For preconstruction & business development
Stop running the pipeline out of inboxes and spreadsheets.
You're chasing bid invites across email, tracking pursuits in a spreadsheet, and rebuilding the estimate when you win. Trueleveler gives BD one board — and hands the won job to operations with nothing re-keyed. Every pursuit still runs through the same engines your estimators use to build that number — RFQ Generator to solicit sub pricing, Bid Leveling to compare it, Scope Builder to lock the scope, and Contract Review to check the terms — before it ever reaches your board.
01 · What changes for you
- ✓One pipeline board — every pursuit, every stage, weighted forecast. No more "which spreadsheet is current?"
- ✓Go/no-go in one score — fit, capacity, and competition rolled into a single qualify number.
- ✓Estimate once — the line-item estimate you bid becomes the budget the day you win.
- ✓Branded proposals — generated from the estimate in your template, PDF or Word.
- ✓Free tracked ITB links — invite subs to bid with a link that shows who viewed and who needs a nudge. No sub account, no seat consumed.
- ✓Win-rate analytics, coached — why you win, why you lose, by client and project type, with Sales Coach turning those captured reasons into a portfolio-level memo on what to change.
- ✓Per-rep sales targets — a monthly bookings goal for each rep, tracked for attainment, gap, and pace, not just the org-wide number.
Why we win (12)
Why we lose (8)
Your pipeline, finally in one place.
Move your pursuit list onto one board — every stage, weighted forecast, nothing re-keyed on win.