Four layers, one platform
Data layer
A schema that knows agencies, vehicles, opportunities, and teaming partners — not a repurposed Account/Contact/Opportunity object. Candidates and labor categories, projects, and versioned documents are first-class records too.
Automation
Bid/no-bid gating, teaming-partner records, proposal milestone tasks, and notifications wired to stage transitions.
Integrations
A documented REST API with per-tenant API keys, plus outbound webhooks that push events to the rest of your proposal and accounting pipeline. AI business-card scanning rounds out the built-in integrations.
Security
Encryption at rest and in transit. Tenant isolation, role-based access, record-level sensitivity tagging. SSO (SAML and OIDC) with SCIM provisioning.
Controls for tight environments
Encryption at rest and in transit. RBAC down to the record level. Per-record sensitivity tagging, activity tracking, and data export. Single sign-on via SAML or OIDC against your existing IdP, with SCIM provisioning to deactivate leavers automatically. Accounts are protected by two-factor authentication (TOTP with recovery codes), refresh-token rotation with reuse detection, and password-history enforcement. Per-record access grants let you share individual records at view, edit, or admin level with optional expiration, and every record keeps a field-level activity trail of who changed what and when.
An API for every object
REST API covers every object. Per-tenant API keys, predictable rate limits, and signed outbound webhooks with automatic retry.
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