Everything built in.
Nothing extra.

Generate targeted lead lists with buying signals, outreach angles, and estimated deal values using Anthropic's Claude.

Search active government contract opportunities by keyword, NAICS code, agency, and location directly in the CRM.

Find verified email addresses and decision-maker contact info for any company using industry-leading enrichment APIs.

Search for decision-makers by title and company, with optimized Google search queries and People Data Labs enrichment.

Click any lead to find real contacts at that company — names, titles, emails — powered by enrichment APIs or AI suggestions.

Select leads and email them directly using your Gmail account with pre-built templates and merge tags.

Build itemized quotes from your pricing catalog with automatic subtotals, discounts, tax, and grand total calculations.

Generate professional SOWs with scope, deliverables, timeline, and payment terms — pre-filled from deal and contact data.

Full proposal documents with executive summary, solution overview, pricing, and signature line. BenchLab or BlueLot branding.

Attach quotes to pipeline deals. When a quote is accepted, automatically suggest moving the deal to Closed Won.

Download as PDF or email directly to the contact from within the CRM using your Gmail account.

Tag quotes as BlueLot, BenchLab, or SilverLot. Auto-suggest relevant pricing catalog items based on service type.

Kanban-style pipeline with drag-and-drop stages: Prospecting, Qualification, Proposal, Negotiation, Closed.

Tag every deal as Government, Commercial, Academia, or Other. Dashboard analytics break down value by type.

Tag deals as BlueLot, BenchLab, or SilverLot to track revenue by service line.

Add timestamped notes to any deal with @ mention alerts to notify team members instantly.

Attach contracts, proposals, and documents directly to deals. Stored securely in Firebase Storage.

Filter by stage, proposal type, service type, owner, and date. Control records per page with total pipeline value always visible.

Connect your Gmail account and send emails directly from the CRM. Emails appear in your Gmail sent folder.

Pre-built templates for BenchLab Solutions and BlueLot.io. Create unlimited custom templates with merge tags.

See all emails sent more than 3 days ago with no reply. One-click follow-up with a pre-filled template.

Open any contact and compose an email — their address, name, and company auto-fill the template merge tags.

Select multiple leads in Lead Search and email them all at once with a single compose session.

See every email ever sent to a contact, organized chronologically, grouped by contact in the By Contact view.