Growth · Business Development & CRM
A pipeline that knows the difference between a lead and a bid.
Early leads are tracked apart from live opportunities. Different jobs, different boards.
Identified
MonitoringQualifying
Bid / No-Bid
The go / no-go decision, scored
In flight
DraftingSubmittedEvaluation
Late stage
ShortlistedNegotiation
Won
Handover to delivery
Lost
Win/Loss review
Thirteen stages in all. A pursuit you walked away from isn't one you lost.
Current capabilities
What you can do in Business Development & CRM
Opportunities with weighted pipeline value, Bid/No-Bid scoring, Win/Loss review, and funder registers.
- Pipeline leads through to won/lost opportunities, with department scoping
- Bid/No-Bid scoring with a configurable pursuit-recommendation threshold
- Funder, partner, and stakeholder registers tied back to opportunities
- A dashboard built for BD leadership, not just a list view
Beyond the board
The registers a pursuit actually needs.
FundersWho is paying, what they fund, and which opportunities trace back to them.
PartnersWho you bid with, on what, and in what role — kept as a register, not in someone's memory.
StakeholdersThe people around a pursuit, linked to the opportunity rather than filed under a contact list.
Bid / No-Bid, on the record.
The decision that costs the most is usually the one nobody wrote down.
- 01Score the pursuit against a configurable threshold instead of arguing it in a meeting.
- 02Record the recommendation and the call actually made — including when they differ.
- 03Run a Win/Loss review when it resolves, against what you predicted at the time.
- 04Hand a won opportunity to delivery as a project, carrying its value and its context with it.
Scoped, like everything else
Contributors see the pipeline they're on; a department head sees their department's. business.view is a permission, so the whole pipeline is not automatically everyone's business.
Next
Where this connects.
See Business Development & CRM on your own work.
We'll run a live project of yours through it rather than showing a demo tenant.
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