aec360 CRM: Leverage Your Firm's Relationships and Experience to Drive Growth
aec360 CRM is a comprehensive marketing and business development solution that empowers AEC firms to capture more business. aec360 CRM provides your firm with a 360-degree view of your clients, contacts, relationships, pursuits, experience, and growth initiatives. By automating proposal processes from go/no go through project award, aec360 CRM enables marketing efficiency and helps your firm win more work.
Built on the industry-leading Microsoft Dynamics 365 cloud platform, aec360 CRM is designed to work seamlessly with and leverage the Microsoft technologies your employees use every day, such as Teams, Outlook, Power BI, and LinkedIn. This not only maximizes productivity, collaboration, and insights across your firm, but helps to drive better CRM user adoption by meeting your employees where they already work.
Using OpenAsset as your image repository and aec360 as your source of truth for project data, you gain a centralized view of your firm’s experience.
The connector enables users to push data from your aec360 project repository into OpenAsset, view OpenAsset images in aec360, and easily incorporate your images on documents generated from aec360.
Use data in aec360 to populate OpenAsset fields and keywords.
The integration can send images from OpenAsset into aec360.
Leverage images in OpenAsset in documents created within aec360.