CRM (customer relationship management) tools are critical for architecture firms.
Architects can track data accurately, manage customer information, and streamline daily business operations with the right CRM system.
I’ve spent years working with customer relationship management tools and know which ones work best for architecture and construction firms.
As a result, I’ve compiled the best CRM tools for architects of 2023!
What is a CRM for Architects?
A CRM system for architects is an online platform that helps architecture firms manage clients, track leads, and streamline operations.
The best CRMs for architects provide quick access to customer contact information, automate tasks such as scheduling appointments and invoicing, and generate reports on key performance metrics.
These CRMs also help teams stay organized, improve collaboration, and ensure everyone is on the same page.
Using software designed for architecture firms can help you close more deals, increase customer satisfaction, and grow your firm’s bottom line.
Why Should Architects Use a CRM?
Better Project Management
Organizational project management software tools for architecture firms can help you keep better track of projects from start to finish.
You’ll be able to assign tasks, set deadlines, organize subcontractor portals, and easily share progress with clients.
Better Lead Tracking
CRMs for architects can help you generate leads and track customer information.
You’ll be able to keep an eye on which leads are hot, who to follow up with, and what campaigns have been the most successful.
Increased Team Collaboration
CRMs help teams stay connected and informed.
With management tools, you’ll be able to share client information, assign tasks, and keep everyone on the same page.
Plus, you can use CRM tools to measure team performance so that your architecture firm runs smoothly and efficiently.
More Precise Lead Tracking
CRM programs for architects allow you to track leads more effectively to minimize the lead conversion gap.
You’ll see which leads have the most potential, which clients you should follow up with, and which marketing campaigns were the most successful.
Plus, CRMs help you analyze customer data so that you can target new markets and grow your firm’s bottom line.
Better Data & Analytics
CRMs provide valuable insights into customer behavior and performance.
You’ll be able to measure key metrics, such as the number of leads generated and closed deals.
Plus, you can use tools to identify trends to make better marketing decisions.
Best CRM Software for Architects
Every year, finding the top CRM solution changes based on several factors.
Therefore, my team and I continuously update this list to provide the best software solutions for architects everywhere.
Here are the top management options for large-scale firms, independent architects, and everyone in between!
Monday.com is a great project management software for small and mid-sized businesses in the construction industry.
Why We Picked It
Monday.com offers intuitive software that serves as a scalable solution for CRM systems.
That said, Monday.com helps streamline order management, task management, and organization for a relatively low monthly price.
Further, Monday.com has integrations with multiple platforms, allowing architectural designers to have all their tools in one place.
Pricing
If you’re a freelance architect, Monday.com’s Individual plan is free!
For construction professionals who need more features, Monday.com offers the following plans:
- Basic: $8 per member monthly
- Standard: $10 per member monthly
- Pro: $16 per member monthly
- Enterprise: Custom pricing for large-scale engineering firms
Pros
- Easier to manage projects
- Small businesses can use the forever-free plan
- Premade templates that help save time and communication with existing and new clients
Cons
- Users must have three team members to use the Basic plan.
Pipedrive is a CRM platform that helps users organize their sales process, increase efficiency, and find potential clients.
Pipedrive makes building and maintaining client relationships easier from start to finish than other software solutions.
Why We Picked It
Pipedrive has architecture software that construction companies of all sizes admire.
For example, users enjoy Pipedrive’s email marketing tools and automated customer data tracking.
To make things even better, Pipedrive helps users make informed decisions for a low monthly rate.
Pricing
Each of Pipedrive’s customer relationship management plans is billed annually or monthly.
Also, the software solutions come with a free trial!
Here are Pipedrive’s available annual plans:
- Essential: $14.90 per user monthly
- Advanced: $24.90 per user monthly
- Professional: $49.90 per user monthly
- Enterprise: $99 per user monthly
Pros
- Helpful budget management tools
- Easier to manage customers
- Call and email synchronization
Cons
- The API section can be confusing.
- The CRM platform can become cluttered and disorganized.
Pipeline is an excellent tool that can help architects benefit in various ways.
The primary detail customers love about Pipeline is the software’s ability to improve a design firm’s culture and customer relationships.
Why We Picked It
Pipeline is popular in the construction industry because it helps build client relations.
For instance, Pipeline has top-of-the-line lead generation tools and contact management technology on a cloud-based program.
Also, Pipeline’s software is available on a mobile device even if users do not have an Internet connection.
That way, users can get real-time reporting with remote access to the program.
These valuable insights ensure a company never misses a beat, improving the overall brand image.
Pricing
Pipeline allows customers to enjoy a 14-day free trial on the company’s three plans.
That way, customers can make a well-informed decision regarding their plan.
These are the annual plans that Pipeline offers:
- Start Plan: $25 per user per month
- Develop: $33 per user per month
- Grow: $49 per user per month
Pros
- Users can send trackable emails to coworkers and new and existing clients.
- Users can see a real and immediate return on investment
- It's easy to integrate native apps and export data in bulk
Cons
- Integrations are limited compared to other software.
- Customer support could get better.
- There are issues using Gmail with Pipeline's communication services.
ClickUp is a popular tool to help manage business development.
This construction software has an array of automation features that help general contractors save time and be more efficient.
Why We Picked It
ClickUp has all the essential features architectural engineering firms need.
For example, ClickUp has excellent collaboration tools and an in-depth dashboard.
Both tools prove that CRM helps businesses stay organized, no matter how big the project or team is.
Pricing
ClickUp offers a free plan for an individual general contractor or a small team.
For teams that need more comprehensive construction solutions, ClickUp has the following annual plans:
- Unlimited: $5 per user per month
- Business: $12 per user per month
- Business Plus: $19 per user per month
- Enterprise: Customized pricing for larger companies
Pros
- 24/7 customer support
- Various ways for design industries to organize their data and information
- Tracking customer and employee work schedules is easy
Cons
- Customization can be overwhelming for smaller teams
- The automation builder is outdated
HubSpot is a helpful business development tool with all the features an architecture business needs.
Where HubSpot stands out as one of the most innovative marketing solutions that help build relationships and find the right clients.
Why We Picked It
HubSpot is perfect for small businesses because all core features are free.
Then, as a company grows, it can take advantage of HubSpot’s add-on features that help streamline the bidding process and customer management.
Pricing
HubSpot offers the following plans:
- Starter: $50 per month
- Professional: $890 per month
- Enterprise: $3.6k per month
Pros
- The user interface is easy to read and understand
- All-in-one functionality helps win business
- Excellent customer support
Cons
- The free plan has limited social media integrations
- The available plans get expensive quickly
CRM software represents an easier way to do business, and Salesforce has everything a company needs to do so.
Salesforce is highly customizable, streamlines repetitive tasks, and is perfect for larger organizations.
Why We Picked It
Salesforce is ideal for business development in the construction industry.
This CRM is abundant in integrations and provides in-depth data analysis.
Salesforce is perfect for architecture needs and other industries because so many parts of customizable.
Pricing
Salesforce offers customized plans because of the software’s ubiquitous demand.
Therefore, potential customers must call a Salesforce representative to learn more about how much a monthly plan will cost.
Pros
- In-depth reporting
- Users can integrate with over 1,000 other platforms.
- Immense customization
Cons
- More expensive than other options
- It can be hard to learn how to use
- It takes a lot of work to maintain
Freshworks is popular among small and mid-sized firms in the construction industry because of the sensibly priced plans.
Why We Picked It
Freshworks is the perfect system to use when a company grows quickly and makes more sales than it can keep track of.
With Freshworks, users can access marketing automation, sales management, and more to help streamline business operations.
Pricing
Customers can request a free demo to see if Freshworks is suitable for their business.
They also offer three annual pricing plans:
- Growth: $15 a month
- Pro: $39 a month
- Enterprise: $69 a month
Pros
- AI-based tools that highlight sales opportunities
- Visual sales pipelines
- Integrations with popular software (MailChimp, Xero, Google, etc.)
Cons
- Some configurations are repetitive
- Some users found integrations challenging
Conclusion
CRMs for architects have come a long way since their introduction.
As technology evolves, CRM software becomes more powerful and innovative.
The right CRM solution can help you increase customer satisfaction, streamline operations, and grow your architecture firm’s bottom line.
We hope this list of CRM solutions for architects in 2023 helps you find the perfect CRM solution for your business.
Are you an architect? Do you have any questions about how to use CRM for architects? Let us know in the comments below!
Frequently Asked Questions
The number one CRM for architects in 2023 is Salesforce. Salesforce has powerful CRM tools, great customer support, and competitive pricing, making it the top CRM solution.
Most architects use CRM software to manage customer relationships, automate tasks, and generate reports on key performance metrics. CRM solutions such as Monday.com, Pipedrive, Pipeline, ClickUp, HubSpot CRM, Salesforce, and Freshworks are popular CRMs used by architects in 2023.
The leading CRM software changes based on the size of the architecture firm. Monday.com is best suited for small to mid-sized architects who need tools for organization. Larger firms prefer Salesforce because it has extensive tools and in-depth reporting.
The easiest CRM to use in 2023 is ClickUp. It has an intuitive user interface and a simple setup process, making it a great CRM for users of all levels. Its features are powerful enough to scale with your team as you grow.
The 4 Ps of CRM are People, Processes, Products, and Platforms. CRM software helps businesses streamline all four elements by automating processes such as customer service, lead tracking, data analysis, and marketing campaigns. This way, teams can focus on the most important part – providing an exceptional customer experience!