ClientSphere — opportunity management
Proposal Management Software for AEC Firms
Organize the work before the work. ClientSphere helps teams qualify opportunities, coordinate the team, track the pipeline, and convert a win into a delivery project.
Organize the pursuit
A searchable pipeline with status filters, pursuit teams with role-aware permissions, proposal tasks with due dates for cover information and scope-of-work development, submission tracking, and won/lost outcomes with loss reasons.
Coordination, not document authoring
ClientSphere coordinates opportunity and proposal work. It is not an AI proposal writer.
Convert wins into projects
A guided conversion, with preview and conflict handling, turns a won pursuit into a ProjectSphere delivery project — so teams carry the information forward instead of re-entering it.
Proposal management questions
- Is this a document-authoring or AI proposal tool?
- No. ClientSphere organizes the opportunity pipeline, team, due dates, and outcomes. It coordinates proposal work rather than auto-writing the document.
- Is it a separate product called ProposalSphere?
- No. Opportunity and proposal management is handled in ClientSphere.
- What happens when we win?
- A guided conversion, with preview and conflict handling, turns the won pursuit into a ProjectSphere delivery project — so you carry the information forward instead of re-entering it.