Project management
Sales & Proposals
Time tracking
Invoicing
Financial Performance
Consulting Engineers
Architects
Town Planners
Building Designers
Track Enquiries, Write Fee Proposals, Win More Work
Built environment firms lose revenue when opportunities slip through the cracks. Drum gives architects, engineers, and surveyors a clear sales pipeline, from first enquiry through to fee proposal and project kick-off, so you always know what's in play and what needs follow-up.
Smart Sales Inbox
Forward enquiry emails to Drum and it will automatically create an opportunity, pulling in contact details, scope, and relevant records.
Customisable Sales Process
Set up template-driven sales stages that match how your firm actually wins work, from initial enquiry through to engagement letter.
Real-time Reporting
Track opportunity values, win rates, and pipeline forecasts so directors can see revenue coming down the line.
Proposals That Become Projects
When a fee proposal is accepted, convert it into a live project in one click. All your budgets, stages, and team allocations carry across.
Write Fee Proposals Without the Busywork
Template-driven Fee Proposals
Build fee proposals fast using customisable templates that reflect your firm's branding and standard terms.
Flexible Project Pricing
Price projects by stage, discipline, or deliverable using Drum's drag-and-drop interface, then pull those figures straight into your proposal.
Word Document Generation
Generate branded Word documents directly from Drum, ready to send to your client.
One-click Project Creation
Once a proposal is accepted, spin up a live project in one click with budgets, stages, and team members already in place.
From Enquiry to Invoice, All in One Place
Enquiry Tracking
Log every enquiry as it comes in, assign it to the right person, and follow up before it goes cold.
Accurate Project Pricing
Break down labour, expenses, and overheads by project stage so your quotes reflect the real cost of delivery.
Budget-to-Proposal Sync
Pull financial data from your project budgets directly into proposals with a single click. No re-keying, no copy-paste errors.
Pipeline & Revenue Reporting
See your win rate, weighted pipeline value, and forecast revenue at a glance, so you can plan resourcing with confidence.
We have found the team from Drum to be both responsive to our needs and open to changes and improvements. Implementing Drum has allowed us to significantly improve the visibility of our projects' performance to the team and is resulting in more timely and accurate management of our projects.
Daniel Berry
Managing Director, Projex Partners
Frequently asked questions
Common questions about how Drum handles enquiries, fee proposals, and pipeline reporting for built environment firms.
How does Drum's sales inbox work?
Forward enquiry emails to Drum's sales inbox and it will automatically create an opportunity, pulling in contact names, scope of works, and even suggested staff and budgets. It saves time and means no potential work slips through the cracks.
Can I customise the sales process in Drum?
Yes. Drum lets you create template-driven sales processes that match how your firm actually wins work. You can adjust stages, tasks, and milestones to reflect your typical workflow, whether that's a simple enquiry-to-proposal path or a multi-stage selection process.
How does Drum handle proposal pricing?
Drum provides a drag-and-drop project pricing interface. You can allocate costs by stage or discipline, override prices on a per-project basis, and sync the figures directly into your fee proposals.
Can I generate branded fee proposals from Drum?
Yes. Drum lets you create fee proposals from customisable templates that use your firm's branding and standard terms. You can also generate Word documents directly from Drum, ready to send to your client.
How does Drum connect the sales pipeline to project delivery?
When a proposal is accepted, you can convert it into a live project with a single click. Budgets, stages, and team allocations all carry across, so there's no need to re-enter anything.
Can I track pipeline performance and win rates in Drum?
Yes. Drum's sales reporting shows opportunity values, win rates, weighted pipeline forecasts, and individual performance metrics. Directors get a clear picture of incoming revenue and can plan resourcing accordingly.