HubSpot for AEC Firms Architecture, Engineering & Construction
Finally… a CRM that actually matches how your projects, proposals, and relationships work.
- Track pursuits, proposals, and projects in one place
- Align marketing + business development + operations
- Stop losing deals in spreadsheets and inboxes
Why AEC + CRM Is Usually a Hot Mess
You’ve got a CRM… but your team is still:
- Tracking pursuits in spreadsheets
- Managing relationships in inboxes
- Scrambling to pull pipeline reports
Sound about right? Here’s the real issue: AEC firms don’t have a CRM problem. They have a process problem.
Your sales cycle is long, relationship-driven, and messy by nature. So when you force it into a generic CRM?
No one uses it. Or, everyone uses it differently.
And now you’ve got deals slipping through the cracks, no clear pipeline visibility and teams working in silos.
If your CRM isn’t built around how you actually sell…it’s just expensive storage.
HubSpot Built for Construction & AEC Recognized as a HubSpot Construction Industry Specialist
The Middle Six is a Construction Industry Specialist with HubSpot—a designation earned through proven experience helping construction and AEC companies succeed with HubSpot.
We don’t retrofit generic CRM systems into your business. We build HubSpot around how your team actually sells.
What Does HubSpot Actually Do for AEC Firms?
Our CRM implementation services help small businesses leverage data to improve customer insights, automate repetitive tasks, and enhance team productivity.
With an optimized CRM, businesses can focus on nurturing relationships rather than getting bogged down in administrative tasks.
Our solutions integrate smoothly with existing workflows, enabling you to respond faster and more effectively to customer needs.
Can HubSpot track proposals and projects?
Yes—when it’s set up correctly.
Out of the box, HubSpot isn’t built specifically for AEC. But when it’s architected around your process, it can absolutely track:
- pursuits
- proposals
- awarded work
- and active projects
The key is building it to match how your team actually works—not forcing your team to adapt to the software.
That’s where The Middle Six comes in.
Our CRM Implementation Process
Our CRM implementation process is tailored to fit your business's unique needs. We begin with a comprehensive assessment and sales process mapping, identifying key touch points and customer needs. Next, we design a CRM architecture that aligns with your goals, followed by seamless system setup, data migration, and training. Our team ensures that your CRM system is fully operational, empowering you to achieve sustainable growth.
Plan North Partners
Find out how The Middle Six helped Plan North Partners save more than five hours a week by replacing manual tracking with HubSpot.
Equity Supply Group
Find out how The Middle Six helped Equity Supply Group move lead tracking from whiteboards, sticky notes and spreadsheets into HubSpot.
Our Architecture, Engineering and Construction HubSpot Clients
What Clients Say About Our CRM Services
We hired Lisa to help us build a CRM tool that works for our small team. We got a lot more than just a CRM tool by hiring The Middle Six. They introduced us to HubSpot which is a CRM tool that does so much more than track deals. Our team tried to implement other business software last year, but this is the only one we plan on renewing.
Jenny Doede
Managing Partner, Plan North Partners
Working with The Middle Six has been a game-changer. Their ongoing support have been phenomenal in driving continuous improvements. The sales process and follow-up cadence we’ve implemented have already made a huge difference in how we track opportunities and engage with leads.
Mike McKenna
Operations Manager, Camo Crew
Working with The Middle Six is very cohesive and methodical. They strategically attack your pain points and provide solutions.
Kahri Phelps
President, Equity Supply Group
HubSpot Certified Experts Ready to Elevate Your Sales
At The Middle Six, we combine our deep HubSpot expertise with firsthand experience in engineering, design, and construction. As certified professionals across the Sales, Marketing, and Service Hubs, we do more than just optimize workflows and reporting; we build strategies tailored to the unique mechanics of the AEC ecosystem. By aligning the platform's advanced capabilities with how industry firms actually operate, we ensure your teams work smarter and drive results that maximize your HubSpot investment.
Why it Matters
Construction isn’t a typical sales environment. Long, relationship-driven sales cycles Multiple stakeholders across projects Reputation and repeat business drive growth.
Generic strategies don’t work here. We do.
What Makes Us Different
We combine:
- AEC industry experience
- Sales strategy + coaching
- Marketing for technical industries
- HubSpot + process architecture
We don’t need to learn your world. We’ve worked in it.
Our Approach
We help construction teams:
- Strengthen relationships
- Improve consistency
- Build systems that support how they sell
Sales is 50% art, 50% science, and 100% human.
Our Team
We know your industry, your clients, and what it actually takes to win work.
Lisa Proeber, Owner
Nearly 20 years driving revenue growth. Background in commercial furniture and construction, with deep experience working alongside architects, designers, and builders.
Hayley Novak, Chief Marketing Officer
15+ years of experience, including 7 years in engineering and design. Expert in positioning AEC firms and translating technical expertise into clear, growth-focused marketing strategies.
Kim Marx, Client Success Manager
12+ years in the engineering and design industry. Specializes in aligning client goals with sales and marketing, with deep experience in proposals, client relationships, and long-term growth.
Amy Kant, Sales Architect
20+ years of experience including 6 years working closely with construction and AEC clients. Builds scalable sales systems and HubSpot architecture. Expert in turning complex, relationship-driven sales into structured, repeatable processes.
Ready to implement HubSpot?
If you’re looking for expert guidance on HubSpot architecture, implementation, or ongoing support, The Middle Six team is here to help.
