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- Architecture Firms CRM
- Integrations
Integrations
Plan how client communications and proposal files meet the pursuit records.
- Architecture Firms CRM
- Client communications
- Proposal delivery
- Identity
Systems to connect
- Client communications. Decide how the team brings the outcome of a call, meeting or email into relationship activities under the right opportunity.
- Proposal delivery. Agree how the firm records an externally delivered proposal package as an attachment on its pursuit.
- Identity. Map staff Users to team members so opportunity ownership, uploads and reviews have a named actor.
How connections are governed
Choose the source of truth for the actual client communication and delivered proposal. Keep the opportunity reference and revision when importing or linking evidence. A submitted RFP and a Completed receipt describe an app action; the firm still confirms delivery through its chosen channel. Implementation sets the first connection scope.
Set up Architecture Firms CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.