How quickly can an architecture firm get Nutshell up and running?

Most architecture firms get Nutshell selling-ready in just a few days. You can sync your email and calendar, import contacts, and set up your first pipeline in under an hour. Nutshell's self-onboarding guide walks you through setup step-by-step, or use our free white glove service for hands-on help with data migration—no IT team required.

Can Nutshell track project budgets, timelines, and deliverables for architecture projects?

Yes. Nutshell's customizable pipelines let you create project-specific stages and track progress, budgets, and timelines in real-time. Add custom fields for project scope, deliverables, and deadlines. Use the reporting dashboard to monitor multiple projects simultaneously and get alerts when timelines shift or budgets need attention.

How does Nutshell help small architecture firms stay competitive?

Nutshell levels the playing field for small firms. Starting at just $13/user/month, it costs a fraction of Salesforce or HubSpot. Automation saves your team time on manual data entry, letting architects focus on design. Plus, you get the same powerful features as larger competitors—no compromises, just value for money in a powerful user-friendly app.

Is Nutshell secure for storing sensitive client and project information?

Absolutely. Nutshell uses Amazon Web Services (AWS) with 256-bit TLS 1.2 encryption for all data in transit and at rest. We're GDPR-compliant and conduct regular security audits. Your data is yours—you can export it anytime or delete it permanently. We maintain detailed data maps showing exactly where your information is stored and who can access it.

How does Nutshell help architecture firms track referrals and build business development pipelines?

Nutshell's lead attribution feature automatically tracks where referrals come from, so you know which relationships are generating work. Create a dedicated referral pipeline, tag referral sources, and use automation to send thank-you workflows to your best referrers. This turns word-of-mouth into a measurable, repeatable business development engine.

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Arquitectos

Stop Chasing Project Details With the Time-Saving CRM

The Simple CRM for Architecture Firms and Design Studios

Win more projects, lose fewer to bad follow-up. Nutshell gives architecture firms one place to manage every client relationship, track every pursuit, and stay connected to the referrals and repeat clients that drive your business.

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Explore features

Client relationships and BD, simplified

Stakeholder management

Link consultants, developers, and owners to every pursuit and project.

Complete client profiles

Track every contact, conversation, past project, and referral source in one place.

Reporting & BD visibility

See pipeline health, win rates, and forecast revenue across your entire firm.

Proposal stage tracking

Know exactly which relationships and channels are generating your best work.

Keep every client relationship in one place

Architecture is a relationship business—and relationships break down when client history lives in one partner’s inbox or a shared spreadsheet. Nutshell gives your entire firm a complete, shared view of every client: their contacts, their project history, and every conversation you’ve ever had with them.

When a new team member joins a pursuit, or a past client resurfaces after two years, everyone has the context they need to pick up right where you left off. No more tribal knowledge. No more dropped balls.

Full communication timeline: Every email, call, note, and meeting logged automatically
Past project history: See what work you’ve done together and when you last connected
Stakeholder mapping: Link developers, owners, consultants, and contractors to every opportunity

Six-step pipeline flow diagram for moving contacts from lead capture to close

Keep track of all your pursuits

Architecture pursuits can go quiet for months before suddenly becoming urgent. Nutshell’s visual pipelines give your team a clear view of every active opportunity—and automated follow-up sequences make sure dormant pursuits get a timely nudge, even when your team is deep in project delivery.

Create custom pipeline stages that match how your firm actually works, from initial introduction through RFP submission, shortlist interview, and contract signing. Every pursuit has a clear next step, and every next step has an owner.

Visual pursuit pipelines: Track every opportunity from intro call to contract signing
Automated follow-ups: Scheduled reminders and email sequences keep pursuits warm
Multiple pipelines: Separate tracks for new business, repeat clients, and referrals

Bring structure to your proposal process

Winning work is proposal-driven—and proposal chaos costs firms real projects. Missed RFP deadlines, unclear ownership, and scattered notes shouldn’t be the reason you lose work you were qualified to win.

Nutshell gives your team a centralized, structured place to track every pursuit stage, assign tasks, and automate deadline reminders so nothing slips before submission. Everyone knows what’s due, who owns it, and what happens next.

Proposal stage tracking: Move pursuits through custom stages from RFQ to award
Automated task assignments: Assign deadline reminders and to-dos automatically at each stage
Centralized notes & context: Every pursuit detail in one place, visible to your whole team

Turn past clients into future projects

Most architecture work comes from repeat clients and referrals—but without a system, those relationships quietly fade after project completion. Nutshell makes it easy to stay connected with past clients through automated check-ins, targeted email campaigns, and referral tracking that turns great work into a steady stream of future opportunities.

Know which relationships are sending you work, which past clients haven’t heard from you in a while, and exactly when to reach out—without relying on memory.

Referral source tracking: See exactly which relationships are generating new pursuits
Automated check-ins: Schedule post-project touchpoints so no client relationship goes cold
Email campaigns: Send targeted updates to past clients to stay top of mind

Vea Nutshell en acción.

Pruebe Nutshell gratis durante 14 días o déjenos enseñárselo antes de sumergirse.

Start 14-day free trial Book free demo

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Frequently Asked Questions

1. How quickly can an architecture firm get Nutshell up and running?

Most architecture firms get Nutshell selling-ready in just a few days. You can sync your email and calendar, import contacts, and set up your first pipeline in under an hour. Nutshell’s self-onboarding guide walks you through setup step-by-step, or use our free white glove service for hands-on help with data migration—no IT team required.
2. Can Nutshell track project budgets, timelines, and deliverables for architecture projects?

Yes. Nutshell’s customizable pipelines let you create project-specific stages and track progress, budgets, and timelines in real-time. Add custom fields for project scope, deliverables, and deadlines. Use the reporting dashboard to monitor multiple projects simultaneously and get alerts when timelines shift or budgets need attention.
3. How does Nutshell help small architecture firms stay competitive?

Nutshell levels the playing field for small firms. Starting at just $13/user/month, it costs a fraction of Salesforce or HubSpot. Automation saves your team time on manual data entry, letting architects focus on design. Plus, you get the same powerful features as larger competitors—no compromises, just value for money in a powerful user-friendly app.
4. Is Nutshell secure for storing sensitive client and project information?

Absolutely. Nutshell uses Amazon Web Services (AWS) with 256-bit TLS 1.2 encryption for all data in transit and at rest. We’re GDPR-compliant and conduct regular security audits. Your data is yours—you can export it anytime or delete it permanently. We maintain detailed data maps showing exactly where your information is stored and who can access it.
5. How does Nutshell help architecture firms track referrals and build business development pipelines?

Nutshell’s lead attribution feature automatically tracks where referrals come from, so you know which relationships are generating work. Create a dedicated referral pipeline, tag referral sources, and use automation to send thank-you workflows to your best referrers. This turns word-of-mouth into a measurable, repeatable business development engine.

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Less setup. Less busywork. Try free for 14 days, no credit card required.

These Marketing & Engagement features are included with every CRM subscription: Webchat, AI Chatbot, Form builder, Landing pages, Email Marketing capabilities & Attribution reporting.

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