From opportunity to project
Maintain client profiles, track pipeline opportunities, develop proposals, and convert approved proposals into projects while retaining the account context.
Business operations
DealClout
An operations platform for service businesses, connecting sales and proposals to project delivery, staffing, and finance.
The problem
Why this platform exists
Client work crosses sales, delivery, staffing, and finance, but the account context can disappear between departments. DealClout connects the lifecycle in role-aware workspaces so teams can coordinate the same clients, projects, people, and budgets.
Who it serves
Service organizations managing client work across commercial and delivery teams.
The workflow
From input to action
Develop opportunities and proposals
Plan projects, milestones, and staffing
Track risks, quality, and change orders
Coordinate budgets, invoices, and approvals
Core capabilities
What it brings together
Delivery and operational control
Coordinate market setup, production updates, milestones, tasks, risks, quality checks, change orders, files, and project closeout or reopening.
Staffing and capacity
Connect staff directories, requests, assignments, recruiting updates, capacity planning, and respondent incentives with the delivery schedule.
Finance and reporting
Manage project budgets, expenses, invoices, vendors, forecasts, and approvals. Reporting and search help teams find records, trends, and work needing attention.
Governance and knowledge
Permission-controlled actions, custom fields, workflow rules, import/export, and audit history support operational administration. Documentation moves through drafting, review, publication, chatbot indexing, and rollback.
The difference
A connected way of working
Preserves continuity from the initial opportunity through delivery, with role-aware access and shared operational records.
Technology
Under the surface
- React
- Vite
- Node.js
- Express
- Firebase Authentication
- Firestore
Related expertise
The capabilities behind the work.
Explore how IntelAdvise approaches the research and engineering challenges these platforms address.
Software & AI
Design and build usable software that connects interfaces, data, and applied AI to the workflows people depend on.
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