Win more business with the Sales module.
Capture and evaluate opportunities, then build error-free proposals and project plans that convert straight into live projects. It works alongside your CRM, replacing manual bid work with a clear, structured and consistent framework.
Get setup for success
Project success starts at the bid stage
Proteus sets your projects up right from the bid stage, helping you pursue the right work and submit proposals that accurately reflect the scope you're committing to.
Evaluate what to bid on with Proteus opportunity module
Bring discipline to your bid choices by evaluating every opportunity before deciding to spend money on the proposal.
Define the scope with Proteus WBS builder
Build accurate, detailed work breakdown structures that accurately reflect the work scope and phasing.
Price accurately with Proteus proposal builder
Allocate resources quantities to your WBS using the right cost and sell rates for the work and accurate margin calculations.
Add governance to your bid process with Proteus approval workflows
Ensure that all necessary checks and approvals have been made before the proposal is issued. Provide a clear audit trail to capture changes from the initial bid to the final accepted price.
Opportunities
Decide what to bid on, and keep the record.
The decision to bid usually happens in informal conversations or scattered spreadsheets. Proteus formalises it, checking each opportunity against your bid criteria, keeping an auditable record of the decision and reducing bidding risk.
Proposals
Halve the time it takes to build a proposal.
Proteus centralises your information so rates, costs and margins are always accurate, and supports optimal pricing and resource planning. Customisable templates make every proposal consistent and professional.
CRM integration
Supercharge your CRM.
Proteus works with the CRM you already use, such as MS Dynamics or Salesforce. Every opportunity is captured and documented, so nothing bypasses the CRM and your pipeline data stays accurate. You get opportunity and proposal capabilities your CRM lacks.
Built by engineers
Easy to use, so your pipeline stays clean.
The interface was designed by former project engineers who know the user’s side intimately. It is clear, intuitive and quick to work with, so teams keep their data up to date.
Features
Win more work at a higher margin.
From bid evaluation to detailed project planning and customisable templates. Price and plan resources on current, accurate data, and save time with automated components such as project schedules generated from your WBS.
Bid / no-bid process
Analyse key factors to decide whether an opportunity is worth bidding on. Track the decision and refine your winning strategy.
Proposal management
All your proposals in one place, with fit-for-purpose features that speed up accurate, consistent proposals.
Work breakdown structure
The WBS is at the heart of Proteus, giving project teams a clear, complete picture of the work.
Cost estimation and pricing
Build accurate cost estimates faster and optimise pricing to maximise margin.
Sales and bidding functionality
Benefits
Minimise bidding risk
Bid teams can evaluate every project opportunity comprehensively.
Create error-free proposals
Use accurate, up-to-date data in every proposal you create.
CRM integration
Fits into your existing digital ecosystem.
Proteus gives access to the correct data, performing complex calculations in real-time, giving the right people the right metrics at the right time.
See the Sales module on your next bid.
15 minutes with a project specialist, tailored to how your bid team works.