Manage and Monitor Your Contract Pipeline Capture to Award

CLEATUS offers three main views: a Kanban board with custom columns you can drag and drop contracts between, a List view for scanning all pursuits at once, and a Calendar view for planning around deadlines. You can also create custom filtered views with sorting and grouping tailored to how your team works. Plus, a pipeline Sankey funnel gives you a bird's-eye view of opportunity distribution and win rates across every phase.

Yes. CLEATUS lets you assign team members and color team roles — Red Team for proposal review, Blue Team for pricing, Pink Team for final review — directly on each pursuit. Delegate tasks, track progress, and keep everyone accountable across the entire capture lifecycle. Every pursuit has its own detail view with assigned members, tasks, notes, and activity logs.

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

Yes. Configure your pipeline stages to match your capture process — whether that's a simple Bid/No-Bid flow or a detailed multi-stage Shipley lifecycle with phases like Long List, Short List, Capture, Proposal, and Submitted. Drag and drop pursuits between phases as they progress through your pipeline.

Every pursuit has a dedicated detail view where your team can chat, log activity notes, create and assign tasks, tag with priority levels, and mention teammates. All context stays attached to the pursuit — no more switching between Slack, email, and spreadsheets to piece together what's happening on a bid.

Yes. When new opportunities come in, you can quickly triage them from your pipeline — review contract details, estimated value, set aside codes, and match scores, then decide whether to pursue or pass. Move contracts into the right phase with a single drag or click.

When you're ready to bid, you can launch a proposal directly from any pursuit. All the contract details, documents, and notes carry over automatically — no re-entering data or switching tools.