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- Architecture Firms CRM
- Who it's for
- Specialist architecture teams
Specialist architecture teams
A specialist practice may have a small business development team and a wider group contributing to proposals. A shared opportunity keeps the client, fee estimate, expected close date and pursuit status in one place. Activities record the meetings and follow-up tasks that move the work, while the proposal coordinator keeps the design RFP at a known revision.
How Architecture Firms CRM is set up for you
Focused pipeline
Use the opportunity subject and counterparty to distinguish similar commissions for the same client.
Timed follow-up
Give calls, meetings, emails and tasks due dates and outcomes on their parent pursuit.
Proposal version
Check the RFP revision before submission, especially after a budget or site change.
Practice decision
Record an Approve, Reject or Return review with the reason and source revision.
A specialist practice may have a small business development team and a wider group contributing to proposals. A shared opportunity keeps the client, fee estimate, expected close date and pursuit status in one place. Activities record the meetings and follow-up tasks that move the work, while the proposal coordinator keeps the design RFP at a known revision.
Pick a commission where the client requested a design proposal with a known submission date. Open an opportunity against the client account and name the person who owns the relationship. Add the initial meeting and a task for the next client response. The coordinator then enters the RFP's site address, estimated area and project budget where those facts are known. Attach the current package to the opportunity and submit the Draft RFP at its current revision.
Ask another person to review the proposal. A Return with a concrete reason is a useful test: the coordinator should know what to correct, and the next review should refer to the new source revision. When the customer responds, the principal records Won or Lost on the open opportunity after checking its current version. That final answer is distinct from the practice review.
Agree who may edit the opportunity's expected value when the project scope changes. Also agree how activity outcomes are written so a colleague can pick up the client conversation. [Relationship activities](/crm-for-architecture-firms/modules/relationship-activities) and [Proposal review and evidence](/crm-for-architecture-firms/processes/proposal-review-and-evidence) provide the daily operating path.
Features to start with
Relationship activities
Keep calls, meetings, emails and follow-up tasks attached to the pursuit they advance.
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.
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.