Organize client contacts
Begin with clear identities and a record of the work.
Architecture firm · Industry foundation
Bring client work into focus.
Connect client engagements, staff leads, actual time and business documents.
Start with existing capabilities. Extend with the workflows your business needs.
Your connected workspaceFoundation preview
1Organize client contactsKeep the next action linked to its business records.
2Define the engagementKeep the next action linked to its business records.
3Assign a lead and record actual timeKeep the next action linked to its business records.
4Review time and coordinate documentsKeep the next action linked to its business records.
Business core
Shared contacts
CRM foundation
Documents
Staff & access
Business activities
The work, connected
A foundation around your daily operations.
Define the engagement
Bring the relevant people, documents and operational details into view.
Assign a lead and record actual time
Bring the relevant people, documents and operational details into view.
Review time and coordinate documents
Keep progress visible and retain the records behind each decision.
Recommended building blocks
Shared tools. A business-specific starting point.
Business core
Tenant isolation, roles and audit records.
Shared contacts
People and organizations with several roles.
CRM foundation
Leads and follow-ups; current conversion targets renters, not agency sales.
Documents
Business files and contract references.
Staff & access
Staff accounts, employee records and department permissions.
Business activities
Categories, assignments, due dates and progress notes.
Engagements & actual time
Customer work and reviewed time; no service invoices.
What still needs extending
CAD collaboration, project milestones, quotations, signing and service invoices are planned.
Customer access for this foundation
Your business team manages customer records in this foundation. A separate customer self-service portal is not available yet.
Build your foundationChoose the building blocks.
Choose the building blocks.
See how they fit together.
Select a business type, start with its recommended foundation and adjust the existing blocks. Prerequisites stay connected.
No specialization assigned. Existing foundation access remains unchanged.
Changing industry or business type starts a new recommended selection.
Planned capabilities — not selectable
Electronic signatures
Signing-provider workflow and evidence.
Projects & milestones
Linked tasks, dependencies and budgets.
Service sales & invoicing
Quotes, sales orders and non-renter billing.
Purchasing
Requests, purchase orders and receiving.
One foundation, built to grow with you.
Shared contacts, tenant isolation and staff permissions stay underneath your industry workflows. Your foundation proposal starts the setup conversation; it does not automatically deploy integrations, activate billing or change account access.
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