Cycl Sales is a CRM for architecture firms that tracks every inquiry, follows up on every fee proposal, and keeps past clients and referral partners close. It’s built for small and midsize architecture, engineering and design firms whose projects take months to win, and it runs alongside the project management tools you already use.
Architecture firms lose the most work in the long gap between a fee proposal and a signed agreement. A homeowner calls in March, the proposal goes out in April, and by June nobody has checked in, so the client signs with the firm that did.
Inquiries arrive through the website, email, phone and builders, and they end up scattered across partners’ inboxes. Proposal follow-up depends on whoever wrote the proposal remembering. Projects on hold for financing, land or permits fall off the radar. The past clients, contractors and realtors who send you work hear from you once a year, if that.
Cycl Sales puts every inquiry in one pipeline, from first call through consultation, proposal and signed agreement. Follow-ups on open proposals and on-hold projects go out on a schedule you set. Past clients and referral partners stay on a steady nurture, and review requests go out when a project wraps.
Inside Cycl Sales, an architecture project moves through six steps before and around the design work: the inquiry is captured, a consultation is booked, the fee proposal is tracked and followed up, the retainer is paid online, and the finished project turns into reviews and referrals.
Website forms, emails, calls and referrals all land in one pipeline, with project type, location and budget range on the record. Tag the source, whether it’s a builder, a past client or your website, so you can see where your best projects come from.
Qualified prospects pick a time for a discovery call or site visit on your calendar. Confirmations and reminders go out automatically, and your meeting notes stay on the client record.
When the proposal goes out, the deal moves to a proposal stage with a follow-up schedule. Everyone at the firm can see which proposals are open, how long they’ve been out and who owns each one.
Friendly check-ins go out by email and text until the client signs, says no or asks to pause. Projects waiting on financing, land or permits move to an on-hold stage that checks back in months later.
Send the retainer invoice with an online payment link the day the agreement is signed. From there, the project moves into your project management tool.
When a project wraps, the client gets a review request. Past clients and referral partners get occasional project features and check-ins, so your name comes up the next time someone asks for an architect.
Cycl Sales gives architecture firms one system for business development: inquiry capture, consultation booking, proposal follow-up, client communication, nurture and reviews. The AI Autopilot plan adds AI lead scoring and AI chat on your website. See the full feature list for everything else.
Website forms and chat collect project type, site, timeline and budget, so you can tell a kitchen addition from a new build before the first call.
Prospects book discovery calls and site visits on your calendar, with confirmations and reminders sent for you.
Track every fee proposal by stage, value and owner, with automatic follow-up so none of them go cold.
Projects waiting on financing, land or permits get scheduled check-ins, months out if needed.
Keep builders, contractors, realtors and past clients on regular email updates that feature your recent work.
Ask for a Google review at closeout and keep track of every review in one place.
Cycl Sales covers the work that happens before and around a project: inquiries, consultations, proposal follow-up, client communication, nurture, referrals and reviews. It does not do project management, time tracking, resource planning, or anything in BIM or CAD.
Keep running projects in the tools you already use, whether that’s dedicated project management software or a shared spreadsheet. When a proposal is signed, Cycl Sales can pass the client and project details along through Zapier or webhooks, so nobody types them in twice.
The same setup works for engineering firms, interior designers and design-build studios that win work through proposals and referrals.
Architecture firms often start with a general-purpose CRM built for high-volume sales teams, which is a poor match for a handful of long, proposal-driven deals. These breakdowns show what each tool covers and who each one fits best.
Book a 30-minute demo and we’ll walk through inquiry capture, proposal follow-up and referral nurture, set up the way your firm wins work.