WinMoreProjectsforYourFirm
Sales pipeline management for architecture firms is the process of tracking project leads from first contact through signed contract using structured stages and data-driven forecasting. Costifys gives A&E firms a visual pipeline board, built-in proposal builder, e-signatures, and weighted revenue forecasting so you know exactly where your next projects are coming from.
Unlike generic CRM tools that are built for software sales teams, Costifys pipeline is designed around how A&E firms pursue work: RFPs, shortlist interviews, fee negotiations, and scope discussions. While tools like HubSpot charge hundreds per month for features you will never use, Costifys includes pipeline management at no extra cost.
28%
More projects closed with structured pipelines
$15-25
Saved monthly vs. standalone e-signature tools
2 hrs
Average proposal turnaround (down from 5 days)
3.2x
Pipeline coverage needed to hit revenue targets
Most firms have no idea where their next project is coming from
Leads sit in email inboxes. Proposals live in shared drives. Follow-ups happen when someone remembers. Without a structured pipeline, principals cannot forecast revenue, and good opportunities slip through the cracks.
Leads lost in email
A prospective client reaches out, gets a reply, and then the thread gets buried under 200 other emails. Without a central system, leads go cold before anyone follows up.
No revenue visibility
When pipeline data lives in spreadsheets or not at all, principals cannot answer the most basic question: do we have enough work in the pipeline to hit our revenue target this quarter?
Slow proposal turnaround
Building proposals from scratch takes days. By the time you send it, the client has already heard from two other firms. Firms using templates and built-in e-signatures cut turnaround from 5 days to 2 hours.
From first lead to signed contract
Costifys pipeline is purpose-built for A&E firms. Track leads, build branded proposals, collect e-signatures, and forecast revenue all from one place. No third-party tools required.
Visual Pipeline Board
Track every opportunity on a Kanban board with custom stages. Drag leads from New Lead to Qualification to Proposal Sent to Won. See your entire pipeline at a glance with deal values on every card.
Proposal Builder with Templates
Create professional proposals using A&E-specific templates. Add your scope, phasing, fee structure, and team bios. Brand them with your logo and send directly from Costifys with a shareable link.
Built-In E-Signatures
No need for DocuSign or Adobe Sign. Clients review and sign proposals electronically right inside the link you send. You get notified the moment they sign, and the document is stored with the project.
Revenue Forecasting
Costifys multiplies each deal by its close probability to calculate weighted pipeline value. See projected revenue by month, quarter, or year. Forecasts update automatically as deals move through stages.
Win Rate Analytics
Track your close rate by project type, client sector, team lead, and proposal value. Identify which pursuits your firm wins consistently and where you are spending effort on projects you rarely land.
Activity Logs and Follow-Ups
Every call, email, meeting, and note is logged on the deal timeline. Set follow-up reminders so no lead goes cold. See the full history of every pursuit at a glance.
Three steps from lead to project
Add the lead, send the proposal, and close the deal. Won projects convert into active Costifys projects with no data re-entry.
Add a Lead
Enter a new opportunity with the client name, project type, estimated value, and expected close date. Import from a spreadsheet or add manually. The lead lands on your pipeline board.
Build and Send a Proposal
Use a template to draft your proposal. Add scope, phases, fees, and team bios. Send it with a shareable link and built-in e-signatures. Track when the client opens and signs it.
Forecast and Close
As deals move through stages, revenue forecasts update automatically. Won deals convert into active projects with budgets and timelines already in place. No re-entry needed.
Frequently asked questions
Everything you need to know about sales pipeline in Costifys.
Start closing more projects today
Try Costifys free for 14 days. No credit card required. Set up your pipeline in under five minutes.