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.
📌 Key Features of Pursuit Management
✅ Centralized Opportunity Management
Add your opportunities to the Pursuit Stage to track every step of the bidding process.
Manage multiple opportunities in one place
Assign users to specific opportunities
Track activity and stay organized with notifications and collaboration tools
Reduce missed deadlines with tracking and tagging features
💡 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
⭐ Save filters to reuse them anytime
🌟 Set default filters so your preferred view loads automatically
💡 Pro Tip: Saved filters let you instantly switch between views like “High Priority,” “Sub Needed,” or “This Month’s Deadlines” without reapplying filters manually.
🏷️ Tags: Categorize Opportunities Your Way
CLEATUS allows you to add custom tags to each opportunity, helping you better organize, track, and filter your pipeline.
Add tags like “High Priority,” “Sub Needed,” or “Follow-Up”
Filter and group opportunities by tag in List View
Use tags to segment your pipeline by opportunity type, team focus, or strategy
💡 Pro Tip: Tags are especially helpful when managing large pipelines or working with multiple teams.
👥 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
Mention colleagues in notes to notify them instantly
Track all activity logs for full visibility
See the Pursuit status directly on each Opportunity page
Use Quick View to access Pursuit details instantly without leaving the main view
💡 Why This Matters: Keeping everyone on the same page improves collaboration, reduces confusion, and boosts efficiency.
🎨 Customize Pursuits to Fit Your Workflow
CLEATUS gives you even more control over how you track and manage Pursuits:
Drag and drop to reorder columns
Change column colors for visual clarity
Rename columns to match your internal processes
Use visual ribbons to identify opportunities that are in Pursuit
💡 Why This Matters: Custom columns and visual cues help tailor CLEATUS to your exact workflow.
🧪 How to Use Pursuit Management in CLEATUS
1️⃣ Add Opportunities to Pursuit
Move contracts from the Opportunities Dashboard to the Pursuit Stage and assign team members.
2️⃣ Organize Opportunities in Kanban or List View
Use Kanban to drag & drop across stages or List View to filter and group opportunities.
3️⃣ Assign Users & Track Activity
Assign teammates, mention them in notes, and view all updates in the activity log.
4️⃣ Use Tags & Saved Filters
Apply and save custom filters to quickly switch between views. Set defaults to save time.
🎯 Why Use CLEATUS for Pursuit Management?
✅ Built-in CRM for GovCon – Centralize your entire pipeline
✅ Seamless Collaboration – Assign users, log notes, and tag teammates
✅ Flexible Views – Choose the layout that fits your workflow
✅ Smarter Tracking – With tags, filters, ribbons, and status views
✅ Tailored Experience – Save custom views and organize your pipeline your way