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Kerala, India
info@jacobdanventures.com
+91 974 660 9023
Professional Services

Architecture Firm CRM

Architecture projects span months to years, with multiple design phases, client approvals, regulatory submissions, and revision cycles. Our CRM tracks the entire project lifecycle — from initial brief through design development, approvals, and construction oversight — keeping your team and clients aligned.

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Key Modules
  • Project Lifecycle
  • Drawing Manager
  • Client Approvals
  • Regulatory Tracker
  • Team Allocation
  • Milestone Billing
Architecture Firm CRM
Key
Modules

Every module purpose-built for architecture firms

01

Project Lifecycle

Track each project through phases: brief, concept, design development, documentation, construction.

02

Drawing Manager

Version-controlled drawing repository with revision history and client access.

03

Client Approvals

Digital sign-off workflows for design presentations, material selections, and phase completions.

04

Regulatory Tracker

Track building permits, code compliance, and regulatory submissions with deadline alerts.

05

Team Allocation

Assign architects to projects with capacity planning and workload balancing.

06

Milestone Billing

Fee schedules tied to project phases with automatic invoice generation at milestones.

Problems
We Solve

Problems this system solves — measured in efficiency, not guesswork

01

Design revisions tracked in email threads with no version control

02

Client approval processes are slow and informal

03

No visibility into which project phase each job is in

04

Regulatory submission deadlines tracked separately from project timelines

05

Fee billing not tied to project milestones

Expected
Results

What changes when your architecture firms operations run on a custom CRM

45%

Faster client approval turnaround

100%

Drawing revision tracking

30%

Improvement in billing accuracy

Ready to build a Architecture Firm CRM that fits your exact workflow?

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