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:
Firm-wide, Practice Group, Team, and User Dashboards
Centralized contact management and relationship intelligence
Company, client and account management
Data harvesting and synchronization tools
New matter leads and pursuit management
Client strategy and opportunity tracking
Matter and case information tracking
Employee experience and qualification tracking
Document assembly for resumes and qualification overviews
Referral management and reporting
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.