✱ALERTS AND CRM SYNC
AI alerts the right rep about every “or equal” the day it is posted
Alerts go to the rep who owns the territory, with the section, the named products, the deadline and a link to the page.
What triggers an alert
- A new public spec covers your product category in your territory.
- A spec names a competitor as basis of design and allows an equal.
- An addendum changes a named product or adds an approved equal.
- A substitution deadline is coming up on a project you are tracking.
Routed by territory
Set territories once, by county or region, and each alert goes to the rep who owns it. Managers see every alert across the team.
Where alerts land
Email on every plan. Region and Enterprise plans also sync opportunities and tasks to Salesforce and HubSpot, and every plan can export to CSV.
Part of one workflow
Project leadsEvery public project whose specs name your product category, read section by section.Spec analyticsWhere a rival is basis of design, and where equals are still allowed.State guide: TexasHow a state portal works, using the Texas ESBD as the example.
✱FAQ
Frequently asked questions
What spec teams ask about alerts and crm sync.
We check the public portals we cover every day, so a new posting or addendum reaches the rep the day we read it.
Yes. Choose instant alerts or a daily digest per rep, and narrow alerts by section, territory and project size.
Region and Enterprise plans sync opportunities and tasks to Salesforce and HubSpot. Every plan can export to CSV.
Find every “or equal”,
before bid day.
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