{"id":33904,"date":"2025-08-14T06:00:33","date_gmt":"2025-08-14T06:00:33","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=33904"},"modified":"2026-03-17T14:41:31","modified_gmt":"2026-03-17T14:41:31","slug":"crm-tools-for-architecture-firms","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/crm-tools-for-architecture-firms\/","title":{"rendered":"CRM Tools for Architecture Firms: Best CRM Software for Architects in 2026"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">The use of CRM, or customer relationship management systems, has penetrated almost every industry, including the design and architecture space.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">An architecture CRM software helps grow your architecture firm by optimizing and unifying all data and tasks related to your clients.&nbsp;<\/span><span style=\"font-weight: 400;\">In the context of architecture firms, companies can keep a solid track of their potential and existing clients and effectively manage all their projects, contracts, and gigs to foster good relationships.&nbsp;&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Moreover, CRM software aids in other activities like following up with the leads, keeping track of client retention and satisfaction, managing the sales pipelines, and capturing essential customer data.&nbsp;<\/span><\/p>\r\n<p>This 2025 guide reviews the latest CRM tools built to support architecture firms&#8217; unique workflows and evolving client demands.<\/p>\r\n<p><span style=\"font-weight: 400;\">In this article, we will discuss the top 11 CRM tools for architectural firms that should be on your shortlist.<\/span><\/p>\r\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-architecture-firms\/#What_Is_a_CRM_for_Architects\" >What Is a CRM for Architects?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-architecture-firms\/#Why_Architects_Need_a_CRM_Tailored_to_Their_Industry\" >Why Architects Need a CRM Tailored to Their Industry<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-architecture-firms\/#What_Core_Features_Does_an_Architecture_CRM_Software_Offer\" >What Core Features Does an Architecture CRM Software Offer?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-architecture-firms\/#Benefits_Of_CRM_Software_for_Architecture_Firms\" >Benefits Of CRM Software for Architecture Firms<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-architecture-firms\/#11_Best_CRM_Tools_for_Architecture_Firms\" >11 Best CRM Tools for Architecture Firms<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-architecture-firms\/#Wrap_Up\" >Wrap Up<\/a><\/li><\/ul><\/nav><\/div>\n\r\n<h2><span class=\"ez-toc-section\" id=\"What_Is_a_CRM_for_Architects\"><\/span><span style=\"color: #339966;\"><strong>What Is a CRM for Architects?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p>A CRM software for architects is an automation software that helps architects and architecture firms manage their clients, nurture leads, launch <a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-campaigns\/\">marketing campaigns<\/a>, close deals, and streamline operations from a single platform.&nbsp;<\/p>\r\n<p>Though there are generic CRM software used by various industries and businesses, an architecture CRM software caters specifically to the architecture industry. Picking the correct CRM system is crucial for success and can greatly impact revenue and customer relationships.&nbsp;&nbsp;<\/p>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\r\n<h2><span class=\"ez-toc-section\" id=\"Why_Architects_Need_a_CRM_Tailored_to_Their_Industry\"><\/span><span style=\"color: #339966;\">Why Architects Need a CRM Tailored to Their Industry<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p>Architecture firms juggle an intricate web of project stages, evolving client needs, bids, and contracts\u2014each demanding precise coordination and clarity.<\/p>\r\n<p>A CRM built for architecture brings together project-centered client management, automated lead tracking, and seamless collaboration within a single, integrated platform.<\/p>\r\n<p>It allows firms to nurture leads from intake to contract, monitor project progress in real time, and streamline multi-channel communication, all while preserving design-driven workflows.<\/p>\r\n<p>In essence, such a CRM isn\u2019t just about managing contacts\u2014it\u2019s designed to reflect the rhythm, complexity, and creative collaboration that define architectural practice.<\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"What_Core_Features_Does_an_Architecture_CRM_Software_Offer\"><\/span><strong><span style=\"color: #339966;\">What Core Features Does an Architecture CRM Software Offer?<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p>These <a href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/\">core features offered by architecture CRM software<\/a> can help improve various business processes:&nbsp;<\/p>\r\n<ul>\r\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Automation<\/span><\/li>\r\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Email marketing<\/span><\/li>\r\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Project management<\/span><\/li>\r\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Lead tracking<\/span><\/li>\r\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Team collaboration and management<\/span><\/li>\r\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Client segmentation and personalization<\/span><\/li>\r\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Sales pipelines<\/span><\/li>\r\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Integrations<\/span><\/li>\r\n<\/ul>\r\n<p><img decoding=\"async\" class=\"size-full wp-image-75730 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/architecture-crm-features-infographic.png\" alt=\"Infographic listing project-centric client management, lead tracking, team collaboration, and appointment scheduling as key CRM features for architecture firms.\" width=\"1024\" height=\"1536\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/architecture-crm-features-infographic.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/architecture-crm-features-infographic-200x300.png 200w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/architecture-crm-features-infographic-683x1024.png 683w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/10\/architecture-crm-features-infographic-768x1152.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\r\n<p>Let&#8217;s get started.&nbsp;<\/p>\r\n<h3><strong><span style=\"color: #993300;\">Automation<\/span><\/strong><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-101\/\">Automation<\/a> simplifies lead management as it helps architects capture and organize leads from different sources. In addition, the automation feature helps architects nurture client relationships through automated reminders for appointments, communication updates, and more.<\/p>\r\n<p>Automating mundane and repetitive tasks frees up time for more important activities, helping freelance architects and architecture firms achieve their goals quickly.<\/p>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-1.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48966 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-1.png\" alt=\"Marketing automation engagebay\" width=\"1369\" height=\"771\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-1.png 1369w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-1-300x169.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-1-1024x577.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-1-768x433.png 768w\" sizes=\"(max-width: 1369px) 100vw, 1369px\" \/><\/a><\/p>\r\n<h3><strong><span style=\"color: #993300;\">Email marketing<\/span><\/strong><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-vs-marketing-automation\/\">Email marketing<\/a> helps architects send personalized content and marketing messages directly to their prospects\u2019 inboxes. An architecture CRM software provides a streamlined way to nurture leads through email marketing: capture leads, segment them, send nurturing emails, and convert them into paying customers.<\/p>\r\n<p>This consistent outreach through drip marketing campaigns can help improve client engagement through a series of planned marketing messages, service information, and portfolios.<\/p>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Email-stats.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48957 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Email-stats.jpg\" alt=\"Email stats dashboard in EngageBay\" width=\"1366\" height=\"750\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Email-stats.jpg 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Email-stats-300x165.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Email-stats-1024x562.jpg 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Email-stats-768x422.jpg 768w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\r\n<h3><strong><span style=\"color: #993300;\">Project management<\/span><\/strong><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/free-project-management-tools\/\">Project management<\/a> is at the heart of any architecture CRM software. This feature helps architects streamline their project workflows and centralize data management.<\/p>\r\n<p>A CRM for architecture firms with project management helps architects share and collaborate with team members and clients, minimizes siloes, and reduces communication gaps \u2013 ensuring efficiency. Architects can set goals, create timelines, assign tasks, and keep track of progress.<\/p>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-2.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48965 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-2.png\" alt=\"Project management features in EngageBay\" width=\"1714\" height=\"697\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-2.png 1714w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-2-300x122.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-2-1024x416.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-2-768x312.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-2-1536x625.png 1536w\" sizes=\"(max-width: 1714px) 100vw, 1714px\" \/><\/a><\/p>\r\n<h3><strong><span style=\"color: #993300;\">Lead tracking<\/span><\/strong><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/lead-generation-guide\/\">Lead tracking<\/a> lets architects manage potential clients and grow their firms. Lead tracking lets architects collect key information about leads from various sources, including forms, landing pages, events, and more.<\/p>\r\n<p>All lead information is stored in one place and scored based on their activities, helping architects focus on the \u2018hot\u2019 leads, while also re-engaging with \u2018cold\u2019 ones. This feature also helps architects monitor the progress of each lead across the sales pipeline all the way from the initial contact to deal closure.<\/p>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-3.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48964 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-3.png\" alt=\"Lead tracking feature in EngageBay\" width=\"1423\" height=\"772\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-3.png 1423w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-3-300x163.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-3-1024x556.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-3-768x417.png 768w\" sizes=\"(max-width: 1423px) 100vw, 1423px\" \/><\/a><\/p>\r\n<h3><strong><span style=\"color: #993300;\">Team collaboration and management<\/span><\/strong><\/h3>\r\n<p>Team collaboration lets architects work together as one cohesive team, <a href=\"https:\/\/www.engagebay.com\/blog\/break-silo-mentality-business\/\">minimizing data siloes<\/a>, miscommunication, and missed opportunities. An architecture CRM software offers a shared platform where team members can easily share project details and updates, provide feedback, share ideas, and streamline communication.<\/p>\r\n<p>Managers can also assign and track tasks, manage responsibilities, set deadlines, and balance workloads. Reports generated by the CRM software can be used to gain insights into team and individual performance and make data-driven decisions.<br><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/VbKxAef8QIw?si=eP1jbH3AF7Dbg_iV\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>CRM for Architecture Firms<\/strong><\/em><br>&nbsp;<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-for-sales-reps\/\">Read also: A Close Look At The Top 8 CRM Tools For Sales Reps<\/a><\/p>\r\n<h3><strong><span style=\"color: #993300;\">Client segmentation and personalization<\/span><\/strong><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\">Segmentation<\/a> lets architects categorize their leads and clients based on various criteria, including online behavior, preferences, purchase history, location, and more. This lets marketers craft personalized messages and tailored services, increasing brand awareness and engagement.<\/p>\r\n<p>Architects can understand their clients better, thus offering better services and design solutions. This can ultimately lead to more sales and better customer satisfaction.<\/p>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-5.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48962 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-5.png\" alt=\"Segmenation and personalization in EngageBay\" width=\"916\" height=\"797\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-5.png 916w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-5-300x261.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-5-768x668.png 768w\" sizes=\"(max-width: 916px) 100vw, 916px\" \/><\/a><\/p>\r\n<h3><strong><span style=\"color: #993300;\">Sales pipelines<\/span><\/strong><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">Sales pipelines<\/a> help architecture firms and sales professionals streamline the complete sales process \u2013 from lead generation all the way to deal acquisition.<\/p>\r\n<p>Sales pipelines give sales reps a visual overview of the overall sales process through various stages. This makes it easier for managers and reps to assign prospects to specific stages of the sales pipeline, helping them optimize conversion rates.<\/p>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48963 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png\" alt=\"Sales pipeline feature in EngageBay\" width=\"1775\" height=\"759\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png 1775w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-300x128.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-1024x438.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-768x328.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-1536x657.png 1536w\" sizes=\"(max-width: 1775px) 100vw, 1775px\" \/><\/a><\/p>\r\n<h3><strong><span style=\"color: #993300;\">Integrations<\/span><\/strong><\/h3>\r\n<p>Most CRM software offer <a href=\"https:\/\/www.engagebay.com\/integrations\/\">integrations<\/a>. This helps broaden the capabilities of a CRM software as it allows architects and users to connect to their favorite applications. Tools may include accounting platforms, eCommerce solutions, email marketing tools, appointment schedulers, and other productivity tools.<\/p>\r\n<figure id=\"attachment_48778\" aria-describedby=\"caption-attachment-48778\" style=\"width: 807px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/EngageBay-Integrations-Library-EngageBay.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-48778 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/EngageBay-Integrations-Library-EngageBay.png\" alt=\"Integrations in EngageBay architecture CRM software\" width=\"807\" height=\"671\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/EngageBay-Integrations-Library-EngageBay.png 1026w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/EngageBay-Integrations-Library-EngageBay-300x250.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/EngageBay-Integrations-Library-EngageBay-1024x852.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/EngageBay-Integrations-Library-EngageBay-768x639.png 768w\" sizes=\"(max-width: 807px) 100vw, 807px\" \/><\/a><figcaption id=\"caption-attachment-48778\" class=\"wp-caption-text\"><em>Integrations in EngageBay<\/em><\/figcaption><\/figure>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/simple-crm-tools\/\">Read also: 7 Simple CRM Tools for Every Business Reviewed<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Benefits_Of_CRM_Software_for_Architecture_Firms\"><\/span><span style=\"color: #339966;\"><b>Benefits Of CRM Software for Architecture Firms<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">First, let\u2019s look at the key benefits of CRM software for architecture firms.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#1. Helps You Know Your Customers Better<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Using CRM tools, businesses can gain valuable insights about their clients.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">They can track their progress as they move through the different <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">stages of the sales pipeline<\/a>.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Moreover, CRM platforms help capture relevant data, such as purchase patterns and consumer preferences, to understand their target audience better.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#2. Improved Communication<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">With CRM software, architecture firms can use <a href=\"https:\/\/www.engagebay.com\/blog\/omnichannel-marketing-examples\/\">omnichannel marketing<\/a> to communicate with their customers.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">This implies contacting customers through multiple platforms, including email, phone calls, video calls, live chat, and social media, all from your CRM dashboard.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">What\u2019s more, many CRM platforms have a mobile application, helping you stay in touch with clients anywhere and anytime.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-strategies-for-architects\/\">Read also: Marketing Strategies for Architects to Build a Brand<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#3. Increased Sales<\/b><\/span><\/h3>\r\n<p><span style=\"font-weight: 400;\">Architects can experience an increase in revenue using CRM software.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">It is because CRM platforms help identify and target qualified leads, customize <a href=\"https:\/\/www.engagebay.com\/blog\/sales-volume\/\">sales strategies<\/a> according to their needs, and address any issues they face in the sales pipeline, immediately.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Moreover, CRM tools help architects contact customers through different platforms, helping them improve client experience.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/\">Read also: 10 Easy To Use CRM Tools (Features, User Reviews, Pricing)<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"11_Best_CRM_Tools_for_Architecture_Firms\"><\/span><span style=\"color: #339966;\"><b>11 Best CRM Tools for Architecture Firms<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p>Find out the key features, pricing, pros, and cons of 11 of the best architecture CRM software:<\/p>\r\n<table>\r\n<thead>\r\n<tr>\r\n<th>CRM Tool<\/th>\r\n<th>Starting Price<\/th>\r\n<th>Free Plan<\/th>\r\n<th>Free Trial<\/th>\r\n<th>G2 Rating<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<td>Salesforce<\/td>\r\n<td>$2,245\/month<\/td>\r\n<td>No<\/td>\r\n<td>Yes<\/td>\r\n<td>4.3<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>HubSpot<\/td>\r\n<td>$45\/month<\/td>\r\n<td>Yes<\/td>\r\n<td>Yes<\/td>\r\n<td>4.4<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>EngageBay<\/td>\r\n<td>$12.74\/month<\/td>\r\n<td>Yes<\/td>\r\n<td>Yes<\/td>\r\n<td>4.6<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Pipedrive<\/td>\r\n<td>$9.90\/month<\/td>\r\n<td>No<\/td>\r\n<td>Yes<\/td>\r\n<td>4.2<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Keap<\/td>\r\n<td>$129\/month<\/td>\r\n<td>No<\/td>\r\n<td>Yes<\/td>\r\n<td>4.2<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Dubsado<\/td>\r\n<td>$200\/year<\/td>\r\n<td>No<\/td>\r\n<td>Yes<\/td>\r\n<td>4.3<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Monday<\/td>\r\n<td>$9\/month<\/td>\r\n<td>Yes<\/td>\r\n<td>Yes<\/td>\r\n<td>4.7<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Maximizer<\/td>\r\n<td>$55\/month<\/td>\r\n<td>No<\/td>\r\n<td>No<\/td>\r\n<td>3.9<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Unanet<\/td>\r\n<td>Custom-priced<\/td>\r\n<td>No<\/td>\r\n<td>No<\/td>\r\n<td>4.2<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Zoho<\/td>\r\n<td>$18\/month<\/td>\r\n<td>Yes<\/td>\r\n<td>Yes<\/td>\r\n<td>4.0<\/td>\r\n<\/tr>\r\n<tr>\r\n<td>Kommo<\/td>\r\n<td>$15\/month<\/td>\r\n<td>Yes<\/td>\r\n<td>Yes<\/td>\r\n<td>4.0<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n<p><strong>Insights:<\/strong><\/p>\r\n<ul>\r\n<li data-start=\"1296\" data-end=\"1373\">\r\n<p data-start=\"1298\" data-end=\"1373\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\"><strong data-start=\"0\" data-end=\"38\" data-is-only-node=\"\">Top-rated in customer satisfaction<\/strong>: <em data-start=\"40\" data-end=\"48\">Monday<\/em> leads with a 4.7\u202fG2 rating\u2014excellent for firms prioritizing ease of use and project visualization. <em data-start=\"148\" data-end=\"159\">EngageBay<\/em> and <em data-start=\"164\" data-end=\"173\">HubSpot<\/em> also score high (4.6 and 4.4 respectively) and include free plans for budget-conscious firms.<\/span>&nbsp;<\/p>\r\n<\/li>\r\n<li data-start=\"1374\" data-end=\"1451\">\r\n<p data-start=\"1376\" data-end=\"1451\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\"><strong data-start=\"0\" data-end=\"27\" data-is-only-node=\"\">budget-friendly options<\/strong>: <em data-start=\"29\" data-end=\"40\">Pipedrive<\/em> and <em data-start=\"45\" data-end=\"56\">EngageBay<\/em> start under $13\/month, while <em data-start=\"86\" data-end=\"92\">Zoho<\/em> offers a well-rounded plan at $18\/month. These are great for smaller firms looking for value.<\/span>&nbsp;<\/p>\r\n<\/li>\r\n<li data-start=\"1452\" data-end=\"1533\">\r\n<p data-start=\"1454\" data-end=\"1533\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\"><strong data-start=\"0\" data-end=\"32\" data-is-only-node=\"\">Enterprise-level flexibility<\/strong>: <em data-start=\"34\" data-end=\"46\">Salesforce<\/em> has a premium starting price near $2,245\/month but delivers highly customizable features.<\/span>&nbsp;<\/p>\r\n<\/li>\r\n<li data-start=\"1534\" data-end=\"1615\">\r\n<p data-start=\"1536\" data-end=\"1615\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\"><strong data-start=\"0\" data-end=\"25\" data-is-only-node=\"\">Unique pricing models<\/strong>: <em data-start=\"27\" data-end=\"36\">Dubsado<\/em> is annual ($200\/year), appealing for small practices; <em data-start=\"91\" data-end=\"99\">Unanet<\/em> requires contacting sales\u2014indicative of tailored enterprise solutions.<\/span>&nbsp;<\/p>\r\n<\/li>\r\n<li data-start=\"1616\" data-end=\"1697\">\r\n<p data-start=\"1618\" data-end=\"1697\"><span class=\"relative -mx-px my-[-0.2rem] rounded px-px py-[0.2rem] transition-colors duration-100 ease-in-out\"><strong data-start=\"0\" data-end=\"26\" data-is-only-node=\"\">Middle-tier performers<\/strong>: <em data-start=\"28\" data-end=\"34\">Keap<\/em>, <em data-start=\"36\" data-end=\"47\">Maximizer<\/em>, and <i>Kommo <\/i>provide solid functionality around $15\u2013$129\/month, with G2 ratings in the 4.2\u20134.5 range.<\/span><\/p>\r\n<\/li>\r\n<\/ul>\r\n<h3><span style=\"color: #993300;\"><b>#1. <\/b><b>Salesforce<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.42.30-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33908\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.42.30-PM.png\" alt=\"Salesforce architecture CRM software\" width=\"645\" height=\"301\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.42.30-PM.png 1136w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.42.30-PM-300x140.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.42.30-PM-1024x478.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.42.30-PM-768x358.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.42.30-PM-595xh.png 595w\" sizes=\"(max-width: 645px) 100vw, 645px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.salesforce.com\/products\/\">Salesforce\u2019s<\/a> CRM software, known as Customer360 is a <a href=\"https:\/\/www.engagebay.com\/crm\/cloud-crm\">cloud-based CRM<\/a> platform that is ideal for all types of teams. It also provides customized CRM tools based on the industry your business is based in.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li><b>Genie: <\/b><span style=\"font-weight: 400;\">It is one of Salesforce\u2019s key tools that provides users with a 360-degree view of customer data. Using Genie, you can get real-time information on your clients as they move through the different stages of the sales pipeline, automate your operations, and customize your <a href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboards\/\">dashboard<\/a>.&nbsp;<\/span><\/li>\r\n<li><b>Digital HQ: <\/b><span style=\"font-weight: 400;\">Salesforce is integrated with multiple collaboration tools such as Slack to help you connect with your teams and clients on a single platform. Known as Digital HQ, it allows you to share ideas, documents, and files, and communicate with others in real-time, from a single dashboard.<\/span><\/li>\r\n<li><b>Self-Service: <\/b><span style=\"font-weight: 400;\">Includes a <a href=\"https:\/\/www.engagebay.com\/blog\/benefits-chatbots\/\">live chatbot<\/a> and knowledge forum that consists of blogs to help customers find answers to their issues without having to get in touch with customer service agents.<\/span><\/li>\r\n<li><b>Case Management: <\/b><span style=\"font-weight: 400;\">This tool helps direct the right case to the right agent, track the status of every project, and provide a detailed list of the steps teams need to follow to complete a task.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing: Architecture CRM pricing comparison<\/b><\/span><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.54.06-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33909\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.54.06-PM.png\" alt=\"salesforce CRM pricing\" width=\"686\" height=\"296\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.54.06-PM.png 1132w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.54.06-PM-300x129.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.54.06-PM-1024x441.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.54.06-PM-768x331.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.54.06-PM-595xh.png 595w\" sizes=\"(max-width: 686px) 100vw, 686px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Salesforce provides three pricing plans for architects, <\/span><b>Manufacturing Cloud\u2014Sales<\/b><span style=\"font-weight: 400;\">, <\/span><b>Manufacturing Cloud\u2014Service<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Manufacturing Cloud\u2014Sales and Service<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Manufacturing Cloud\u2014Sales<\/b><span style=\"font-weight: 400;\"> Plan starts at $225 per user per month. Some of its key features include sales cloud functionality, enterprise account forecasting and sales agreements, and a manufacturing data model.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With the <\/span><b>Manufacturing Cloud\u2014Service <\/b><span style=\"font-weight: 400;\">Plan, you can avail of additional features like service cloud functionality, service forecasting framework, and digital processing automation, for $225 per user per month.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Under the <\/span><b>Manufacturing Cloud\u2014Sales and Service<\/b><span style=\"font-weight: 400;\"> Plan, businesses can get more tools like <a href=\"https:\/\/www.luzmo.com\/blog\/embedded-analytics-tools\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">embedded analytics<\/a> and rebate management, for $250 per user per month.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33910\" aria-describedby=\"caption-attachment-33910\" style=\"width: 628px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.55.04-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33910\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.55.04-PM.png\" alt=\"Salesforce CRM pros\" width=\"628\" height=\"162\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.55.04-PM.png 1140w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.55.04-PM-300x77.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.55.04-PM-1024x264.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.55.04-PM-768x198.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.55.04-PM-595xh.png 595w\" sizes=\"(max-width: 628px) 100vw, 628px\" \/><\/a><figcaption id=\"caption-attachment-33910\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/salesforce-salesforce-sales-cloud\/reviews?utf8=%E2%9C%93&amp;filters%5Bcomment_answer_values%5D=&amp;filters%5Bkeyphrases%5D=crm%20platform&amp;order=g2_default\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">One of the best features of the Salesforce CRM tool is that it has a short learning curve, making it easy for customers to navigate the platform with a few simple clicks.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33911\" aria-describedby=\"caption-attachment-33911\" style=\"width: 657px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.56.41-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33911\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.56.41-PM.png\" alt=\"Salesforce CRM cons\" width=\"657\" height=\"113\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.56.41-PM.png 1140w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.56.41-PM-300x52.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.56.41-PM-1024x176.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.56.41-PM-768x132.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.56.41-PM-595xh.png 595w\" sizes=\"(max-width: 657px) 100vw, 657px\" \/><\/a><figcaption id=\"caption-attachment-33911\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/salesforce-salesforce-sales-cloud\/reviews?utf8=%E2%9C%93&amp;filters%5Bcomment_answer_values%5D=&amp;filters%5Bkeyphrases%5D=crm%20platform&amp;order=g2_default\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Despite its advantages, Salesforce has an expensive pricing model, making it costly for small and growing businesses.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/salesforce-competitors\/\">Read also: Top 9 Salesforce Competitors And Alternatives [Comparison Tables]<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#2. <\/b><b>HubSpot<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.22-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33912\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.22-PM.png\" alt=\"HubSpot architecture CRM platform\" width=\"567\" height=\"271\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.22-PM.png 1134w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.22-PM-300x143.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.22-PM-1024x489.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.22-PM-768x367.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.22-PM-595xh.png 595w\" sizes=\"(max-width: 567px) 100vw, 567px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.hubspot.com\/products\/crm\">HubSpot<\/a> is a free CRM platform that provides tools across multiple functionalities. An architect can take care of different aspects of their business, including marketing, sales, content management, operations, and customer service \u2013 from a single platform.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li><b>Call Tracking: <\/b><span style=\"font-weight: 400;\">This feature helps you make, record, and automatically log calls on your CRM dashboard. It also enables you to prioritize the client calls you need to make.<\/span><\/li>\r\n<li><b>Payments: <\/b><span style=\"font-weight: 400;\">It helps you create a secure payment gateway for customers to pay in multiple currencies. You can build relationships overseas and expand your business.<\/span><\/li>\r\n<li><b>Sales Analytics and Reporting: <\/b><span style=\"font-weight: 400;\">Provides complete visibility into your sales pipeline to identify any bottlenecks and generates customized <a href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/\">sales reports<\/a> within minutes.<\/span><\/li>\r\n<li><b>Mobile CRM: <\/b><span style=\"font-weight: 400;\">Allows you to access your dashboard remotely and contact your clients from anywhere.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.50-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33913\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.50-PM.png\" alt=\"HubSpot pricing\" width=\"595\" height=\"274\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.50-PM.png 1128w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.50-PM-300x138.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.50-PM-1024x472.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.50-PM-768x354.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.57.50-PM-595xh.png 595w\" sizes=\"(max-width: 595px) 100vw, 595px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">HubSpot CRM boasts three <a href=\"https:\/\/www.engagebay.com\/blog\/hubspot-pricing\/\">pricing plans<\/a>, <\/span><b>Starter<\/b><span style=\"font-weight: 400;\">, <\/span><b>Professional<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Starter <\/b><span style=\"font-weight: 400;\">Plan starts at $45 per month and comes with features such as live chat, meeting scheduling, document sharing and creation, and conversation routing.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With the <\/span><b>Professional <\/b><span style=\"font-weight: 400;\">Plan, you can avail of additional tools such as sales analytics, automation, one-on-one video messaging, eSignature, and custom reporting, for $800 per month.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise <\/b><span style=\"font-weight: 400;\">Plan costs $3,200 per month and includes advanced features like conversation intelligence, predictive lead scoring, and advanced permissions.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33914\" aria-describedby=\"caption-attachment-33914\" style=\"width: 653px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.58.18-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33914\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.58.18-PM.png\" alt=\"HubSpot\u2019s Sales Hub pros\" width=\"653\" height=\"108\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.58.18-PM.png 1138w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.58.18-PM-300x50.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.58.18-PM-1024x169.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.58.18-PM-768x127.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.58.18-PM-595xh.png 595w\" sizes=\"(max-width: 653px) 100vw, 653px\" \/><\/a><figcaption id=\"caption-attachment-33914\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">HubSpot\u2019s Sales Hub is known for its user-friendly interface, making it easy for customers to adapt to it.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33915\" aria-describedby=\"caption-attachment-33915\" style=\"width: 720px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.59.19-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33915\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.59.19-PM.png\" alt=\"HubSpot\u2019s Sales Hub cons\" width=\"720\" height=\"82\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.59.19-PM.png 1142w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.59.19-PM-300x34.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.59.19-PM-1024x117.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.59.19-PM-768x87.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-3.59.19-PM-595xh.png 595w\" sizes=\"(max-width: 720px) 100vw, 720px\" \/><\/a><figcaption id=\"caption-attachment-33915\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Due to its expensive pricing model, it can be difficult for businesses to scale up or purchase additional contacts.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-competitors\/\">Read also: 8 HubSpot Competitors That Cost a Lot Less<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#3. <\/b><b>EngageBay<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.00.17-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33916\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.00.17-PM.png\" alt=\"EngageBay architecture CRM software\" width=\"596\" height=\"280\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.00.17-PM.png 1128w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.00.17-PM-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.00.17-PM-1024x481.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.00.17-PM-768x361.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.00.17-PM-595xh.png 595w\" sizes=\"(max-width: 596px) 100vw, 596px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> is an award-winning platform for managing your sales, marketing, and customer service activities. It offers a robust yet affordable solution for any architectural firm, allowing them to streamline their business and grow their revenue with ease.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li><b>Contact Management: <\/b><span style=\"font-weight: 400;\">Using contact management, companies can use multiple tools to contact their customers, including <a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\">email sequencing<\/a>, social media messaging, phone, and video calls. Moreover, they can access a range of built-in templates to improve their communication process.<\/span><\/li>\r\n<li><b>Lead Scoring: <\/b><span style=\"font-weight: 400;\">It helps you categorize leads based on their scores and identify which ones are likely to lead to sales.<\/span><\/li>\r\n<li><b>Project Management: <\/b><span style=\"font-weight: 400;\">This tool helps you create and assign tasks to your team members and track their status in real time, making EngageBay one of the best CRM for architects.&nbsp;<\/span><\/li>\r\n<li><b>Appointment Scheduling: <\/b><span style=\"font-weight: 400;\">This helps you automatically create and <a href=\"https:\/\/www.engagebay.com\/crm\/appointment-scheduling-software\">schedule appointments<\/a> and sends automated follow-up reminders with its integration with Google Calendar and Office 365.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-75515\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EB-Pricing-1024x415.png\" alt=\"EngageBay Monthly Pricing Plans Page Screenshot\" width=\"1024\" height=\"415\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EB-Pricing-1024x415.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EB-Pricing-300x122.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EB-Pricing-768x311.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/09\/EB-Pricing.png 1310w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\r\n<p><span style=\"font-weight: 400;\">EngageBay offers four pricing plans, <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Basic<\/b><span style=\"font-weight: 400;\">, <\/span><b>Growth<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Pro<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Free <\/b><span style=\"font-weight: 400;\">Plan is EngageBay\u2019s forever-free plan. It offers up to 250 contacts, a 360-degree customer view, email tracking, and appointment scheduling.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With the <\/span><b>Basic <\/b><span style=\"font-weight: 400;\">Plan, you can avail of up to 750 contacts, predictive lead scoring, third-party integrations, and tag management, for $14.99 per user per month.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Under the <\/span><b>Growth <\/b><span style=\"font-weight: 400;\">Plan, there are over 20,000 contacts, along with email scheduling, <a href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\">sales automation<\/a>, and multi-currency payment options, for $64.99 per user per month.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">For large enterprises, the <\/span><b>Pro <\/b><span style=\"font-weight: 400;\">Plan works best. Here, users can get up to 30,000 contacts, autodialer, proposal analytics, role management, and call recording, for $119.99 per user per month.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33918\" aria-describedby=\"caption-attachment-33918\" style=\"width: 576px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.10-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33918\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.10-PM.png\" alt=\"EngageBay pros\" width=\"576\" height=\"142\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.10-PM.png 1160w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.10-PM-300x74.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.10-PM-1024x252.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.10-PM-768x189.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.10-PM-595xh.png 595w\" sizes=\"(max-width: 576px) 100vw, 576px\" \/><\/a><figcaption id=\"caption-attachment-33918\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/engagebay-all-in-one-suite\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">EngageBay is considered the ideal choice for small and growing businesses, owing to its fully automated functionality and easy navigation.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33919\" aria-describedby=\"caption-attachment-33919\" style=\"width: 572px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.53-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33919\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.53-PM.png\" alt=\"EngageBay cons\" width=\"572\" height=\"79\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.53-PM.png 1144w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.53-PM-300x41.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.53-PM-1024x141.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.53-PM-768x106.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.01.53-PM-595xh.png 595w\" sizes=\"(max-width: 572px) 100vw, 572px\" \/><\/a><figcaption id=\"caption-attachment-33919\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/engagebay-all-in-one-suite\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">At times, the mobile app can be difficult to use due to a few missing features, including responding to emails or calling customers.<\/span><br><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/g6LQu3McO2Q?si=pBBZmDh2k0VlTAIw\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>EngageBay All-in-one Marketing, Sales, and Service CRM<\/strong><\/em><br>&nbsp;<\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/\">Learn more about EngageBay<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#4. <\/b><b>Pipedrive<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.03.25-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33921\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.03.25-PM.png\" alt=\"Pipedrive \u2013 best CRM for architectural firms\" width=\"589\" height=\"277\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.03.25-PM.png 1130w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.03.25-PM-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.03.25-PM-1024x482.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.03.25-PM-768x362.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.03.25-PM-595xh.png 595w\" sizes=\"(max-width: 589px) 100vw, 589px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.pipedrive.com\/\">Pipedrive<\/a> CRM is one of the best CRM for architectural firms that are looking to <a href=\"https:\/\/www.engagebay.com\/blog\/customer-onboarding\/\">onboard new clients<\/a> into their business. It provides clear visibility into your sales pipeline, ensuring that no leads get lost.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li><b>Visual Sales Pipeline: <\/b><span style=\"font-weight: 400;\">It helps you visualize your sales pipeline and track the progress of your prospects. Moreover, you can update your deals by dragging and dropping them.<\/span><\/li>\r\n<li><b>Web Forms: <\/b><span style=\"font-weight: 400;\">Allows you to gather information about your leads by creating <a href=\"https:\/\/www.engagebay.com\/marketing\/web-forms\">online forms<\/a> using built-in templates.<\/span><\/li>\r\n<li><b>Revenue Forecasting: <\/b><span style=\"font-weight: 400;\">This helps you predict sales volume and revenue according to the progress of your sales pipeline.<\/span><\/li>\r\n<li><b>Team Collaboration: <\/b><span style=\"font-weight: 400;\">This feature enables you to collaborate on deals and activities with team members in real-time by sharing notes and documents with each other.&nbsp;<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.05-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33922\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.05-PM.png\" alt=\"Pipedrive pricing\" width=\"678\" height=\"245\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.05-PM.png 1162w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.05-PM-300x108.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.05-PM-1024x370.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.05-PM-768x278.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.05-PM-595xh.png 595w\" sizes=\"(max-width: 678px) 100vw, 678px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Pipedrive comes with four <a href=\"https:\/\/www.engagebay.com\/blog\/pipedrive-pricing\/\">pricing models<\/a>, <\/span><b>Essential<\/b><span style=\"font-weight: 400;\">, <\/span><b>Advanced<\/b><span style=\"font-weight: 400;\">, <\/span><b>Professional<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Essential <\/b><span style=\"font-weight: 400;\">Plan starts from $9.90 per user per month and includes lead, deal, and pipeline management, simple data import, and over 300+ integrations.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With the <\/span><b>Advanced <\/b><span style=\"font-weight: 400;\">Plan, you can get group emailing, workflow builder with triggered automation, and complete email sync, at $19.90 per user per month.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Professional <\/b><span style=\"font-weight: 400;\">Plan is Pipedrive\u2019s most popular plan and costs $39.90 per user per month. It includes additional features such as eSign documents and contracts, enhanced custom reporting, and revenue projections.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Under the <\/span><b>Enterprise <\/b><span style=\"font-weight: 400;\">Plan, users can avail of unlimited user permissions, advanced security permissions, and phone support, for $59.90 per user per month.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33923\" aria-describedby=\"caption-attachment-33923\" style=\"width: 578px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.37-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33923\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.37-PM.png\" alt=\"Pipedrive CRM pros\" width=\"578\" height=\"166\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.37-PM.png 1142w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.37-PM-300x86.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.37-PM-1024x294.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.37-PM-768x221.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.04.37-PM-595xh.png 595w\" sizes=\"(max-width: 578px) 100vw, 578px\" \/><\/a><figcaption id=\"caption-attachment-33923\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/pipedrive\/reviews?utf8=%E2%9C%93&amp;filters%5Bcomment_answer_values%5D=&amp;filters%5Bkeyphrases%5D=crm%20tool&amp;order=g2_default\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Pipedrive&#8217;s main advantage is its straightforward and easy-to-use platform, making it quick to implement and onboard employees.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33924\" aria-describedby=\"caption-attachment-33924\" style=\"width: 593px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.05.20-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33924\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.05.20-PM.png\" alt=\"Pipedrive cons\" width=\"593\" height=\"82\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.05.20-PM.png 1144w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.05.20-PM-300x41.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.05.20-PM-1024x141.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.05.20-PM-768x106.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.05.20-PM-595xh.png 595w\" sizes=\"(max-width: 593px) 100vw, 593px\" \/><\/a><figcaption id=\"caption-attachment-33924\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/pipedrive\/reviews?utf8=%E2%9C%93&amp;filters%5Bcomment_answer_values%5D=&amp;filters%5Bkeyphrases%5D=crm%20tool&amp;order=g2_default\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Limited third-party integrations and frequent software glitches affect the functionality of the Pipedrive dashboard.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/pipedrive-alternatives\/\">Read also: 6 Perfect Pipedrive Alternatives With Better Tools (Features, Pricing)<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#5. <\/b><b>Keap<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.27-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33926\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.27-PM.png\" alt=\"Keap \u2013 a CRM tool for architects and designers\" width=\"582\" height=\"269\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.27-PM.png 1194w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.27-PM-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.27-PM-1024x473.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.27-PM-768x355.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.27-PM-595xh.png 595w\" sizes=\"(max-width: 582px) 100vw, 582px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/keap.com\/\">Keap<\/a>, as a CRM tool for architects and designers, is very much efficient as it aids in capturing and generating lead information. In other words, it helps businesses to expand their customer base while streamlining and optimizing all their daily operational activities.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li><b>Automated Lead Capture: <\/b><span style=\"font-weight: 400;\">Helps you organize your contacts automatically using custom lead forms, social media, and <a href=\"https:\/\/www.engagebay.com\/marketing\/landing-pages\">landing pages<\/a>.<\/span><\/li>\r\n<li><b>Segmentation: <\/b><span style=\"font-weight: 400;\">Helps you tag and segregate contacts that trigger automation personalized to client data and activities.<\/span><\/li>\r\n<li><b>Centralized Database: <\/b><span style=\"font-weight: 400;\">Allows you to access client data and activity logs from a single dashboard, either through a desktop or mobile app.<\/span><\/li>\r\n<li><b>Integrations: <\/b><span style=\"font-weight: 400;\">Keap is integrated with several well-known tools, including PayPal, Gmail, Quickbooks, and so on.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.55-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33927\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.55-PM.png\" alt=\"Keap pricing\" width=\"551\" height=\"296\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.55-PM.png 1108w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.55-PM-300x161.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.55-PM-1024x549.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.55-PM-768x412.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.09.55-PM-595xh.png 595w\" sizes=\"(max-width: 551px) 100vw, 551px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Keap CRM offers two pricing plans, <\/span><b>Pro <\/b><span style=\"font-weight: 400;\">and <\/span><b>Max<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Pro <\/b><span style=\"font-weight: 400;\">Plan starts at $129 per month and includes up to 1500 contacts. Some of its key features include <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\">email marketing<\/a>, sales and marketing automation, automated lead capturing, text marketing, and sales pipeline management.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Max <\/b><span style=\"font-weight: 400;\">Plan costs $199 per month and provides up to 2,500 contacts. Here, you can get email marketing, a dedicated phone line, built-in landing pages, web forms, and appointment scheduling, as some of the additional features.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33928\" aria-describedby=\"caption-attachment-33928\" style=\"width: 563px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.10.30-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33928\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.10.30-PM.png\" alt=\"Keap pros\" width=\"563\" height=\"147\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.10.30-PM.png 1142w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.10.30-PM-300x78.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.10.30-PM-1024x267.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.10.30-PM-768x200.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.10.30-PM-595xh.png 595w\" sizes=\"(max-width: 563px) 100vw, 563px\" \/><\/a><figcaption id=\"caption-attachment-33928\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/keap-keap\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">One of the best features of Keap is that it helps users extract relevant information about their clients through multiple platforms, including social media, email, and so on.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33929\" aria-describedby=\"caption-attachment-33929\" style=\"width: 615px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.04-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33929\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.04-PM.png\" alt=\"Keap cons\" width=\"615\" height=\"70\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.04-PM.png 1142w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.04-PM-300x34.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.04-PM-1024x117.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.04-PM-768x87.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.04-PM-595xh.png 595w\" sizes=\"(max-width: 615px) 100vw, 615px\" \/><\/a><figcaption id=\"caption-attachment-33929\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/keap-keap\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">In terms of Keap\u2019s interface, some users found it difficult to customize and navigate it.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/infusionsoft-keap-pricing\/\">Read also: Keap Pricing &amp; Comparison with EngageBay &#8212; 12X More Affordable Alternative<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#6. <\/b><b>Dubsado<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.41-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33930\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.41-PM.png\" alt=\"Dubsado architecture CRM platform\" width=\"611\" height=\"277\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.41-PM.png 1130w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.41-PM-300x136.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.41-PM-1024x464.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.41-PM-768x348.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.11.41-PM-595xh.png 595w\" sizes=\"(max-width: 611px) 100vw, 611px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">If you struggle to manage your projects, <a href=\"https:\/\/www.dubsado.com\/\">Dubsado<\/a> might be the best CRM solution for your firm.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li><b>Built-In Templates: <\/b><span style=\"font-weight: 400;\">Dubsado helps you capture important information about your clients using in-built web forms, questionnaires, contracts, and proposals. You can also choose to customize the templates as per your needs.<\/span><\/li>\r\n<li><b>Online Invoicing: <\/b><span style=\"font-weight: 400;\">This tool enables you to create online invoices in multiple currencies and automatically send them to clients, along with follow-up reminders.<\/span><\/li>\r\n<li><b>Interactive Client Portals: <\/b><span style=\"font-weight: 400;\">Using Dubsado, clients can track the status of their projects, payments, and invoices in real-time.<\/span><\/li>\r\n<li><b>Built-In Scheduler: <\/b><span style=\"font-weight: 400;\">It helps your clients track and schedule appointments right from your website over sending emails or making phone calls.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.08-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33931\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.08-PM.png\" alt=\"Dubsado pricing\" width=\"587\" height=\"284\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.08-PM.png 1088w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.08-PM-300x145.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.08-PM-1024x495.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.08-PM-768x371.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.08-PM-595xh.png 595w\" sizes=\"(max-width: 587px) 100vw, 587px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Dubsado has two types of plans, <\/span><b>Starter <\/b><span style=\"font-weight: 400;\">and <\/span><b>Premier<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Starter <\/b><span style=\"font-weight: 400;\">Plan costs $200 per year and boasts unlimited projects and clients, invoicing and payment plans, and built-in forms and email templates.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With the <\/span><b>Premier <\/b><span style=\"font-weight: 400;\">Plan, users can avail of appointment scheduling, <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\">automated workflows<\/a>, project proposals, and multiple lead capturing, for $400 a year.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33932\" aria-describedby=\"caption-attachment-33932\" style=\"width: 553px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.45-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33932\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.45-PM.png\" alt=\"Dubsado pros\" width=\"553\" height=\"125\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.45-PM.png 1142w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.45-PM-300x68.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.45-PM-1024x231.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.45-PM-768x174.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.12.45-PM-595xh.png 595w\" sizes=\"(max-width: 553px) 100vw, 553px\" \/><\/a><figcaption id=\"caption-attachment-33932\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/dubsado\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Dubsado boasts a range of in-built templates, making it easy for users to send emails in bulk at once.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33933\" aria-describedby=\"caption-attachment-33933\" style=\"width: 579px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.13.22-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33933\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.13.22-PM.png\" alt=\"Dubsado cons\" width=\"579\" height=\"72\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.13.22-PM.png 1142w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.13.22-PM-300x37.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.13.22-PM-1024x127.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.13.22-PM-768x95.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.13.22-PM-595xh.png 595w\" sizes=\"(max-width: 579px) 100vw, 579px\" \/><\/a><figcaption id=\"caption-attachment-33933\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/dubsado\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Companies with large teams or multiple clients find it difficult to optimize their services using Dubsado.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/\">Read also: 9 CRM Tools for Web Designers to Streamline Client Management<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#7. <\/b><b>Monday<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.05-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33934\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.05-PM.png\" alt=\"Monday - CRM for architects and construction companies \" width=\"545\" height=\"251\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.05-PM.png 1148w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.05-PM-300x138.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.05-PM-1024x471.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.05-PM-768x353.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.05-PM-595xh.png 595w\" sizes=\"(max-width: 545px) 100vw, 545px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/monday.com\/project-management\">Monday<\/a> is another CRM that is ideal for architects and construction companies managing several projects at a time.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li><b>Gantt Chart: <\/b><span style=\"font-weight: 400;\">It allows you to keep a track of the status of your project, including milestones, dependencies, and key metrics.<\/span><\/li>\r\n<li><b>Project Dashboards: <\/b><span style=\"font-weight: 400;\">This tool enables you to visualize and access real-time data for budgets, goals, and resources.<\/span><\/li>\r\n<li><b>Project Templates: <\/b><span style=\"font-weight: 400;\">This provides you with a variety of built-in project templates that can be customized later.<\/span><\/li>\r\n<li><b>Workload View: <\/b><span style=\"font-weight: 400;\">The feature helps you track the projects assigned to each team member, and their status, and adapt to changing priorities.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.51-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33935\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.51-PM.png\" alt=\"Monday pricing\" width=\"539\" height=\"241\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.51-PM.png 1110w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.51-PM-300x134.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.51-PM-1024x458.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.51-PM-768x343.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.14.51-PM-595xh.png 595w\" sizes=\"(max-width: 539px) 100vw, 539px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Monday has five plans on offer, <\/span><b>Individual<\/b><span style=\"font-weight: 400;\">, <\/span><b>Basic<\/b><span style=\"font-weight: 400;\">, <\/span><b>Standard<\/b><span style=\"font-weight: 400;\">, <\/span><b>Pro<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Individual <\/b><span style=\"font-weight: 400;\">Plan is a forever-free plan and can be used by 2 team members. It includes up to 1000 tasks and brainstorming initiatives.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With the <\/span><b>Basic <\/b><span style=\"font-weight: 400;\">Plan, you can avail of unlimited free viewers, unlimited projects, centralized project communication, and a customized dashboard, for $9 per user per month.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">Under the <\/span><b>Standard <\/b><span style=\"font-weight: 400;\">Plan, users can get a calendar view, timeline and Gantt views, guest access, milestone tracking, and task rollup, for $12 per user per month.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Pro <\/b><span style=\"font-weight: 400;\">Plan comes with private boards and work docs, resource allocation, and dependencies, for $20 per user per month.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">For large companies, the <\/span><b>Enterprise <\/b><span style=\"font-weight: 400;\">Plan works best. It is a customizable plan that boasts advanced features like multi-level permissions, advanced reporting and analytics, portfolio management, and project <a href=\"https:\/\/www.engagebay.com\/blog\/customer-lifecycle-management-clm\/\">life cycle management<\/a>. To buy this plan, businesses can contact Monday\u2019s sales team directly.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33936\" aria-describedby=\"caption-attachment-33936\" style=\"width: 617px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.15.20-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33936\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.15.20-PM.png\" alt=\"Monday pros\" width=\"617\" height=\"103\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.15.20-PM.png 1138w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.15.20-PM-300x50.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.15.20-PM-1024x171.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.15.20-PM-768x128.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.15.20-PM-595xh.png 595w\" sizes=\"(max-width: 617px) 100vw, 617px\" \/><\/a><figcaption id=\"caption-attachment-33936\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/monday-com-monday-com\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">One of the best features of Monday is its highly intuitive dashboard that helps first-time users easily navigate the platform.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33937\" aria-describedby=\"caption-attachment-33937\" style=\"width: 631px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.16.16-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33937\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.16.16-PM.png\" alt=\"Monday cons\" width=\"631\" height=\"89\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.16.16-PM.png 1148w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.16.16-PM-300x42.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.16.16-PM-1024x145.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.16.16-PM-768x108.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.16.16-PM-595xh.png 595w\" sizes=\"(max-width: 631px) 100vw, 631px\" \/><\/a><figcaption id=\"caption-attachment-33937\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/monday-com-monday-com\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">More features could be added to certain tools such as the calendar.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/pipedrive-vs-monday\/\">Read also: Pipedrive vs Monday &#8212; Which Is Better? A Side-By-Side Review<\/a><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#8. <\/b><b>Maximizer<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.04-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33938\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.04-PM.png\" alt=\"Maximizer - CRM for architects\" width=\"592\" height=\"274\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.04-PM.png 1132w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.04-PM-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.04-PM-1024x474.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.04-PM-768x356.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.04-PM-595xh.png 595w\" sizes=\"(max-width: 592px) 100vw, 592px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.maximizer.com\/\">Maximizer<\/a> is an excellent CRM for architects that helps them close sales faster.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li><b>Sales Management: <\/b><span style=\"font-weight: 400;\">It provides you with a range of tools to make your <a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\">sales process<\/a> more efficient. These tools can be customized as well.<\/span><\/li>\r\n<li><b>Full Visibility: <\/b><span style=\"font-weight: 400;\">This helps you track your customers and the sales pipeline in real-time, helping you visualize and identify any bottlenecks.<\/span><\/li>\r\n<li><b>Productivity Tools: <\/b><span style=\"font-weight: 400;\">Maximizer boasts a range of <a href=\"https:\/\/www.engagebay.com\/blog\/sales-productivity-tools\/\">productivity tools<\/a>, including automated email integration, task management, quota tracking, and built-in templates.<\/span><\/li>\r\n<li><b>Analysis Capabilities: <\/b><span style=\"font-weight: 400;\">This enables you to track renewal opportunities in your database to increase your chances to cross-sell, up-sell, and expand base revenues.<\/span><\/li>\r\n<\/ul>\r\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.33-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33939\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.33-PM.png\" alt=\"Maximizer pricing\" width=\"576\" height=\"236\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.33-PM.png 1134w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.33-PM-300x123.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.33-PM-1024x419.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.33-PM-768x314.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.33-PM-595xh.png 595w\" sizes=\"(max-width: 576px) 100vw, 576px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Maximizer offers two types of plans, <\/span><b>Base Edition<\/b><span style=\"font-weight: 400;\"> and <\/span><b>Sales Leader Edition<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <\/span><b>Base Edition<\/b><span style=\"font-weight: 400;\"> Plan starts from $55 per user per month. It has features such as an advanced contact management system, opportunity management, data visualization, and up to 10,000 contacts.<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">With the <\/span><b>Sales Leader Edition<\/b><span style=\"font-weight: 400;\"> Plan, you can track and monitor sales teams on Kanban boards, <a href=\"https:\/\/www.engagebay.com\/blog\/sales-forecasting-strategies\/\">forecast sales<\/a>, and get valuable insights into revenue, for $75 per user per month.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33940\" aria-describedby=\"caption-attachment-33940\" style=\"width: 558px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.57-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33940\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.57-PM.png\" alt=\"Maximizer pros\" width=\"558\" height=\"162\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.57-PM.png 1096w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.57-PM-300x87.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.57-PM-1024x297.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.57-PM-768x223.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.17.57-PM-595xh.png 595w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/a><figcaption id=\"caption-attachment-33940\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/maximizer-crm\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">A key advantage of Maximizer is that it automatically logs any phone calls that can be tracked later.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33941\" aria-describedby=\"caption-attachment-33941\" style=\"width: 603px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.18.43-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33941\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.18.43-PM.png\" alt=\"Maximizer cons\" width=\"603\" height=\"77\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.18.43-PM.png 1144w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.18.43-PM-300x38.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.18.43-PM-1024x131.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.18.43-PM-768x98.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.18.43-PM-595xh.png 595w\" sizes=\"(max-width: 603px) 100vw, 603px\" \/><\/a><figcaption id=\"caption-attachment-33941\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/maximizer-crm\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">More webinars could help reduce the learning curve for new and first-time users.<\/span><\/p>\r\n<h3><span style=\"color: #993300;\"><b>#9. <\/b><b>Unanet<\/b><\/span><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.19.20-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-33942\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.19.20-PM.png\" alt=\"Unanet architecture CRM software\" width=\"525\" height=\"242\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.19.20-PM.png 1132w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.19.20-PM-300x138.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.19.20-PM-1024x472.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.19.20-PM-768x354.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.19.20-PM-595xh.png 595w\" sizes=\"(max-width: 525px) 100vw, 525px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/unanet.com\/unanet-industry\/unanet-for-architects\">Unanet<\/a> is a CRM software provided by Cosential. If you are searching for a CRM platform designed specifically for architects, then this is best suited for you.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\r\n<ul>\r\n<li><b>Proposal Management: <\/b><span style=\"font-weight: 400;\">It allows you to assess your firm\u2019s sustainability certifications to understand its capabilities and get future projects.<\/span><\/li>\r\n<li><b>Reporting: <\/b><span style=\"font-weight: 400;\">This provides real-time updates on the performance of your business as well as any specific details.<\/span><\/li>\r\n<li><b>Business Development: <\/b><span style=\"font-weight: 400;\">The feature enables you to access company data from anywhere, be it your desktop or mobile app, and generate data and reports within minutes.<\/span><\/li>\r\n<li><b>ERP: <\/b><span style=\"font-weight: 400;\">It helps firms drive success by providing accurate, real-time data on current and upcoming projects.<\/span><\/li>\r\n<\/ul>\r\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\r\n<p>Unanet CRM offers bespoke solutions to its customers. You need to contact their sales team to get a quote.<\/p>\r\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33944\" aria-describedby=\"caption-attachment-33944\" style=\"width: 490px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.09-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33944\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.09-PM.png\" alt=\"Unanet pros\" width=\"490\" height=\"117\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.09-PM.png 1140w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.09-PM-300x72.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.09-PM-1024x244.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.09-PM-768x183.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.09-PM-595xh.png 595w\" sizes=\"(max-width: 490px) 100vw, 490px\" \/><\/a><figcaption id=\"caption-attachment-33944\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/unanet-crm-by-cosential\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Unanet has a large and centralized database that allows users to record all types of information including projects, clients, any new opportunities, and so on.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\r\n<figure id=\"attachment_33945\" aria-describedby=\"caption-attachment-33945\" style=\"width: 515px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.46-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-33945\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.46-PM.png\" alt=\"Unanet cons\" width=\"515\" height=\"64\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.46-PM.png 1142w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.46-PM-300x37.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.46-PM-1024x127.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.46-PM-768x95.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/12\/Screenshot-2022-12-24-at-4.24.46-PM-595xh.png 595w\" sizes=\"(max-width: 515px) 100vw, 515px\" \/><\/a><figcaption id=\"caption-attachment-33945\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/unanet-crm-by-cosential\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">Unanet\u2019s search platform is quite old, implying that it is slow to load and not very user-friendly.<\/span><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/manufacturing-crm\/\">Read also: Enhance Manufacturing Operations with CRM: Insights, Reports, and Solutions<\/a><\/p>\r\n<h3><strong><span style=\"color: #993300;\">#10. Zoho<\/span><\/strong><\/h3>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-37857\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers.png\" alt=\"Zoho CRM for architects\" width=\"646\" height=\"283\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers.png 1489w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers-300x132.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers-1024x449.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers-768x337.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers-595xh.png 595w\" sizes=\"(max-width: 646px) 100vw, 646px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.zoho.com\/\">Zoho<\/a> is an affordable CRM software designed for small businesses. Zoho CRM is part of the Zoho Office Suite, which offers project management, invoicing, spreadsheets, word processing, and <a href=\"https:\/\/www.prezent.ai\/blog\/best-presentation-software\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">presentation software<\/a>.&nbsp;<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><strong>Features<\/strong><\/span><\/h4>\r\n<ul>\r\n<li><b>Marketing automation<\/b><span style=\"font-weight: 400;\">: Zoho offers a plethora of marketing automation features, including lead nurturing, sub-campaigns, email campaigns, event management, marketing attributions, and campaign analysis.&nbsp;<\/span><\/li>\r\n<li><b>Predictive sales analysis<\/b><span style=\"font-weight: 400;\">: Zoho\u2019s \u2018Zia\u2019 is an AI-based predictive sales analysis tool that helps users voice and text commands for various sales requirements, including workflow recommendations, assignments, data enrichment, and sales predictions.&nbsp;<\/span><\/li>\r\n<li><b>Customization<\/b><span style=\"font-weight: 400;\">: Zoho offers customer layouts and fields, lead segmentation, data entry optimization, and more. Zoho also works great with other in-house software.<\/span><\/li>\r\n<\/ul>\r\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-10.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-39237 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-10.png\" alt=\"Zoho pricing\" width=\"625\" height=\"274\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-10.png 986w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-10-300x131.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-10-768x336.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/chrome-capture-2023-3-10-595xh.png 595w\" sizes=\"(max-width: 625px) 100vw, 625px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Zoho offers four pricing plans: Standard, Professional, Enterprise, and Ultimate.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The<strong> Standard plan<\/strong> starts at $18\/month and offers sales force automation, pipelines, sales forecasting, and email insights.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <strong>Professional plan<\/strong> starts at $30\/month and offers webhooks, custom functions, Google Ads, and more.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <strong>Enterprise plan<\/strong> starts at $45\/month and offers autoresponders, web form analytics, custom reports, and more.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">The <strong>Ultimate plan<\/strong> costs $55\/month and offers advanced features like audit logs and Zoho Analytics.<\/span><\/p>\r\n<h4><span style=\"color: #666699;\"><strong>Pros<\/strong><\/span><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454071.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48777\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454071.jpg\" alt=\"Zoho pros\" width=\"553\" height=\"127\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454071.jpg 885w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454071-300x69.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454071-768x176.jpg 768w\" sizes=\"(max-width: 553px) 100vw, 553px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Zoho is known for its affordability and integrations with other in-house software.&nbsp;<\/span><\/p>\r\n<h4><strong><span style=\"color: #666699;\">Cons<\/span><\/strong><\/h4>\r\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454086.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-48776\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454086.jpg\" alt=\"Zoho Cons\" width=\"623\" height=\"83\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454086.jpg 885w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454086-300x40.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/tuxpi.com_.1697454086-768x102.jpg 768w\" sizes=\"(max-width: 623px) 100vw, 623px\" \/><\/a><\/p>\r\n<p><span style=\"font-weight: 400;\">Though Zoho offers integrations with other software, it is fairly complicated and requires extensive support \u2013 sometimes even expensive consultations.&nbsp;<\/span><\/p>\r\n<h3><strong><span style=\"color: #993300;\">#11. Kommo<\/span><\/strong><\/h3>\r\n<p><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/images.g2crowd.com\/cdn-cgi\/image\/width=1200,height=1200,fit=scale-down,format=auto,onerror=redirect,\/https:\/\/images.g2crowd.com\/uploads\/attachment\/file\/106158\/pipeline---2_1x.png\" width=\"765\" height=\"430\"><\/p>\r\n<p><a href=\"https:\/\/www.kommo.com\/blog\/crm\/?utm_source=&amp;utm_campaign=listing-en&amp;utm_medium=referral&amp;utm_content=engagebay\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Kommo<\/a> is a multichannel CRM that uses automation and AI to help you generate, nurture and convert leads faster \u2014 especially on WhatsApp, Instagram, Facebook Messenger and email.<\/p>\r\n<p>With our AI-powered Salesbot, you can automate conversations, qualify leads and follow up without losing the human touch. It\u2019s perfect for small to medium sized teams who want to scale their communication and keep everything in one place in a visual sales pipeline.<\/p>\r\n<h4><strong><span style=\"color: #666699;\">Features<\/span><\/strong><\/h4>\r\n<ul>\r\n<li><span style=\"font-weight: 400;\">Centralised inbox for WhatsApp, Instagram, email and more.<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\">AI-based Salesbot for lead qualification and follow ups.&nbsp;<\/span><\/li>\r\n<li><span style=\"font-weight: 400;\">Visual pipeline to track each stage of the sales process.&nbsp;<\/span><\/li>\r\n<li>Lead capture from landing pages and chat integrations.<\/li>\r\n<li>Real time notifications and performance tracking.<\/li>\r\n<\/ul>\r\n<h4><strong><span style=\"color: #666699;\">Kommo pricing<\/span><\/strong><\/h4>\r\n<p><img decoding=\"async\" class=\" aligncenter\" src=\"https:\/\/bad-emerald-sni9s4pznn.edgeone.app\/kommo-pricing.png\" width=\"796\" height=\"568\"><\/p>\r\n<p>Designed for small businesses wanting to rapidly increase sales, the <strong>Base Plan<\/strong> charges $15 USD per user each month and includes capabilities like Kommo AI, an AI agent, broadcasting, automations, a Salesbot, and the super fields bundle, all of which include sales pipelines, a single inbox, and a custom dashboard.<\/p>\r\n<p>Priced at $25 USD per user per month, the <strong>Advanced Plan<\/strong> is ideal for expanding businesses wanting to automate their operations. Though with greater restrictions, it provides all the features of the Base plan.<\/p>\r\n<p>Targeted at bigger firms handling a lot of leads, the <strong>Enterprise Plan<\/strong> costs $45 USD per user per month. It provides all the advantages of earlier plans but with enterprise-level constraints for major activities.<\/p>\r\n<h4><strong><span style=\"color: #666699;\">Pros<\/span><\/strong><\/h4>\r\n<figure style=\"width: 761px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" src=\"https:\/\/thin-bronze-22n9shdmjs.edgeone.app\/Kommo-pro.png\" alt=\"\" width=\"761\" height=\"112\"><figcaption class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/kommo\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p><span style=\"font-weight: 400;\">With its simple interface, highly configurable sales funnels, and powerful automations, Kommo is a perfect platform for dynamic sales teams. <\/span><\/p>\r\n<h4><strong><span style=\"color: #666699;\">Cons<\/span><\/strong><\/h4>\r\n<figure style=\"width: 756px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" src=\"https:\/\/poised-orange-8eiygeyiy3.edgeone.app\/Kommo-cons.png\" alt=\"\" width=\"756\" height=\"75\"><figcaption class=\"wp-caption-text\"><em><a href=\"https:\/\/www.g2.com\/products\/kommo\/reviews\">Source<\/a><\/em><\/figcaption><\/figure>\r\n<p>Limited report personalization, integrations that sometimes need technical adjustments, and a scarcity of regional training resources define Kommo&#8217;s downsides.<br><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/T1py0R53HXU?si=xpG-5ydGioBWhJgk\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\r\n<p style=\"text-align: center;\"><em><strong>EngageBay vs HubSpot<\/strong><\/em><\/p>\r\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-tools\/\">Read also: The Best CRM Tools for Small Business Owners<\/a><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"Wrap_Up\"><\/span><span style=\"color: #339966;\"><b>Wrap Up<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span style=\"font-weight: 400;\">An architect has to manage a lot of tasks, including designing projects to generate leads, managing contracts, and more.&nbsp;<\/span><span style=\"font-weight: 400;\">Having a <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM system<\/a> that is specifically designed to cater to the architecture and design industry can further enhance their business efficiency.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">These top CRM tools for architects come equipped with pre-built templates that are easily customizable to add your brand feel and look.&nbsp;<\/span><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> makes for one of the best choices for an architectural firm as it comes with a wide range of functionalities in a single platform.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">What\u2019s unique about it is that it is free for up to 15 users, making it a perfect choice for a small architectural firm.&nbsp;<\/span><span style=\"font-weight: 400;\">Furthermore, you can identify and target the right clients, track ongoing projects, bids, and contracts, and communicate with customers through multiple channels.&nbsp;<\/span><\/p>\r\n<p><span style=\"font-weight: 400;\">If you aren\u2019t sure about where to begin, <a href=\"https:\/\/www.engagebay.com\/\">sign up for our demo<\/a> today.&nbsp;<\/span><\/p>\r\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_6268678992035840' data-id='6268678992035840'><\/div>\r\n\r\n<div class=\"schema-faq wp-block-yoast-faq-block\">\r\n<div id=\"faq-question-1755165624117\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">Frequently Asked Questions: CRM Tools For Architecture Firms<\/strong>\r\n<p class=\"schema-faq-answer\">&nbsp;<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1755165660306\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">1. <strong>What is a CRM for architects?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">A CRM for architects is a client and project-focused platform that blends lead tracking, proposal generation, task management, and file sharing into one system. It centralizes communications and workflows\u2014helping firms manage clients, projects, and sales pipelines effectively.&nbsp;<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1755165677512\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">2. <strong>What core features should architecture firms seek in a CRM?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Architecture-specific CRM solutions should include project management, automation, email marketing, team collaboration, client segmentation, sales pipelines, and integrations. These features help firms manage projects and client touchpoints from a unified dashboard.&nbsp;<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1755165703171\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">3. <strong>What is the best free CRM for architects?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">HubSpot CRM Suite stands out as a top free option, offering lead generation, CRM, marketing, and service tools\u2014ideal for startups or smaller architecture firms seeking cost\u2011effective client and project management. ClickUp is also flexible with its free tier.&nbsp;<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1755165726009\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">4. <strong>How does CRM integrate with architecture project tools?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">While many CRMs don\u2019t integrate directly with architecture software, they often sync via broader tools like DocuSign, Google Calendar, and PandaDoc through Zapier or native integrations\u2014ensuring smoother workflows across project management, communication, and scheduling.&nbsp;<\/p>\r\n<\/div>\r\n<div id=\"faq-question-1755165750824\" class=\"schema-faq-section\"><strong class=\"schema-faq-question\">5. <strong>How can architecture firms choose the right CRM?<\/strong><\/strong>\r\n<p class=\"schema-faq-answer\">Select a CRM by evaluating your budget, team size, and needs such as proposal management, marketing automation, or project oversight. Compare pricing, ease of use, integrations, and feature fit to align with your firm\u2019s workflows.&nbsp;<\/p>\r\n<\/div>\r\n<\/div>\r\n","protected":false},"excerpt":{"rendered":"<p>The use of CRM, or customer relationship management systems, has penetrated almost every industry, including the design and architecture space.&nbsp; [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":48970,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[120],"tags":[7620,7369,7629],"class_list":["post-33904","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-crm-for-architects","tag-crm-for-architecture","tag-crm-for-architecture-firms"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CRM Tools for Architecture Firm in 2026<\/title>\n<meta name=\"description\" content=\"Explore the best CRM tools for architecture firms\u2014compare top software features, pricing &amp; benefits to streamline projects, client communication, and growth.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-architecture-firms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Tools for Architecture Firms: Best CRM Software for Architects in 2026\" \/>\n<meta property=\"og:description\" content=\"Explore the best CRM tools for architecture firms\u2014compare top software features, pricing &amp; benefits to streamline projects, client communication, and growth.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-architecture-firms\/\" \/>\n<meta property=\"og:site_name\" content=\"EngageBay - All-in-one marketing, sales, and service\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/engagebay\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-14T06:00:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-17T14:41:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/best-crm-tools.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Nikita Agarwal\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@engagebay\" \/>\n<meta name=\"twitter:site\" content=\"@engagebay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Nikita Agarwal\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"32 minutes\" \/>\n<script type=\"application\/ld+json\" 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