TrebleHook

Name

TrebleHook

Legal name

TrebleHook AEC, LLC

Website

https://treblehook.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Construction CRM Software

NAICS

Custom Computer Programming Services (541511), Computer Systems Design Services (541512), Computer Systems Design and Related Services (5415)

SIC

Services-Prepackaged Software (7372)

akta.pro industry

PRIMARYBPAFAFAJ

Sales Enablement & Revenue Operations (RevOps) Tools & Services

Business & Public Services/Marketing, Advertising & PR Services/Marketing Technology & CRM Services

Keywords

• AEC CRM software
• Project pursuit management
• Construction CRM platform
• Salesforce AEC solution
• AEC business development

Headquarters

HQ city

Greenville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription (CRM Platform): TrebleHook operates as a subscription-based SaaS CRM platform. Pricing is tiered across Starter, Professional, and Enterprise plans with annual subscription terms. User subscriptions are for named users and auto-renew for additional one-year periods at the list price in effect at renewal unless 60-day termination notice is provided. Additional user subscriptions can be added in minimum increments of 1.
2. Professional Services / Consulting: Implementation, data migration, training, and customization consulting services provided on a Time and Materials basis. Billed by person-hour, person-day, or other agreed unit plus reimbursable travel expenses.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

TrebleHook is a Salesforce-based CRM platform purpose-built for Architecture, Engineering, and Construction (AEC) firms. It manages the full project pursuit lifecycle from lead to close, including pursuit tracking, client relationship management, proposal and document automation, real-time pipeline dashboards, and native integrations with AEC-specific tools such as Procore, Deltek Ajera, and OpenAsset. The offering is sold as tiered annual SaaS subscriptions (Starter, Professional, Enterprise) and supplemented by professional services for implementation, data migration, training, and customization.

Differentiator

Problem solved

Functional benefit

Products and services

• TrebleHook AEC CRM Platform Cloud-based CRM platform built on Salesforce for Architecture, Engineering, and Construction (AEC) firms. Manages the full project pursuit lifecycle from lead to close with customizable workflows, team collaboration, branded proposal templates, eSignatures, role-based dashboards, TrebleHook Score pursuit analytics, and native integrations with Procore, Deltek Ajera, OpenAsset, Egnyte, Sage, QuickBooks, and CMiC. Sold as tiered annual subscriptions (Starter, Professional, Enterprise) with named-user licensing.
• TrebleHook Professional Services (Implementation, Data Migration, Training, Customization) Professional services offered alongside the TrebleHook CRM platform, including implementation, data migration and clean-up, training, customization, and ongoing Customer Success Plans. Delivered on a Time and Materials basis billed by person-hour or person-day plus reimbursable travel. Includes Essential (standard) and Enhanced (white-glove) implementation tiers supporting the company's 30-day go-live commitment.

Quantifiable outcome

• Forecasting time reduced from up to 2 weeks to 1 day
• +3 more outcomes

Named customers17 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration15 records

AI capability8 records

Feature8 records

Partnerships

Six partnerships are on record, tiered core.

• HunleycoreStrategic or Co-development Partner · 12 May 2026Hunley, a Salesforce integration partner specializing in architecture, engineering, and construction (AEC) and manufacturing sectors, has joined TrebleHook as part of TPM's CRM Solutions division. The acquisition combines TrebleHook's purpose-built industry-specific CRM platform for AEC firms with Hunley's Salesforce implementation and integration expertise, creating a more comprehensive offering across the full Salesforce lifecycle. The strategic combination positions the expanded division to serve manufacturing and AEC clients seeking CRM modernization while extending Salesforce capabilities to customers of both companies.
• TPM (The Publisher's Mall)coreOthersTrebleHook is a product of TPM, a technology company dedicated to serving the AEC community since 1973. TPM founded TrebleHook in 2021 to address the critical gap in project pursuit management for AEC firms. TrebleHook operates as part of TPM's CRM Solutions Division following the Hunley acquisition.
• ProcorecoreTechnology or IntegrationFeatured integration partner. TrebleHook-Procore CRM integration ensures seamless synchronization of project data. When a project is awarded in TrebleHook, it automatically creates and links a corresponding project in Procore using a predefined template. Scheduled daily batch updates keep pursuit teams informed with up-to-date project details.
• Deltek AjeracoreTechnology or IntegrationFeatured integration with Deltek Ajera, accounting software designed for architecture and engineering firms. Integration synchronizes clients, employees, roles, external contacts, project stages, proposals, and company/department details. Includes daily integration processing, email notifications, error handling, and comprehensive tracking.
• OpenAssetcoreTechnology or IntegrationFeatured integration with OpenAsset digital asset management software tailored for AEC firms. Enables bidirectional synchronization of project data, photos, and marketing assets. Users can create projects in OpenAsset directly from TrebleHook and track synchronization status.
• SalesforcecoreTechnology or IntegrationTrebleHook is built on the Salesforce platform, leveraging Salesforce's infrastructure, security features, AppExchange ecosystem, and integration capabilities. TrebleHook is a Salesforce Global Strategic Partner.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Salesforce Industries (AEC): Salesforce is both TrebleHook's underlying platform and a broad incumbent that could build first-party AEC industry cloud functionality. TrebleHook is a Salesforce Global Strategic Partner, making Salesforce both an enabler and a potential competitive threat.
• HubSpot: HubSpot is a leading general-purpose CRM with marketing automation that AEC firms sometimes adopt as an alternative to vertical specialists. TrebleHook explicitly publishes comparison content against HubSpot, positioning its AEC-specific workflows against HubSpot's broad functionality.
• Microsoft Dynamics 365: Microsoft Dynamics 365 is an enterprise CRM and ERP suite used by larger AEC firms and competitors to vertical CRMs. It overlaps with TrebleHook on customer relationship management but lacks AEC-native pursuit workflows.
• Zoho CRM: Zoho CRM is a broad, lower-cost CRM used by some AEC firms seeking an alternative to Salesforce-based or AEC-vertical platforms. It competes on price rather than vertical depth and lacks TrebleHook's AEC-specific pursuit lifecycle and integrations.

Direct peers

• Unanet CRM by Cosential: Unanet CRM (formerly Cosential) is the most established AEC-focused CRM, directly competing with TrebleHook for architecture, engineering, and construction firms. Both target pre-construction pursuits, proposal tracking, and client relationship management for GCs, architects, and engineers.
• ProjectMark: ProjectMark is a proposal and pursuit management platform purpose-built for AEC firms, overlapping with TrebleHook on pipeline visibility, proposal automation, and CRM-style pursuit workflows. TrebleHook explicitly publishes comparison content against ProjectMark.
• Buildr: Buildr is an AEC-specific CRM and pre-construction platform for general contractors and subcontractors, directly competing with TrebleHook on bid management, client tracking, and pursuit workflows. TrebleHook explicitly publishes comparison content against Buildr.

Others

• Procore: Procore is the dominant construction project management and ERP platform, and TrebleHook has a native Procore integration that creates a project in Procore when a pursuit is awarded. Not a direct CRM competitor, but a complementary system whose roadmap could overlap with pursuit management.

Emerging players

• Pipedrive: Pipedrive is a sales-focused CRM used by some smaller AEC firms as a lightweight alternative to vertical CRMs. It overlaps with TrebleHook on pipeline visibility but lacks AEC-specific pursuit stages, proposal automation, and AEC integrations.
• Foundation Software: Foundation Software provides estimating and project management software for subcontractors, with bid management overlap that intersects with TrebleHook's subcontractor CRM use cases. TrebleHook has a Foundation integration for bid data sync.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCndS9HnM-TSzOQCVZ0b96KQ
• LinkedInlinkedin.com/company/treblehook

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TrebleHook