CRM for engineering and technical services firms
Engineering firms win work through relationships, tenders and trusted referrals. axoCRM gives a small to mid-sized engineering business a clean view of every tender, every active account and every BD task.
- N Note added
- D Deal moved
- T Task completed
- E Email logged
Where teams get stuck
Tenders are tracked in spreadsheets
Versioned files, lost owners, missed deadlines. A tender pipeline with tasks puts every bid in one shared view.
Decision-makers are spread across client orgs
Procurement, engineering, ops. Tying multiple contacts to a company keeps the relationship complete.
BD activity is invisible to leadership
Reports on tenders, win rate and pipeline value give the partners a number to manage by.
How axoCRM helps
axoCRM brings the BD side of an engineering business into one shared place — tenders, contacts, companies, tasks and reports.
- 1Add new opportunities as deals against the client company.
- 2Track tenders through Prequalified → Bidding → Submitted → Won/Lost.
- 3Assign tasks for site visits, clarifications and submission deadlines.
- 4Tag deals with sector and region for board reporting.
- 5Report monthly on tender pipeline and conversion.
Key features
Tender pipeline
Every open bid by stage, value and owner.
Multi-contact accounts
Procurement and engineering contacts in one client record.
Custom fields
Sector, region, contract type.
Tasks
Bid deadlines, clarifications and follow-ups.
Reports
Pipeline, win rate and BD activity by partner.
See the full features overview for more.
Simple, annual pricing
If your engineering firm wants a credible BD view without an enterprise rollout, axoCRM is a sensible first CRM. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Can we track multiple offices?
- Yes — use teams and ownership to scope access.
- Can we run multiple pipelines?
- Yes — separate pipelines for tenders, framework agreements and direct awards.
- Does it integrate with our existing systems?
- Native integrations are planned. CSV import is supported today.
- Is it suitable for a 5–50 person firm?
- Yes — that's the sweet spot.
Ready to try axoCRM?
Start on the free plan. No credit card required.