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Close More Deals With a CRM for Architects

Nutshell is one of the best architect customer relationship management (CRM) platforms available. Keep reading, or check out our free trial to learn how Nutshell can work for your architecture firm.

Here’s a look at some of the things you can do with Nutshell:

  • Manage your contacts with ease
  • Save time with sales automation
  • Close more deals with flexible pipeline management
  • Instantly track sales performance with insightful reports
  • Catch your audience’s attention with built-in email marketing
  • Streamline your operations with seamless integrations

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Table of Contents

How a CRM for architects can drive more revenue for your firm

As an architect, you know better than anyone that you can’t design a building without first taking plenty of measurements and making detailed plans. You need to know the size and scope of the project, the schedule, your project deliverables, and more.

Designing a sales strategy is similar. You need to gather and analyze data about your leads so you can craft personalized touchpoints that drive conversions. You also need to keep track of bids and stay in touch with existing customers so you can pursue more projects.

And the best place to do all of that is in a CRM.

A CRM can help you turn more qualified leads into customers by organizing customer data and simplifying pipeline management. Here’s an overview of what you can do with a CRM for architects:

  • Learn more about your leads

    The main function of a CRM is to collect data about your customers and leads. Storing contact data in your CRM allows you to gain valuable insights about your audience that you can use as you work leads through your pipeline.

  • Improve your pipeline management

    Your firm needs the ability to track its contacts and see all the deals in its pipeline at once. A CRM enables you to manage your sales pipeline better so you can complete the right tasks at the right time and turn more leads into customers.

  • Hone your marketing strategies

    Using the data you gather, you can see exactly what sorts of clients make up your target audience and what they’re looking for in your architecture services. That will help you improve your marketing outreach to drive more sales down the road.

  • Give your sales processes a boost

    CRMs are great for automating various sales activities, so you don’t have to worry about spending all your time performing tedious tasks.

Features architects need in their CRM software

Whether you choose an architect-specific CRM or a general platform designed for companies across industries to use successfully, there are a few essential capabilities you’ll need as an architect.

Here are some critical features to look for in your CRM for architects:

Sales and email automation

Manually moving leads through your pipeline, crafting emails to follow up with leads, and creating a new sales process for each deal all waste your time. Workflow automation makes it incredibly easy to reduce repetitive tasks and make a bigger impact.

Look for an architecture CRM software with sales automation tools that help you:

  • Design your ideal sales process
  • Save follow-up reminders
  • Automatically move your leads down the pipeline once you accomplish certain goals
  • Scale your email outreach and measure your impact

Contact management

When you’re bidding on a new architectural project, the last thing you want to happen is to miss an important email from a lead or forget a detail about the project. The best way to ensure your entire team always has the most up-to-date information about projects and customers is to keep all that data in one place and make it easily searchable.

Contact management is another critical feature of CRMs for architects. With the ability to log all your communications with people and companies, upload information from business cards on the go, and centralize all your contact data in one location, you and your team will always have the most important information front and center.

Collaboration tools

Bidding on, winning, and working through an architectural project requires extensive collaboration across a firm’s teams. Effective communication is the cornerstone of any collaborative project in the design industry.

A CRM for architects should have robust team collaboration features that keep everyone in the loop. The ability to record your conversations with colleagues and tag them when you have a question lets you work together more efficiently to get the job done.

Reporting and analytics

Finally, you’ll likely need a CRM with some reporting features. Reports help you make the most of your data and continually improve your sales processes.

With reporting and analytics, you can quickly dive into your sales performance data to see what’s working and what needs improvement. Reporting features allow you to:

  • Forecast your deals
  • Monitor lead volume
  • Learn why your leads are lost or won to implement better practices

CRM integrations to supercharge the way your firm works


As an architect, you know you need multiple tools to do your job well. Along with specific features that help architecture firms work and collaborate more efficiently, looking for a CRM that provides integrations for your other software is also beneficial.

Take a look at some of the most important CRM integrations for architects:

Our CRM for architects will drive more revenue for your firm

If you’re looking for the ideal CRM for architects, look no further than Nutshell.

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Nutshell is an all-in-one CRM that helps B2B teams across industries make more sales. To learn more about what makes our CRM so helpful, just keep reading.

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Explore Nutshell’s features

How does Nutshell’s CRM for architects help your firm?

We’ve established the benefits of using a CRM for architects, but why Nutshell, specifically? To put it simply, Nutshell has several features that set it apart from other tools.

Here are four of the most important ones:

1. Nutshell is exceptionally user-friendly

The first attribute that sets Nutshell apart from other CRMs is how user-friendly it is. Our dashboard is incredibly intuitive and easy to navigate, meaning you don’t have to spend forever just trying to learn the platform or find your way around.

To name one example of this, we divide your prospects up across three different tabs: People, Leads, and Companies. That lets you easily jump between different types of clients and different stages of the sales funnel.

You can also easily find clients by searching names or contact information in Nutshell’s search bar.

2. Nutshell can automate day-to-day tasks

As we mentioned a moment ago, architect CRMs can be helpful for automating sales tasks, and Nutshell takes this to the next level. There are numerous tasks you have to handle on a daily basis as you gather data and market to your audience, and Nutshell can do many of them for you.

For example, Nutshell can automate your email marketing. You might want to send out an email to clients when they request a quote on your website, for instance. Rather than having to manually send out those emails, you can have Nutshell do it for you.

Nutshell can also automatically organize customer profiles and data as you enter it into the tool, sorting clients into the appropriate categories based on things like geographical region and sales funnel placement.

3. Nutshell offers customized sales reports

A CRM for architects wouldn’t be very helpful if you didn’t even take advantage of the data it gathered. That’s why analytics is so integrally tied to CRMs.

Analyzing the data you collect and organize allows you to improve your marketing and sales processes. For example, you can learn which types of projects are most popular, as well as which clients most commonly show interest in you.

Nutshell has an entire tab dedicated specifically to sales reports. Not only can you see an overall report of your sales over time, but you can also create any number of custom reports based around any metric of your choosing.

That means you can get in-depth insights on just about any part of your marketing campaigns and client relationships.

4. Nutshell prioritizes customer service

Finally, customer service is where Nutshell truly goes above and beyond. Many CRMs only provide the tool itself and then leave you on your own. But not Nutshell.

When you use our CRM, we’ll stay right by your side. Anytime you have a question about the tool or a concern about how it works, you can simply get in touch with our team to ask about it, and we’ll quickly provide you with an answer.

Not only will we get you the right answers, but we’ll do it in a friendly and efficient manner. We understand the value of being able to talk to real people rather than having to consult online guides or chatbots, which is why we put so much care into the customer service our team provides.

Our customers close over $7 Billion in sales each year with Nutshell!

Choose Nutshell for architects to reach more clients today!

You no doubt want to get a CRM for architects as soon as you can, because you don’t want to be in the dark about your audience any longer than you have to be. At the same time, you probably don’t want to put down a payment without taking the time to make sure your CRM choice is a good one.

That’s why here at Nutshell, we don’t keep you in the dark until you buy our CRM. Instead, we offer a free 14-day trial so you can experience all Nutshell’s top-of-the-line CRM capabilities for yourself before committing to the tool.

Just click the link above to get started with your free trial!

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