CRM for Architects
InvestGlass is a powerful platform that helps you maximize your sales efficiency. Store key documents, automate repetitive tasks, and create better marketing campaigns for your architect practice.
简化工作流程
从开始到结束
灵活的客户关系管理
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.
自动化工作流程
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. Co-ordinate client invites, track industry functions, and stay organized and efficient.
数字化入职
InvestGlass’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.
Projects pipeline and deals
Track each sale or deal from start to finish with InvestGlass’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’s future.
日历
InvestGlass’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.
- 瑞士或您本地服务器的交钥匙托管服务
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Built-in template for architect agencies
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捕捉更多线索
- 帮助您更快达成交易
- 尊重监管框架
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Automate redundant tasks
- 支持客户沟通
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Create customized revenue reports
