{"id":29863,"date":"2021-06-02T15:00:15","date_gmt":"2021-06-02T13:00:15","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=29863"},"modified":"2025-10-03T17:25:24","modified_gmt":"2025-10-03T15:25:24","slug":"crm-para-arquitectos","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/es\/crm-for-architects\/","title":{"rendered":"CRM para arquitectos y estudios de arquitectura"},"content":{"rendered":"<h1>CRM for Architects<\/h1>\n<div>\n<p><span>InvestGlass is a powerful platform that helps you maximize your sales efficiency.\u00a0<\/span><span>Store key documents, automate repetitive tasks, and create better marketing campaigns for your architect practice.<\/span><\/p>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">Try for Free<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-28.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-24.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-30.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-25.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-29.png\" alt=\"\"><\/p>\n<h2>Simplify Your Workflow<br class=\"uk-visible@s\"> From Start to End<\/h2>\n<div>The first Swiss CRM to manage <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/digital-onboarding\/\" target=\"_blank\"  rel=\"noopener\" title=\"digital onboarding\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5463\">digital onboarding<\/a>, life cycle management, portfolio management, and marketing campaigns from start to finish.<\/div>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2023\/03\/investglass-worflow.png\" alt=\"InvestGlass Workflow\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-automation-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Flexible CRM<\/h3>\n<div>\n<div class=\"group w-full text-gray-800 dark:text-gray-100 border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\">\n<div class=\"text-base gap-4 md:gap-6 md:max-w-2xl lg:max-w-2xl xl:max-w-3xl p-4 md:py-6 flex lg:px-0 m-auto\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\">\n<div class=\"flex flex-grow flex-col gap-3\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-4 whitespace-pre-wrap\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Architectural Engineering and Construction Solutions (AECS) Market is projected to increase by $4.7 billion in 2020-2024. InvestGlass offers architects a versatile CRM system that is customizable and adaptable to bring efficiencies. InvestGlass provides a streamlined workflow, flexible hosting options, and features like marketing automation and remote customer access.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/06\/investglass-automation.jpeg\" alt=\"InvestGlass Automation\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-ci-cd-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Automated workflows<\/h3>\n<div>\n<div class=\"group w-full text-gray-800 dark:text-gray-100 border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\">\n<div class=\"text-base gap-4 md:gap-6 md:max-w-2xl lg:max-w-2xl xl:max-w-3xl p-4 md:py-6 flex lg:px-0 m-auto\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\">\n<div class=\"flex flex-grow flex-col gap-3\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-4 whitespace-pre-wrap\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>InvestGlass&#8217;s automated workflows simplify the CRM process for Architects. Use the business development pipeline to track companies and contacts, build team relationships, and plan marketing activities. Co-ordinate client invites, track industry functions, and stay organized and efficient.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/Correction.001-3.jpeg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Digital onboarding<\/h3>\n<div>\n<div class=\"group w-full text-gray-800 dark:text-gray-100 border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\">\n<div class=\"text-base gap-4 md:gap-6 md:max-w-2xl lg:max-w-2xl xl:max-w-3xl p-4 md:py-6 flex lg:px-0 m-auto\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\">\n<div class=\"flex flex-grow flex-col gap-3\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-4 whitespace-pre-wrap\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>InvestGlass&#8217;s digital onboarding feature simplifies the client information collection process for architects. Create digital forms with risk metric features that can be completed by clients online, and collect electronic signatures with ease. This valuable tool saves time and streamlines the onboarding process for architects.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-security-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Projects pipeline and deals<\/h3>\n<div>\n<div class=\"group w-full text-gray-800 dark:text-gray-100 border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\">\n<div class=\"text-base gap-4 md:gap-6 md:max-w-2xl lg:max-w-2xl xl:max-w-3xl p-4 md:py-6 flex lg:px-0 m-auto\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\">\n<div class=\"flex flex-grow flex-col gap-3\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-4 whitespace-pre-wrap\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>Track each sale or deal from start to finish with InvestGlass&#8217;s pipeline functionality to understand which stages are most successful and where improvements can be made. With valuable insights into your product or service life cycle, you can confidently forecast and plan for growth, making informed decisions about your business&#8217;s future.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/CRM.008.jpeg\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/feature-infrastructure-floating-icon.svg\" alt=\"\"><\/p>\n<h3>Calendar<\/h3>\n<div>\n<div class=\"group w-full text-gray-800 dark:text-gray-100 border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\">\n<div class=\"text-base gap-4 md:gap-6 md:max-w-2xl lg:max-w-2xl xl:max-w-3xl p-4 md:py-6 flex lg:px-0 m-auto\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\">\n<div class=\"flex flex-grow flex-col gap-3\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-4 whitespace-pre-wrap\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<div class=\"group w-full text-gray-800 dark:text-gray-100 border-b border-black\/10 dark:border-gray-900\/50 bg-gray-50 dark:bg-[#444654]\">\n<div class=\"text-base gap-4 md:gap-6 md:max-w-2xl lg:max-w-2xl xl:max-w-3xl p-4 md:py-6 flex lg:px-0 m-auto\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\">\n<div class=\"flex flex-grow flex-col gap-3\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-4 whitespace-pre-wrap\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>InvestGlass&#8217;s calendar feature for architects allows you to stay on top of industry events and client appointments. Easily schedule appointments, set reminders, and sync with your existing calendar. Stay organized and never miss an important meeting again.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><p>\n        <a href=\"\/get-started-free\/\">See More Features<\/a>\n    <\/p>\n<\/p>\n<h2>Sales software to help you grow<\/h2>\n<ul>\n<li>\n<div>Turnkey hosting in Switzerland or in your local server<\/div>\n<\/li>\n<li>\n<div>\n<p>Built-in template for architect agencies<\/p>\n<\/div>\n<\/li>\n<li>\n<div>\n<p>Capture more leads<\/p>\n<\/div>\n<\/li>\n<li>\n<div>Help you close deals faster<\/div>\n<\/li>\n<li>\n<div>Respect regulatory frameworks<\/div>\n<\/li>\n<li>\n<div>\n<p>Automate redundant tasks<\/p>\n<\/div>\n<\/li>\n<li>\n<div>Support your customer communication<\/div>\n<\/li>\n<li>\n<div>\n<p>Create customized revenue reports<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/05\/lockup-mobile-2.png\" alt=\"\"><\/p>\n<p><!--more--><br \/>\n<!-- {\"name\":\"Default CRM page SOE\",\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_noplaceholder\":false,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding\":\"large\",\"padding_remove_bottom\":true,\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\"},\"children\":[{\"type\":\"headline\",\"props\":{\"content\":\"CRM for Architects\",\"margin\":\"remove-vertical\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<p><span>InvestGlass is a powerful platform that helps you maximize your sales efficiency.\\u00a0<\\\/span><span>Store key documents, automate repetitive tasks, and create better marketing campaigns for your architect practice.<\\\/span><\\\/p>\",\"margin\":\"default\",\"margin_remove_top\":false,\"maxwidth\":\"xlarge\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"center\",\"text_style\":\"lead\"}},{\"type\":\"button\",\"props\":{\"button_size\":\"large\",\"css\":\"@media (max-width: 639px) {\\n    .el-item a { min-width: 185px; 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Your Workflow<br class=\\\"uk-visible@s\\\"> From Start to End\",\"text_align\":\"center\",\"title_element\":\"h2\",\"title_style\":\"h1\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.\",\"margin\":\"default\",\"maxwidth\":\"xlarge\",\"text_align\":\"center\",\"text_style\":\"lead\"}},{\"type\":\"image\",\"props\":{\"block_align\":\"center\",\"image\":\"wp-content\\\/uploads\\\/2023\\\/03\\\/investglass-worflow.png\",\"image_alt\":\"InvestGlass 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40vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-automation-floating-icon.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"parallax_easing\":\"1\",\"parallax_y\":\"30,-200\",\"position\":\"absolute\",\"position_right\":\"-15\",\"position_top\":\"50%\",\"text_align\":\"right\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"content\":\"Flexible CRM\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<div class=\\\"group w-full text-gray-800 dark:text-gray-100 border-b border-black\\\/10 dark:border-gray-900\\\/50 bg-gray-50 dark:bg-[#444654]\\\">\\n\n\n<div class=\\\"text-base gap-4 md:gap-6 md:max-w-2xl lg:max-w-2xl xl:max-w-3xl p-4 md:py-6 flex lg:px-0 m-auto\\\">\\n\n\n<div class=\\\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\\\">\\n\n\n<div class=\\\"flex flex-grow flex-col gap-3\\\">\\n\n\n<div class=\\\"min-h-[20px] flex flex-col items-start gap-4 whitespace-pre-wrap\\\">\\n\n\n<div class=\\\"markdown prose w-full break-words dark:prose-invert light\\\">\\n\n\n<p>Architectural Engineering and Construction Solutions (AECS) Market is projected to increase by $4.7 billion in 2020-2024. InvestGlass offers architects a versatile CRM system that is customizable and adaptable to bring efficiencies. InvestGlass provides a streamlined workflow, flexible hosting options, and features like marketing automation and remote customer access.<\\\/p>\\n<\\\/div>\\n<\\\/div>\\n<\\\/div>\\n<\\\/div>\\n<\\\/div>\\n<\\\/div>\",\"margin\":\"default\",\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"}},{\"type\":\"button\",\"props\":{\"animation\":\"none\",\"block_align\":\"right\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"grid_column_gap\":\"small\",\"grid_row_gap\":\"small\",\"margin\":\"medium\",\"margin_remove_bottom\":true,\"maxwidth\":\"large\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\"},\"children\":[{\"type\":\"button_item\",\"props\":{\"button_style\":\"text\",\"content\":\"See More Features\",\"dialog_layout\":\"modal\",\"dialog_offcanvas_flip\":true,\"icon_align\":\"left\",\"link\":\"get-started-free\\\/\"}}]}]}]},{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"id\":\"ci-cd\",\"layout\":\"1-2,1-2\",\"margin\":\"large\",\"margin_remove_bottom\":true,\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"image\",\"props\":{\"image\":\"wp-content\\\/uploads\\\/2022\\\/06\\\/investglass-automation.jpeg\",\"image_alt\":\"InvestGlass Automation\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"text_align\":\"center\"}},{\"type\":\"image\",\"props\":{\"animation\":\"parallax\",\"css\":\".el-element {\\n    width: 195px;\\n    box-shadow: 0 5px 30px rgba(60, 65, 124, 0.12);\\n    border-radius: 50px;\\n    max-width: 45vw;\\n}\",\"image\":\"wp-content\\\/uploads\\\/feature-ci-cd-floating-icon.svg\",\"image_svg_animate\":false,\"image_svg_color\":\"emphasis\",\"image_svg_inline\":true,\"margin\":\"default\",\"parallax_easing\":\"1\",\"parallax_y\":\"30,-200\",\"position\":\"absolute\",\"position_right\":\"-15\",\"position_top\":\"50%\",\"text_align\":\"right\"}}]},{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"order_first\":\"s\",\"padding\":\"none\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_small\":\"1-2\"},\"children\":[{\"type\":\"headline\",\"props\":{\"animation\":\"none\",\"content\":\"Automated workflows\",\"text_align\":\"left\",\"text_align_breakpoint\":\"s\",\"text_align_fallback\":\"center\",\"title_element\":\"h3\",\"title_style\":\"h2\"}},{\"type\":\"text\",\"props\":{\"animation\":\"none\",\"block_align_breakpoint\":\"s\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"\n\n<div class=\\\"group w-full text-gray-800 dark:text-gray-100 border-b border-black\\\/10 dark:border-gray-900\\\/50 bg-gray-50 dark:bg-[#444654]\\\">\\n\n\n<div class=\\\"text-base gap-4 md:gap-6 md:max-w-2xl lg:max-w-2xl xl:max-w-3xl p-4 md:py-6 flex lg:px-0 m-auto\\\">\\n\n\n<div class=\\\"relative flex w-[calc(100%-50px)] flex-col gap-1 md:gap-3 lg:w-[calc(100%-115px)]\\\">\\n\n\n<div class=\\\"flex flex-grow flex-col gap-3\\\">\\n\n\n<div class=\\\"min-h-[20px] flex flex-col items-start gap-4 whitespace-pre-wrap\\\">\\n\n\n<div class=\\\"markdown prose w-full break-words dark:prose-invert light\\\">\\n\n\n<p>InvestGlass's automated workflows simplify the CRM process for Architects. Use the business development pipeline to track companies and contacts, build team relationships, and plan marketing activities. 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