Organize your capture pipeline
Pipeline management, opportunity tracking, and custom workflow support for capture organizations. Our self-serve Professional and Max plans each include 1 user seat.
Tools for managing a pursuit
Search, tracking and bid tools, with custom planning for team needs
Pipeline Management
Organize saved opportunities in the CRM pipeline and update pursuit stages as your process changes.
Saved Searches & Alerts
Save recurring criteria and configure alerts within the limits of the selected plan.
Award Context
Review award history and related procurement context when it is available for an opportunity.
Max AI Bid Tools
Review uploaded source documents and prepare working proposal drafts.
Calendar & Reminders
Create calendar events around opportunity deadlines and review the current sync options in a demo.
Custom Workflow Planning
Discuss multi-user, SLED, integration, and SSO requirements in a scoped Workflow Automation consultation.
Self-Serve Plan Limits
Professional and Max each include one user seat. Professional includes 5 daily searches and 5 saved searches; Max includes 500 daily searches, 50 saved searches, email notifications and AI bid tools.
Compare plan detailsNeed Advanced Automation?
A Workflow Automation consultation can scope:
- Integration and SSO requirements
- SLED contract monitoring for your target states
- Custom capture workflow implementation
- Custom pipeline and proposal automation
Registration support
Get help with SAM.gov and certifications
Paid support for registration and application paperwork, with a free call to discuss what you need.
- SAM.gov registration
- Certification applications
- Capability statements
Frequently Asked Questions
How many team members can I add?
Our Professional and Max self-serve plans each include 1 user seat. If you need a multi-user capture workflow, contact us about Workflow Automation and custom setup options.
Can I assign opportunities to team members?
Professional and Max currently include one user seat, so we do not present opportunity assignment as a standard multi-user plan capability. Bring assignment and notification requirements to a Workflow Automation consultation so the team can confirm what can be scoped.
How does the pipeline view work?
The platform includes a CRM pipeline for organizing opportunity work. Book a demo to review the current view, available fields, and whether it fits your capture process.
Can team members collaborate on proposals?
Real-time co-editing, comments, proposal-section assignments, and change tracking are not currently live in the AI Bid Assistant. You can export working documents for review in your existing collaboration tools.
Do you integrate with our existing tools?
Google Calendar deadline sync is available. Microsoft 365 and Slack are not currently live standard integrations. Workflow Automation consultations can scope integration and SSO requirements without implying that a specific connector is already available.
Can I get certifications for my whole team?
Business certification programs generally apply to an eligible entity rather than to each team member. Gov Contract Finder offers paid support with selected registration and certification applications.
See how to organize your next pursuit
Walk through opportunity tracking and bid preparation. Ask about individual plans and options for your team.