Built for Architecture Firms

That developer sent you two projects. You have not called since the last one wrapped.

75% of Your Work Comes From Repeat Clients. Can You Name Them All?

Project pipeline and referral tracking for architecture firms

Architecture firms get 75 to 85 percent of their work from repeat clients and referrals. Yet most track pursuits in spreadsheets, remember relationships in partner heads, and lose context the moment a project manager leaves. Enterprise AEC platforms cost six figures and require a tech team. You just need to see your project pipeline, remember who you know, and make sure referral partners and past clients hear from you before they hire someone else. Booked55 does that at a price that makes sense for a boutique firm.

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Is this you?

Who is our ideal customer?

You are a architecture firms that...

  • You run an architecture firm where developer and owner relationships win pursuits
  • Your average project fee is $20,000 or more
  • You're billing $400K to $2M but can't seem to break through
  • You've tried Deltek or Pipedrive but they run projects, not the developer relationships that win pursuits
  • You've hired project architects but they can't bring in work like you can
  • You're in AEC where reputation and relationships win RFPs, not cold outreach

What you've already tried

  • Spent on design competitions and portfolio marketing. Got recognition. Couldn't win the project.
  • Cold emailed developers and owners. Sent qualification packages. All of it, ignored.
  • Went to AIA events and developer mixers. Met GCs. Nobody invited you to pursue.
  • Started wondering if you should just join a larger firm.
  • Cut your fee proposal. Offered design charrettes. Still lost to Gensler.
  • Tried every AEC CRM out there. Win rate stayed exactly the same.

The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.

Sound familiar?

Who Is Booked55 For?

Anyone who wants to be the top 1% relationship builder in their industry.

  1. You want more won pursuits

    You're delivering beautiful work but new project pipeline has stalled. You need a system that helps you win RFPs, not just track deadlines.

  2. Your project software wasn't built for BD

    Monograph and Deltek track projects and hours. But nothing tracks the developer and owner relationships that bring in the next commission.

  3. You're paying for features you don't even understand

    AEC CRM modules and marketing tools your small firm will never touch. Hundreds every month for enterprise complexity.

  4. You need simple, yet "powerful"

    You don't need full ERP software. You need ten features that help you follow up during every pursuit phase.

  5. You have zero marketing budget

    No marketing team. No paid lead gen. Every new project comes from a relationship you have to nurture.

  6. You don't want to hire a business development manager

    Growing overhead isn't the answer. You need more projects from the developer and GC network you already have.

  7. Pursuits slip through the cracks

    Forgot to follow up during shortlisting? Lost track of a warm intro from a GC? That's a project fee walking to another firm.

The Problem

Why Architecture Firms struggle with client relationships

Kanban-style pipeline board showing deal stages
1

Pursuits live in email and memory

You toured a site with a developer two years ago. They are back in the market. You know you have history, but the notes from that conversation are in someone's inbox) and that person left the firm last year.

Contact detail page with activity history
2

Referral networks go untracked

Word of mouth is your top lead source, but you have never logged which contractors, engineers, or past clients actually send you projects. You are investing networking time without knowing what returns.

Activity tracking list with tasks and follow-ups
3

Post-project follow-up never happens

The project wrapped six months ago. You meant to send a satisfaction check-in and ask for referrals. Delivery moved on to the next project and the relationship went dormant (until the client hires a competitor for their next build.

Your Pipeline

A pipeline built for how architecture firms actually sell

Drag deals between stages that match your workflow. Not generic sales jargon.

Pipeline BoardLive
Inquiry
1

Acme Corp

$42k

3d ago

Riverstone LLC

$18k

5d ago

Qualification
2

Riverstone LLC

$18k

5d ago

Northgate Partners

$67k

2d ago

Concept/Proposal
3

Northgate Partners

$67k

2d ago

Summit Group

$31k

7d ago

Interview
0
Awarded
0
Repeat Client
0
What Sets Us Apart

You Focus on People. We Handle the Rest.

Auto-enriched contacts, visual pipelines, AI-powered outreach, and referral tracking, so you spend less time on data entry and more time with the clients and contacts that drive your business.

Kanban-style pipeline board with contacts in Discover, Presentation, and Negotiation stages
1

Visual Pipeline Boards

Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.

Contact detail page showing activity history, pipeline stage, events, and relationship goal
2

Contact Management

Rich contact profiles with activity history, pipeline status, tags, social links, referral tracking, and relationship goals. Everything about a contact in one place.

Activity page showing a list of calls and emails with pipeline stages and completion status
3

Activity Tracking

AI-generated and manual tasks in one unified list. Filter by date, status, or type. Complete tasks, send emails, and reschedule, all from a single view.

Event detail page with attendance records and contacts table
4

Event Management

Create events, track attendance, and link contacts to them. See who attended, which pipeline stage they are in, and follow up directly from the event page.

Visual email builder with drag-and-drop content blocks and live preview
5

Drag & Drop Email Builder

Design beautiful email campaigns with a visual editor. Drag content blocks, add merge tags, preview on desktop and mobile, and send personalized campaigns at scale.

iOS & Android

Your CRM, In Your Pocket

Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.

Contact detail with activity

Contact Detail

Events list on mobile

Events

Your Language

Booked55 speaks your language

We built this around the terms you already use. Not generic CRM jargon you have to translate.

Pursuit
RFP
Qualification
Schematic Design
Referral
Repeat Client
Developer
Interview
Proposal
Project Pipeline

Client Stories

What Our Users Say

Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.

Christian Saab, Business Owner

Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.

Got Questions?

Frequently Asked Questions

Stop Losing Track of the People Who Matter Most

Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.