Your government sales pipeline, built on real intelligence
Turn government buying signals into trackable deals — 6 to 18 months before RFPs drop. Assign opportunities, move them through stages, keep the whole team aligned, and never lose the board meeting context that started each deal.
Seven stages. One view. No spreadsheet needed.
The Board view gives your whole team a live picture of where every opportunity stands. Deals move from New through First Contact, In Conversation, and Meeting Booked all the way to Deal Closed. Drag to move, click to see the full signal context.
From signal to tracked deal in one click
Every signal card has an Add to Pipeline button inline. Click it and a drawer opens where you assign the deal, set a priority, add notes, and apply labels before it enters the board. The original board meeting transcript, AI summary, and agency details travel with it automatically.
Share, Sync to HubSpot, Add to Sequence, Dismiss. Pipeline is one of the actions in the same row — no context-switching to a different tool.
Built-in dialer. No more switching to a phone tab.
Click into any pipeline deal and start dialing. Power Dialer queues your contacts, runs the call, surfaces talk track context from the agency profile, and logs disposition, notes, and recording back into the deal automatically.
Log Connected, Voicemail, No Answer, Busy, Wrong Number, Meeting Booked, Not Interested, or Call Back Later in one click. Each appears in the deal activity feed.
Live agency intel sidebar shows recent signals, open RFPs, expiring contracts, and custom list columns — so reps know exactly what to say before connecting.
Tag a call as Call Back Later and pick a preset (Later today, Tomorrow 9am, Next Mon) or a custom time. The contact pops back into your queue automatically.
Never lose track of the next thing to do
Every deal can have tasks attached: calls to make, emails to send, meetings to schedule, follow-ups to remember. Tasks have type, priority, due date, and status — and they show up in your daily queue and in each deal's detail panel.
See your pipeline on a map. Plan field trips in seconds.
Switch to Map view and every pipeline opportunity becomes a pin on a US map, colored by priority. Click Plan a Visit and Civic IQ clusters nearby agencies into an optimized route — drag stops to reorder, filter by account health, set a custom start point, and open the whole route in Google Maps.
Every change, every comment, tracked automatically
Stage changes, priority updates, label adds, comments, sent emails, replies — all of it appears in a single chronological feed on every deal. No more “did anyone follow up with this agency?” Filter by team member, by activity type, or just look at your own.
Built for government sales teams
Pipeline is not a generic CRM bolted onto a data tool. Every feature was built around the way B2G sales actually works.
Found a buying signal worth pursuing in AI Mode? Click Add to Pipeline. The original board meeting transcript, agency profile, and AI summary move with the deal. No manual data entry, no copy-paste.
Manage every government contact in one place. Stage them through New → Researching → In Sequence → Replied → Meeting Set → Qualified, and bulk-add to AI-drafted email sequences without leaving the deal.
Leaderboards rank your team by calls made, meetings booked, and dispositions logged. Trend charts show activity by hour, day, or week. No separate BI tool needed.
Tag deals with any label (Texas Schools, Fire Districts, Q2 Priority) to slice the pipeline by territory, product, or campaign. Filter to your own assigned deals in one click.
Toggle Activity Alerts on and get notified when something changes at an agency in your pipeline. New signal, new meeting, contract update — anything your deal needs to know about.
Sync any pipeline deal to HubSpot or Salesforce directly. Email sequences launched from Pipeline are logged via BCC so your CRM activity stays current without extra steps.