Trusted by leading companies

Common CRM problems in Architecture and Planning

Why most CRMs
don't work for
Architecture and Planning

Most CRMs lack the flexible workflows, automation, and compliance support needed for architecture and planning, making it hard to manage complex, non-linear projects involving multiple stakeholders and regulated processes.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Architecture and Planning field

"Our projects never fit the rigid stages the CRM assumes."

"There's no way to automate our approvals or compliance steps."

"Tracking everyone’s input across multiphase projects is a nightmare."

"It doesn’t adapt to the way we actually work—there’s too much manual entry."

Monday.com CRM solution for Architecture and Planning

So, What makes monday CRM
perfect for Architecture and Planning?

Smarter Project Management

Easily track every phase of your architectural projects, tasks, and deadlines from a single place.

Seamless Collaboration

Share updates and documents with team members, clients, and contractors in real time for smooth collaboration.

Personalized Client Experiences

Keep detailed client histories and customize communications to strengthen relationships and win more business.

Automated Workflows

Automate repetitive tasks and reminders so your team can focus on design and innovation.

Use cases for Architecture and Planning

Key use cases

Teams in the architecture and planning industry use monday CRM to streamline project workflows, enhance collaboration, and optimize client management for more efficient project delivery.

📋

Project Pipeline Tracking

Monitor project stages from initial lead to completion, ensuring no phase is overlooked and improving overall workflow transparency.

🤝

Client Relationship Management

Centralize client communications, history, and preferences for personalized service and stronger client satisfaction.

🛠️

Custom Workflow Automation

Automate routine tasks such as status updates, reminders, and follow-ups to reduce manual work and boost productivity.

📂

Document Sharing & Collaboration

Securely share drawings, plans, and documents with team members and external partners in one organized platform.

🔗

Third-Party Integrations

Integrate with tools like Slack, Gmail, and design software to create seamless, connected workflows and improve communication.

📊

Performance Analytics

Visualize business performance with dashboards that track project profitability, sales pipelines, and team productivity.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM lets you store all emails, notes, and project updates in one place, so your team can easily stay on top of client conversations and project progress.

Yes, you can fully customize monday CRM to match your firm's specific processes, from deal stages to project milestones, without needing coding skills.

With monday CRM, you can share drawings, files, and feedback in real-time, keeping everyone involved and up to date throughout the project.

You can capture and track new leads, organize tender submissions, and monitor follow-ups, making sure no opportunity falls through the cracks.

monday CRM provides timeline, calendar, and Gantt chart views, so you can easily see key dates and milestones across all your active projects.

Yes, the platform allows you to store, share, and collaborate on architectural documents, ensuring quick access and version control for your team.

As your firm grows, monday CRM can scale with you—adapting workflows, managing more projects, and integrating with other software you use.

Ready to grow your business?

An AI-first CRM that's easy to use, quick to set up, and cost-effective, thousands of businesses like yours are turning to monday CRM.

Get started