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Pursuit

Track, manage, and organize your government contracting opportunities with CLEATUS's Pursuit Management Suite.

The Pursuit Management Suite is an end-to-end CRM for managing government contract opportunities — from capture to submission. It keeps everything organized so you can streamline workflow, collaborate effectively, and ensure no opportunity slips through the cracks.

Features

Centralized opportunity management

Add 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 with notifications and collaboration tools.
  • Reduce missed deadlines with tracking and tagging.

List and Kanban views

Choose how you work with two flexible views:

  • Kanban view — visualize bid progress on a drag-and-drop board.
  • List view — sort, filter, and group opportunities for a structured approach.

Kanban is ideal for seeing real-time bid progress as opportunities move between Capture, Proposal Writing, and Submission. List view is better for filtering by status, priority, or deadline. Saved filters let you instantly switch between views like "High Priority," "Sub Needed," or "This Month's Deadlines" without reapplying filters.

Tags

Add custom tags to organize, track, and filter your pipeline:

  • Tags like "High Priority," "Sub Needed," or "Follow-Up."
  • Filter and group opportunities by tag in List view.
  • Segment by opportunity type, team focus, or strategy.

Especially helpful for large pipelines or multi-team workflows.

Assign users and collaborate

Keep communication organized:

  • Assign users to opportunities.
  • Mention colleagues in notes to notify them instantly.
  • Track all activity logs for full visibility.
  • See Pursuit status directly on each Opportunity page.
  • Use Quick View to access Pursuit details without leaving the main view.

Customize Pursuits to your workflow

  • Drag and drop to reorder columns.
  • Change column colors for visual clarity.
  • Rename columns to match your internal process.
  • Use visual ribbons to identify opportunities in Pursuit.

How to use it

1 — Add opportunities to Pursuit

Move contracts from the Opportunities Dashboard to the Pursuit stage and assign team members.

2 — Organize in Kanban or List view

Use Kanban to drag opportunities through stages, or List view to filter and group.

3 — Assign users and track activity

Assign teammates, mention them in notes, and review updates in the activity log.

4 — Use tags and saved filters

Apply and save custom filters to switch between views quickly. Set defaults to save time.

Why it matters

  • Built-in CRM for GovCon — centralize your entire pipeline.
  • Seamless collaboration — assignments, notes, and @mentions.
  • Flexible views — Kanban or List, your choice.
  • Smarter tracking with tags, filters, ribbons, and status views.
  • Tailored experience — save custom views and organize your way.