Engineering & Architecture CRM
Record the go/no-go, know the selection committee, keep every RFP addendum and fee proposal version, and see why you win or lose.
No credit card required.
From RFP to award
Every pursuit starts with a decision.
Chasing everything costs proposal hours. A recorded go/no-go decision keeps them on the work you can win.
- The RFP opens a pursuit.The RFP and each addendum go in Documents as versions.
- A principal decides go or no-go.The decision and its reasons are on the record.
- The committee is mapped.Each contact has a role, so the team knows who scores the proposal.
- The fee proposal is approved.Versions by discipline, with a principal’s approval before it goes out.
Relationships
Clients, consultants and contractors, linked.
- Relationships are typed.Client, subconsultant, contractor or teaming partner: each link says what it is.
- Repeat clients carry their history.Past pursuits, wins and losses are on the client record.
- Teaming is visible.See which partners you pursued with and how those pursuits ended.
- Who brought the work is recorded.The source of each pursuit stays on the deal for reporting.
Bid calendar
Submission dates nobody has to remember.
Put the key dates on the pursuit and let rules remind the team before each one.
- Questions due A task goes to the pursuit lead Questions for the client are sent on time.
- Addenda Each one is a new version The proposal team works from the latest RFP.
- Submission A reminder before the due date The approved fee proposal goes out with time to spare.
- Interview The shortlist meeting is on the calendar The committee and its roles are on the record.
How a firm runs it
One RFP. One pursuit record to the award.
An RFP or a direct request opens a pursuit. The go/no-go and its reasons, the fee lines by discipline, each proposal version and the principal’s approval stay on that record until the award. Project delivery stays in your project tool.
Learn from every result
Win more of the work you choose.
- Loss reasonsEvery loss carries a reason, and the closed-lost report shows the pattern.
- Win rateWin rate by client type and service shows where proposals pay off. See sales win rate.
- Public bidsSenitix CRM does not search bid portals; an RFP you find there is entered as a pursuit.
Plan details are on the pricing page.
Customer story Structural and civil engineering design
İntaç İnşaat carries an engineering request from go/no-go to kickoff on one deal
İntaç İnşaat is an Istanbul engineering design firm. Although “inşaat” is Turkish for construction, its services page lists engineering design and analysis only. Its story describes how the go/no-go, the disciplines in scope, each fee proposal version and the handoff to the project lead are set up on one deal, and it publishes no results.
Read the İntaç İnşaat storyEngineering and architecture CRM questions
What is a CRM for architects and engineers?
It manages pursuits: the RFP and its addenda, the go/no-go, the selection committee, fee proposal versions and the award or loss reason. Project delivery stays in your project tool. Our guide to what a CRM is covers the basics.
Is it a project management tool?
No. It ends at the award. Schedules, hours and deliverables stay in the project management software you already use.
Can we record a go/no-go decision?
Yes. The decision, who made it and the reasons are fields on the pursuit, so you can report on them later.
Can we track teaming partners?
Yes. Link subconsultants and partners to the pursuit with a relationship type, and their history stays on their record.
Can it remind us of submission dates?
Yes. Key dates are fields on the pursuit, and a date-based rule gives the team a task before each one.
Does it find RFPs for us?
No. Senitix CRM does not search bid portals. Once you find an RFP, it becomes a pursuit with its documents attached.
Start with the pursuits on your board today.
Import your clients and partners, record your next go/no-go and keep the proposal on one record.
No credit card required.