TrebleHook

By audience

Architecture

• Architecture firms track each pursuit from first conversation to signed contract, with clients, consultants and design partners linked to it.
• Marketing builds proposals from live project data, staff resumes and OpenAsset imagery inside TrebleHook.
• Awarded pursuits sync into Deltek Ajera for project startup, so the project is not keyed twice.

Business Development

• BD staff manage the pursuit pipeline from lead to contract award on desktop or mobile.
• Contacts, notes, follow-ups and meeting history sit on each client and pursuit record.
• Outlook and Gmail add-ins let BD log emails and update contacts without leaving the inbox.

Civil Engineering

• Engineering firms track public-works pursuits through go/no-go, prequalification, shortlist interviews and award.
• Qualification packages are assembled from current resumes, licensure, certifications and project history.
• Leadership forecasts fee revenue and design capacity from the pursuit pipeline.

Executive Leadership

• Principals review pipeline health, BD activity and win/loss by market, studio or office.
• Backlog and revenue forecasts come from live pursuit data rather than spreadsheets.

General Contracting

• GCs track every pursuit as a project, with owners, architects, consultants and subs linked at each stage.
• Awarded projects are pushed into Procore from a project template, so the project team starts with the pursuit data.
• Dashboards show pipeline health, hit rates and backlog forecasts for go/no-go decisions.

Marketing & Communications

• Marketing generates branded proposals, resumes and project sheets from firm-approved templates.
• Resumes, headshots and project visuals are tagged once and reused across proposals.
• Campaign and event ROI is tracked against the pursuits it produced.

Specialty Contracting

• Subcontractors log every bid invite from GCs and track it through to award, with estimator assignments and deadlines.
• Each bid keeps its GC contacts, prequal documents, emails and bid history in one record.
• Dashboards show which GCs they bid most often and the win rate per GC and per estimator.

By phase

Pre-Construction

• Teams qualify leads and make go/no-go decisions before committing to a bid or proposal.
• Bid dates, proposal deadlines and pursuit stages are tracked through to award.
• On award, the project is handed off to Procore, Ajera or QuickBooks for startup.