CRM Systems for Architects

In terms of customer organization, a variety of factors come together, appointments, quotes, invoices and many other data should be well organized and stored. Otherwise, serious planning errors could be the result. In order not to lose the overview and to be able to retrieve all data as quickly as possible, so-called CRM systems are suitable. With their help, even the largest amounts of data can be recorded in a well-structured manner.

What is CRM?

CRM is the abbreviation for Customer Relationship Management. CRM systems are used in many companies to coordinate all data of the existing customer base and new customers. In this process, the data and customer information can be fed into the system, changed and retrieved by all employees and every department. In this way, the volumes of data belonging to customers remain organized.

Why is CRM so important?

Reliability and good organization are a cornerstone of customer trust in a company. CRM systems help to maintain business relationships, because important dates and customer information can be stored in an optimal way. For example, it is possible to express congratulations on special days, which makes your customer feel special and creates a stronger bond with the company. In addition, with the help of a CRM system, internal processes as well as communication can be optimized, costs can be reduced, sales can be increased and workflows can be improved.

How does a CRM system benefit me in practice?

By storing data in a special and internal database, you have access to all relevant information at any time. In this way, important decisions can be made as quickly as possible through an uncomplicated insight. Not only can you permanently improve customer communication, but also the coordination and planning of projects.
The CRM systems have special tools that help with lead management and other customer-oriented processes, for example. All information, such as responsibility towards the prospects, customer care and also the contact history can be stored in advance in a clearly structured way. As a result, no prospect or appointment is forgotten or inadvertently overlooked. The system makes the working day easier and more advantageous through clear guidelines and processes.

Why is a CRM system specifically suitable for architects?

When planning projects, there are always changes: Information has to be exchanged and assigned, data has to be coordinated and employees or subcontractors as well as customers have to be informed. In addition, the permanent contact with authorities and administrative offices turns out to be a possible mammoth task. It is not uncommon for responsibilities to be shifted back and forth, statements to be revised or deadlines postponed. In order to always be on the safe side, you should always store correspondence in a well-structured manner and assign it to the customer.
Even with a small customer base, it is essential to maintain an overview. The amount of data that comes together can be enormous, because architects have a very broad range of tasks. In addition to planning and furnishing buildings, you have to include and take into account many other important factors. It is also necessary to create the schedule for execution and a construction diary for each client.
CRM systems are designed for customer selection and document management. They also manage appointments and store all important master data as well as contact history. This is not only a huge relief for architects due to the perfect clarity, but also brings better time coordination as well as some time savings.

What are the advantages of the CRM system Samdock for architects?

Architects should be able to handle a CRM system easily and without difficulty, manage a large amount of data. In this regard, Samdock offers the ideal solution for architects. Because Samdock is a CRM system, which can convince especially architects, by a simple user interface and simple tools. Thereby Samdock provides a simple and uncomplicated customer management. With only a few tools, this CRM system is easy to understand and makes both the management of projects or customers easily possible, as well as all upcoming appointments at a glance. With Samdock, upcoming tasks can never be lost from sight again and the extensive amount of data on customers, construction plans or other documents are stored securely and can be easily retrieved as soon as they are needed. In the future, you will no longer have to worry about meter-high and unstructured piles of paper on your desk, which means that Samdock can save you a lot of time in your everyday work. Since Samdock is focused on the most important functions, you as an architect will be able to manage your clients in a structured and simple way.

What can change/improve for architects in the future?

By using a CRM system, you can maintain business relationships in the long term. Thanks to its practical functions, the system helps to store all important information in a way that is easily accessible to employees. Not only can it be retrieved quickly, but it can also be edited just as easily. The data volumes that come together in an architect’s projects can be managed perfectly. So you never lose the overview. Even projects that have already been completed can be archived. Thanks to the customer selection and the systematic documentation of the data, it is possible to trace every step of the contact even after years. Reliable work, adherence to deadlines and time limits as well as the correct handling of data are basic requirements for success in the profession of an architect. With the help of a CRM system, all these important factors can be easily managed. This allows you to better coordinate your day-to-day work and make it much less stressful. In addition, you can accept more orders at the same time and manage them without any problems. This way you generate more profit.