Pursuit CRM
Beta onlyEvery bid. One place.
Documents, emails, RFQs, quotes, checklists, and insights; unified per project, owned by the team, queryable by AI.
The Project Brain
Your bid docs, takeoffs, and emails. Talking to each other.
Every drawing, spec, soils report, email, and takeoff flows into one project brain. The connections get made automatically. By the time you're writing the RFQ, the answer is already there.
Project Brain
Harbor View · 4,218 passages indexed
Frost depth · 42 in· Soils p.14 → Spec §32-11 → RFQ §4
Bid deadline · Apr 21· Owner email Apr 3 → project calendar
West utility · 1,240 LF· Takeoff layer → quantity sheet → RFQ
Catch basins · 6 count· Drawings C-101 → C-104 → RFQ scope
Frost depth · 42 in· Soils p.14 → Spec §32-11 → RFQ §4
Ingest anything
PDFs, specs, emails, takeoff exports, soils reports; drag it in, the brain indexes it.
Auto-link what matters
Frost depth in soils finds its way to the spec. Owner deadlines find the calendar. No tagging, no folders.
Bid with answers, not guesses
Scope, quantity, and deadline questions return with the page they came from; not a guess.
Ask the project anything
Nanodoc queries the project brain in plain English. Ask about scope, quantity, deadline, or spec. The answer comes back cited to the exact document and page.
- Nanodoc Q&A across plan sets, specs, emails, and notes
- Soils-report extraction with citations
- PDF stitching and versioned drawings
Nanodoc
Harbor View site package
What's the specified frost depth at section 2?
42 inches below finished grade. Specified at Detail 4 / C-502.
How many catch basins on the west side?
Ask anything about Harbor View…
Every bid on one timeline
A shared project calendar and a per-bid timeline the team actually watches. RFQs, quotes, follow-ups, and signatures all land on the right day; nothing falls through the cracks.
- AI-drafted RFQs sent to vendors in seconds
- Outlook email threads auto-logged to the project
- Custom checklists, reminders, and e-signatures
- Mar 28Plans received from owner
- Apr 2RFQs sent to 5 vendors
- Apr 153 of 5 quotes in
- Apr 21Bid due: Harbor View
- Apr 28Award expected
Decisions built on data
Know which customers you actually win, which vendors deliver, and where your estimators are stuck; surfaced as live dashboards you didn't have to build.
- Win/loss patterns by customer, project type, and region
- AI report builder; describe what you want, get the report
- Quotas, pipeline, and dashboards updated live
Win rate · last 90 days
vs. prior quarter
Bids won · last 6 months
Bids in flight
12
Won YTD
$4.2M
Avg. time to bid
3.1 d
Everything inside Pursuit CRM
Click any feature to see what it does and when it's useful.
Document IntelligenceNanodoc: ask any project document
Upload plans, specs, geotech reports, or emails. Ask a question in plain English. Nanodoc answers with a citation to the exact page and document.
Document IntelligenceSoils report extraction
One click pulls frost depth, bearing capacity, groundwater, and strata summaries into structured fields you can reuse across bids.
Document IntelligencePDF stitching & versioning
Merge plan addenda, re-order sheets, and keep a clean version history. No more emailing the wrong rev to a vendor.
Bid ManagementRFQ templates & AI drafts
Send out a vendor RFQ in seconds. Templates learn from your past scopes; AI fills the scope-of-work from the project drawings.
Bid ManagementOutlook email tracking
Install the Outlook add-in once. Save any email to the project with one click; the full thread stays attached to the bid. Gmail add-on pending Google review.
Bid ManagementChecklists, reminders & e-signatures
Build checklists per bid stage, set automated follow-up reminders for vendors, and collect signatures on quotes and contracts without leaving Pursuit.
AI InsightsCustomer & vendor intelligence
See which customers you convert, which waste your time, which vendors hit their quotes, and which you should stop inviting.
AI InsightsAI report builder
Describe a report in plain language. Try "win rate by region for earthwork, last two years" and it builds it. Save, share, and re-run any time.
AI InsightsDashboards & quotas
User and company quotas, pipeline, and pacing tracked live. Your scoreboard is always current; not last Friday's spreadsheet.
Ready to run your bids in Pursuit?
Try it on your next bid. Setup takes minutes.