Directory/TrebleHook
TrebleHook

TrebleHook

Partner Built

Salesforce-powered CRM built to help architecture, engineering, and construction (AEC) firms centralize project data, enhance customer relationships, and pursue and land the right projects.

TrebleHook is a CRM purpose-built for architecture, engineering, and construction firms, built on the Salesforce platform. It combines Salesforce’s power and security with industry-specific features that help AEC teams centralize project data, enhance customer relationships, and pursue and land the right projects. TrebleHook delivers the flexibility AEC firms need, backed by Salesforce’s proven platform.

Why we're different:

  • Built on Salesforce's trusted CRM engine
  • Purpose-built for AEC project pursuits
  • Seamless integrations across your tech stack
  • Configured for your firm's specific workflows
  • Industry expertise
  • Easy for teams to adopt and actually use

"I would recommend TrebleHook to anyone who thrives on clean data and needs to have an easy way to stay up to date on their team’s project opportunity pursuit efforts."

Chris Imbeau
Marketing Director at RAFN

OpenAsset and TrebleHook

The TrebleHook and OpenAsset integration is designed to streamline project creation in OpenAsset and amplify your ability to effectively market project successes. With seamless access to project summaries, in-depth project data, and high-quality images, this integration enhances your workflow by consolidating essential project management and marketing functions within the TrebleHook platform. Users can quickly access OpenAsset features directly within TrebleHook, eliminating the need to switch between applications and saving valuable time while maintaining focus on high-priority tasks.

Use Cases

Effortless Project Marketing

Showcase your projects with rich visual content, summaries, and project-specific pages that function as mini-website showcases. Use this feature to attract potential clients with polished, professional presentations tailored to the AEC industry.

Simplified Workflow

Work seamlessly within TrebleHook while accessing OpenAsset resources, reducing the need to switch between platforms. This intuitive workflow streamlines daily tasks, improves productivity, and provides uninterrupted focus on client management and project development.

Create New Projects in OpenAsset

Initiate new projects directly within TrebleHook to streamline project setup, ensuring quick and accurate data entry in OpenAsset.

Sync Existing Projects

With bidirectional synchronization, your project data will remain consistent across platforms. You can easily update and manage project information in TrebleHook and OpenAsset, reducing errors and ensuring up-to-date records.

Track Synchronization Status

You can access real-time tracking of synchronization statuses for your projects, providing transparency and assurance that your data is always current.

Photo Tracking and Management

Maintain a well-organized collection of project visuals. The integration allows for tracking and managing all project-related images within OpenAsset, making it easier to find and use visuals in project pitches and marketing materials.

Ready to connect with TrebleHook?