CRM for Architects & Engineers
CRM for Architects & Engineers — RFPs, Projects, Site Reports
Most architecture CRM tools stop at contacts and a pipeline. Most engineering firm CRM tools ignore what actually wins work: credible project documentation during design and construction administration. WorkFotos connects both sides — RFP tracking, proposal management, firms & contacts, plus site photos, field observation reports, punch lists, and client-ready PDFs. When your proof lives in the same thread as your BD pipeline, you close more and argue less.
Why architects & engineers need a project-first CRM
A project-first AE CRM keeps the entire story in one place: lead → proposal → award → site visits → field observation reports → punch → closeout → invoice → payment. Everyone — principals, PMs, and field — sees the same truth.
Business development workflow (AEC-focused)
Project delivery workflow (design & CA)
Site photos with context
Capture before/during/after with on-image annotations — slab prep, embeds, MEP rough-in, curtain wall, roofing transitions.
Field observation reports
Generate clean PDF reports by date/area/trade. Add observations, required actions, and responsible parties.
Punch lists that close
Photo + note + assignee + due date — track open/closed by room, floor, or system. Export read-only links for GC and subs.
Change documentation
Document unforeseen conditions with photos and notes; tie to alternates or COs so owners decide faster.
Transmittals & sharing
Send a filtered link by date/discipline instead of zip files. Keep a simple register of what was shared when.
Offline-friendly
No service on site? Capture and sync later — timestamps and structure preserved for the project record.
Owner & CM reports people actually read
Export as a branded PDF or share a read-only link filtered by area, trade, or date.
Coordination, records, and accountability
- Tags & structure: organize by level, grid, room, asset, or trade (architectural, structural, MEP).
- @mentions & tasks: route items to the right person; keep a history of status changes.
- Searchable record: find “roof drain flashing” or “RFI 32” across projects in seconds.
- Privacy controls: share public portfolios for marketing; keep active projects private.
From scope to invoice — without rework
Proposals & work orders
Build phase-based scope (SD/DD/CD/CA) with notes tied to project evidence. Convert approvals to work orders for internal teams.
Invoices & payments
Send client-ready invoices with attached proof (reports, photos). Collect deposits, milestones, or T&M online.
One thread from pursuit to punch list
Track RFPs and proposals, manage firms and contacts, document site conditions, export reports, and get paid — in one connected flow.
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Built for A/E teams in the field
Capture photos and notes on site, organize by grid and room, export clean PDFs, and keep BD and CA in sync. iOS, Android, and web.
Architecture & Engineering CRM — FAQ
- Does WorkFotos track RFPs and proposals?
- Yes. Log pursuits with due dates, roles, and tasks; attach proof links and convert wins into active projects.
- Can we generate field observation reports?
- Absolutely. Capture photos with annotations, add observations and responsibilities, and export branded PDFs or share links.
- How does punch list tracking work?
- Create items with photo, note, assignee, and due date. Track open/closed by room, floor, or system.
- Can we keep a firm/contact directory?
- Yes. Manage owners, CMs, GCs, subs, and consultants with history across pursuits and projects.
- What about invoicing and payments?
- Turn approvals into invoices and accept online payments for deposits, milestones, or T&M — all tied to the project record.
- Does it work offline on site?
- Yes. Capture without signal and sync later; timestamps and project structure are preserved.