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Bring project pursuits, company relationships, follow-ups, communications, and ownership reporting into one workspace.
Discuss PursuitCRMInteractive demonstration with fictional sample information. It is not connected to a live company and does not show client results.
Private evaluation
Tell us who you are and agree to keep the demonstration materials private. No account is needed. Recording, sharing, and using protected materials to build a replica require KAI's written permission.
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Prefer a guided demonstration? Contact Cassidy.On a phone, the interface may scroll within the demo. A larger screen gives you more room to explore.
A pursuit rarely belongs to just one person. PursuitCRM brings the account, contacts, activity, and next actions together so a team can review an opportunity without rebuilding its history from separate notes.
In the example below, start with the dashboard, then open Pursuits, Accounts, or Tasks to see how the records fit together.
Filter the pipeline, examine a pursuit's stage and probability, and open the account and contacts behind it. Pursuit details bring activity, proposals, financial assumptions, responsibilities, and the next action into the same record.
Communications, tasks, conference attendance, and follow-up touchpoints stay connected to the people and opportunities they concern. The Outlook views illustrate reviewing and linking messages; no real mailbox is connected in the demonstration.
The prequalification workspace organizes approved responses, stored documents, and questionnaire preparation. Staff can review suggested answers and their supporting material before using them. OCR, portal, and document preparation are simulated in this public example.
Ownership reporting brings pipeline, exceptions, source notes, and review into one process. Win/loss and solar capacity views provide other ways to examine the work. ConstructConnect information in the demo is fictional and does not represent a live feed.
Administrative setup and backend controls are excluded. All records and integrations shown here are simulated.
We can walk through PursuitCRM with you and discuss the data, configuration, and support your company would need. Your first two hours and consultation are free.