Question: Can you recommend a CRM system that's specifically designed for architecture, engineering, and construction companies to manage customer relationships and proposals?

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Unanet

If you're looking for a CRM system geared specifically for architecture, engineering and construction companies, Unanet is a good option. Unanet offers ERP and CRM software for AEC companies, linking projects, people and financials. Its CRM abilities oversee customer relationships from pursuit to final invoicing, with pipeline management and proposal generation tools. It also includes project management, contract management, subcontractor management and financial management, so it's a pretty complete option for the industry.

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Deltek

Another option is Deltek, which offers a range of software products for project-based businesses, including A&E and construction. Its products, including Costpoint, Deltek Vantagepoint and GovWin IQ, offer end-to-end project management with 360-degree visibility and automated processes. Deltek's AI-powered intelligent business companion, Dela, automates tasks and helps make data-driven decisions for maximum productivity and profitability.

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Salesforce

If you're looking for something a bit more general-purpose but still powerful, Salesforce is a strong option. It's a mature, widely used CRM platform with AI-powered tools for relationship management and personalized customer experiences. Its features include Einstein for AI-powered sales insights, Data Cloud for linking external data and Slack Integration for CRM collaboration. Salesforce offers industry-specific options to help modernize operations and improve efficiency and revenue growth.

Additional AI Projects

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Salesforce

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Dynamics 365

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Salesforce

Unifies marketing, sales, service, and commerce in one place, enabling personalized customer experiences and AI-driven productivity and efficiency.

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SugarCRM

Gain customer and business insights with data-driven predictions, and leverage AI-powered features to flag high-priority prospects and lead scoring.

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Vtiger

Unify marketing, sales, and support teams with a 360-degree customer view, streamlining operations and driving business growth.

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Zoho CRM

Automate workflows, customer journeys, and sales processes to maximize productivity and build strong customer relationships with personalized interactions.

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Creatio

Automate business processes and customer relationships with no-code tools, leveraging AI and machine learning to simplify decision-making and workflow optimization.

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SuperOffice

Unifies sales, marketing, and customer service teams with AI-powered features, automating tasks and providing instant insights to drive revenue growth.

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Attio

Create a customizable CRM with flexible templates and blocks, tailoring workflows to your business needs for efficient scaling and collaboration.

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ROI 360

Streamline business operations with a single platform, integrating 50+ applications to reduce expenses and gain strategic insights.

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Pipedrive

Streamline sales workflows with customizable pipelines, automated lead nurturing, and real-time sales metrics to boost productivity and close more deals.

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Kustomer

Unifies customer data across touchpoints, automates routine tasks, and anticipates customer needs with AI-driven insights to deliver personalized support.

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Rex

Automates marketing and communications with vendors and buyers using CRM data, turning data into tasks to maximize agent productivity and customer service.

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Digs

Centralizes home construction communication, documents, and decisions, streamlining collaboration and reducing frustration for clients and builders.

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Cloze

Automatically organizes contacts, emails, and interactions, providing smart prompts and personalized briefings to ensure timely follow-ups and strong relationships.

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Zoho SalesIQ

Engage customers proactively across their entire journey with live chat, analytics, and visitor scoring, converting leads with personalized, automated interactions.

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Salesloft

Accelerate deal closures with AI-powered buyer signal analysis, automated prospecting, and real-time forecasting, all in one intuitive sales engagement platform.

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LookX AI Cloud

Convert text, sketches, and prompts into photorealistic renderings, videos, and images instantly, automating and accelerating the design process.

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SWAPP

Analyzes project portfolios to identify design documentation habits, generating custom rule sets and algorithms to automate architectural documentation creation and annotation.

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Vitally

Vitally's all-in-one platform unifies customer data and workflow management for maximum productivity.

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Reply

Automate sales outreach and lead generation through multichannel campaigns, AI-powered SDR agents, and personalized engagement, boosting sales efficiency and effectiveness.