As an architect, engineer or designer, staying organised and on top of your projects is crucial to success. Unfortunately, traditional CRM platforms can be a bit too sales-focused, leaving many of the unique needs of design firms unmet. That's where tiny+ comes in, a CRM platform specifically for design firms.
One of the key features that sets tiny+ apart from other CRM platforms is its custom project pipeline. This allows architecture, engineering and design firms to track leads, proposals, and contacts all in one place. The pipeline is divided into several customisable stages, such as lead, prospect, client, and won/lost, so you can easily see where each project is sitting and what the next steps are. This allows individuals to track the progress of each project and ensure that nothing falls through the cracks, and the firm to better understand its market position.
As well as the project pipeline, tiny+ provides the ability to effectively manage client relationships with a completely customisable client relationship pipeline, which enables firms to keep track of all the information related to their proposals, such as cost, scope, and status.
Another capability that many customers find useful is tiny+'s event management feature. This feature allows firms to create event calendars, build invitee lists, and track RSVPs all in one place. They can schedule internal and external events such as industry lunches, client conferences, and events that they are hosting themselves like client drinks and Christmas parties. The ability to generate nametags and track the success of the events are some of the features that tiny+ customers are finding particularly useful.
A further advantage of tiny+ is its integration with Microsoft Outlook, which allows firms to keep their contacts in two-way sync with Outlook, ensuring that they have the most up-to-date information on hand. As well as this, tiny+ provides an Outlook add-in which allows users to quickly see contact information and add new contacts directly from Outlook. This can help save a lot of time and minimize the chances of errors.
tiny+ is quickly becoming a go-to solution for many architecture, engineering and design firms looking to improve their business development workflows. With its project pipeline, event management, and client relationship management features, tiny+ is helping these firms to stay organised and on top of their client relationships. And with its integration with Microsoft Outlook, it's a complete solution that can help businesses of all sizes to streamline their business development processes, improve their overall efficiency and win more jobs.
Start a free trial of tiny+ at https://crm.tiny.plus/register to see how tiny+ can help your design firm get better at client relationship management.
January 12, 2023