Toolblocks
Toolblocks

The AI-native CRM for principals, project executives, and BD teams in AEC

Know more about your market than your competitors with signal intelligence.

Real-time signals and simplified coordination on target accounts: conference attendance, municipal changes, job moves, and social activity. Crafted for AEC firms, so your team knows more to win more.

The old way is breaking

From scattered tools to one pursuit workspace

Most firms still chase work across inbox, spreadsheets, LinkedIn, and memory. Toolblocks tracks your relationships, surfaces timely signals, and streamlines next steps in one place.

Before

Relationship work scattered everywhere

With Toolblocks

One pursuit workspace with context

People, firms, and how they connect. See who knows who and how you have worked together before, across email, LinkedIn, and events.

01Relationships

Turn your network into a system for winning work.

Keep firms, contacts, notes, and recent activity in one place. See who fits the work you want, find warm introductions, and spot where your network shows up next.

Contacts with context

Keep people, firms, notes, and relationship history together so every follow-up starts with context already there, not an empty record.

  • 01.1

    Focus on good-fit clients

    Apply your target-client criteria across the network so the right firms and people rise to the top and the noise stays out of the way.

  • 01.2

    Use your firm's network

    See relationships across the workspace when you need introductions, coverage, or a second pair of eyes on who knows whom.

  • 01.3

    Know where to go

    See conferences and events where your contacts and prospects are speaking or on the program. Plan outreach and attendance while timing is still on your side.

02Prospecting

Find the right clients. Get a warm introduction.

Research and shortlist your target accounts and teams that fit how you work. Visualize which collaborators have been close to those clients for warm intros.

Target-client shortlists

Research and filter by geography, sector, and role. Open a firm or contact with the context you need for a real conversation.

  • 02.1

    Warm paths through collaborators

    See adjacent firms and shared history so you can ask for introductions with specifics, not a vague favor.

  • 02.2

    Stay on what changed

    Track filings, roles, and deadlines. Keep each pursuit organized from first conversation to signed contract.

03AI-assisted work

Get help with the busywork on every pursuit.

Our AI agents work 24/7 to help you with the busywork on every pursuit.

Save days on follow-up.

Let AI handle first drafts of research, prep, and follow-up work that eats hours each week. You stay in control.

  • 03.1

    Meeting briefs with the context that matters

    Who is in the room, what you already know, and what changed. Short enough to scan on the way over.

  • 03.2

    Reusable ways of working

    Save templates, checklists, and standards so the next project starts from something solid.

  • 03.3

    Corrections that carry forward

    Keep reviewed changes and working assumptions with the project.

Handy tools to help the team

Use 100+ calculators and references for free.

FREE • NO SIGNUP

Know more. Win more.

Everything you need to know about your market, your competitors, and your opportunities in one place.