The CRM for engineering firms.

5–50 person engineering firms doing project-based service work. Civil/site, structural, MEP, geotechnical, transportation, environmental, land development — anywhere the firm is paid per project (not by retainer or product). Owner-led or partner-led shops where the principal is also a billable engineer and can't spend half a day chasing what got billed.

1. 1. A real lead pipeline, not a spreadsheet. RFPs come in from owners, architects, GCs, municipalities, repeat clients. Stage them. Assign owners. Score them. Stop losing track of the proposal you sent six weeks ago that — turns out — the client is still considering.
2. 2. Proposals that actually get sent. Build proposals from cost breakdowns — scope, deliverables, role-based labor estimates. Generate the PDF. Track acceptance. When the scope changes (it always does), addenda are first-class.
3. 3. Project visibility across disciplines. Status flow, comments, file management, activity log. Multi-team permissions for firms with separate civil/structural/MEP groups. Project managers see what's assigned and what's blocked.
4. 4. Closed projects get invoiced. This sounds obvious. It isn't. In engineering firms running on Excel + Outlook + a shared drive, finished work goes un-invoiced often enough to matter. Relon's project view makes the gap impossible to miss.

HubSpot, Salesforce, and Zoho are built for marketing and sales teams chasing a contact through a funnel ending in a one-time deal. Engineering firms don't work like that. A client isn't a row in a contacts list — they're a relationship that produces three proposals a year over a decade. A “deal” doesn't end when the contract's signed; that's when the work begins. The CRM has to handle lead → proposal → project → invoice as one continuous arc, not stop at the handoff.

Relon is a CRM and project management platform — not a timesheet/ERP like Deltek Vantagepoint or Unanet. If your firm is large enough that you've already standardized on one of those for time entry, revenue recognition, and government invoicing, you don't need to rip it out. Relon sits where most engineering firms don't have a tool: the front of the funnel (lead/proposal) and the visibility layer over projects.

For firms 5–50 that don't have ERP yet — Relon plus QuickBooks (or Xero) covers nearly all of it, at a fraction of the cost.

• Service catalog — your actual services (e.g. site civil design, structural review, MEP coordination) with rates and roles
• Pipeline stages — built around how your firm actually qualifies and closes work
• Roles & permissions — principal, project manager, senior engineer, designer, admin
• Teams — multi-discipline grouping if you have separate civil/structural/MEP practice areas
• Proposal templates — your firm's scope/deliverables language pre-loaded

That work is done by our team during free onboarding — not handed to you as homework on day one.

$399/month flat. Every feature. Unlimited users. For a 15-person firm, that's $27/person/month — less than most teams pay per seat for a tool that does a quarter of this. Full breakdown on the pricing page.