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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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.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
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.
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.
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.
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.
You have zero marketing budget
No marketing team. No paid lead gen. Every new project comes from a relationship you have to nurture.
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.
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.
Why Architecture Firms struggle with client relationships
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.
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.
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.
A pipeline built for how architecture firms actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
An AI-native relationship CRM: auto-enriched contacts, visual pipelines, and an assistant that works wherever you do, so you spend less time on data entry and more time with the people who drive your business.
Which clients need follow-up this week?
3 relationships are going quiet:
- Dana W. — proposal sent 12 days ago, no reply
- Hallmark Realty — renewal stage, last touch 3 weeks
- Marcus T. — referred you twice, no thank-you yet
Works in ChatGPT, Claude & Perplexity via MCP
Ask your CRM anything. It answers, then acts.
The built-in AI assistant queries your live data and takes action: follow-up lists, pipeline updates, bulk edits. With MCP support, you can work your CRM from ChatGPT, Claude, or Perplexity, no dashboard required.
Know where every relationship stands
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.
Every contact, enriched before you ask
Rich profiles with activity history, pipeline status, tags, referral tracking, and relationship goals. Enrichment fills in missing emails, phone numbers, LinkedIn, and roles automatically.
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
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
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.
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.
$129/month, one plan, everything included · 14-day free trial · Cancel anytime
Your CRM, in your pocket
Full-featured iOS & Android apps: contacts, activities, events, and organization switching on the go.