Business development

Key features include…

Proposal management and workflow

  • Proposal registration
    • Assign client, contact, BD lead, project manager and director
    • Set budgets – proposal budget, project budget/value (internal time, third party costs)
    • Record go/no go and win/loss data
    • Review proposals by team lead and BD manager
  • Proposal tracking
    • Record proposal effort in timesheets
    • Show proposal ‘spend’ against budget and due date
    • Record quality assurance events – proposal review, send and follow-up
  • Convert to project
    • Carry over proposal details to project
    • Ensure consistent job numbering
    • Close proposal (to prevent further charges)

Intuitive software

Heads-up is intelligent, integrated, web-based business management software designed to work your way.

We configure it to your business and processes so you can work faster and smarter, and know you’re working more profitably.

Heads-up is an easy complement to your team’s day-to-day work. Seamless integration of your business processes means you’ll save time, gain insight and more easily manage and control your operations.

Video tour

Video tour

Call 07 3852 3412 or email us

Request a demo

Contact us today for access to a trial version of Heads-up or for a live demonstration with your team