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- Architecture Firms CRM
- Who it's for
- Multioffice design firms
Multioffice design firms
A firm with several organizations needs to know which entity owns each client account and proposal. The organization reference on accounts, opportunities, design RF ps and team members gives the pursuit a consistent practice context. A principal can then ask the owner of the specific opportunity for its next client step.
How Architecture Firms CRM is set up for you
Entity ownership
Confirm the practice organization before the team opens a fee pursuit or design RFP.
Staff mapping
Link each team member to a user and organization, with the active state kept current.
Opportunity ownership
Assign the person responsible for the client decision and expected close date.
Review evidence
Keep the reviewer and source revision on an independent decision under the same parent pursuit.
A firm with several organizations needs to know which entity owns each client account and proposal. The organization reference on accounts, opportunities, design RF ps and team members gives the pursuit a consistent practice context. A principal can then ask the owner of the specific opportunity for its next client step.
Start with a pursuit where one office originated the client contact and another office prepares the proposal. Record the firm entity that will own the opportunity and link the right client account. Assign the opportunity owner explicitly. Let the proposal coordinator create the RFP under that pursuit, with the organization checked before submission. Ask the reviewer to inspect the submitted revision and supporting file from the opportunity record.
Rehearse a correction before submitting. If a colleague changes the draft's budget, the coordinator's earlier expected revision should no longer be accepted as the submission version. The coordinator should reopen the current RFP and check any persisted operation receipt before retrying. That check gives the office handoff a concrete point of control when multiple people touch the same bid.
Agree the staff mapping and access rules before wider use. The organization field provides the record relationship; the team still has to configure who may view and change each firm's work. [Roles](/crm-for-architecture-firms/roles) describes the operating handoff. [Design RFP submission](/crm-for-architecture-firms/processes/design-rfp-submission) gives the rehearsal path.
Features to start with
Practice and accounts
Keep firm entities, client counterparties and staff ownership attached to each pursuit.
Opportunity pipeline
Track fee pursuits from a new lead through qualification, proposal and customer outcome.
Design RFPs
Prepare design proposal submissions with a revision, due date and traceable review.
Roles on the team
- Business Development Lead
- Owns client relationships, fee pursuits and follow-up work.
- Proposal Coordinator
- Prepares design RFP submissions and supporting pursuit files.
- Practice Reviewer
- Records independent decisions against a pursuit revision.
- Practice Principal
- Reviews the pipeline and records customer outcomes.
- Admin
- Maintains firm, identity and access records.
Set up Architecture Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.