Streamline client intake and send accurate proposals with ResourcePlan.
Follow up on every client within minutes. Create beautiful, professional proposals, and centralize client communication with an all-in-one CRM that unifies your entire design practice.
If you want your business to grow, you need a reliable system to ensure that no client relationship falls through the cracks. You need ResourcePlan.
- Your team is taking too long to follow-up on potential clients.
- Tracking leads from different channels across multiple systems is hard.
- Your proposals are inconsistent and new hires struggle to create them efficiently.
- You’re losing revenue due to delay in sending proposals to clients.
- You don't have the systems to generate proposals quickly.
- There is no centralized client information that your entire team can access.
- You have no visibility on the stage of your clients and their past interactions with your A/E firm.
- You're unable to track and improve your business development activities.
Bring in new clients, share beautiful proposals, and turn them into happy, paying customers.
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Attract and retain new clients with an efficient, systemized CRM
- Win more projects
- Turn data into powerful insights
- Spend less time on follow ups
- Centralize all client and project information
- Prepare consistent proposals without spending more time
- Win more projects
- Turn data into powerful insights
- Spend less time on follow ups
- Centralize all client and project information
- Prepare consistent proposals without spending more time
Capture leads from all sources in one single platform and get notified about every new client.
- Enable potential clients to flow directly into ResourcePlan and access new clients from one centralized location.
- Give your partners a personalized portal so they can submit leads by filling out a simple form.
- Create custom intake forms (or have us build them for you) to enable clients to submit information directly into ResourcePlan.
Follow up on leads instantly and reduce manual work with canned templates.
- Get notified every time a potential client enters your system and assign them to your team.
- Create email and SMS templates for every step in the intake process. Stop creating every message from scratch.
- Follow-up on clients via call, email and text message—reach people on the channel they prefer.
Never miss a good client again. Make sure your team has access to essential data.
- Manage your entire client lifecycle on one centralized, fully-integrated platform.
- Control exactly which marketing materials are shared with prospects and avoid sending out-of-date resources.
- Close more bids by setting up follow-up reminders after the first call and track every RFI/RFQ.
Send professional proposals and reach your clients before your competitors do.
- Leverage workflows specifically designed for A/E firms to send estimates for any proposed task, bid, grant, quote or proposal.
- Set up pre-defined rules to quickly customize proposals.
- Use proposals as a starting point to create invoices, and assign them to projects to generate estimated vs. actual reports.
Get reports on all important growth metrics.
- Win more business with actionable, data-driven insights from our CRM tools.
- See the complete history of all RFPs/RFIs, estimates, projects, notes and activities for your clients.
- Quickly access all client communication when needed.
- Get a personalized dashboard and see an overview of your business performance.
We've built ResourcePlan to be the perfect tool for passionate, growing design businesses.
We've got your back.
Migrating to a new software is hard—but we're here to guide you every step of the way.
Have questions?
Our rockstar support team is here for you. Ask away.
Schedule a meeting
42% of clients won’t consider other firms if satisfied with the first one they spoke with.
79% of clients expect a response in 24 hours. When it comes to obtaining interest and responding to prospective clients, you cannot move fast enough. Automate your onboarding process and proposals, with ResourcePlan.
Run your entire business from one single software, built just for the A/E industry.
Get a simple, reliable software for projects, clients, billing, and more. Get the clarity
and control you need to run your architectural and engineering design practice.
Do more with less people and optimize your business, with ResourcePlan.
Construct project plans
Streamline operations
Increase team efficiency
Get real-time insights
Impress your clients
Make billing effortless
Run your entire business from one single software, built just for the A/E industry.
Get a simple, reliable software for projects, clients, billing and more. Get the clarity and control you need to run your architectural and engineering design practice. Do more with less people and optimize your business, with ResourcePlan.
Construct project plans
Streamline operations
Increase team efficiency
Get real-time insights
Impress your clients
Make billing effortless
