best crm for architects

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Fitting a right CRM for our Business Process (Architects) BY: Girija Suresh Shushma

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Page 1: Best crm for architects

Fitting a right CRM for our Business Process

(Architects)

BY:GirijaSureshShushma

Page 2: Best crm for architects

Challenges faced by Architects.

• Time Tracking of Projects.

• Status updates of projects.

• Handling Documents and papers is a mess.

• Difficulty in managing Incomes and Expenses .

Page 3: Best crm for architects

Replace your Excel Spreadsheets with CRM

Excel spreadsheets are great calculators but not organized databases.

Excel Spreadsheets are not suitable for multiple users.

Loosing data is unavoidable with Spreadsheets.

CRM supports strong relationships and streamlines data.

CRM improves efficiency with real-time data.

Page 4: Best crm for architects

CRM’s shortlisted

Page 5: Best crm for architects

• Not suitable for small players.

• Yearly based Pricing

• Offers many Features for Construction and Architecture.

1. Procore

Page 6: Best crm for architects

2. Praesto AE

• Very little Documentation.

• It’s a Client-Server Application.

• Pricing is High.

Page 7: Best crm for architects

3. ARCHIOFFICE

CRM for Architects

Page 8: Best crm for architects

Modules

• Project Management- Task Management

• Expense Management

• Contact Management

• Document Management

• Calendars

• Invoices

• Time Tracking & Billing solutions

Page 9: Best crm for architects

Solutions from Archioffice.

• ArchiOffice is tailored directly to architectural practice.

• Organized documents for every Project.

• Accurate invoicing based on real-time billing.

• Attractive visual-monitoring

Page 10: Best crm for architects

SCREENSHOTS

Page 11: Best crm for architects
Page 12: Best crm for architects
Page 13: Best crm for architects

TIME CARD

Page 14: Best crm for architects
Page 15: Best crm for architects

THANK YOU..!

ArchiOffice is for Architects by Architects..

Page 16: Best crm for architects

• Role based permissions missing

• Cant customize.