Watch On Demand
What If Your CRM Updated Itself?
Watch "What Is Headless CRM and Why Should Every AEC Marketing and BD Professional Care?" — HSO's SMPS Learning Lab session, recorded live on June 2, 2026.
A project narrative drafted automatically from project documentation, communication, and time entries. A closing date is updated before anyone has to ask. Proposal prep time cut from 8 to 2hours. This isn't a future state, it's what headless CRM is already doing for AEC firms today.
Discover how it works and why every AEC marketing and business development professional should care.
In this on-demand session, HSO's Neil Holmes and Andy Yeomans break down headless CRM: what it is, how AI can capture, update, and serve CRM data automatically, without asking your seller-doers to stop billable work to document it.
What you'll discover:
Why traditional CRM keeps failing seller-doers, project managers, and marketing teams
How AI senses, decides, and acts on real signals from your inbox, meetings, and proposals — no manual entry required
What it actually takes to get started, and where AEC firms are seeing results fastest

