Question 1

Is CLEATUS a CRM for government contractors?

Accepted Answer

Yes. CLEATUS is a GovCon CRM with capture management and your pursuit pipeline built in. Every pursuit runs on Kanban, List, and Calendar views tied to live solicitation data, and people, companies, and agencies are linked records: each pursuit carries its incumbent, teaming partners, competitors, and contacts. You keep the pipeline and the relationships behind it in one place instead of a bid tracker plus a separate CRM.

Question 2

What views are available for managing my pipeline?

Accepted Answer

CLEATUS offers a Kanban board with custom columns you can drag pursuits between, a List view for scanning every pursuit at once, and a Calendar view for planning around deadlines. You can save filtered views with sorting and grouping for each team, and a pipeline funnel shows opportunity distribution, weighted value, and win rate across every phase.

Question 3

How do contacts, companies, and agencies connect to my pursuits?

Accepted Answer

Each pursuit has relationship fields for the incumbent, teaming partners, competitors, and contacts, and each one links to a person or company record. Open a company to see every pursuit it is on, or an agency to see every live pursuit it issued. When a solicitation names a point of contact, an incumbent, or interested vendors, CLEATUS suggests them so you can add each one with a click. Agency levels, the contracting office, and SAM.gov registration data fill in from government data.

Question 4

Can I bring in contacts from my current CRM?

Accepted Answer

Yes. Import people and companies by CSV, and CLEATUS warns you before it creates a duplicate. An empty directory also offers the contracting officers, incumbents, interested vendors, and agencies your pursuits already name, as a checklist you pick from. Nothing is added until you choose it.

Question 5

Can I add my own fields, like PWin or workshare?

Accepted Answer

Yes. Add custom attributes to pursuits, people, companies, and agencies: text, currency, percent, dates, selects, statuses, links to other records, and computed fields. A computed field can multiply total contract value by workshare, so every pursuit carries its weighted value. Pipeline stages are configurable too, from a simple bid/no-bid flow to a multi-stage Shipley-style lifecycle.

Question 6

How does CLEATUS track amendments and changes?

Accepted Answer

Your pipeline is connected to live solicitation data. When an amendment drops (new deadlines, scope changes, added documents, or Q&A updates), CLEATUS detects it and notifies you. You also get deadline reminders two weeks and one week out, plus cancellation alerts so you never waste time on dead opportunities.

Question 7

Can agents and workflows update my records?

Accepted Answer

Yes. Ask CLEATUS to change a status, a PWin, or a teaming partner in plain English, and it updates the fields for you. Workflows can set fields on every run, and a connected Outlook mailbox logs email with your contacts to their timeline and keeps Last contacted current.

Question 8

How does team collaboration work?

Accepted Answer

Every pursuit and record has notes, tasks, and an activity timeline. Mention teammates, people, or pursuits in a note, assign tasks with deadline reminders, set color team roles (red, blue, and pink team), and log calls and meetings. All context stays attached to the pursuit, so nobody pieces together a bid from Slack, email, and spreadsheets.

Question 9

How does the pipeline connect to proposals?

Accepted Answer

When you're ready to bid, launch a proposal directly from any pursuit. The contract details, documents, and notes carry over, so nobody re-enters data or switches tools.

Capture Management & CRM Run Your Contract Pipeline and Every Relationship Behind It

Organize contracts your way.

Plan around deadlines.

The whole funnel at a glance.

Notes, tasks, and color teams.

Incumbents, partners, rivals.

Outlook email logs itself.

PWin, workshare, weighted TCV.

Never miss a critical update.

Frequently Asked Questions