CRM for Architects

When you are an architect, there may be a lot of people to keep track of. This can make it hard to communicate with clients and work on your projects at the same time. That is where CRM comes in handy!

Simplify Your Workflow
From Start to End

The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.

Can Architects benefit from CRM?

The Architectural Engineering and Construction Solutions (AECS) Market is forecasted to grow by $4.7 billion during 2020-2024. In the U.S. alone, the engineering and architecture services market entails 110 thousand companies with total revenue of $290 billion. Universal CRMs are designed to be customizable and agile and are able to bring efficiencies across many industries. Due to the ubiquitous demand, CRMs of wide applicability will have a relatively low monthly price. CRM systems can copy the best practices from other industries onto your organization with narrow specialization. Customer relationship management software features include customizability, marketing automation, and customer  remote access.

Types Of CRM Software For Architecture Firms & Business Development

When it comes to choosing a CRM for the construction industry, it is important to focus on two features, the ability to: Track companies and contacts, build relationships as a team, and Plan and assess your marketing activity.   A CRM system for Architects should be able to create a business development pipeline to help your team focus on the right clients at the right time. See at a glance who to get in touch with and what to do next. Co-ordinate client invites to your next event, build a calendar of industry functions. Track who you ran into at that property council luncheon.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.


In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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