# Corex360 for architects | Proposals, drawings, files > Corex360 in an architecture practice: the enquiry source on the card, proposals and contracts on one client record, drawings on file, the client follows along. Source: https://www.corex360.com/en/solutions/architecture-practices Last updated: 2026-09-29 --- [Home](https://www.corex360.com/en) [Solutions](https://www.corex360.com/en/solutions) Architecture practice By role · Architecture practice # The drawing on the desk, the proposal and the files on record. Corex360 is a business application that keeps an architect's enquiry, proposal, revision, contract and drawings on one client record. Where the enquiry came from is written on the opportunity card; the proposal, revised proposal and contract sit in the tabs of the same record, and drawings and documents are tied to it in Corex Drive. Once the project starts, the client follows it from a panel opened for them. [Request a demo](https://www.corex360.com/en/contact?konu=mimarlik#form)Follow the day Short answer Corex360 for an architecture practice: enquiry, proposal, revision, contract and project on one customer record; drawings and documents tied to it in Corex Drive. X AI reminds you of unanswered proposals; sending stays with your approval. - 08:30 Enquiry - 10:00 Survey - 12:00 Proposal - 14:30 Revision - 16:30 Contract - 19:00 Close An architect's day · illustrative ## From the morning enquiry to the signed contract. This architect's day is a scenario; the times and records are examples. The flow follows how Corex360 works in an architecture practice: the enquiry on the card, proposal and revision on the same record, drawings on file, the project in the portal. The day starts with a card that shows where the enquiry came from; survey photos and measurements go on file, the proposal and revised proposal sit in the same tab, and contract and project meet on the same card. 08:30 Enquiry ### Where the enquiry came from, on the card. A villa owner asked for a proposal through the website, another took your card on a site visit. Both are open as opportunities; the source is written on the card: website, site visit, referral. In the sales pipeline you see at a glance which opportunity is waiting for a proposal. **Sales pipeline** illustrative - Source **Website · site visit** - Stage **Proposal to prepare** - Opportunity **Card open** - Last contact **Date on the card** X AI · The enquiry on the card with its source; its stage in the pipeline. 10:00 Survey ### Photos and measurements on file. You went to the plot. You put the photos, the measurement note and the title deed the client sent into the Files tab of the customer card; they sit in Corex Drive, tied to the record. Who can see them depends on permission, and every view is recorded. ![A white vehicle on the Bosphorus coast road in morning light] 12:00 Proposal ### The proposal on the client's card. You prepared the proposal from the opportunity card. The proposals screen shows the proposal number, amount, status, approval column and validity date; for an overseas client the amount can be in a foreign currency and the proposal written in English. The proposal sits in the Quotes tab of the customer card; it goes out with your approval. ![A printed quote in an open grey folder with a fountain pen, a phone face down beside it] 14:30 Revision ### The revised proposal in the Quotes tab too. The client asked for one more floor; the scope changed. You prepared the revised proposal on the same client's card; it sits in the Quotes tab too. The correspondence explaining the change and the latest drawing are on the same card. If someone asks in three months what that amount was based on, you will not search an email thread for the answer. **Customer card** illustrative - Quotes **In the Quotes tab** - Files **Latest drawing** - Conversations **Scope correspondence** - Contracts **Draft** X AI · Proposal, drawing and correspondence on the same customer card. 16:30 Contract ### Contract and project on the same card. The client accepted the proposal. The contract card shows the type, amount, start and end date; the contract sits in the Contracts tab. You opened the project from the Projects tab of the same card. A portal was set up for the client; they will see their project, proposals and conversations there. ![A signed contract page and a fountain pen on a desk in evening light] 19:00 Close ### An unanswered proposal is not forgotten. Still nothing from the other villa owner. X AI reminds you of proposals without a reply; the morning report shows waiting proposals and work due this week. The report opens on the phone and in the browser; nobody walks from desk to desk asking what happened to that proposal. ![An office over the Bosphorus at dusk, an employee walking to the door] Why it is possible ## Enquiry, proposal, drawing on one record. In an architecture practice the mess comes from revisions: every change is a new email, a new file name, a new amount. In Corex360 the enquiry, proposal, revised proposal, contract and project sit in the tabs of the same customer record; drawings and documents are tied to that record in Corex Drive. The vertical module for zoning lookups, plan notes, proposals and presentations in architecture practices is called Vesya Corex Architecture. X AI follows rule-bound work, and sending needs approval. Client Opportunity Proposal Revision Drawing Corex Drive Contract Project Client portal Task Rule Morning report ![Corex360] intelligence Rule ## How are proposals and files watched through rules? [Corex360's assistant X AI](https://www.corex360.com/en/x-ai) follows rule-bound work; when a rule breaks it opens a task and assigns an owner. The practice writes the rule once; it stays when the project team changes. For example, if a sent proposal gets no reply, or a survey task closes without a file on the card, a reminder and a task open; a task still open as the delivery date nears goes to its owner and into the morning report. **Proposal follow-up** - What happened Proposal sent - What is missing No reply - Follow-up Reminder + task **Missing file** - What happened Survey task closed - What is missing No file added to the card - Follow-up Reminder + task **Delivery approaching** - What happened Due date near - What is missing Task still open - Follow-up Task to owner + morning report We thought in your place ## If we sat at the drawing board, what would we want? The list holds sentences you know from any architecture practice; opposite each is what Corex360 does today. Knowing where the enquiry came from, not searching email for the basis of a revision, not asking which drawing is the latest, giving a foreign client a proposal in their own language, and a client who does not ask about the project every day are among them. ![A printed quote in an open grey folder with a fountain pen] - I would want ### I want to know where each enquiry came from. **Corex360** The opportunity's source is kept on the record: website, phone, referral, site visit and the other channels. - I would want ### I should not search emails for what a revision was based on. **Corex360** The revised proposal is in the Quotes tab too; the scope correspondence sits on the same customer card. - I would want ### I should not have to ask which drawing is the latest. **Corex360** Drawings and documents sit in the Files tab of the customer card, in Corex Drive, tied to the record; every view is recorded. - I would want ### I want to give an overseas client a proposal in their language. **Corex360** The proposal amount can be written in a foreign currency and the proposal language can be chosen. - I would want ### An unanswered proposal should not be forgotten. **Corex360** X AI reminds you of unanswered proposals; waiting proposals show in the morning report. - I would want ### The client should not ask for the status every day. **Corex360** The client gets a portal where they see their project, proposals and conversations and receive interim reports. ## See it in your own practice. We build the demo with your project, your proposal and your client card. In the call you watch an enquiry land on the opportunity card, the revised proposal sit in the same tab, and the drawing tie to the record in Corex Drive, using an example from your own project. You can reach us through the demo form, WhatsApp or phone; if you have a question, write to us directly. [Request a demo](https://www.corex360.com/en/contact?konu=mimarlik#form)[WhatsApp](https://wa.me/905321323288)[+90 532 132 32 88](tel:+905321323288) Corex360 modules ## Which modules work in the architecture practice? The modules in the architecture practice are parts of the same core; each card shows the hour of the day it steps in. The CRM ([customer relationship management](https://www.corex360.com/en/blog/what-is-crm)) keeps the opportunity, its source and the sales pipeline; the proposal is recorded with amount, currency, language and validity date, the contract with type, amount and dates. Corex Drive ties photos, measurements and drawings to the record, the client follows the project from their own panel, and X AI reminds you of unanswered proposals. CRM Opportunities, sources and the pipeline. 08:30Corex Drive Photos, measurements and drawings tied to the record. 10:00Quotes Amount, currency, language, validity date. 12:00Contracts Type, amount, start and end. 16:30Projects The Projects tab on the customer card. 16:30Client portal The client follows the project. 16:30X AI Reminds you of unanswered proposals. 19:00Morning report Waiting proposals and work in one summary. 19:00 FAQ ## What architects ask. The questions an architecture practice researches when looking for software, and Corex360's answers. ** 01 What does an architect's day look like in Corex360? ** In the morning the architect sees the enquiry on the opportunity card with its source, puts photos and measurements on the card after the survey, and prepares the proposal from the opportunity card. The proposal, revised proposal, contract and project sit in the tabs of the same customer record; drawings and documents are tied to it in Corex Drive. A practice's project flow is covered in [project tracking in an architecture practice](https://www.corex360.com/en/blog/architecture-practice-tracking). ** 03 Can we quote an overseas client in a foreign currency and in English? ** Yes. The proposal amount can be written in a foreign currency, the proposal language can be chosen, and notes can be added to a line. The proposals screen shows the proposal number, status, approval column and validity date. ** 05 Is there a separate module for zoning lookups and plan notes? ** The vertical module for zoning lookups, plan notes, proposals and presentations in architecture practices is called Vesya Corex Architecture. How it would work in your practice is shown in the demo. What a zoning status is, is explained briefly [in the glossary](https://www.corex360.com/en/glossary#imar-durumu). ** 07 Does X AI send the proposal? ** No. X AI sends no reply or proposal to a client on its own; sending needs approval. It reminds you of proposals without a reply; the contract's start and end dates sit on the contract card. ** 02 Where does a revised proposal go? ** The revised proposal is in the Quotes tab too; the correspondence that changed the scope and the latest drawing are on the same customer card. The general steps of preparing a proposal are in [how to prepare a quote](https://www.corex360.com/en/blog/how-to-prepare-a-quote). ** 04 Are drawings and project files safe? ** In Corex Drive files are encrypted and permission-bound; sharing uses time-limited, permission-bound links that can be revoked. Every view and download is recorded. ** 06 Can the client see the project's status? ** A client company gets a customer portal where it sees its project, proposals and conversations. Interim reports go to the client, who follows the project's status on the web. ** 08 Does everyone in the practice see every project? ** No. Access is role-based; each user sees only the records within their role. The same file shows to each department with its own permission; permission changes need manager approval and are logged. ## Read more on this - [project tracking in an architecture practice](https://www.corex360.com/en/blog/architecture-practice-tracking) - [how to prepare a quote](https://www.corex360.com/en/blog/how-to-prepare-a-quote) - [Corex360 modules: what each module does](https://www.corex360.com/en/modules) - [Who builds Corex360](https://www.corex360.com/en/about) Related articles ## Keep reading. [Back to the blog](https://www.corex360.com/en/blog) [Projects Are task tracking and project management the same thing: where the difference begins Task tracking is the practice of following the owner, date, and status of individual jobs; project management puts those jobs in order for one delivery and shows how one delay moves the rest. The difference appears where jobs start waiting on each other. Date 24 September 2026 Read the article](https://www.corex360.com/en/blog/task-tracking-vs-project-management)[Industry How to set up quote and project tracking in an architecture practice Quote and project tracking in an architecture practice is the practice of keeping scope, stages, revisions, and files on one job record. In a small practice this order is often the principal's memory; it can move onto the record, from zoning data to the delivered project. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/architecture-practice-tracking)[Industry CRM for construction companies: quotes, sites, and interim payments on one record A CRM for a construction company is a system that keeps the trail of a job on one record, from survey to quote and from contract to site and interim payments. Where the trail breaks when a survey note never reaches the site. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/crm-for-construction)[Projects How to choose project management software: deciding by the kind of work Choosing project management software is a decision made by the kind of work, because an agency, a building site, and a software team do not get the same job done in the same tool. Criteria, a demo test, a switch plan, and the limits. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/how-to-choose-project-management-software)[Projects What is project management software: opening the project when the quote is accepted Project management software is a tool that keeps steps, owners, and delivery dates in one place. Why work breaks on the day a quote is accepted, and how the project should open. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/what-is-project-management-software)[Industry How pool and spa companies track after-sales service Pool and spa service tracking is the work of keeping a handed-over pool's pump, filter, warranty, maintenance plan, and every service visit on one record, so the years after handover stop being guesswork. The real relationship with the customer starts with the first maintenance call. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/pool-spa-service-tracking) Other solutions ## Which desk is yours? Corex360 solution pages come in two groups. Pages by role follow a working day of the manager, the sales team, the field team, accounting and HR, customer service, the project manager and the architecture practice. Pages by need take one job each: [customer tracking](https://www.corex360.com/en/blog/customer-tracking), quote tracking, leave tracking, unifying channels, handing follow-up to the assistant, measuring the team, or the hosting decision. All of them run on the same Corex360 core. [Manager One list in the morning, one screen all day. Corex360 for the manager: pending approvals, risks, team pulse and field status in one briefing every morning. Read the story](https://www.corex360.com/en/solutions/managers)[Sales team Every conversation on the card, every quote followed. Corex360 for the sales team: WhatsApp, Instagram, email and calls on the same customer card; the price question becomes an opportunity, the opportunity a quote, the quote a contract, all on one card. Read the story](https://www.corex360.com/en/solutions/sales-teams)[Field and operations The field is on the road, the record is at the centre. Corex360 for field and operations: vehicle tracking, projects and the customer record on the same core. Read the story](https://www.corex360.com/en/solutions/field-operations)[Accounting and HR Leave, attendance, on one record. Corex360 for accounting and HR: clock-ins land on the staff card; leave, advance and overtime requests run through an approval flow, and the approval is logged. Read the story](https://www.corex360.com/en/solutions/accounting-hr)[Unify channels Three channels, one card, one person. The same customer writes on Instagram in the morning, sends a photo on WhatsApp at noon, calls the office line in the evening. Read the story](https://www.corex360.com/en/solutions/unify-channels)[Hand it to the assistant X AI does the follow-up, you make the decision. X AI is the artificial-intelligence assistant inside Corex360. Read the story](https://www.corex360.com/en/solutions/hand-it-to-the-assistant)[Measure the team fairly The score comes from the work, the effort becomes visible. If the one who arrives early but does not finish and the one who arrives late but closes the job sit in the same table, the measure is wrong. Read the story](https://www.corex360.com/en/solutions/measure-the-team-fairly)