The best CRM solution for architects

An accounting expert uses a CRM with a smile

Why architecture firms need a CRM

Streamline Client Management

A CRM helps architecture studios centralize all client information and project details, making collaboration seamless and communication effortless.

Track each project in real time, coordinate efficiently with architects, engineers, contractors, and clients, and access a complete history of client interactions.

Manage multiple projects simultaneously while delivering professional, high-quality service, giving your firm a competitive edge.

Make communication effortless

An up-to-date, reliable contact database simplifies exchanges with clients, suppliers, and partners. CRM software for architecture firms centralizes relationship management, tracks every interaction, and keeps communication transparent.

Plan reminders and tasks for ongoing projects, stay responsive, and maintain continuity of service. Many CRMs even integrate with email marketing tools to streamline your campaigns.
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Why is anaba the ideal CRM for finance?

A CRM software that is easy to install and use

A 45-minute meeting is enough to train you and your teams to use Anaba

Automating your time-consuming tasks

Say goodbye to entering and updating your contacts manually: anaba automates everything for you

Business Development Assistance

Get alerted when a new business opportunity is identified on your anaba CRM

A Single Source of Truth for All Your Contacts

Anaba optimizes client relationship management by centralizing contact information from your team's email inboxes.

This process ensures automatic updates and enrichment of your data, guaranteeing the accuracy and completeness of your contact database.

This solution helps accounting firms improve client management efficiency and make the most of a CRM tailored to their specific needs.
The Anaba platform with contacts updated automatically
A change of company has been detected and reported directly in your CRM

Transform your contacts into revenue

Quickly launch impactful communication campaigns using your comprehensive, up-to-date database.

Effectively reach inactive prospects or customers who have recently changed companies to boost your business growth.
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Maximize the effectiveness of your accounting firm's marketing efforts and capture new business opportunities by targeting the right contacts precisely.

Secure and accessible

The platform provides top-level security and tailored accessibility on both desktop and mobile for all members of your firm.

It also gives you the flexibility to restrict access rights for certain team members, ensuring the confidentiality and integrity of your data.

This feature is essential for accounting firms that require strict information control and adaptability to their specific operational needs.
Access to contacts is limited to secure your CRM
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