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Client Relationship Management for Architecture and Engineering Firms

Jan 24, 2022 | By Susanna Williams | 0 Comments

Topics: Business Development

The phrase "the customer is always right" has lost some of its punch over the years, but that hasn't changed the customer thinking they're always right. When you engage with any prospect, you want them to know that you are listening to their problems and earnestly working to solve them, otherwise, why are they paying you instead of someone else? 

Establishing client portfolios, content libraries, and easily accessible contact data makes it simpler to get in touch with prospects when you need to. This sounds like a lot of work, but it's entirely doable with great CRM (client relationship management) software. A CRM solution improves the overall consumer experience that your firm delivers.

BQE CORE, in particular, lets you put your best foot forward in every interaction by giving you access to critical information and content that helps move your client further along their buyer journey. Beyond client relationship management, CORE supports firms with project planning, time and expense tracking, accounting, and more.

CORE is designed for professional service firms like yours because BQE Software understands how professionals in your industry operate and how they can win more clients and keep existing clients happy, so they stay with them.

Client Relationship Management: Why do you need it?

Client relationship management software is used to organize, liaise, and nurture your relationships with prospects, consumers, and clients. For architecture and engineering firms, client relationships are integral to your success — they fuel growth for your business.  

CRM supports your business development lifecycle while measuring and analyzing metrics and key performance indicators (KPIs) in real-time, leading you to make informed decisions for your firm. But not just any software solution will do. The best CRM for engineering companies and architecture firms, such as CORE CRM, is industry-specific, recognizes the difference between selling products vs. services, and supports that process.

A CRM system collects and analyzes all types and aspects of client information in one convenient place, so your firm saves time, works collaboratively as a team, and better serves your clientele.

Modernize your firm

With client relationship management software, you seamlessly transition from paper and hard copies to digital, which helps you stay organized and cut down on physical clutter. Digital storage makes it much easier to manage data, use it collaboratively, and find what you need fast.

CORE CRM doesn't need any physical space to centralize your important files, allows you to copy files or make retroactive changes to them easily, removes redundant files, and lets you consolidate prospect and client contact information. A cloud-based CRM enables you to use analytics to produce actionable reports and implement improvements.

Using technology to modernize your AEC (architecture, engineering, and construction) firm adds efficiency to your marketing, intake, and nurture workflows by providing visibility to each siloed funnel. With CRM, every team member can see the last interaction with a particular contact and its result. Now, employees across departments know which step to take next and when, increasing your firm’s chances of winning a prospect’s business and keeping it.


Automation is increasingly utilized in every aspect of business, including client relationship management. You can use a digital CRM to automate your efforts across data entry, email marketing, customer service, client interactions, and more. 

For example, CRM automation saves you effort by automatically logging phone calls and emails, sending digital reminders to contacts, personalizing quotes and proposals, and customizing email sequences. This software also allows you to create workflows that trigger actions to happen, such as sending an automatic “welcome” email or adding contacts to specific lists based on previous services purchased.

Better software will cut down on tedious work time and free up your employees for higher priority projects. Interaction templates and other CRM features help streamline your content, so you always deliver a consistent experience to all of your firm’s contacts. 

Manually handling your CRM is time-consuming, tedious, and susceptible to human error. Who has time to record daily updates about prospects and opportunities, the outcome of a particular campaign, and how your sales team is performing that week? When tasks like these are centralized and automated for you, your team is left to focus on more stimulating work.

Clients care

Most clients want to feel like they’re your number one priority. They don’t like to be kept waiting or feel like you’re giving them the runaround. After all, they are paying you. Of course, there are limitations to the service level that humans can guarantee, but a great CRM adds superhuman strength to your service delivery.

CRM solutions analyze client patterns to identify pain points and areas for improvement. A CRM ensures you’re always working to move leads to the next stage in your buyer journey, and in many cases, drives the process for you. Your buyer journey should feel seamless, and software works hard for you behind the scenes to ensure it is.

Keeping a detailed record of your clients' and prospects' behavior is how CRM helps your firm attract and engage consumers to continue through the relationship-building process. You can then use these insights to refine your marketing, sales, intake, and nurture campaigns accordingly. Beyond attracting and engaging prospects, CRM also works to satisfy and retain clients.

What to look for

Professional service and AEC firms require special features to nurture relationships with prospective and existing clients. Some of the most popular CRM features include:

  • Customizable dashboard
  • Lead and client management
  • Campaign management
  • Opportunity tracking
  • Unlimited contacts
  • Proposal and quote templates
  • All-in-one solution
  • RFI/RFQ tracking
  • Sales team-friendly
  • Pipeline management
  • Shared calendar
  • Artificial intelligence 
  • Integrations
  • Mobile support
  • Works on all devices
  • Project planning
  • Progress tracking
  • Email marketing

CRM and Invoicing Software by BQE

BQE Software’s CORE CRM provides engineers, architects, accountants, consultants, and other service providers with an intuitive yet robust client relationship management platform that integrates seamlessly with the rest of BQE CORE.

CORE CRM allows you to nurture contacts, measure your efforts, and grow your firm. The cycle starts by attracting and identifying leads, bringing in more leads, converting them into opportunities, winning clients, and retaining them. Throughout each stage, personalized workflows make your leads and clients feel seen, understood, and important to your firm.

Efficiently monitoring and automating interactions with contacts at all points of your firm’s end-to-end lifecycle ensures that you foster every opportunity. CORE makes it easy to create and send proposals, provide quotes, and track notes, to-dos, and follow-up tasks. With many daily tasks automatically completed by CORE, you spend less time logging data and more time running your business.

BQE Software’s client relationship management syncs with its accounting, time tracking, project management, and more, and is available on both web and mobile apps backed by 24/7 customer support. Book a demo today to see how BQE can help your firm deliver its best service.

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The Author

Susanna Williams

Susanna Williams is the Content Marketing Manager at BQE Software. She has spent 10 years in the marketing field writing and researching for industries that include software, engineering, architecture, health and wellness, legal, education, and more.

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