Marketing
Marketing runs the pre-sales and bidding cycle. Tender Tracking holds every opportunity you're chasing with its status, value, deposits, and line items, and Sales Assignment gives each one a named lead and supporting team. Client Meetings keeps what was discussed next to the client it concerns, Proposals & Review gets a bid reviewed and scored before it leaves, and Status & Awards records how each one ended — won, lost, or awaited — and where you ranked.
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 value, deposits, line items, and status.
Add New Tender
Pipeline List & Grid Views
Bid Value Tracking
EMD & Security Deposit
Tender Fee
Tender Line Items
Due-date Filters
Go Decision
Custom Fields
Print & PDF
Status Tracking
Add a tender with its value, due date, and line items, then move its status as the bid progresses.
(2) Sales Assignment
Give every tender a named lead and supporting team, and notify them when it is assigned.
Assign a Sales Person
Lead & Support Roles
Supporting Team Members
Reassign
Assigned & Target Dates
Assignment Notifications
Print & PDF
Open the tender, choose the sales person and their role, add supporting members, and they are notified by email or WhatsApp.
(3) Client Meetings
Keep a client directory, and schedule, record, and review every meeting with them.
Client Directory
Add New Client
Schedule a Meeting
Meeting Notes & Minutes
Action Items
Meeting Attendees
Cancel with Reason
Meeting History
Client Custom Fields
Print & PDF
Add the client, schedule the meeting, then record notes and action items afterwards.
(4) Proposals & Review
Prepare technical proposals and have them reviewed, scored, and decided before they go to the client.
Technical Proposals
Create a Proposal
Reviewer Scoring
Approve, Revise, or Reject
Attachments
Digital Signature
Proposed Value & Margin
Print & PDF
Status Tracking
Create the proposal against a tender, attach supporting files, and send it to a reviewer who scores it and approves, requests revision, or rejects it.
(5) Status & Awards
Record each status change and the final result of every bid, with its value and rank.
Status Updates
Status History
Award Result (Won, Lost, Awaited)
Award Value
Loss Reason
Bid Rank (L1 to L3)
L1 Lowest Value
Award Notification
Update the tender's status as it moves, then record the award result with its value, rank, and the reason if it was lost.
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?
Each tender carries its due date, and you can filter the pipeline by overdue, due today, and the next 7 or 30 days. Email and WhatsApp notifications go out when a tender is created or assigned, or its status changes.
Can a proposal be reviewed before it's sent?
Yes. A reviewer scores the proposal and decides to approve it, request revision, or reject it.
How is the outcome of a bid recorded?
Record the award result as Won, Lost, or Awaited, with the award value, the bid rank, and the reason if it was lost.
Can we see how a tender has progressed?
Yes. Status Updates keeps the history of each status change, and the tender's detail page shows its proposals and status together.