Track an opportunity from enquiry to tender
Capture the client contacts, run the opportunity through the pipeline, convert the win into a project and carry it into tender.
How it works, step by step
4 steps across the platform - what you do at each one, and why it matters.
Record the client and contacts
ContactsAdd the client and the key people behind the enquiry, with their roles and how to reach them.
Why: Enquiries arrive by phone and email and get lost. One clean contact record is who you chase and who signs.
Open and track the opportunity
CRMOpen the opportunity, set its value, stage and win probability, and log every call and meeting against it.
Why: A pipeline you cannot see is one you cannot forecast. Stage and probability tell you what to chase and what to staff for.
Convert the win to a project
New projectWhen the enquiry is won, spin it up as a live project and carry the client and scope across.
Why: Re-keying a won job into a fresh system loses detail and wastes a day. Converting keeps the history and starts delivery clean.
Carry it into the tender
TenderingMove the won opportunity into tendering to build, price and submit the bid.
Why: The commercial thread should run unbroken from first enquiry to submitted price. A gap is where scope and margin leak out.