SmartContact for architects

A simple CRM for architects and design practices

Track enquiries and fee proposals from first contact to appointment, keep clients, contractors and consultants in one place, and see which project types win.

Start free Try the demo

Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • Enquiries arrive by phone, email and website, and some never get a reply.
  • Each project involves clients, planning consultants, engineers and contractors.
  • Fee proposals are slow to chase because they're spread across the team.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for architects:

  1. Enquiry
  2. Site visit
  3. Fee proposal sent
  4. Appointed (Account)
  5. On hold
  6. Lost

Lead sources worth tracking: Past client, Website enquiry, Contractor referral, Planning portal, Social.

Custom fields to add

  • Project type: residential, commercial, extension, new build
  • RIBA stage: where the project is now
  • Planning reference: find the record from the council's reference
  • Fee proposal value: value the pipeline

How architects use SmartContact

Web-to-lead form

Put a SmartContact form on your website and enquiries land straight in the CRM as new leads, with the source recorded.

Files on the record

Attach drawings, photos and fee proposals to the client or project company record, stored encrypted.

Meetings with everyone involved

Book site visits with internal and external attendees, add them to calendars with an iCal file, and record the outcome.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "List enquiries from the last month that never had a site visit."
  • "Which fee proposals sent this quarter are still open, by value?"
  • "What site visits and client meetings do we have next week, and what was agreed at the last one with each client?"

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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