Various business owners use customer relationship management software to track all details, communicate and build relationships with their customers to increase sales and engage customers with their businesses. In this article, I ranked and reviewed the top 15 CRMs For Architecture Firms in 2023.

There are many CRMs available for architecture firms, but you must choose the most suitable for your business. Architecture Firms, industries, and companies need CRM software to build client relationships and track and manage all data for their businesses. It helps architects increase clients’ customer experience and collect leads for their business.

Many companies and businesses use CRM software to increase sales, manage data, increase customer experience and automate their businesses. It is primarily used in Digital marketing companies, Warehouse management systems, Survey platforms, small to enterprise businesses, architects, engineering firms, construction companies, Design builders, hosting services, and many different types of businesses.

CRMs can be very helpful for architects in collecting information which helps in increasing leads by sending the right message and details to the right customer. This software provides analytics which helps monitor clients’ data and improve performance and results. This software benefits architecture firms from managing sales and increasing leads to tracking customer needs and experiences on a single dashboard.

What are the best CRMs For Architecture Firms?

Choosing the right CRM software is essential for your business and customers. Choosing harmful CRM software can significantly affect your business’s growth and sales and lead to a bad customer experience. That’s why selecting good software for your business is essential and can be very beneficial for your business and help bring more sales and increase customer engagement with the company.

So after testing and reviewing different CRM software of other companies, here are my top 15 CRMs For Architecture Firms:

1. Keap CRM(InfusionSoft)

Keap is the #1 CRM platform.

Keap is said to be the best CRM software for beginners as it is easy to use. It helps to automate many processes, which makes it highly effective for small businesses. It helps to track customer interactions and allows customers to build an understanding of the service and products. It helps companies to get more leads which eventually increases profit and sales.

Keap provides many features like an activity dashboard which lets you monitor data in real-time. Activity tracking with analytics enables you to track activities in real-time. Appointment management allows you to manage appointments with customers and other business owners; API, campaign management, allowing you to create a campaign easily and much more.

Features:

• Activity Dashboard
• API
• Batch Processing
• Alerts
• Reminder System
• Activity Tracking
• Auto Responders
• AB Testing
• Appointment Management
• Calendar Sync

Pros & Cons

2. Salesforce

Salesforce is one of the best and leading CRM software used across multiple businesses. It is a highly trusted software used by companies of any size, from minor to enterprise-level businesses. It is a cloud-based software that is useful for almost any type of business.

It uses AI to engage customers and manage customer data, which helps improve customer experience. It integrates with many other tools like LinkedIn sales navigator and lets you manage data on a single platform.

It helps automate business with its AI technology and increases sales with time. It gives complete data analysis of customers and leads in a single dashboard. It comes with my features and customizations like Contact management, Lead management, Sales automation, CRM analytics, and much more.

Features:

• Lead Management
• CRM Analytics
• Email service
• Opportunity Management
• Contact Management
• Quote Management
• Territory Management
• Sales Collaboration
• Channel and Partner Management
• CRM Automation
• Einstein Analytics

Pros & Cons

3. HubSpot CRM

When talking about the best CRM software, we can’t forget HubSpot. Hubspot CRM helps you take your business to the next level. It helps to track and analyze sales in real-time. It offers lots of high-quality features and analytics for your business. You can increase sales by closing more deals in less time.

Hubspot offers CRM for both enterprise and small businesses. It provides time-saving tools that increase productivity and sales. It offers a full free version of CRM software with many features like email tracking, prospect tracking, meeting scheduler, live chat, reporting dashboard, company insights, deal tracking, pipeline management, and more.

Read Hubspot Full Review

Features:

• Contact management
• Deal Stages
• Daily Dashboard
• Task management
• Content Repository
• Automated Data Capture
• Reporting
• Mobile
• Integration and Marketing Automation
• Personalized Sequences
• Canned Snippets
• Email Integration
• Custom Support
• Meeting Scheduling

Pros & Cons

4. Zoho CRM

Zoho CRM is a very famous CRM software trusted by more than 250000 businesses. It enables you to track essential leads and sales and helps you to monitor your sales, marketing, and customer experience on a single platform. It helps increase sales by improving customer engagement and helps to manage and analyze your data.

It has many features like multichannel engagement that helps you connect with customers via email, live chat, phone calls, and social media. It uses AI to communicate with customers and helps in lead generation and increase sales. It enables you to access modules and add additional information to them. Its analytics feature allows you to view deals and leads data.

Features:

• Multichannel Engagement
• CRM Integration
• CRM Analytics
• Developer Tools
• Marketing Automation
• Sales Management
• Automation
• Artificial Intelligence Chat Bots

Pros & Cons

5. JobProgress

JobProgress CRM is built for contractors and businesses. It provides many features and customizations with good customer support. It provides a fully optimized platform for all your operations. It offers many features like a fully customized workflow manager, customer relationship manager, online sales and marketing manager, remote business control, cloud storage, Employee manager, mobile app, and more.

It provides seamless teamwork, easy-to-use mobile applications, and remote access to your business. It helps in increasing sales and making your work easy. It increases customer satisfaction and productivity, which helps in increasing revenue.

Features:

• Workflow Manager
• Relationship Manager
• Cloud Storage
• Employee and Subcontractor Manager
• Operation Manager
• Remote Business Control
• WorkCenter Dashboard
• Sales and Marketing Manager
• Mobile App
• Quoting
• Scheduling Manager

Pros & Cons

6. Monday

Monday CRM is one of the top software available in the market. It lets you handle and manage all your work in one place. It enables you to automate your sales and close more deals in less time, automatically collecting sales and activities. It lets you access all details and information regarding value in a single click—view insight into your business on a single dashboard.

Features:

• Dashboards
• Sales Tracking
• Activity Tracking
• Lead Capturing
• Email Sync
• Email tracking
• Activity Management
• Sales Pipeline
• Contact management
• Lead Management
• Lead Capturing
• Marketing Activities
• Analytics

Pros & Cons

7. Pipedrive

Pipedrive CRM is mainly designed for salespeople; it is highly trusted by more than 100000+ companies around the globe. It uses artificial intelligence to automate sales and repeat specific tasks in less time. It helps in increasing sales and gathering more leads. It has many features like activity reminders which allow you to schedule reminders for jobs, a visual sales pipeline, which helps you access your sales processes, and much more.

Features:

• Customizable Pipeline
• Visual Sales Pipeline
• Lead management
• Web Forms
• Revenue Forecasting
• Dashboard and Reporting

Pros & Cons

8. Improveit 360

Improveit 360 CRM helps you manage sales, measure insights, and improve the overall business. It is mainly used by Constructors, Builders, and Architects. It helps increase leads and sales and provides insights and results for your business. It comes with many features like CRM and leads management, which helps manage leads for the company, and appointment scheduling, which allows for managing appointments with customers. It enables you to manage your payments and projects.

Features:

• Duplicate Lead Prevention
• Automated Activity Tracking
• Email Lead Management
• Block Scheduling
• Automated Reminders
• Calendar
• Appointment Management
• Sale Status Tracking

Pros & Cons

9. Freshsales CRM

Freshsales CRM is one the wisest CRM software in the software industry. It helps you to improve sales with its AI automated system. It helps in closing sales faster by monitoring customer relations with the business. It enables you to generate more leads with its AI-powered chatbots and lets you collect customer details with web forms. Freshsales allows you to view insights and collaborate across companies.

Features:

• Task Management
• Sales Management
• Workflows
• Summary Section
• Activity Timeline
• Profile Management
• Conversion Rate Optimiser
• Web Forms
• Segments
• Marketing List Management
• Email Builder
• Lead Generation Bots

Pros & Cons

10. Salesmate

Salesmate CRM is used by many businesses to increase sales and build customer experience. It is used to target customers to increase leads with bulk emails and campaigns to targetted clients. This software has many good features, like lead management, which helps increase charges by sending emails, calls, and follow-ups. Activity tracking helps in tracking deals, sales, and conversations. Automate your sales with sale automation and sequences, and get insight reports of sales and business performance.

Features:

• Lead Management
• Activity Tracking
• Sales Automation
• Sales Reports
• Integration
• Support Inbox
• Insights

Pros & Cons

11. NetHunt CRM

NetHunt CRM uses automation to manage leads, increase customer experience, monitor sales, and leads, and increase sales. It automatically structures your data and organizes it accordingly. It works with google applications like Gmail, google drive, contacts, messenger, LinkedIn, and more.

Features:

• Sales Automation
• Marketing Automation
• Desktop Integration
• Contact Management
• Product and Price list management
• Email Marketing
• Lead management
• Case Management
• Mobile User Support
• Analytics
• Dashboard

Pros & Cons

12. Nutshell CRM

Nutshell CRM is cloud-based software that helps businesses to close B2B deals and helps to automated sales and leads. It helps in collecting more leads from customers and generating more sales. It helps in keeping detailed records of the sales and businesses.’

Features:

• Contact Management
• Pipeline Management
• Marketing Management
• Team Collaboration
• Emails
• Reporting Management

Pros & Cons

13. Procore

Constructors use Procore Construction Management Software for their businesses. It is CRM software that helps contractors to manage and track their customer’s data. It lets you follow data, collaborate with customers and business owners, and forecast your business strategies.

Features:

• API
• Integration
• Activity Dashboard
• Activity Tracking
• Cash Management
• 3D Imaging
• Access Control
• Activity Dashboard
• BIM Modelling

Pros & Cons

FAQS

Conclusion

There are various CRMs For Architecture Firms available on the internet, and every tool has its benefits and features.

I will suggest you go with Keap CRM if you want the premium features and benefits, as these tools have been in the market for years, and many businesses have seen good results by using these tools.

You can choose any software from the above list, as they all are reviewed and rated, and trusted by many businesses. Choose the tools that suit your business needs and the tool that can benefit you.

I hope you got the information you wanted. So which tool are you planning to use for your business? Let me know in the comments.