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As an Architect, managing your existing and new projects or bids while keeping track of your customers can be challenging. This is why we decided to write this article to educate and inform you on the best CRM software for architects. To be honest with you, the building and designing industry requires some special effort for client relationship management because there may be a lot of clients to keep track of as an architect. Making it more difficult to communicate with clients while also working on your projects. And that is where CRM becomes helpful in this situation!

But how will you know the most ideal CRM for architects? Allow us to take care of your headache! In this post, you’ll learn about the five best CRM for Architects that you can rely on to deliver outstanding results, stay on top of client correspondence, and keep track of your new work pipeline.

Upfront Conclusion

The best architect crm right now is Bonsai and Keap

Five best CRM for architects

  1. Bonsai – CRM For Creating Engaging Proposals
  2. Keap – CRM For architects, best for quick and easy migration
  3. Notion – CRM For architects, best for a personal, freelance, or small operation, CRM
  4. Procore – CRM For architects best for juggling complex projects
  5. Streak – CRM for architects best for companies looking for a lightweight CRM.

1.Bonsai – CRM For Creating Engaging Proposals

Best CRM software for Architects

Pricing: You can enjoy Bonsai at a cost-effective starting price of $24 every month.

Running your architecture business can be difficult if you don’t send proposals to clients efficiently. This is because it can take time to review different pitches and approve them. The best thing is Bonsai makes creating proposals easier for architects.

You can use different templates and modify them to send an engaging pitch to your client. Customers can also approve the proposals online using their e-signature. This is why you can get a project within a few minutes by sending innovative ideas to your clients.

There is also no need to worry about using another platform for sending material to clients. The software’s client portal has a direct messaging system to get in touch with customers promptly.

KEY FEATURES:

  • Let your clients manage their project payments and contracts with a personal view
  • Use hiring agreement templates to get contractors for the architecture task
  • Send pre-built contracts to customers for e-signing or make custom templates for your company
  • Keep all information of clients in one place using the organized dashboard and customer system

REASONS TO BUY:

  • It has a fast system for updating clients
  • The response from customer support operatives is fast if you face any technical trouble
  • Bonsai faces little to no downtime for a seamless experience
  • You can enjoy more budget-friendly pricing than other CRM software
  • Tracking working hours is easy with the automatic timer of Bonsai
  • Send online receipts to clients and get paid faster
  • Some templates by the software are available for free

REASONS TO AVOID:

  • Few services, such as adding partners come at an extra cost
Visit Bonsai

2. Keap – CRM For architects, best for quick and easy migration

Pricing: Starting at $79 per month with a 14-day free trial

Keap is the first CRM on our list of the best CRM for Architects. A business-based software designed specifically for small enterprises, such as construction firms and contractors. Keap is a CRM, sales, and marketing solution that may help you expand your business by enhancing your productivity while you focus on other things. You’re more likely to win more clients and transactions because of Keap’s ability to develop a repeatable sales process for setting up meetings, tracking leads, and getting quotations accepted. This CRM software allows you to manage customer interactions, sales, and marketing all in one place, allowing for faster integration and more client satisfaction.

Worrisome becomes extinct with Keap as it will help you stay organized, at the same time follow up, and as well integrate your business with other beneficial tools. The software can handle all of that for you while increasing sales, keeping your clients happy, giving you more time, and helping you build your business. This is an all-in-one CRM that allows you to organize all of your leads, close deals, and integrate follow-ups all in one location.

KEY FEATURES

  • CRM (Client management)
  • Email marketing
  • Messages
  • Appointments
  • Sales pipeline dashboard
  • Marketing Automation

REASON TO BUY

  • Marketing and Sales Integration
  • Personalized communication
  • Easy to use and Comprehend dashboards
  • Easy scheduling

REASON TO AVOID

  • Quite difficult on the browser
  • When compared to others, Keap is a bit expensive.

3. Notion – CRM For architects, best for a personal, freelance, or small operation, CRM

Pricing: Starting from $4. It comes with a free trial and a free version

Have you ever wondered if there is software that can manage knowledge, projects, documents, and collaboration for businesses, teams, or primarily architects? Yes, there is, and the best for architects is Notion CRM. This CRM software is designed for those who want to manage their teams better and arrange their life. Notion CRM software is a one-stop-shop for notes, project management, document management, and team works. Thousands of teams and corporations use it to keep their employees updated and collaborate in one spot worldwide.

Notion is a strong contender when it comes to tasks and projects compared to others. This program works by putting all of your work and information together, allowing you to customize it to your liking. With Notion, you can expect more focus and transparency with its ability to streamline tools, save time, and increase productivity for teams of all sizes. Another plus for this program is that it is available in a free edition for anyone interested. The free edition includes an infinite number of pages and blocks. Here you may track the status of tasks, problems that need to be fixed, sprints (a group of time-bounded tasks that need to be pushed), and epics (large-scale undertakings).

KEY FEATURES

  • Customer Segmentation
  • Email integration
  • Mobile App
  • Document Storage

REASON TO BUY

  • Works across many devices
  • It saves users time with its single platform with multiple tools

REASON TO AVOID

  • It takes forever to set up, particularly when collaborating with one’s team.
  • Search, and navigation needs improvement.

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4. Procore – CRM For architects best for juggling complex projects

Pricing: Basic cost of a license starts from $375 per month.

Do you want the best CRM for Architects? Here’s another software to boost your productivity. Remember, we said we’d assist you with your headache, and here we are, fulfilling our promise. Procore is a cloud-based program developed by Procore Technologies Inc. to deliver construction management solutions to various businesses. And who are the ones to benefit more from this platform? Project managers, architects, and company owners are to benefit from this all-in-one program. The software has many features to ensure flexibility and a complete user experience, such as alluring management, file administration, RFIs, submittals, scheduling, quote monitoring, daily log, image archive, etc. Procore can resolve most construction project documentation issues, facilitate good communication from top to bottom, and drastically reduce losses.

Unlike any other program, Procore gives you direct access to customer support at any time via a phone number enclosed on their website, which makes them more accessible. A call to that number will be answered nearly quickly by a customer service staff member. Although this software may appear to be costly, the fact is that it will cost you more to replace experienced professionals than it would have cost to maintain them.

KEY FEATURES

  • Personalized reports
  • Document management
  • Project Management

REASON TO BUY

  • It comes with many custom made features, which include networking
  • Offers a free trial package

REASON TO AVOID

  • Very expensive and not cost-friendly for small scale business
  • doesn’t offer many social media integration features
  • Not suitable for small scale businesses/companies

5. Streak – CRM for architects best for companies looking for a lightweight CRM

Pricing: Free Plan

Streak is another CRM that can help you improve your sales while ensuring that you spend the most of your working hours in Gmail. This is a cloud-based platform that integrates easily with a user’s Gmail account, giving Architects more flexibility without switching between applications. The CRM plugin from Streak is available for free in Google Chrome. The plugin focuses on your Gmail inbox and mixes different email threads according to your processes. It has several features that turn your Gmail account into a full-fledged CRM.

The platform was created with numerous processes, including deal flow, product expansion, financing, recruiting, etc. Because Streak is mostly a Gmail-based platform, it is ideal for small companies and architects.

KEY FEATURES

  • Streak mail merge
  • Task management
  • Workflow
  • Tracking
  • Streak asset management

REASON TO BUY

  • Integration with your GMAIL account
  • Simplicity and flexibility of pipeline customizations

REASON TO AVOID

  • Poor customer support service
  • The low quality provided by the mobile application, unlike the desktop mode

REFERENCE

https://www.streak.com/

https://archistash.co/collection/crm/

https://crm.org/news/streak-crm-review

https://smith.ai/blog/top-10-crms-for-construction-architects-building-design-firms#

https://saaslist.com/crm-software/

https://keap.com/

https://crm.org/news/notion-less-is-more#

https://www.notion.so/

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