14 Best CRMs For Architects & Architecture Firms

The table below shows a quick price comparison of all the Architects and Architecture Firms CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Pipedrive	$24	14 day
Capsule	Free plan available then $21	14 day
ClickUp	Free plan available then $7	No trial available
Nimble CRM	$29.90	14 day
Nutshell	$19	14 day
SugarCRM	$19	7 day
Less Annoying CRM	$15	30 day
Ontraport	$29	14 day
EngageBay	Free plan available then $14.99	No trial available
Project-Sales Achiever	Not stated	No trial available
Unanet	Not stated	No trial available
Accelo	Not stated	No trial available
Evolved Metrics	$25	1 month
Tiny+	$59	Available but length not stated

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Pipedrive

They offer a CRM that caters for architecture firms that can support you in engaging clients, keeping projects on track and generating repeat business.
It is designed to help manage contacts and strengthen relationships with key stakeholders.
The CRM is a cloud-based centralized storage platform for client information, project management details and documents all in one place.
They provide a mobile app which can assist you in managing projects on-site and it is available on both iOS and Android devices.
You can automate your admin tasks and free up time using workflow automation with triggered events.
It helps you manage your contacts and monitor your sales pipeline visually to aid with identifying opportunities.
You can track projects including defining activities, tasks and subtasks to monitor your progress.
The CRM offers a visual dashboard with custom reports that enable you to analyze your sales and cash flow as well as gain valuable insights about your clients.
It offers over 400 integrations with other apps and software to expand its capabilities.
Access a 14-day free trial of the software to learn more about it.

Website: https://www.pipedrive.com/en/industries/crm-for-architecture

2. Capsule

Offers a CRM for architects that can help to streamline the business and enhance relationships with clients.
The CRM gives you a complete overview of your business including your sales pipeline, projects and tasks in a single database.
You can customize the CRM to meet your needs no matter the size of your firm with a range of integrations, set your own sales milestones and project stages.
The system has been designed to be mobile-friendly so that you can access data and handle client interactions wherever you are.
It can assist you in identifying your client’s needs and preferences so that you can create personalized services and messages for them.
The CRM can store and manage your projects to improve your project management and keep your stakeholders informed.
It can improve your communications between architects, clients, contractors and other key people and it records these communications.
The CRM provides valuable insights by enabling you to analyze your data and see client needs and market trends.
You can connect the CRM with all your favorite software to help optimize and automate more of your business.
They offer a free plan for two users and up to 250 contacts as well as a 14-day free trial of the CRM.

Website: https://capsulecrm.com/industries/crm-for-architects/

3. ClickUp

They offer CRM software for architects that can streamline your client interactions.
The CRM is designed for architects but is also customizable to meet your individual needs.
It can assist you in managing your projects, tracking your leads, and nurturing your relationships all in one place.
Your emails can be integrated with the CRM so that communications are centralized and it makes collaboration easier.
It enables you to store and analyze your contact information as well as store documents and tasks related to them.
You can capture leads and qualify them in the CRM as well as nurture them through the sales process using pipeline management.
The CRM can assist with automating your process and streamlining workflow by reducing repetitive tasks and setting up reminders and follow-ups.
It can help you manage your projects by assisting you in tracking the projects to keep them on track and facilitate team collaboration.
They provide analytics and reporting so you can track client interactions, monitor performance and gain insight to aid with decision-making.
Offers a free plan that is available for personal use only which can be used to trial the software.

Website: https://clickup.com/features/crm/architects

4. Nimble

Offers a CRM that is suitable for architects and engineers that can help with marketing automation and contact management.
The CRM is customizable and can grow with your business as it offers a modular design in its functions and dashboards.
It centralizes all your contact data into a single system for all your team to share.
The CRM is designed to help you plan and automate your marketing so you manage your marketing more effectively including email marketing.
It supports you with a marketing funnel that covers the entire customer journey and helps you monitor your activities.
You can add custom tags and segment your contacts to help target your efforts, assign tasks, monitor them and run reports.
It can be integrated with social media to enrich your data with information from social media, and it can also be integrated with over 2,000 apps.
The CRM can also store your documents and help you manage them and share them using integrations.
They provide a dashboard and visual graphs to help you understand your data and see what is happening in your business.
A 14-day free trial is available of the software so you can see what it can offer.

Website: https://www.nimble.com/blog/crm-for-architects/

5. Nutshell

They claim to offer one of the best CRM platforms for architects that can help you close more deals.
It is designed to help you organize your customer data and simplify your pipeline management.
It is a centralized platform for all your contact data that can be accessed wherever you are so you always have the most up-to-date information.
The CRM can collect information about your leads and customers so that you can learn more about them.
It has collaboration features that enable your teams to share the same information and work together on leads and projects with conversations being recorded and the ability to tag each other.
The CRM provides flexible pipeline management so that you can oversee your leads more effectively to close more deals by completing tasks at the right time.
You can automate a variety of sales activities to reduce manual and repetitive tasks such as moving leads along the pipeline, sending reminders and follow-up activities.
They provide insightful reports that track your sales performance so that you can make informed decisions.
It can be integrated with thousands of apps and software to aid with streamlining your business.
Access a 14-day trial of the software to learn for free what it can offer you.

Website: https://www.nutshell.com/industries/architects

6. SugarCRM

Offers a CRM that caters for architectural firms with an intuitive CRM that can be customized to meet your needs.
The CRM is a cloud-based platform that is secure and scalable for your business.
It can record everything in your customer journey so you have a complete historical record for every customer.
You can automate your marketing to reduce the amount of work and create efficiencies.
It allows you to build pipelines to manage your leads and run marketing campaigns.
The CRM can assist you in creating better customer experiences that can help you retain them as it helps with engaging customers on their terms and empowers employees to handle customers.
You can run email campaigns, nurture campaigns, create landing pages and forms to seamlessly integrate your marketing activities.
The CRM can be connected to your favorite tools so that you can do more with it.
It can provide AI-powered predictions about customers and reports to help you make decisions.
A 7-day free trial and a demo of the CRM are available so you can see first-hand what it can offer.

Website: https://www.sugarcrm.com/blog/renowned-architectural-firm-hits-big-sugar/

7. Less Annoying CRM

They offer a customizable CRM that can be used by architects which can assist them in streamlining workflow.
You can customize the CRM with groups, pipelines and fields that suit your needs.
The CRM centralizes all your contact information using custom fields to store the data.
It allows you to track your leads and set up reminders for follow-ups so that leads don’t get lost.
The CRM allows you to organize your contacts and segment them so you can target and monitor them more effectively.
It provides pipelines that enable you to track your workflows and processes to see where everything is at.
You can utilize the CRM’s task management features and get a daily email with all the tasks that are due that day so no tasks are missed.
The CRM can integrate with your calendar so that all appointments and tasks are in one place.
You can integrate it with a range of tools and software to expand the CRM’s capabilities.
Access a 30-day free trial and a demo of CRM to learn more about what it can do for you.

Website: https://www.lessannoyingcrm.com/templates/architect

8. Ontraport

They claim to offer the best all-in-one CRM for architects that can assist with saving time and growing your business.
Their platform combines marketing, CRM and payments in one solution.
It enables you to organize your client information and gain easy access to it for you and your colleagues.
You can monitor your clients in your sales cycle to see where they are and access the information you need on them to progress them.
They offer a client portal that can assist you in reducing your administrative work and increase client satisfaction.
It provides the facilities to run email and text message marketing including targeted campaigns and a range of templates.
You can automate your marketing to streamline your activities and processes and reduce manual tasks.
You can also manage your online and offline payments in this central hub with simple tracking and customize your payment structures to fit your requirements.
They provide tracking facilities that enable you to monitor your performance.
Offers a 14-day free trial of the CRM to allow you to sample the software before committing to it.

Website: https://ontraport.com/Home-services/Building-and-landscape-design

9. EngageBay

They offer a CRM that is suitable for architect firms which helps manage your sales, marketing and customer service activities.
It enables you to streamline your business processes and grow your revenue.
They provide contact management tools that help you to manage your emails, phone, social media and video calls.
It offers a range of built-in templates to improve your communications.
The CRM can assist with scoring your leads and help you identify the best leads.
It can manage your projects and help with creating and assigning tasks to your team as well as track your status.
Using an integration with your calendar it can automatically create and schedule appointments as well as automate your follow-up reminders.
It also offers live chat, forms, segmentation tools and social media post scheduling.
The CRM offers custom reporting facilities so you can monitor your performance.
They offer a free plan for up to 15 users and 250 contacts which could be used for a trial of the software.

Website: https://www.engagebay.com/blog/crm-tools-for-architecture-firms/

10. Project-Sales Achiever

They claim to offer the number one CRM for project-focused companies which includes architects.
It has been designed to help manage your complex sales process but it is easy to use.
In addition to traditional CRM features it also includes activity and business lead management tools.
You can choose to customize the CRM with integrations that can expand its capabilities.
It stores all your contact information, activities and project information in a single place.
The CRM enables you to work more collaboratively with your team through the sharing of information.
It incorporates Microsoft BI to assist you in knowing your data better which can aid your decision making.
The CRM is secure and will ensure data privacy and compliance.
They provide training and support to ensure that you get the most out of the CRM.
You can book a demo of the CRM to learn more about it.

Website: https://constructioncrm.com/

11. Unanet

They offer project-based ERP and CRM solutions that are built for architecture, engineering and construction firms.
It is suitable for architecture firms of all sizes and it can help you to manage your projects, opportunities and people in a single database.
The software centralizes your data to prevent silos and increases productivity.
You can streamline your operations and processes to reduce your costs and manual activity.
They provide a frictionless user experience through the CRM that increases customer satisfaction.
It can connect with Outlook to link with email so that you can understand your clients better and manage your relationships more effectively in the CRM.
They provide pipeline management to assist you in managing your leads and clients whilst getting everyone on the same page and aiding with forecasting.
It can be connected to other apps to increase its functionality.
They provide interactive insights and real-time analytics which can assist with making data-driven decisions to aid your growth.
You can schedule a demo of the software to learn more about it

Website: https://unanet.com/unanet-industry/unanet-for-architects

12. Accelo

Offers a client work management platform that is built for architects which can boost productivity and profitability.
It can help you to improve your processes and automate your tasks to reduce your manual work.
The software can manage all of your client work including sales, quotes, billing, project management and more.
It is a centralized database of all your client information that enables your employees to stay up to date with what is happening with your clients.
You can manage your projects using their tools including time tracking, project templates and resource management.
It can manage contracts and retainers to keep your work in one place and streamline the processes.
They offer a client portal to assist with project updates and to enable quote acceptance.
It can be integrated with business systems and communications to help streamline your operations.
They provide reporting and analytics which include performance reports, client profitability reports and revenue forecasts.
You can book a demo of the software to see what it can offer.

Website: https://www.accelo.com/crm/architects

13. Evolved Metrics

They offer a CRM that they believe is a good option for architects and architectural firms.
It provides a range of CRM features including project management tools.
The CRM enables you to track opportunities to ensure that you can convert as many leads as possible.
They claim that the CRM has a unique feature of not needing more than three clicks to do anything.
It stores all your contact information as well as proposals and activities so they are all in the same place.
The CRM can help you automate your processes to reduce your workload and save time.
It offers project management tools so you can track your projects, milestones and deadlines.
They provide analytics to give you greater insight into your business and clients including their habits and preferences.
It can be integrated with thousands of software products to extend its capabilities.
You can access a free month’s trial and a demo of the CRM to view what it can do.

Website: https://evolvedmetrics.com/crm-for-architects/

14. Tiny+

Offers specialist CRM for architects and engineering firms that assist with tracking leads and nurturing your relationships.
It is designed to support business development and client management processes.
The CRM allows you to manage your leads with project tracking and pipelines.
You can manage your teams by using task and meeting management to manage workloads and monitor performance.
It offers pipelines to help you develop your business opportunities and focus on the right clients at a glance.
The CRM assists with planning marketing activities and can send out messages to your clients and prospects.
It provides you with collaboration tools to assist you in putting your clients at the centre of what you do and sharing information between team members.
The CRM enables you to see what is happening in your business and track performance to aid decision-making.
It is available on iOS and Android apps so you can access the CRM wherever you are.
You can sign up for a free trial or request a demo to see how the CRM works.

Website: https://www.tiny.plus/industries/crm-for-architects