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.