Hello
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This weekClosing in 7 days
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UnassignedNo owner set
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OpenIn the pipeline
What happened to these?
Needs you
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Dashboard
Where the pipeline stands right now.
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File an RFP
One screen, one save. The summary catches up on its own — you never wait for it.
Matched against 343 existing clients
Optional
Optional — pick from the suggestions so we capture their email
Optional
Optional — the RFP summary will suggest one
Drag the RFP here, or browse
PDF, Word, PowerPoint, Excel or ZIP
Optional — you can add it later. Stored securely; you'll never have to find a folder.
Saving creates the project filing automatically in the background. You never have to organise folders — everything you need appears on the record.
Pipeline
Everything open, closest deadline first.
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AI summary
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Bonds & guarantees
Documents
Drag documents here, or
choose from Google Drive
Details
More details
Compose
Drafted from the record. Edit anything — it goes from your address, not a system mailbox.
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… — replies come back to you
Sent as you
Add anything the system doesn't know — context from the client call, budget hints, who to loop in.
Sent from your own address, and it lands in your Sent items. Every send is logged once — pressing Send twice cannot send twice.
Automations
Rules you write, see and switch off. Nothing runs that you didn't ask for.
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Add a rule
Rules suggest and pre-fill, and they remind you. They cannot create a record or send an email on their own — that always needs your click.
What it learned about your work
Everything here is visible, correctable and yours alone. Used to pre-fill — never to act.
Patterns
Nothing learned yet — patterns appear as you work.
Your controls
Learn from how I work
Pre-fill fields from patterns
Match my writing style in drafts
Your patterns are private to you. Colleagues see their own, never yours.
People
Only the people listed here can sign in. Google authenticates them; this list authorises them.
Their email fills in automatically
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