Turn interest into inventory. Manage your entire pursuit lifecycle, build teams, and keep your partner intelligence up-to-date with our automated CRM and Pipeline tools.
Manage custom proposal teams and centralize agreements in one dedicated workspace.
Auto-updates with your partners' latest contract wins and active performance data.
Track proposals, monitor team performance, and generate executive summaries.
Stay ahead of dead-lines and make data-driven decisions. Our comprehensive reporting engine synthesizes your platform activity, pipeline progress, and partner metrics into clear, decision-ready visual insights.
Export formatted summary reports for executive briefings and team syncs.
Filter report data by custom date ranges, team members, or active tags.
Identify pipeline bottlenecks early to reallocate team resources effectively.
Pro Tip: Check CRM health check reports to catch expiring partner certifications before submitting joint proposals.
Pro Tip: TeamingPro checks certification status and NAICS codes daily, automatically updating your CRM records so your data never goes stale.
Transform your company connections into profitable relationships. Our built-in CRM automatically tracks your federal market partners, removing the burden of manual data entry and keeping your team organized in one dashboard.
Receive real-time alerts on all CRM record updates.
Talk to your CRM companies about jobs or opportunities en masse through AutoConnect.
Upload files, notes, contact information, and assign custom tags to group companies efficiently.
Transform interest into wins. Our Pipeline management system uses the Shipley Model to organize your federal opportunities into six logical buckets, providing total visibility and team-wide communication.
Receive real-time alerts on all updates to pipeline records from teammates.
Upload documents and collaborate seamlessly across your teams.
Assign tasks per proposal or job for clear task tracking and deliverables.
Pro Tip: Use the "Alternative Search" feature within the Pipeline to find backup teammates if a primary partner falls through.