BUILT FOR AEC RELATIONSHIPS
Turn every opportunity into an organized client relationship.
Capture leads, track conversations, understand project needs, and convert qualified opportunities into active projects without entering the same information twice.
DO NOT LOSE THE NEXT OPPORTUNITY
Your next project should not depend on scattered notes, emails, and forgotten follow-ups.
An opportunity may begin with a call, a referral, a few photos, or a short message. MCD Flow preserves that context until it becomes a real project.
Follow-ups without an owner
A strong inquiry goes cold because no one owns the next action.
Information in multiple places
Contact details, scope, files, and conversations live in separate tools.
Repeated data entry
After winning the opportunity, the team retypes what the client already explained.
No clear history
It is difficult to see what was discussed, promised, sent, or requested.
FROM FIRST INQUIRY TO ACTIVE PROJECT
Move forward without losing the relationship history.
Capture the lead
Save name, company, contact details, source, and initial need.
Understand the opportunity
Organize project type, location, scope, budget, dates, and priorities.
Record conversations
Keep calls, emails, notes, and next steps in the same history.
Qualify the fit
Evaluate service, capacity, location, budget, and schedule.
Prepare the next step
Schedule a site visit, consultation, proposal, estimate, or meeting.
Convert to client
Preserve the context without re-entering the same information.
Create the project
Carry forward the client, notes, files, owner, and next actions.
Continue in the portal
Share messages, files, approvals, invoices, and updates.
DO NOT START OVER
The relationship does not restart when the project begins.
When a lead becomes a client, MCD Flow preserves contact details, notes, files, initial requirements, ownership, and history so the project starts with context.
Do not ask the client to explain the same project twice.Explore projects and collaboration →
CONTEXT FOR THE PEOPLE WHO NEED IT
The relationship stops living inside one person’s inbox.
Authorized team members can understand who the client is, what they requested, what was promised, what was sent, and what happens next.
A CONTROLLED CLIENT EXPERIENCE
Continue the relationship inside a private portal.
Share selected files, messages, approvals, updates, and invoices without exposing internal costs, markups, or private team discussions.
- ✓ Visibility by project and permission
- ✓ Private client channel
- ✓ Selected files and updates
- ✓ Connected invoices and payments
DIFFERENT OPPORTUNITIES, THE RIGHT CONTEXT
MCD Flow understands that an AEC opportunity changes with your business.
Architecture
Project type, phases, area, delivery model, site visit, and service.
Construction
Plans, location, scope, budget, desired start date, and bid opportunity.
Engineering
Discipline, deliverables, codes, schedule, and scope of services.
Interior Design
Project type, rooms, style, budget, and procurement needs.
THE COMMERCIAL HISTORY CONTINUES
From opportunity to payment, everything stays connected.
MCD Flow does not stop when you win the lead. It connects the relationship to the project, estimate, contract, invoice, and payment record.
Explore estimates and finance →LEADS & CLIENTS QUESTIONS
Clear answers before organizing your first opportunity.
Can I register a lead before creating a project?
Yes. Capture the opportunity first and create the project when it is ready to move forward.
Can I keep notes and initial information?
Yes. Keep contact details, source, needs, notes, and early context associated with the lead.
Do I need to re-enter information when the lead becomes a client?
No. Relevant information can continue into the client and project to reduce duplicate entry.
Can my team access the relationship history?
Authorized members can access it according to their role and permissions.
Can the client enter MCD Flow?
Yes. Invite the client to a controlled portal and decide which files, messages, updates, and invoices they can see.
Can client communication remain separate from internal discussion?
Yes. The client channel can remain separate from private team conversations.
ORGANIZE THE RELATIONSHIP FROM THE START
Capture your first opportunity before the project becomes complicated.
Explore the workflow and decide whether MCD Flow fits your company. No card, no upfront payment, and no commitment.
