Organize every customer contact, track cumulative pipeline value, monitor win rates, and tailor AI-generated proposals to past client interactions.
Store contact details, website URLs, industry classifications, and custom notes in one central hub accessible across your entire team.
LightNote automatically recalculates won/lost percentages as proposal statuses transition, highlighting your most lucrative accounts.
Sum total contract values across drafts, submitted bids, and won contracts to maintain accurate forward revenue forecasts.
When creating a new proposal, selecting an existing client allows the AI generator to reference previous accepted scopes and tone preferences.
Visit the dedicated Clients tab in your dashboard to view, add, or filter client accounts.