CLEATUS’s Pursuit Management Suite is your end-to-end solution for managing government contract opportunities—from capture to submission. Whether you're a solo contractor or part of a GovCon team, CLEATUS keeps everything organized so you can streamline workflows, collaborate effectively, and ensure no opportunity slips through the cracks.
🚀 Track bids, assign tasks, collaborate with teammates, and win more contracts—all in one place.
📌 Key Features of Pursuit Management
Centralized Opportunity Management
Add your opportunities to the Pursuit Stage to track every step of the bidding process. With CLEATUS, you can:
✅ Manage multiple opportunities in one place.
✅ Assign users to specific opportunities so teammates know what to focus on.
✅ Stay updated on progress with a Bid Submission Checklist for each opportunity.
✅ Reduce missed deadlines with automated reminders & tracking tools.
💡 Why This Matters: Keeping all pursuit activities centralized ensures a more organized, efficient bidding process.
List & Kanban Views: Choose How You Work
CLEATUS lets you manage opportunities in two flexible views:
🔹 Kanban View – Visualize bid progress at a glance with a drag-and-drop board.
🔹 List View – Sort, filter, and group opportunities for a structured approach.
💡 Why Use Kanban?
✅ See real-time bid progress as opportunities move through stages.
✅ Drag & drop opportunities between Capture, Proposal Writing, and Submission.
✅ Quickly identify bottlenecks and prioritize tasks effectively.
💡 Why Use List View?
✅ Filter & group opportunities based on status, priority, or deadlines.
✅ Quickly scan opportunity details in a structured format.
Assign Users & Collaborate in Real Time
CLEATUS makes it easy to assign teammates to opportunities and keep communication organized.
✅ Assign specific users to an opportunity so responsibilities are clear.
✅ Mention colleagues in notes to notify them instantly.
✅ Track all activity logs so nothing falls through the cracks.
💡 Why This Matters: Keeping everyone on the same page improves collaboration, reduces confusion, and boosts efficiency.
✅ Track Progress with the Bid Submission Checklist
For every opportunity in Pursuit, CLEATUS provides a detailed, real-time checklist to:
✔️ Ensure all required documents are complete.
✔️ Monitor team progress as tasks are checked off.
✔️ Avoid last-minute errors with built-in compliance tracking.
💡 Pro Tip: Use the checklist to identify bottlenecks early and ensure smooth, on-time submissions.
How to Use Pursuit Management in CLEATUS
1️⃣ Step 1: Add Opportunities to Pursuit
🔹 Move contracts from the Opportunities Dashboard to the Pursuit Stage.
🔹 Assign team members to track progress.
2️⃣ Step 2: Organize Opportunities in Kanban or List View
🔹 Kanban View – Drag & drop opportunities to update their status.
🔹 List View – Apply filters & grouping for structured tracking.
3️⃣ Step 3: Assign Users & Track Activity
🔹 Assign specific teammates to an opportunity.
🔹 Mention colleagues in notes to notify them instantly.
🔹 View activity logs to track discussions and updates.
4️⃣ Step 4: Monitor Submission Checklist & Finalize Bids
🔹 Use the Bid Submission Checklist to verify all requirements are met.
🔹 Ensure compliance by checking off key documents before submission.
🎯 Why Use CLEATUS for Pursuit Management?
✅ Centralized Workflow – Keep all bidding activities in one place.
✅ Seamless Collaboration – Assign users, log notes, and tag teammates for real-time updates.
✅ Kanban & List Views – Choose the best way to manage opportunities.
✅ Enhanced Compliance – Use the Bid Submission Checklist to avoid mistakes & missed deadlines.