AEC360 CRM solution is an application layer built on top of Dynamics 365 that provides a comprehensive set of business development, marketing, experience management, and relationship intelligence tools for the Architectural, Engineering, and Construction industries. The AEC360 systems and the associated best practices consulting provide the foundation AEC companies need to maintain a clear picture of clients, contacts, pursuits, projects and growth initiatives.

Enhancements: AEC360’s pre-configured and flexible layer can be quickly implemented and is easy to use via the familiar outlook user interface and mobile/tablet devices. AEC360 adds over 2,000 enhancements specifically for the AEC industry such as:
Centralized Contact Management & Relationship Intelligence
Company, Client & Account Management
Sync360 Data Harvesting & Synchronization Tools
New Leads & Pursuit Management
Client Strategy & Opportunity Tracking
Job Information Tracking
Employee Experience & Qualification Tracking
Document Assembly for Resumes, Cut Sheets, and Qualification Packages
Referral Management & Reporting
100% Mobile Functionality for Employees On-the-Go
Including off-line functionality
User, Practice Group & Company-wide Dashboards
Sync360: AEC360 uses a unique integration and synchronization tool to harvest existing data from your company’s business systems and builds valuable relationships between all your data. This creates a single organized location for all your data making a CRM that works for you.

aec360 CRM by HSO ProServ

by HSO ProServ