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TrebleHook - CRM for AEC Firms

By TrebleHook

The Salesforce-native CRM built for how AEC firms actually win work.

No Ratings
$50   USD/user/month
Industries
Energy
Engineering, Construction, & Real Estate
Professional Services
Business Need
Sales
Marketing
Analytics
Requires
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

TrebleHook is the AEC CRM, built natively on Salesforce. Architecture, Engineering, and Construction. Firms don't sell products — they pursue projects. TrebleHook is the only Salesforce-native managed package designed around that reality.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
TrebleHook/TrebleHook 26.10 26.10.0
Listed On
07/13/2026
Latest Release
07/13/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 28
Custom Tabs: 10
Custom Apps: 2
Lightning Components
Global: 15
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
26.10.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/09/2026

Additional Details

TrebleHook is the only Salesforce-native CRM purpose-built for architecture, engineering, and construction firms. Purpose-built for the AEC business development lifecycle — from first contact through pursuit, proposal, and award. Built as a managed package on Salesforce, TrebleHook gives BD leaders, marketing coordinators, and firm principals the pipeline visibility, pursuit tracking, and proposal workflow tools they need — without leaving the Salesforce platform they already trust. Why TrebleHook: Purpose-built AEC data model — pursuits, projects, and relationships managed the way AEC firms actually work Salesforce-native — no integrations to maintain, no data silos, no separate login Scales with your firm — from boutique A/E shops to ENR-ranked firms AI-ready — built to leverage Agentforce for pursuit scoring, briefings, and proposal automation AppExchange-vetted, 2GP managed package — enterprise-grade security and upgrade safety TrebleHook replaces spreadsheets, generic CRMs, and legacy AEC tools with a modern, configurable pursuit management platform that lives inside Salesforce.

Need help?

TrebleHook

Greenville, SC

TrebleHook customers receive dedicated onboarding and ongoing support from our AEC-specialized team. Support is available via email and our customer portal Monday–Friday, 8am–6pm ET. Enterprise customers receive priority response SLAs.

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