Ministry of Health Approved

CRM Solutions for Architecture Firms

The architecture sector stands out with its busy work schedule, complex project processes, and multi-stakeholder collaborations. Therefore, there is a need for a strong digital infrastructure that increases efficiency at every stage of the process.


CRM systems provide architecture firms not only with customer relationship management but also with comprehensive solutions in project tracking, calendar planning, communication organization, and workflow management.  

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Architectural Firms

The Role of CRM in Business Processes

Architecture firms can use CRM systems to manage client relationships and engage with potential customers. They can record client information, track communication history, and provide personalized services tailored to client needs. This increases customer satisfaction and strengthens customer loyalty. 

Project Management

Projects can be created through mez eSoft, and related files, documents, and tasks can be assigned under each project. This allows teams within the company to manage project processes in a more organized way. For example, drafts, drawings, and reports required for an architectural project can be made easily accessible to the relevant staff. In addition, it can be determined which staff member is responsible at different stages of the project, and tasks can be assigned accordingly.

Task Distribution

mez eSoft CRM makes it easier for architecture firms to assign and track tasks accurately. In project processes, different tasks such as design, material selection, site inspection, and client presentation can be assigned to team members, and the progress status can be monitored step by step. In this way, inter-team coordination is strengthened, and projects are completed on time.

Calendar Management

CRM offers a powerful calendar management tool for architecture firms. Project start dates, meetings, presentations, and deadlines are added to the system and made accessible to the entire team. This ensures that processes proceed according to plan and no critical dates are overlooked.

Contribution of CRM to Architecture Firms

CRM systems offer architecture firms significant advantages not only in customer relationships but also in project tracking, task management, and communication organization. Main contributions include:

with mez eSoft CRM

Take Advantage of the Exclusive Features We Offer to Our Clients

mez eSoft CRM provides the most user-friendly panel, serving all industries with ease.

Form Management

Organize leads with form management and seamlessly transfer them to client records.

Client Management

Verify incoming data, assign roles, and manage client information efficiently.

Customer Support Management

Manage interactions with potential clients to improve satisfaction.

Role Management

Define permissions and access areas for each role with full flexibility.

Task Management

Assign tasks, set priorities and deadlines, and track progress with ease.

Reporting & Analytics

Detailed reports for campaigns, financial tracking, and company performance.

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