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TrebleHook Projects
by TrebleHookSalesforcePaid
Centralizes project and financial information in Salesforce Platform and tracks pursuits from conception through closeout.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
TrebleHook Projects brings project and financial information together by connecting with third-party systems. It stores account and contact details for customers, prospects, partners, and consultants. The add-in follows projects from their initial conception to closeout and uses Salesforce artificial intelligence to identify projects for pursuit.
Key capabilities
from the Salesforce AppExchange listingProject data management
Organizes project information gathered from third-party systems.
Financial data management
Brings financial information into the same system as project information.
Account management
Maintains account information for customers, prospects, partners, and consultants.
Contact management
Maintains contact information for customers, prospects, partners, and consultants.
Project pursuit tracking
Follows projects from conception through closeout.
Project identification
Uses Salesforce artificial intelligence to identify projects for pursuit.
Who it's for
Architecture, engineering, and construction teams.
In the catalog
210 plugins in Salesforce Platform · Project Management
Price distribution: 57 free, 33 freemium, 120 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«We are a project pursuit platform for architecture, engineering, and construction that helps teams centralize project data, enhance customer relationships, and pursue and land the right projects. CENTRALIZE PROJECT DATA: TrebleHook easily integrates with virtually any third-party system, enabling you to compile your …»