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Sales

Write proposals from work you’ve already done.

Pearl drafts proposal sections from your company’s documents, follows public news about the customers you pursue, and answers pipeline questions in plain language.

Proposal writing.

Most proposals reuse the same material. Upload the RFP, and Pearl drafts the Statement of Qualifications, pricing proposal, or Representative Projects section from your company’s past documents. Where your records leave a gap, it asks you. Each draft cites the documents it used, so you can check it before it goes out.

Where you decide: You review and edit the draft. Pearl does not submit a proposal for you.

  • File uploads
  • Google Drive
  • Notion

Opportunity scouting.

Stay current on the customers and projects you pursue. Set up a workflow that searches public news sites and web pages on the schedule you choose. Pearl reads what it finds, compares it with what your team already knows, and prepares a briefing that links to each source.

Where you decide: You choose what to watch and how often. The briefing comes to you, and you decide what to do next.

  • Public web
  • Copper
  • Gmail

Pipeline analysis.

Ask for the metric your CRM reports don’t show, in your own words. For example: “Which opportunities over $50,000 have had no activity in 30 days, by owner?” Pearl reads your Copper pipeline, calculates the answer in code rather than estimating it, and cites the records it used. Save the question as a workflow to get the same view every week.

Where you decide: You choose which numbers to act on. Reading your pipeline changes nothing in Copper.

  • Copper

More solutions.

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Bring your team.

We’re onboarding design partners. Tell us about your team, and the work you want to hand off.

Talk to usSee pricing