From pursuit to award —then a hand-off with zero double entry.
Trueleveler's Sales workspace is a bid-to-award command center built for construction. Pipeline board, bid room, line-item estimates, branded proposals, forecasting, CRM, and an AI coach. Win a deal and the same project flips to active — nothing re-keyed.
Every deal moves through one board.
A single-hue progression — opacity deepens as the deal advances. Won turns green, lost turns red. No rainbow, no guessing where a pursuit stands.
Capture
New opportunity from CRM, referral, or bid invite.
Go / no-go
One headline score from fit, capacity, competition.
Estimate + propose
Line-item estimate, branded proposal, bid room.
Win → active
Deal flips to a live project. Zero double entry.
See the whole book at a glance.
Weighted KPIs up top, drag-to-advance cards below. One urgency cue per card, health as a labeled dot, a capped footer that never wraps.
Six surfaces, one deal record.
Pull the same names you'll see in the product — every surface writes to one pursuit record, so nothing is rebuilt downstream.
Pipeline board
Drag pursuits across six stages. Weighted forecast updates live.
Bid room
RFP, drawings, addenda, RFIs, competition log — plus free tracked ITB links subs bid through without an account. One workspace per pursuit.
Line-item estimate
CSI-structured estimate with exclusions and alternates, ready to convert to budget on win.
Branded proposals
Generate a client-ready proposal as PDF or Word in your firm's template.
Forecasting
Commit / best-case / pipeline bands with win-rate-weighted revenue outlook.
CRM
Accounts and contacts as the source of truth — link a deal, the client fields mirror automatically.
Win the deal. The project is already built.
The moment a pursuit is marked Won, Trueleveler flips it to an active project — the estimate becomes the budget, the bid documents become the project record, the contacts carry over. No CSV export, no re-keying, no "set up the job" week.
Won estimate
The line-item estimate you bid, accepted.
Becomes budget
Estimate lines seed the project budget + schedule of values.
Live project
Procurement, trackers, and the ledger start posting day one.
Run the pursuit, not the spreadsheet. Win cleaner.
28 AI engines, a finance ledger and a sales pipeline — in one project memory.