Connect every system around the bid.

Meet the systems already in the loop.
One place to scan the current catalogue. The available list can vary by workspace and the permissions your team approves.
Keep the signal where it arrives.
Find tender mail, prepare replies, and keep meetings in context.
GmailInbox + attachments
Microsoft 365Mail + files + calendar
Google CalendarEvents + availability
CalendlyScheduling links + events
Cal.comBookings + availability
Pull evidence from the source.
Search the folders your team already trusts and keep the evidence connected.
Google DriveFiles + folders
DropboxFiles + shared folders
Turn working notes into shared context.
Bring the knowledge layer along when a pursuit moves from signal to response.
NotionPages + databases
AirtableBases + records
Hand work to the team already doing it.
Create follow-up work, update status, and keep delivery boards current.
AsanaTasks + projects
JiraIssues + workflows
monday.comBoards + items
TrelloCards + boards
Make the next action visible.
Send summaries, reminders, and approval prompts to the right conversation.
WhatsAppUpdates + approvals
SlackMessages + channels
Microsoft TeamsTeams + channel replies
Carry the opportunity with you.
Look up account context, update deal records, and leave a useful trail.
HubSpotDeals + CRM objects
PipedriveDeals + people
SalesforceOpportunities + accounts
Keep the signed record close.
Create documents, read status, and prepare contract follow-up without losing context.
PandaDocDocuments + templates
Bring the commercial detail forward.
Use invoice, customer, vendor, and payment context where a bid needs it.
XeroInvoices + payments
QuickBooksInvoices + bills
Less migration. More momentum.
Connect the account, name the context, and let the work move through the tools your team already knows.
- 01CONNECT
Authorize the narrowest account your team needs — personal or shared, with scopes that match the job.
- 02GIVE IT CONTEXT
Label the connection clearly and choose the source that belongs to the pursuit, team, or routine.
- 03KEEP OPERATING
Search, draft, update, or hand off from the connected source while review stays with your team.
Bring the system your next bid already lives in.
Tell us which system, which direction the data flows, and what your team would use it for. We can scope the cleanest connection path together.