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  • 1.  CRM for architectural firms

    Posted 06-18-2024 03:28 PM

    Hi everyone,

    I'm looking for advice on CRM software/platforms to migrate from Excel.

    I tried using HubSpot, but I found it quite complicated with too many features for my needs.

    Is anyone using a simple, low-budget CRM that helps keep track of leads, etc.?

    Thanks in advance!



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    Santiago Duran Intl. Assoc. AIA
    MAG | Montevideo Architectural Group
    Montevideo
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  • 2.  RE: CRM for architectural firms

    Posted 06-20-2024 11:39 AM

    HI Santiago, in my previous job I had to do a research of CRM for the department. We evaluated Salesforce and Microsoft D365 and others. I personally liked Salesforce because it seemed to be user friendly and you can customize the sections you want to include. Monday CRM is also an option, although I found it to be more a Project Management tool, but that may give you what you need right now. Good Luck :)



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    Helena Mendez Intl. Assoc. AIA
    EXP U.S. Services, Inc.
    Boca Raton FL
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    Original Message


  • 3.  RE: CRM for architectural firms

    Posted 06-20-2024 03:18 PM

    We created our on forms in Google Tables and it only has the info we want. We also tried hubspot for a while but it was to much info and features.



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    Linna Frederick FAIA
    Frederick & Frederick Architects
    Beaufort SC
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    Original Message


  • 4.  RE: CRM for architectural firms

    Posted 06-20-2024 05:56 PM
    Santiago,

    Our Project Management software (JobTread) has a CRM component that utilize. Our previous PM software (co-construct) also had a CRM component that we used.
    ---
    Daniel Zimmerman, Registered Architect, AIA
    ALLOY: Architecture + Construction 
    1109 Rose Hill Drive
    Charlottesville, Virginia 22903
    tel: 434-977-8733
    www.alloyworkshop.com
    ---












    Original Message


  • 5.  RE: CRM for architectural firms

    Posted 06-21-2024 07:29 AM

    Factor AE has a pretty good one, based on salesforce platform, but only works well if you use Factor for everything.

     




    Original Message


  • 6.  RE: CRM for architectural firms

    Posted 06-21-2024 05:43 PM

    My marketing guy set us up with Less Annoying CRM. He likes it. I don't use it myself. 



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    David Sisson AIA
    David Sisson Architecture PC
    East Providence RI
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    Original Message


  • 7.  RE: CRM for architectural firms

    Posted 06-26-2024 11:42 AM

    One of the very affordable CRM option is Vryno https://vryno.com
    I personally prefer Pipedrive, but due to its pricing, I ended up using Hobspot's free version. 
    I only need to track contacts, activities, meetings, and follow-ups so it works for me. 






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    Chunpang Chen
    Ann Beha Architects
    Walnut Creek CA
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    Original Message


  • 8.  RE: CRM for architectural firms

    Posted 06-26-2024 05:20 PM

    Hi Santiago,

    Check out this tool kit from AIA California: they spent a few years researching and gathering information from members on all types of software available to help run a practice.

    https://aiacalifornia.org/tech-toolkit/



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    Carmen Suero Assoc. AIA
    Good Project Company
    Los Angeles CA
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    Original Message


  • 9.  RE: CRM for architectural firms

    Posted 07-01-2024 04:56 PM

    Hi everyone,

    Thank you all so much for your suggestions on CRM software! I received a lot of great advice and took the time to try out OnePageCRM, HubSpot, ZOHO, and Monday.com.

    After exploring each option, I decided to go with Monday.com. It has a user-friendly interface, it's fast and I've been able to adapt it to my needs. Additionally, it has a work management module that I'm going to analyze to see if it helps me with project management.

    I really appreciate the help and support from this community!

    Thanks again!



    ------------------------------
    Santiago Duran Intl. Assoc. AIA
    MAG | Montevideo Architectural Group
    Montevideo
    ------------------------------

    Original Message


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