Pipedrive

Visual sales CRM for tracking AEC pursuits and follow-ups

Pipedrive is a sales CRM with customizable pipelines, activities, reporting, workflow automation, web forms, integrations, and a REST API. AEC firms can adapt those documented capabilities to pursuit tracking and structured handoff from won opportunities without treating it as a project-delivery system.

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Workflows using Pipedrive

How to Track Architecture and Engineering Pursuits Without a Spreadsheet: A Pipedrive Walk-Through

A practical way for a 12-person design practice to turn scattered pursuit notes into stages, owners, next activities, and a reviewable pipeline.

documented

USAGE

How You Use It

Integrations

Google WorkspaceMicrosoft 365SlackZapierREST APIWebhooks

Disciplines

Architecture, Construction

Workflows

Practice & Business Development, Data & Automation

Project Phases

Business Development, Pre-Design, Project Initiation

TRANSPARENCY

Data Transparency

Exactly what this tool uses and how

Input

What it needs

Required:Organization, contact, lead, or deal records

Optional:Activities, Emails, Custom pursuit fields, Source links

Formats:Web forms, CSV import, API JSON, Manual entry

Output

What you get

Format:CRM records and reports

Fields:Pipeline stage, Owner, Next activity, Deal value, Custom fields, Forecast and activity reports

Algorithm

How it works

Model:Rules-based CRM and workflow automation

Privacy

How your data is protected

Retention:Controlled by account settings and vendor terms

Training:No AI-training claim verified for customer CRM records in this review

Compliance:Vendor security and privacy documentation applies

API

Integration

Endpoint:Pipedrive REST API

Method:REST

Webhook support available

USE CASES

Use Cases

·Architecture pursuit pipeline
·RFP follow-up tracking
·Client relationship activity log
·Won-project handoff trigger

PRICING

Pricing

Free

Time-limited trial is advertised; no permanent free plan verified

Pro

Multiple paid tiers; verify current vendor pricing

Enterprise

Higher-tier plans available

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Research Sources & Data QualityLast verified: 2026-08-21

Data Sources (3)

Verified Data (4)

Custom pipelines and fields, Workflow automation, REST API and webhooks, Official affiliate program

Not Found (3)

AEC-specific native templates, DataDrivenAEC hands-on results, Account-specific data residency

Our Commitment: We only include verified data from official sources. If information isn't publicly available, we mark it as "Not publicly specified" rather than guessing.

ALTERNATIVES

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