CRM Solutions

Keep track. Grow relationships. Close smarter.

A solid CRM system helps your architecture, design, and building projects stay organized—and your client relationships stay strong. At Vernacular, based in Portland, Maine, we work with shelter-focused firms to select, integrate, and optimize CRM setups that fit your process and scale with your growth.

Why a CRM Isn’t Just for Big Firms

CRMs aren’t just for sales teams—they’re for anyone managing client outreach, project follow-ups, referrals, or repeat business. Whether you’re managing leads, tracking outreach, or keeping tabs on project notes, the right system keeps everything in one place—and speeds up how you win the next project.

Suggested CRM Platforms

We recommend systems that scale from solo practitioners to growing firms:

Pipedrive

With a clean visual pipeline and activity-based selling model, Pipedrive works well for smaller teams and trades-focused studios. It’s intuitive, affordable, and helps you manage leads efficiently. Useful add-ons include lead capture tools, automated follow-ups, and chat widgets.

HubSpot CRM

HubSpot is a flexible all-in-one platform with a free CRM at its base. Its operations include marketing, sales, service, and content tools. It integrates deeply with email marketing and automation—making it great if you want a “CRM + marketing engine” in one place.

Salesforce

Salesforce is built for growth and complexity. It suits firms expecting multiple users, custom workflows, integrated reporting, and deep customization. While potentially overwhelming to set up, it offers the ultimate in control and scalability.

How Vernacular Can Help With CRM

Platform Selection & Strategy
We help you choose the CRM that fits your team, tech stack, lead volume, and process flow. From entry-level Pipedrive to full-feature HubSpot or Salesforce setups.

Setup & Migration
We set up pipelines, stages, deal workflows, and contact segmentation. If you're switching platforms (or starting fresh), we handle data import and initial structuring.

Integrations & Automation

• HubSpot–Pipedrive sync: Bi-directional syncing allows you to keep marketing and sales data aligned—no manual imports needed.
• HubSpot–Salesforce integration: Provides seamless two-way data flow between marketing and sales systems, preserving integrity across departments.

Templates, Training & Use Coaching
Help your team adopt best practices: contact qualification, activity tracking, email templates, deal closing workflows, and follow-up systems that feel natural—not forced.

Ongoing Support
Need campaign automation, team scaling, or reporting dashboards? We’re available for ad-hoc help or monthly system tuning.

Typical Deliverables

• CRM platform recommendation based on your process and scale
• Implementation plan, pipeline setups, and initial data migration
• Integration setup (email, marketing, deal tracking, etc.)
• CRM training sessions for your team
• Workflow templates, import tools, and exportable dashboards
• Optional ongoing CRM audit and process refinement

Portland-Based Execution; CRM That Works Everywhere

We operate from the top of Commercial Street—not Silicon Valley—but we know how firms build their edge through process and relationship. We understand how builders, architects, and tradespeople think—punch lists, referrals, RFPs. That perspective shapes every CRM flow we build.

Ready to tame your lead flow and reputation tracking in one tool that grows with you?

Let’s pick the right CRM and build it into your workflow—so your next inquiry doesn’t fall through the cracks.