Working with CRM in Architecture Firms
CRM is a versatile tool that can be used in various fields in the architecture sector. The points where architecture companies benefit from CRM systems are many important points from customer relationship management to project tracking, from calendar management to communication organization. CRM systems, which help project processes in every aspect, work with architecture companies to help them gain efficiency.
Architecture Firms
Customer Relationship Management (CRM) in the Project
Architecture companies can use the CRM system to manage customer relationships and interact with potential clients. They can record customer information, track contact history and offer personalized services tailored to customer needs. This increases customer satisfaction and strengthens customer loyalty.
Project Management with mez eSoft
Projects can be created through the mez eSoft System and related files, documents and tasks can be assigned under each project. This enables teams within the company to manage project processes in a more organized way. For example, the drafts, drawings and reports required for an architecture project can be made easily accessible to the relevant personnel. In addition, it is possible to identify which personnel are responsible for different stages of the project and assign tasks.
Task Distribution and Calendar Management
In addition to task distribution, mez eSoft CRM is also very effective for calendar management. Architectural firms can create calendars, set important dates and plan project processes through CRM. For example, important events such as project start dates, client meetings, presentations or deadlines can be added to the calendar and made available to all team members.
Project and General Communication Management
The contact management features available in a CRM system enable architecture companies to communicate effectively with customers. In particular, the SMS sending feature is an ideal tool for sending personalized messages to specific client groups or individuals. For example, SMS can be sent via CRM to quickly and effectively communicate important information such as project updates, meeting reminders or promotional announcements. Furthermore, the task management feature makes it easy to notify and communicate tasks assigned to specific people.
Architecture Firms with mez eSoft CRM
For architecture firms, the various advantages provided by mez eSoft CRM systems strengthen customer relations while making business processes more efficient. The features offered by mez eSoft in critical areas such as customer relationship management, project management, calendar organization and communication management enable architecture companies to work more effectively. Utilizing mez eSoft CRM systems to increase customer satisfaction, complete projects on time and within budget, and strengthen collaboration, they can both adopt a customer-oriented approach and manage their business processes more effectively.
with mez eSoft CRM
Take Advantage of the Advantageous
Features We Offer to Our Customers
mez eSoft CRM system has the most useful panel serving the entire industry.
Form Management
Ensuring that the lead data received through form management is transferred and displayed at the client management.
Client Management
In client management, incoming client information is verified, distributed to roles and gets organised.
Customer Management
Managing interactions with potential customers and maintaining one-to-one contact with them
Role Management
With role management, selecting the fields that each user can view and providing role-specific task definitions.
Task Management
With task management, defining user-specific tasks, determining and tracking their duration and task priority given.
Reporting and Analysis
Follow-up of campaigns, follow-up of financial income and expenses, company analysis.
