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CRM Software for Architects

How architects can benefit from CRM software

CRM Software for Architects

Business owners, corporations and architects will know that customer relationships are key to the success of your professional activities. While having productive staff on your team is important, architects can also benefit from the range of digital solutions offered by high-quality CRM software.

In this blog, we’ll be taking a closer look at what CRM software is and how architects can benefit from implementing it in their practices.

What is CRM software?

CRM stands for Customer Relationship Management software, which is a form of software designed to help you foster positive customer relationships using a range of digital tools. These tools can assist you with the following services:

– Sales
– Customer Service
– Project management
– Dispatch

The benefits of a CRM for architects

Fast invoicing

Architects are in frequent contact with their clients, which makes it essential for invoicing errors to be avoided at all times. Invoicing is an ongoing process for architects, as it follows the progress of each project. CRM software makes invoicing more efficient for architecture firms by allowing users to create intelligent workflows designed to track the invoicing process.

CRM software’s project management functionalities offer users an overview of the progress of your team so that you can validate each billable task after it has been completed.

Automated marketing

As the marketing funnel of your architecture business expands throughout the whole customer journey, it contains a complex network of work from various departments. This makes analytical tools, such as Google Ads, Facebook Pixel and Google Analytics, essential for your marketing efforts to be successful.

CRM software that can be integrated with analytical tools and other third party platforms, such as email, can create a mission centre for your marketing efforts. Group emails can be tracked, scheduled and templated for vital KPIs.

Improved communication

Architectural projects involve many people, from worksite employees and third parties to engineers and clients. Each person contributes to your project in their own way, but even if each employee is working to their best ability, this does not guarantee the project’s success.

In fact, the key to the success of your project is the quality of the communication of your large teams. With dedicated CRM software, each person involved in a project will be able to access and share the same data, regardless of their location. Employees are able to have access to essential data from any device, including tablets and mobile devices. This flexibility can improve your client relations significantly and establish trust between your team and clients.

The improved communication that comes with integrating CRM software in your project can also improve the efficiency of your work, as key project players are able to be notified of any worksite changes immediately.

User-friendly integration

CRM tools are relatively simple to integrate and configure and can be adapted to reflect your needs. Expert guidance is recommended from the beginning, but once you have started to use it, it’s incredibly user-friendly.

Scalable CRM software can continue to meet your changing needs as your business grows, so it’s a good idea to purchase your CRM from a vendor that can offer expert informatics advice based on architecture projects specifically.

Contact our team

CRM for Architectural Practices

If you’d like to learn more about the benefits of CRM for architects, don’t hesitate to get in touch with our team at InvestGlass today and our experts will be more than happy to help.