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AEC sales and marketing software to help you pursue and win the right projects
Build a clearer path from first conversation to awarded work with connected pursuit data, structured fee planning, and stronger account visibility. evergreen links sales, delivery, and finance so teams can qualify pursuits better, price with confidence, and hand off work without gaps.
When pursuits, proposals, and pipeline are fragmented, growth visibility breaks down
Architecture, engineering and construction (AEC) firms do not lose growth momentum only because there is not enough opportunity. They lose it when pursuit data, proposal inputs, fee assumptions, and account history are scattered across disconnected tools. That weakens forecast quality, slows qualification, and makes it harder to judge which opportunities are worth the firm’s time and effort.
Without one connected platform linking pursuits, pricing logic, client history, and downstream delivery context, teams end up relying on incomplete information. That leads to weaker handoffs, inconsistent proposal decisions, and less confidence in the pipeline the firm is building.
Pursuits move ahead without enough visibility into client fit, expected value, or likely delivery impact
Fee estimates become harder to defend when phases, disciplines, and assumptions are managed in disconnected files
Pipeline forecasts lose credibility when likely awards, start dates, and backlog impact are not visible together
Win and loss patterns stay informal when proposal decisions and outcomes are not captured in a structured way
Client expansion opportunities are missed when relationship history, project results, and margin signals are hard to access
Pursue the right work, price it better, and grow the right accounts
evergreen gives architecture, engineering and construction firms a more connected commercial model by bringing pursuit management, fee planning, proposal development, pipeline visibility, and client intelligence into one governed system. It links accounts, contacts, opportunities, fee assumptions, proposal decisions, and project context from the start.
That changes how sales and marketing operates because commercial decisions no longer sit apart from delivery and financial reality. Teams can qualify opportunities with better context, shape proposals with more discipline, and carry cleaner information into project setup, which means stronger forecasting, tighter handoffs, and better growth decisions across the firm.
See what connected sales and marketing changes across your firm
Make sales and marketing a stronger growth engine with connected pursuit data, clearer pipeline visibility, and tighter alignment between business development, proposal teams, and firm leadership. Whether the goal is to improve forecast confidence, increase repeat work, or tighten proposal quality, evergreen helps your teams act earlier and with more confidence.
Improve pursuit quality before resources are committed
Tie phases, disciplines, assumptions, and milestones to a more structured estimating process so proposal pricing is easier to defend.
Forecast backlog with fewer blind spots
See how expected awards, start dates, and confidence levels affect future revenue and delivery demand across sectors and regions.
Learn faster from wins, losses, and client behavior
Capture proposal outcomes and account trends in a more consistent way so teams can improve decisions over time.
Grow client accounts with better lifecycle visibility
Give business development teams clearer access to project history, relationship context, and expansion opportunities across your firm.
Run sales and marketing with better pipeline control
Manage pursuits with stronger account and opportunity visibility
Centralize accounts, contacts, opportunities, and pursuit activity in one system designed for architecture, engineering and construction firms. evergreen helps teams track client relationships, pursuit stages, partner involvement, and expected fees more consistently so business development efforts stay easier to manage, review, and forecast.
Build proposals and fee estimates with more structure
Create fee estimates using phases, disciplines, milestones, and assumptions that reflect how architecture, engineering and construction firms actually scope and price work. evergreen helps teams connect proposal inputs to downstream delivery expectations so pricing decisions are easier to validate and hand off with fewer gaps.
See backlog and pipeline impact earlier
Track active pursuits, expected awards, start dates, and forward revenue impact in one place. evergreen gives sales, finance, and delivery leaders clearer visibility into what is likely to land, when it may start, and how it could affect backlog, staffing pressure, and growth plans.
Grow key accounts with stronger lifecycle visibility
Connect client history across pursuits, active projects, financial performance, and interactions so teams can see expansion opportunities more clearly. evergreen helps architecture, engineering and construction firms support repeat work, cross-sell discussions, and framework growth using data that goes beyond isolated CRM notes.
Enable client and account insight directly within Teams
Bring client performance, relationship activity, and account insights into role-based apps within Microsoft Teams so business development and leadership teams can act with full context. evergreen helps architecture, engineering and construction firms connect pursuit data with project, fee, and margin history, so decisions are based on real client value, not fragmented CRM inputs.
See evergreen for sales and marketing teams in action: Core features that improve growth visibility
Explore the product capabilities that help architecture, engineering and construction firms manage pursuits, strengthen forecasting, improve proposal quality, and grow client accounts with more control.
Track pursuits with a fuller client and opportunity view
Keep pursuit activity, relationship history, and opportunity details in one place so teams can act with better context. evergreen helps firms reduce fragmented CRM activity and improve visibility across accounts, contacts, pursuits, and expected fee value.
- Centralize account, contact, and opportunity records in one governed system
- Capture activity from Outlook and Teams for a fuller pursuit history
- Track hit rate, win ratio, and stalled pursuits more clearly
Build fee estimates and proposals with more structure
Create proposal pricing with a more structured model tied to phases, disciplines, milestones, and assumptions. evergreen helps firms reduce inconsistency in estimates and improve the link between proposal strategy, approvals, and downstream project performance.
- Build fee estimate templates aligned to phases and disciplines
- Route versioned proposals through workflow-driven approvals
- Compare proposal assumptions against actual project outcomes
Forecast backlog with clearer forward visibility
See how pipeline quality, likely awards, and start timing affect future revenue and delivery demand. evergreen gives leadership a stronger view of what the pipeline means operationally, not just commercially.
- View backlog, active work, and pipeline by client, sector, or region
- Track expected start dates, confidence scores, and projected revenue impact
- Surface risk indicators tied to pursuit quality and forecast confidence
Grow accounts with stronger client visibility
Use project history, relationship data, and financial context to identify where expansion opportunities are most credible. evergreen helps business development teams support repeat work and account planning with a clearer picture of client value over time.
- View project, fee, margin, and interaction history by client account
- Track partners, referrers, and framework agreements more consistently
- Support key account planning with goals, actions, and related opportunities
Learn from outcomes and improve pursuit decisions
Capture win/loss trends and client feedback in a more usable structure so your teams can strengthen how they qualify, position, and prioritize opportunities. evergreen helps firms turn pursuit outcomes into a clearer signal for future growth decisions.
- Record win/loss themes linked to proposal and pursuit attributes
- Track client satisfaction and feedback trends across accounts
- Identify which pursuit patterns are driving stronger conversion outcomes
Act faster on client opportunities with connected insights within Teams
Bring client insights and account performance visibility into the same workspace so teams can identify opportunities and act without switching systems or rebuilding context. evergreen helps business development, marketing, and leadership move faster because client history, relationship signals, and growth indicators are all connected to live project and financial data.
- View client history across projects, fees, margins, and interactions directly within Teams
- Identify cross-sell and repeat work opportunities using connected delivery and financial data
- Analyze client performance by sector, region, and account to guide pursuit strategy
Strengthen pursuit governance and protect commercial data
Commercial control matters for architecture, engineering and construction firms managing long pursuit cycles, client relationships, fee estimates, and sensitive proposal inputs across offices and teams. evergreen leverages Microsoft Azure’s security and compliance infrastructure to protect pursuit data, standardize workflows, and support governance from opportunity creation through project handoff.
Pursuit governance
Built-in controls help standardize opportunity tracking, proposal reviews, fee estimate approvals, and handoff readiness across business development, marketing, and delivery teams.
Enterprise-grade security
End-to-end encryption, multi-factor authentication (MFA), role-based access, and governed permissions help protect client, proposal, and commercial data across offices and regions.
Audit readiness and traceability
Automated logs, approval histories, and audit trails across estimates, proposal changes, pipeline updates, and handoff activity improve accountability and reduce control gaps.