For finance
For delivery
AEC Pursuit Management Software and CRM for Structured Pursuit Governance
Centralize client and pursuit data, tie fee assumptions to project setup, and keep the full pursuit story searchable. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering (AEC) Firms, strengthens forecast credibility and reduces handoff friction from sales to delivery.
Growth breaks when pursuit data is not governed
In many growing Architecture, Engineering, and Construction (AEC) firms, pipeline updates live in individual inboxes while forecasts live in separate reports. Leaders end up managing revenue expectations on partial context, which creates avoidable delivery friction once work is awarded. This disconnect shows up in challenges such as
- Recreating pursuit context across emails, chats, and local notes before every review
- Overstating pipeline because fees, start dates, and assumptions are not standardized
- Missing critical follow-ups when activity is not captured against a shared record
- Advancing opportunities with incomplete scope, teaming, and delivery constraints
- Handing off won work with missing intake data, forcing delivery teams to re-qualify
Make pipeline decisions defensible and repeatable
evergreen keeps account, contact, and opportunity data in one governed record, with pursuit fields that reflect how AEC firms qualify and sell work. That shared record structure continues from early pursuit through award and project setup, turning pursuit activity into governed, reportable data that carries through to delivery setup. Here’s how it works:
Standardize pursuit records
AEC-specific fields define what must be captured
Forecast fees with fewer surprises
Opportunities link to fee assumptions and project setup
Preserve the full pursuit narrative
Outlook and Teams activity sync to the record
Spot pipeline risk
earlier
Hit rate and stalled-pursuit indicators stay visible
Align sales commitments with delivery reality early
evergreen centralizes account, contact, and opportunity records with AEC-specific pursuit fields, so qualification and pursuit review run on consistent inputs. It links pipeline, fee assumptions, and project setup data, which means forecasts reflect what was sold and how work will be delivered.
Controls and automation reduce ambiguity as opportunities progress. AI copilots can summarize recent pursuit activity, highlight missing information, and flag stalled motion, while role-based user apps working with evergreen bring pursuit updates and reviews directly into Microsoft Teams, so teams act where work already happens.
Replace reactive chasing with managed pursuit execution
When pursuits become structured, forecasting becomes a decision process instead of a debate. Teams operate with clearer standards, tighter handoffs, and earlier visibility into which pursuits deserve time and leadership attention.
Shorten pursuit cycles with reuse
Reuse proven pursuit structures across offices, sectors, and project types without rebuilding context every time. Teams enter consistent information once, which speeds reviews and keeps momentum through handoffs.
- Apply standardized stages and AEC-specific fields for qualifications, teaming, and fee assumptions
- Clone key pursuit data into new opportunities while retaining client history and contacts
- Maintain a single pursuit action list with ownership and due dates tied to the record
Enforce clean data before forecasting
Require the fields that drive fee, start date, and staffing assumptions before an opportunity advances. Leadership reviews pipeline based on comparable, complete records instead of opinion.
- Govern stage progression with required fields and configurable rules
- Tie fee assumptions to opportunity attributes so rollups follow consistent logic
- Measure hit rate, win ratio, and stalled pursuits by sector, office, and pursuit lead
Reduce handoff gaps at award
Carry structured intake data from the opportunity into project setup, so delivery starts with the right scope, roles, and billing model, allowing project managers to focus on governing work then re-entering it.
- Transfer client, contact, and contract details into project creation with consistent naming and coding
- Preserve assumptions and exclusions as kick-off baselines for downstream governance
- Align billing setup to what was sold, including fee type, milestones, and review needs
Protect pipeline credibility with activity capture
Capture emails, meetings, and key interactions from Outlook and Teams so pursuit history stays complete, giving executives visibility into what is progressing, what is stalled, and why.
- Log communications against accounts, contacts, and opportunities for durable context
- Verify follow-up cadence and decision milestones using timeline-based pursuit history
- Use copilots to summarize recent activity and surface missing follow-ups for review
A connected Microsoft Industry Cloud foundation tailored for Architecture and Engineering firms
evergreen leverages Microsoft Dynamics 365 and Azure to unify pursuit, delivery, and financial data inside your Microsoft tenant. AEC firms retain full control over enterprise security, identity, and governance, while scaling growth across offices and regions.
One record across teams so pursuits, fees, and delivery setup stay aligned
Tenant-level control with Microsoft security, identity, and access governance
Scale with audit readiness through consistent controls, traceability, and oversight
