CaptureOS — Capture Intelligence Platform

Live

Pipeline by Product Line

Pipeline Health

Pipeline by Stage

🔥 Deals Closing This Quarter

Opportunity	Account	Product	Stage	Value	Close Date	Owner

📋 Follow-Ups DueView All

📄 RFPs UpcomingView All

RFP	Deadline	Value

Recent Opportunities

Opportunity	Account	Stage	Product	Value	Next Action	Owner

Score 🔥 80–100 = Smoking hot ⚡ 60–79 = Warm ❄ <60 = Cool

Opportunity	Score	Stage	Value	Close	Owner	Why Hot

Opportunity	Account	Stage	Product	Prob%	Total Value	Close Date	Next Action	Due	Owner	Last Touch	Health ↕	Actions

Deal Overview

Timeline & Activity

🎯

Deal Coach

Analyzing deal…

HIGH

Log next action →

click to open activity log

Add your Anthropic key in
Company Brain → Settings
to activate Deal Coach

Next Action

Contacts

Financials

	Status	Opportunity	Account	Next Action	Due Date	Stage	Owner	Actions

Status	Opportunity	Account	Product	Stage	Value	Last Touch	Days Silent	Owner	Health ↕	Actions

RFP Name	Agency / State	Release Date	Deadline	Days Left	Est. Value	Status	Owner	Actions

Opportunity	Account	Product	Owner	License	Consulting	Recurring	Total	Close Date	Campaign Source

Stage Funnel & Avg Time in Stage

How long deals spend at each stage · where pipeline stalls

Avg Days to Close by Product

Won deals only

Rep Velocity

Avg days to close by owner

Stall Risk — Open Deals

Deals sitting longest relative to avg close time for their stage

Deal	Account	Stage	Days in Stage	Stage Avg	Stall Index	Value

All

In Progress

Planned

Completed

Campaign Name	Type	Start	End	Status	Contacts	Responded	Opps Created	Actions

Revenue by Source

Deals Won by Source

Won Deals with Campaign Source

Opportunity	Account	Product	Lead Source	Campaign	Value	Owner	Close Date

Choose Type

Upload CSV

Map Fields

Preview

Done

How to export from Salesforce

In Salesforce, go to the list view you want to export (Opportunities, Campaigns, etc.)

Click the gear icon ⚙️ → Export → choose Export as CSV

For Opportunities: include fields Name, Account Name, Stage, Close Date, Amount, Probability, Owner, Lead Source, Type, Description

For Campaigns: include Campaign Name, Type, Status, Start Date, End Date, Description

Save the file and upload it below. Column names don't need to be exact — you'll map them in step 3.

What are you importing?

📈

Opportunities

Deals, pipeline, won/lost

📣

Campaigns

Marketing campaigns

📄

RFPs / Bids

From opportunities marked as RFP

Name	Role / Title	Agency / Account	Opportunity	Email	Phone	Stage

Customer	Contract #	Vehicle	Ceiling Value	Period	Health	Engagement	Renewal Risk	Renewal

Proposal Name *

Customer *

Type

Stage

Target Close Date

Next Action

Line Items

Description	Type	Qty	Unit Price	Total

Notes / Scope Summary

🐵

Mailchimp

● Connected

Campaigns

Live from Mailchimp — click any campaign to see full stats

Audiences

Push Contact to List

Add a CRM contact directly to a Mailchimp audience

Select Contact

Target Audience

Top Performing

Segment Builder

Filter your CRM contacts and push a targeted segment directly to any Mailchimp audience

Contact Type

Health / Stage

Last Touched

Solution

Push to Audience

Select filters to preview the segment

Bounce & Unsub Watch

Contacts who bounced or unsubscribed — flag before your reps call them

Hit Scan to check latest campaigns

Smart Send

CRM contacts gone cold — suggested audiences to re-engage them

Campaign → Pipeline

Campaigns that influenced open pipeline opportunities

Audience Growth

Subscriber count across your lists — growing, flat, or shrinking?

Subscriber Engagement

How engaged is your audience? Cross-referenced with CRM contacts.

Unsubscribe Alerts

CRM contacts who have unsubscribed from Mailchimp — flag before your reps reach out

Click Scan Lists to check all Mailchimp audiences for CRM contacts who have unsubscribed

Opportunity Radar — Contracts You Could Win

📡 YOU are the vendor — these are RFPs you could win, not grants your customers apply for

Last scan: never · Click AI Scan to detect predicted opportunities

High Probability Opportunities 0

Emerging Opportunities 0

Budget Signals

Expiring Contracts

💰

Grant Tracker — Money Flowing TO Your Customers

Track federal grants & NOFAs that tribal programs can apply for. Alert customers to new funding → they get the grant → they fund your software. Looking for contracts where you are the vendor? → Opportunity Radar

Active NOFAs & Grant Opportunities

Federal money your customers can apply for · Alert them before deadlines → new grant = new budget for your software

Alert Your Customers

These customers may qualify. Send them a funding alert → they apply → new budget flows to your platform.

Coverage Map

Customer (active) Prospect (in pipeline) At-Risk Customer Lost Deal

All Pins

White Space

States with no presence

Templates

Select a template or create a new one

Anthropic API Key

Key stays in your browser. Never sent anywhere else.

Context Included

All opportunities

Activity timelines

RFP tracker

Meeting logs from Memoro

🧠

Company Brain

Ask anything about your pipeline, accounts, deals, or meeting history. I have full context across every opportunity and activity in this CRM.