Pipeline Management and Customer Relationship Management


  • Customer Relationship Management (CRM) – track your customer interactions throughout the lifecycle of the project
  • Track opportunities through the funnel by phase or gate as defined by your organization
  • Unprecedented reporting, dashboards, and metrics to direct business decisions
  • Visibility and control over the entire business development process resulting in higher win rates
  • Bid on opportunities that are a best fit for your organization and strategy
  • Maximize the available bid and proposal dollars by bidding on the right projects


Customer Relationship Management (CRM)

  • Instant access to prospects and customers in one central location
  • Tracking of the buyer/customer journey through the entire project lifecycle
  • Ability to analyze data and make good business decisions
  • Study market trends and customer pains
  • Understand future revenue potential and resource forecasts
  • Access to a weighted forecast based on probability percentages
  • Increased visibility and control over future financials – profit, revenue, growth, and new orders


  • Categorize contacts for easy reference (decision maker, locations, golf buddies, etc)
  • Workflow engine assigning tasks and providing notification
  • Project notes and code fields for unparalleled analytics
  • Apply Probability %s to produce weighted forecast
  • Resource demand planning with both current and TBD resources
  • Shift forecast to the right or left
  • Adjust probability of award as opportunity evolves
  • One-click to transform proposal project to an executable project
  • Track lessons learned for future bids
  • Cloud based system so there is 24/7/365 access to your information