CRM for Architects Template

Why use Workiom's CRM for architects template?

Workiom’s CRM for Architects is not merely a template but a holistic client management solution, specifically crafted for the unique needs of architects and architectural firms. It ensures that every lead, deal, and meeting is meticulously tracked and managed, providing a seamless transition from prospects to projects.

• Streamlined Prospect Management: Ensure every lead is captured and nurtured.
• Deal Progression: Move deals through stages effortlessly, from initiation to closure.
• Invoice Organization: Keep track of all invoices, ensuring timely payments and financial tracking.
• Meeting Management: Organize and recall every client meeting detail with ease.

How to use CRM for architects template

Navigate through your client management process with a CRM that understands the intricacies of architectural client management, ensuring every detail from prospecting to project initiation is captured and organized.

Step-by-step guide

1. Manage Prospects: Add and manage details for each prospect and their projects.
2. Deal Management: Create and move deals through various stages as they progress.
3. Invoice Tracking: Organize and track all invoices, linking them to respective deals.
4. Meeting Details: Manage and recall every detail of your meetings with prospects.

Features

Featured automations

• Automated notifications for deal updates.
• Automated reminders for upcoming meetings and overdue invoices.

Integrated features

Zapier's integration with Workiom lets you connect with more than 4500 tools such as:

• Google Workspace for collaborative editing and meeting scheduling.
• Dropbox for seamless file and document sharing.

Views and visualization

List of views

• Table view: For a detailed overview of prospects and deals.
• Board view: Visualize deal progression through various stages.
• Calendar View: Keep track of all meetings and invoice due dates.

Should you need any help or assistance regarding our product, make sure to check our help topics that cover all the features and difficulties that you might encounter.