• AEC360

    AEC360

    Designed just for your business vs Built.

    Contact us

    AEC360

    Designed just for your business vs Built.

    Contact Us

Marketing and Business Development – AEC360 CRM

Built on the award-winning Microsoft Dynamics 365 CRM platform, and leveraging cutting edge relationship intelligence and analytical capabilities, AEC360 CRM is changing the game of business development in the AEC industry.

With a comprehensive set of business development, marketing, experience management and relationship intelligence tools purpose-built for AEC firms, AEC360 CRM provides the foundation your firm needs to maintain a 360-degree view of your clients, contacts, relationships, pursuits, projects and growth initiatives.

With over 2,000 features specifically designed to meet the unique needs of the AEC industry, we’re experts in helping firms grow and expand their client base. Core features of AEC360 CRM include:

AEC360 CRM - Firm-wide, Practice Group, Team, and User Dashboards

Firm-wide, Practice Group, Team, and User Dashboards

AEC360 CRM - Centralized contact management and relationship intelligence

Centralized contact management and relationship intelligence

AEC360 CRM - Company, client and account management

Company, client and account management

AEC360 CRM - Data harvesting and synchronization tools

Data harvesting and synchronization tools

AEC360 CRM - New matter leads and pursuit management

New matter leads and pursuit management

AEC360 CRM - Client strategy and opportunity tracking

Client strategy and opportunity tracking

AEC360 CRM - Matter and case information tracking

Matter and case information tracking

AEC360 CRM - Employee experience and qualification tracking

Employee experience and qualification tracking

AEC360 CRM - Document assembly for resumes and qualification overviews

Document assembly for resumes and qualification overviews

AEC360 CRM -  Referral management and reporting

Referral management and reporting

AEC360 CRM - 100% mobile for employees on-the-go

100% mobile for employees on-the-go (including offline)

AEC360 CRM delivers a simple, flexible and affordable solution to enable closer relationships with your clients, drive a powerful relationship-based business development process, and help your firm achieve new levels of CRM success.

Contact Us

 

Contact Us

137 Johnson Ferry Road, Suite 2240,
Marietta, Atlanta, GA 30068

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+1 302 858 0087

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