourages consistent use, making it easier to manage client relationships effectively.

Why use a CRM at all?

Businesses are looking; to continuously evolve and provide top quality services to their clients. You cannot expect to compete with others while still using primitive methods to handle your business operations. A CRM provides you with the necessary tools to scale your business and manage several activities within a single platform.

With a CRM, you can effortlessly engage with clients through personalized messages and share constant updates about the project. It allows you to understand the client’s requirements by sending the relevant details to the assigned sales representative. A CRM is necessary to digitize tour business activities and make the data accessible from anywhere.

Why should Architectures use a CRM?

Architecture firms have to deal with several clients and manage project allotment to the employees. You have to stay up-to-date about on-site job progress, client’s requirements, revenue generation and equipment status. Not responding to a lead can result in losing a promising opportunity and negatively affect your business.

CRM allows you to tag contacts or favourites to segment them and run personalized marketing campaigns. A handy tip for any architect to turn leads into projects is creating deals with all incoming inquiries.

Once you get a project, you will go through a range of stages before it is completed. By having the ability to customize your architect sales funnel, you’ll be able to understand deals more thoroughly and deliver on customers’ expectations.

An architecture project can be a mixture of frequent meetings, calibrations and alterations. To not skip an important event and fail a project, you need a business platform that sends alerts or reminders regarding crucial meetings. CRM software allows you to mark important events in the calendar and get notified about the same before the deadline day.

With a CRM, you won’t have to worry about maintaining spreadsheets or using different sources for each business task. It simplifies how you run your business and allows you to churn out more profit.

CRM for Architecture, A Summary

Architecture is a client-focused business where you must understand customer requirements and deliver on the promised work. A CRM allows you to formulate strategies, collaborate with team members and share constant updates with relevant team members.

Salesforce provides architects with a customizable platform to serve their business needs and manage all operations. It is our suggested pick for a CRM that suits architecture. Visit the website to get started.