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Architecture Firms CRM
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CRM for Architecture Firms · Available now

Keep every pursuit tied to its client and decision.

CRM for Architecture Firms keeps client accounts, fee opportunities, design RFP submissions and follow-up work in one pursuit record. A business development lead owns the opportunity and its expected value and close date.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewOpen pursuit pipeline
Architecture Firms CRM · Opportunities

Open pursuit pipeline

Opportunities in one list

New opportunity
Opportunities in view
6
Total expected value USD
3,780
New
2
Qualified
2
New2
Briar House adaptive reuseWillow Community Health
500
03 Nov
Willow Clinic interior modernizationWillow Community Health
770
01 Nov
Add
Qualified2
North Pier library expansionCedar Court Properties
360
02 Nov
Highbank School science wingRiverbend Heritage Society
940
23 Oct
Add
Proposal1
Cedar Court mixed-use designMason Works Cooperative
570
24 Oct
Add
Negotiation1
Mason Works warehouse conversionRiverbend Heritage Society
640
23 Oct
Add
Briar House adaptive reuseOpportunities · OPP-82080
New
Expected close date03 Nov
Expected value USD500
OwnerRafael Silva
CounterpartyWillow Community Health
Review proposalOPP-82080 · Briar House adaptive reuse

Practice Reviewer records Approve, Reject or Return with a reason.

Waiting for Practice Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
10
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

See the pursuits your practice is working on

Every feature works on the same records. Pick one to see the screen your team works in.

Practice and accounts

Keep firm entities, client counterparties and staff ownership attached to each pursuit.

  • Firm scope
  • Client identity
  • Staff attribution
  • Organizations
  • Accounts
  • Team members
  • Users
  • Opportunities
Explore practice and accounts
OverviewClient accounts
Architecture Firms CRM · Practice and accounts

Client accounts

Accounts

New
NameCodeContact nameAddressEligibility noteOrganization
Briar House DevelopmentCLIENT-BRIAR-HOUSELaila Farrow18 Orchard Street, SalemRFP invitation receivedMorrow Built Environment
North Pier Civic TrustCLIENT-NORTH-PIERMarcus Adebayo42 Wharf Road, TacomaFunding approval confirmedFieldstone Architecture
Cedar Court PropertiesCLIENT-CEDAR-COURTAnika Sharma6 Grove Avenue, PortlandSite access grantedCedar Arc Studio
Mason Works CooperativeCLIENT-MASON-WORKSDiego Varela271 Foundry Lane, SpokaneProcurement contact verifiedHorizon Plan Collective
Willow Community HealthCLIENT-WILLOW-HEALTHEleni Papas33 Elm Street, BendConflict check completeFieldstone Architecture
6 of 6 records
Briar House DevelopmentAccounts · ACC-39732
CodeCLIENT-BRIAR-HOUSE
Contact nameLaila Farrow
Address18 Orchard Street, Salem
Eligibility noteRFP invitation received
OrganizationMorrow Built Environment
Example screen with sample data
Process

From client pursuit to customer answer

Pursuit to customer outcome ships ready to use. One step needs a named approval before the work moves on: Review proposal (Practice Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Open pursuit

    Name the client, owner, expected fee and close date.

    Briar House adaptive reuseOPP-82080 · Business Development Lead
    Open pursuitBy Business Development Lead

  2. Qualify pursuit

    Check the current revision before moving a new pursuit forward.

    Briar House adaptive reuseOPP-82080 · Business Development Lead
    Qualify pursuitBy Business Development Lead

  3. Prepare design RFP

    Keep site, budget and due date with the parent opportunity.

    Briar House adaptive reuseOPP-82080 · Proposal Coordinator
    Prepare design RFPBy Proposal Coordinator

  4. Submit design RFP

    Submit the Draft version the coordinator just inspected.

    Briar House adaptive reuseOPP-82080 · Proposal Coordinator
    Submit design RFPBy Proposal Coordinator

  5. Review proposal

    Record an independent decision and reason against the source revision.

    Briar House adaptive reuseOPP-82080 · Practice Reviewer
    Review proposalBy Practice Reviewer
    ApprovalPractice Reviewer records Approve, Reject or Return with a reason.

  6. Record customer outcome

    Close an open pursuit Won or Lost when the client decides.

    Briar House adaptive reuseOPP-82080 · Practice Principal
    Record customer outcomeBy Practice Principal

Start with Account to qualified pursuit

Inside a record

Keep proposal evidence with the pursuit

Open any opportunity to see its design rfps, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Expected close date, Expected value USD, Owner and Counterparty.

  2. 2
    Design RFPs

    Each line is linked to this opportunity.

  3. 3
    Who works on it

    Business Development Lead, Proposal Coordinator and Practice Reviewer, each with their own permissions.

  4. 4
    Process stages

    Open pursuit and Qualify pursuit, with the role that acts.

  5. 5
    Approvals

    Review proposal, with who decides.

Open pursuit pipelineBriar House adaptive reuse
Architecture Firms CRM · Opportunities

Briar House adaptive reuse

Willow Community Health · New

Log activity
1
Record details
Expected close date03 Nov
Expected value USD500
OwnerRafael Silva
CounterpartyWillow Community Health
2
Design RFPs

Briar House adaptive reuse

IdStatusRevision
RFP-2026-041Draft850
ACT-2026-042Draft390
REV-2026-043Draft200
Design RFPs
6
Total revision
1,970
3

Who works on it

  • Business Development LeadManage Accounts, Opportunities, relationship activities
  • Proposal CoordinatorManage design RFPs, record attachments
  • Practice ReviewerManage review decisions
4

Process stages

  • Open pursuitBusiness Development Lead
  • Qualify pursuitBusiness Development Lead
5

Approvals

  • Review proposalPractice Reviewer
    Approved
Example screen with sample data
Approvals

Give proposal review a named decision

Give the proposal coordinator submission work and the reviewer the independent decision.

OverviewApprovals
Architecture Firms CRM · Overview

Approvals

Signed in as Practice Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • DR-74628RFP-2026-041
    Harbor Market public realm designRequested by Business Development Lead
    Submitted3dActions
  • DR-61939ACT-2026-042
    Riverbend Hall restorationRequested by Business Development Lead
    Submitted1dActions
  • DR-24021REV-2026-043
    Harbor Market public realm designRequested by Business Development Lead
    Submitted3dActions
  • DR-81574OPR-2026-044
    North Pier library expansionRequested by Business Development Lead
    Submitted4dActions

Who approves what

DecisionApprover
Review proposalRecord an independent decision and reason against the source revision.Practice Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Architecture Firms CRM to the work that is theirs. Pick a role to see what it starts with.

Business Development Lead

Owns client relationships, fee pursuits and follow-up work.

This is the first screen this role sees.

OverviewOpen pursuit pipeline

Open pursuit pipeline

Opportunities · Business Development Lead

New2
Briar House adaptive reuseWillow Community Health
500
03 Nov
Willow Clinic interior modernizationWillow Community Health
770
01 Nov
Add
Qualified2
North Pier library expansionCedar Court Properties
360
02 Nov
Highbank School science wingRiverbend Heritage Society
940
23 Oct
Add
Proposal1
Cedar Court mixed-use designMason Works Cooperative
570
24 Oct
Add
Negotiation1
Mason Works warehouse conversionRiverbend Heritage Society
640
23 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Read the pipeline behind the number

Read open fee work, proposal submissions, follow-up and decision evidence from the recorded fields.

Overview
Architecture Firms CRM · Overview

Architecture Firms CRM dashboard

This quarter

Design RFPs in view
6
Draft
6
Submission due within 14 days
1

Opportunities by status

How far records got this quarter

StageReachedStep
New35
Qualified2366%
Proposal1357%
Negotiation646%

Expected value USD by status

Sample totals per stage

10.0k0
9.0kNew
5.0kQualified
8.0kProposal
9.0kNegotiation
10.0kWon
Example screen with sample data
  1. 01Open pipeline by owner

    Group open Opportunities by Owner and sum expected value USD.

  2. 02Expected close calendar

    List open Opportunities by expected close date, owner and expected value.

  3. 03Pursuit outcomes

    Compare Won and Lost Opportunities by Counterparty, won at and loss reason.

  4. 04RFP submission work

    List design RFPs by Status and submission due with their linked opportunity.

  5. 05Follow-up due list

    Compare relationship activity due at with completed at and activity type.

  6. 06Review decisions by pursuit

    Show review decisions under each opportunity with source revision, Reviewer and Reason.

  7. 07Operation result exceptions

    Group operation receipts by Action and result state with failure reason.

  8. 08Pursuit evidence inventory

    Show record attachments under their parent opportunity by Visibility and evidence type.

All reports and dashboards

Who it's for

Fit the work to your practice

See how Architecture Firms CRM fits your kind of team.

Architecture practices

Give a practice principal a clear view of fee pursuits, design RFPs and customer outcomes.

Multioffice design firms

Keep firm entities and staff attribution clear when several offices pursue work.

Specialist architecture teams

Manage focused commissions with a clear pursuit owner and proposal review trail.

Controls

Check revisions before status changes

Each stage of pursuit to customer outcome names the role that acts and the status it records, so a change is never anonymous.

OverviewPursuit to customer outcome
Architecture Firms CRM · Process

Pursuit to customer outcome

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
4
Tables touched
10
Qualify pursuit
Business Development Lead
StatusNew → Qualified
RecordsOperation receipts, Opportunities
Submit design RFP
Proposal Coordinator
StatusDraft → Submitted
RecordsOperation receipts
Record customer outcome
Practice Principal
StatusQualified → Won
RecordsOperation receipts, Opportunities
Pursuit to customer outcome
  1. Start
    Qualify pursuitNew → Qualified
    Operation receipts
  2. Step
    Submit design RFPDraft → Submitted
    Operation receipts
  3. Approval
    Review proposalPractice Reviewer
    Review decisions
  4. Step
    Record customer outcomeQualified → Won
    Operation receipts
Example screen with sample data

See each stage in detail

AI agent

Ask Proto for the next piece of context

Ask Proto to help prepare pursuit work while people keep authority over reviews and outcomes.

It can

  • Business Development Lead: Summarize open pursuits due to close soon and list follow-up activities due today.
  • Proposal Coordinator: Prepare a checklist of Draft design RFPs by submission due date and parent pursuit.
  • Practice Reviewer: Gather a submitted RFP's source revision, linked files and prior decisions for inspection.
  • Practice Principal: List Failed and needs review operation receipts with their parent pursuits.

Stays with a person

  • People confirm the client relationship, proposal contents, independent review and customer outcome.
  • The acting person checks the current record before a guarded status change.
  • Proto can assemble the context and point to missing work; the reviewer or principal makes the decision.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Architecture Firms CRM
  • Client communications
  • Proposal delivery
  • Identity
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 10 tables
10tables
  • Practice and accounts5
  • Opportunity pipeline4
  • Design RFPs5
  • Relationship activities2
  • Reviews and evidence5
  • Operations overview3
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Map identity

    Confirm the practice organization, users, team members and account naming convention.

  2. Load a pursuit

    Add a current client account and opportunity with owner, value and expected close date.

  3. Plan contact

    Record a meeting and a due follow-up activity against that opportunity.

  4. Rehearse the proposal

    Create a Draft design RFP, attach its package and submit at the current revision.

  5. Review and decide

    Record an independent decision with a reason; rehearse a later Won or Lost customer outcome.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Architecture Firms CRM.

All questions
How do I get started?

Click Get started, then use Proto to configure CRM for Architecture Firms for your business. Start with one practice organization, one client account and a current fee pursuit.

Who owns a pursuit?

Each opportunity names a team members owner. Agree who keeps its expected close date, value and activity history current.

How are design RFPs connected to the pipeline?

Each design RFP has a parent opportunity and names the practice organization. The proposal stays beside the client pursuit it supports.

What happens when a draft changes during submission?

Submission checks Draft status and the expected revision. The coordinator reviews the current version before another attempt.

Where do follow-up tasks live?

Tasks are relationship activities under an opportunity, with due and completed dates and an outcome.

How do reviewers record a decision?

A review decisions record names the reviewer, source revision, decision, date and reason on the parent pursuit.

Is proposal approval the same as a client win?

The review decision records the practice's assessment. Won or Lost on the opportunity records the customer's outcome.

How do we find an unsuccessful action?

Operation receipts keep the attempted action, expected revision, result state and failure reason under the opportunity.

Can one client have several pursuits?

Yes. Separate Opportunities can share one Accounts counterparty while keeping their own owners, statuses and design RFPs.

Where are proposal files held?

Record attachments sit under the opportunity with a title, evidence type, uploader, date and Internal or Shared visibility.

Set up Architecture Firms CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

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Selected appCRM for Architecture Firms

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