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Track leads, ownership, next steps, and keep key information visible across your firm.
Once committed, see how future work unfolds across phases, timing, and fees.
Know what to pursue and when to hire based on real staffing and timing signals.
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Pipeline connects how you pursue work to how you plan for it. From first lead to revenue forecast, your firm stays aligned around one shared view of what’s next.
Opportunity tracking
Capture and manage incoming opportunities in a firm-wide pipeline.
Plan staffing and capacity
See how future work impacts utilization, workload, and timing and easily adjust start dates.
Build, send, and manage proposals
Use historical data to price the project profitably. Manage feedback, track time spent and then, accept signatures when the work is won.
Create projects from wins
Turn won work into live projects inside Monograph without re-entry.
Estimate and forecast revenue
View pipeline values in fees — not generic deal sizes — to inform financial planning and adjust estimates as fee progress.
Create, manage, and refine proposals in one shared system — with visibility into what’s working. See historical project data to build budgets that win work and achieve profitability targets.
Short answer: no — Pipeline is built to work inside Monograph.
Pipeline is designed to connect opportunities directly to your firm’s financials, staffing, and delivery data. Because of that, it’s only available as part of the Monograph platform.
This ensures that pipeline forecasts reflect real capacity, real revenue timing, and real firm constraints.
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Pipeline is not a traditional CRM — and that’s intentional.
Most CRMs are built for sales teams, quotas, and deal velocity. Pipeline is built for architecture and engineering firms that need to understand:
Pipeline focuses on forecasting, visibility, and capacity-aware decision-making.
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Yes — Pipeline supports e-signatures on proposals.
This allows firms to track proposal status, signatures, and committed work in one place, without relying on disconnected contract tools or email threads.
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Pipeline is purpose-built for how A/E firms actually operate.
Unlike generic CRMs, spreadsheet-based lead tracking, or back-office systems, Pipeline:
The result is clearer visibility, better planning, and fewer surprises as work moves from pursuit to delivery.
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Pipeline pricing depends on your firm size and how you’re using Monograph.
Because Pipeline is part of the Monograph platform, pricing is tailored to ensure it fits cleanly into your broader firm management setup.
The best way to get accurate pricing is to talk with our team, who can walk through your firm’s needs and structure.
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‍For many A/E firms, yes — for others, it works alongside one.
If your firm uses a CRM mainly to track opportunities, forecast revenue, and understand future work, Pipeline can often replace that workflow.
If you rely on a CRM for heavy marketing automation or outbound sales activity, Pipeline typically complements those tools while serving as the source of truth for firm-wide forecasting and planning.
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See every project opportunity your firm is pursuing and where it stands.
How Monograph is solving the pipeline problem for architects and engineers.
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