TrebleHook
CRM for AEC Firms
By TrebleHook
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $1,000 per company per month
- Listed since
- 2026
About TrebleHook
The Salesforce-native CRM built for how AEC firms actually win work.
TrebleHook is the only Salesforce-native CRM purpose-built for architecture, engineering, and construction firms. Purpose-built for the AEC business development lifecycle — from first contact through pursuit, proposal, and award.
Built as a managed package on Salesforce, TrebleHook gives BD leaders, marketing coordinators, and firm principals the pipeline visibility, pursuit tracking, and proposal workflow tools they need — without leaving the Salesforce platform they already trust.
Why TrebleHook: Purpose-built AEC data model — pursuits, projects, and relationships managed the way AEC firms actually work
Salesforce-native — no integrations to maintain, no data silos, no separate login
Scales with your firm — from boutique A/E shops to ENR-ranked firms
AI-ready — built to leverage Agentforce for pursuit scoring, briefings, and proposal automation AppExchange-vetted, 2GP managed package — enterprise-grade security and upgrade safety TrebleHook replaces spreadsheets, generic CRMs, and legacy AEC tools with a modern, configurable pursuit management platform that lives inside Salesforce.
Highlights
- Built for AEC, TrebleHook's data model is designed around how AEC firms pursue work — projects, pursuits, go/no-go decisions, and proposals — not generic sales pipelines. No workarounds. No contorting Salesforce Opportunities into something
- Salesforce-Native, Platform-Deep. As a 2GP managed package, TrebleHook lives fully inside your Salesforce org. That means your team, your data, your security model, and your existing Salesforce investments all work together out of the box.
- AI-Ready for the Modern AEC Firm. TrebleHook is built to leverage Agentforce — Salesforce's native AI platform — for pursuit briefings, win probability scoring, and proposal automation. The AI your firm needs is already in the platform you're running on.
Screenshots
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Pricing
Paid, from $1,000 per company per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| TrebleHook User Based Plan | $50 per user | Monthly | 30 days |
| TrebleHook Org Based Plan | $1,000 per company | Monthly | 30 days |
Annual billing only. Tiered pricing available based on firm size and user count. Multi-year agreements available with discounted rates. Contact us to find the right fit for your firm.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Platform Cloud
- Requires
- Sales Cloud
- Service Cloud
- Platform Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on July 9, 2026
- Industries
- Energy
- Engineering, Construction, & Real Estate
- Professional Services
- Languages
- English