About this template

Optimize your architecture projects with our CRM solution tailored for architects. Track project timelines, manage client communications, and streamline design approvals in one place. This template ensures efficient project delivery and enhanced client satisfaction.

What’s included

Boards

Accounts Board - This board helps architecture firms manage their client accounts efficiently by organizing critical client information such as company name, domain, industry, number of employees, and headquarters location. It also links to relevant contacts and deals associated with each account, ensuring all client-related data is easily accessible. For example, tracking the headquarters location helps in planning site visits and understanding the regional market dynamics.
Leads Board - The Leads Board is designed to streamline the lead management process by tracking the status of potential clients, capturing essential contact information, and recording the last interaction date. This board ensures no lead falls through the cracks by providing up-to-date status and allowing easy conversion to contacts. For instance, an architect can quickly identify which leads require follow-up, and by creating new contacts directly from the board, they can maintain a seamless workflow from lead generation to client onboarding.
Contacts Board - This board centralizes all contact information, making it easy for architecture firms to manage relationships with clients, partners, and stakeholders. It includes contact details, associated accounts and deals, and prioritization status. For example, architects can quickly find all relevant information about a contact, such as their role in the company and their communication history, which is crucial for personalizing interactions and building strong relationships.
Deals Board - The Deals Board is essential for tracking the progress of ongoing projects and potential deals. It includes columns for deal stage, owner, value, and expected close date, among others. This board helps architecture firms forecast revenue, allocate resources effectively, and ensure timely follow-ups. For example, by monitoring the stage and close probability of each deal, architects can prioritize high-value projects and strategize on closing them successfully.

Dashboards & Reports

Annual Target - This dashboard helps architecture firms track their yearly financial goals, ensuring they stay on course to meet revenue expectations and assess long-term project profitability.
Monthly Target - It allows firms to monitor their short-term financial objectives, making it easier to adjust strategies month-by-month to meet annual goals.
Average Deal Value - By tracking the average value of closed deals, firms can identify trends in project sizes and types, aiding in strategic planning and resource allocation.
Active deals - Forecasted Revenue - This dashboard provides a clear picture of potential revenue from ongoing projects, helping firms manage cash flow and prioritize high-value deals.
Deal status distribution - Understanding the distribution of deals across various stages helps firms identify bottlenecks in the sales process and improve project management efficiency.
Actual Revenue by Month (Deals won) - Tracking monthly revenue from won deals helps firms assess financial performance and adjust sales strategies accordingly.
Pipeline conversion - This dashboard evaluates the efficiency of converting leads into projects, indicating the effectiveness of the firm's sales process and marketing efforts.
Activity tracker - Monitoring team activities ensures that all tasks and client interactions are on track, promoting accountability and timely project delivery.
Forecasted Revenue by month - Predicting monthly revenue helps firms manage financial expectations and plan for future investments or expansions.
Forecasted Revenue by Stage - Assessing potential revenue at different stages of the sales process aids in identifying which stages need more focus to improve deal closure rates.
Deals Stages by Rep - Evaluating deals managed by each representative highlights individual performance and helps in providing targeted support and training.
Deal Progress based on Month Added - Tracking the progress of deals from the month they were added helps firms understand the sales cycle duration and optimize processes for quicker closures.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that all team members are instantly informed of new client communications, promoting quick responses and improved client relations.
When an email is opened → Notify item subscribers with a message - Knowing when a client opens an email allows the team to follow up promptly, enhancing engagement and increasing the likelihood of securing projects.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlining the contact creation process ensures that client information is organized and easily accessible, improving client management and communication.
When a lead is created → Set its status to "New Lead" - Automatically setting the status of new leads helps maintain an organized pipeline and ensures that no potential projects are overlooked.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeping track of the last interaction date ensures that all client communications are up-to-date, helping to maintain strong client relationships and timely follow-ups.

Frequently asked questions

How can this CRM template help me manage architecture project timelines?

This CRM template allows you to create detailed project timelines, assign tasks to team members, and set milestones. You can easily monitor progress and ensure that your architecture projects stay on track.

How does this CRM solution facilitate client communication for architects?

The CRM template includes features to log client interactions, set follow-up reminders, and centralize all communication. This ensures that you maintain consistent and organized communication with your clients throughout the project.

Can I manage design approvals using this architecture CRM template?

Yes, the CRM template includes workflows to manage design submissions and approvals. You can track the status of design documents, get client feedback, and keep all stakeholders informed on the approval process.

How does this CRM help with resource allocation in architecture projects?

The template provides tools to allocate resources effectively, ensuring that architects, designers, and engineers are assigned to tasks according to their availability and project needs. This helps in optimizing team productivity and project efficiency.

What features does this CRM offer for tracking project budgets and expenses?

The CRM template includes budget tracking features where you can log expenses, monitor budget utilization, and forecast project costs. This helps in maintaining financial control and preventing budget overruns.

How can this CRM assist in managing architectural design documentation?

This CRM allows you to store and organize all project-related documents, such as blueprints, design specifications, and revisions. You can easily access, share, and update these documents, ensuring that your team always has the latest information.

Does this CRM template support collaboration with external contractors and consultants?

Yes, the CRM includes features to collaborate with external contractors and consultants. You can share project updates, assign tasks, and communicate seamlessly, ensuring that all parties are aligned and working towards the same project goals.