Architects' Prospects Pipeline

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Track your prospects from enquiry to commissioned works.

By recording details and assigning actions you can track prospects as they progress through the sales stages until they are clients.

The data collected allows you to analyse the type of enquiries you get: from what kind of client, the type of work they want done and according to what size of budget by week, month and year.

You can also assess how enquirers came to hear of you and why they decided to engage you as their architect or not.

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Updated June 9, 2020 at 11:06 AM
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Millar Howard Workshop

Award-winning UK architects. We work closely and collaboratively with clients to understand their requirements and then meet these in exciting, beautiful and imaginative ways. www.mhworkshop.co.uk
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Sorted into Action Required by Assignee
Sales Stage Kanban
Grouped by Sales Stage
Won and Lost
Filtered by Probability
Grouped by week & month of each year
Grouped into each Date Created
Grouped into Building Type
Grouped by Location
Grouped by RIBA Build Cost Band
Grouped by Type of Client
Grouped by Work Type
Grouped by Stage Lost
Grouped by Initial Intended Stages
Grouped by Priority
Full List of Prospects