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- Architecture Firms CRM
- Get started
Get Architecture Firms CRM running in four steps.
Set up a practice entity and rehearse a real fee pursuit before wider use.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Architecture Firms CRM. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Architecture Firms CRM in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure CRM for Architecture Firms. Name the practice entity and the people who will own pursuits, prepare proposals and review decisions.
Prepare the first operating cycle
Choose an active client commission. Create its account and opportunity, assign the owner, then enter the expected close date and fee value. Add a meeting and due task. Prepare a design RFP with its submission due date and attach the proposal package to the pursuit. Implementation gives the sequence.
Review before release
Have a different person inspect the submitted proposal revision and record a reasoned decision. Test a stale-revision qualification or submission, confirm the record stays unchanged, and inspect any persisted receipt. Then rehearse a Won or Lost customer answer on an open opportunity. Confirm that the final customer outcome and the internal proposal review remain distinct. See pricing for planning the rollout.
Set up Architecture Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.