Architecture & Engineering
Professional Services & Consulting
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Architecture & Engineering

CRM for Architecture & Engineering.
Project pipeline. Client relationships. Tender management.

Project pipeline management, client relationship tracking, and tender management CRM for architecture and engineering consultancies globally.

Project pipeline
Bid and tender tracking
Client CRM
Long-term relationships
Tender management
Win rate tracking
Framework CRM
Approved supplier lists

Why Architecture & Engineering CRM is different

Architecture and engineering CRM is a project pipeline problem

Architecture and engineering consultancies win work through a combination of long-term client relationships, framework agreements, and competitive tender. Most AEC firms have strong project management infrastructure but weak business development CRM. The pipeline from initial client contact through to appointment decision can span years - and most of it is managed through personal relationships with no institutional record.

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Tender and bid pipeline not tracked in CRM
Live bids, tender deadlines, and appointment decisions are tracked in spreadsheets or individual project management tools. BD directors have no real-time pipeline view.
Framework agreement relationships not managed
Approved supplier list and framework agreement status - critical for public sector work - is not tracked in CRM. Relationships with framework managers are informal.
Client repeat work not proactively developed
Former clients who may have new projects are not systematically re-engaged. Repeat work depends on the client remembering to call.

Client result

What we delivered for a Architecture & Engineering business

All case studies →
Case Study
2.1x increase in qualified demo requests

A Quick-Win HubSpot Chatbot Rollout That Doubled Qualified Demo Requests

B2B SaaS Company, Early Growth Stage

A SaaS company deployed a HubSpot conversational AI chatbot on its pricing and product pages in under 6 weeks, more than doubling qualified demo requests.

2.1x
Increase in qualified demo requests
2
Pages included in the initial rollout
6 weeks
Time to launch
1 month
Time to measurable, decision-ready results
Read full case study →

"We genuinely did not know if this would move the needle or if people would just ignore a chatbot. Within a month we had real evidence, not a guess, and it justified expanding the approach to more of the site."

He
Head of Growth
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Regulatory & compliance context

We design CRM for AEC firms that satisfies GDPR and UK GDPR for client and supply chain data, public procurement regulations for framework and approved supplier list management, CDM Regulations 2015 project data management requirements, professional indemnity insurance documentation, and BIM Level 2 data management obligations for public sector projects.

FAQ

Architecture & Engineering CRM questions answered

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