Zero Surprises. Full Visibility.

Track every pursuit from first contact to award. Know exactly where each opportunity stands, who's responsible, and what needs to happen next — all in one place.

0
Missed handoffs
0
Surprises at submission
100%
Deadlines tracked
Qualified3
Capture2
Proposal2
At Risk

6

Deals in stage

21

Avg days in stage

1

Overdue next steps

Pursuit Tracking

Every opportunity, one unified view

See your entire pipeline at a glance. Drag-and-drop opportunities through customizable stages, from initial qualification to capture to proposal to award, with capture-to-proposal strategy continuity so notes, win themes, and stakeholder intel carry forward into the draft. Full activity history means nothing falls through the cracks.

  • Customizable pipeline stages that match your process
  • Drag-and-drop interface for quick status updates
  • Full activity history on every pursuit
  • Filter and sort by stage, value, deadline, or owner
< 30 secto update any pursuit status
Pipeline kanban view showing opportunities organized by stage
Custom Fields & Workflows

Your process, your rules

Every BD team works differently. Configure custom fields, required data at each stage, and automated workflows that match how your organization actually operates. No more forcing your process into someone else's template.

  • Add custom fields for any data you need to track
  • Set required fields per stage to enforce data quality
  • Create dropdown options that match your terminology
  • Export data in your format for leadership reporting
Unlimitedcustom fields per pursuit
Custom field configuration interface for pursuit tracking
Team Collaboration

Everyone on the same page

Assign owners, add collaborators, and keep your entire team aligned. Notes, attachments, and task assignments ensure everyone knows their role and nothing gets lost in email threads.

  • Assign pursuit owners and team members
  • Threaded notes for capture discussions
  • Attach documents, links, and reference materials
  • Task assignments with due dates and notifications
1 placefor all pursuit activity
Team collaboration kanban board with tasks and status tracking
Salesforce Integration

Sync with your CRM, automatically

Already tracking opportunities in Salesforce? Sweetspot syncs bi-directionally so your BD team and sales ops stay aligned. Push pursuits to Salesforce, pull updates back — no manual data entry required.

  • Two-way sync keeps both systems current
  • Map Sweetspot stages to Salesforce opportunity stages
  • Push new pursuits to Salesforce automatically
  • Pull Salesforce updates back into Sweetspot
2-waysync with Salesforce
Salesforce account connection dialog
Sweetspot AI

Ask your pipeline anything

Chat with your pipeline data naturally. "Which opportunities close this quarter?" "Show me pursuits where we are the incumbent." "What is our win rate by agency?" Get instant answers without building reports or exports.

  • Natural language queries about your pipeline
  • Instant visualizations of trends and patterns
  • Compare performance across time periods
  • Export AI-generated insights for presentations
< 5 secfrom question to answer
Sweetspot AI chat interface showing pipeline query results for upcoming opportunities

Who uses Pipeline Management?

One platform that adapts to how each role actually works.

BD Team Leads

Get instant visibility into every active pursuit. Know who's working on what, which deals are at risk, and where to focus your attention — without chasing status updates.

Teaming Partners

Collaborate on joint pursuits with shared workspaces. Prime and sub partners see the same information, reducing miscommunication and dropped balls.

Resource Planners

Forecast proposal workload months in advance. Know which opportunities will hit proposal stage and when, so you can staff up before crunch time.

Ready to take control of your pipeline?

Join hundreds of GovCon teams using Sweetspot to track pursuits and win more contracts.