Marketing
Marketing runs the pre-sales and bidding cycle. Tender Tracking holds every opportunity you're chasing with its deadline, value, and documents, and Sales Assignment gives each one a named owner so nothing waits in a shared inbox. Client Meetings keeps what was discussed and promised next to the client it concerns, Proposals & Review makes sure a bid is checked before it leaves, and Status & Awards records how each one ended — and why — so your win rate is something you can act on.
Powerful modules, built for teams
Each module is designed to be composable: pick what you need, scale as you grow, and integrate with your existing workflows. Below you'll find an expanded view of every module, quick stats, integrations, and a short FAQ to help your evaluation.
(1) Tender Tracking
Every tender you're chasing in one pipeline, with its deadline, value, and where it currently stands.
Add New Tender
Tender Pipeline View
Submission Deadline Alerts
Document Upload & Storage
Bid Value Tracking
Status Tracking
Add a tender with its published and due dates, attach the documents, and it joins the pipeline with deadline alerts on.
(2) Sales Assignment
One named owner per tender, so nothing sits in a shared inbox waiting for someone to pick it up.
Assign a Sales Person
Reassign & Transfer
Workload Overview
Assignment Notifications
Territory & Account Mapping
Open a tender, assign the sales person responsible, and they're notified and shown as its owner.
(3) Client Meetings
Clients and the meetings you've had with them — what was discussed and what you promised to do next.
Client Directory
Add New Client
Schedule a Meeting
Meeting Notes & Minutes
Follow-up Reminders
Meeting History
Add a client, schedule your first meeting, and record the notes and follow-ups against it afterwards.
(4) Proposals & Review
Proposals built from templates, versioned as they change, and reviewed internally before they go out.
Create a Proposal
Proposal Templates
Version History
Internal Review & Approval
Client Sharing
Status Tracking
Start from a template, send the draft for internal review, then share the approved version with the client.
(5) Status & Awards
How each bid ended — awarded, lost, or still open — and the reason, so the next one goes better.
Bid Status Overview
Mark as Awarded or Lost
Award Value Tracking
Win & Loss Reasons
Win Rate Reporting
Notifications & Alerts
Mark a tender awarded or lost, record the value and the reason, and it feeds your win rate reporting.
Integrations & exports
Our system seamlessly integrates with a wide range of third-party applications, enabling smooth data exchange across platforms. Whether it’s syncing with accounting software, CRMs, or analytics tools, integrations help streamline workflows and improve productivity.
Google Work Space
Google Drive
One Drive
Frequently asked
How many tenders can we track at once?
As many as you need. The pipeline shows every tender with its deadline, value, and current status.
How do we assign a sales person to a tender?
Open the tender and choose Assign sales person. They're notified and shown as the owner from then on.
Will we be warned before a submission deadline?
Yes. Each tender carries its published and due dates, and deadline alerts go to the assigned owner.
Can a proposal be reviewed before it's sent?
Yes. Proposals are built from templates, versioned as they change, and routed for internal approval before client sharing.
How is the outcome of a bid recorded?
Mark the tender awarded or lost, with the award value and the reason. Both feed the win rate reporting.
Can a won tender become a project?
Yes. An awarded tender can be taken into Worklog as a project with its own head, team, and timeline.