Stop scoping in Excel.
Stop writing SOWs in Word.
From lead capture through signed SOW, SPEAR automates the entire pre-engagement pipeline — scoping questionnaires, branded SOW generation, pricing workbench, and e-signature. No more copy-pasting between tools.
A quick tour of the sales pipeline, SOW generation, and pricing tools.
CRM Pipeline
Track every lead from first contact through signed SOW. Visual Kanban board with drag-and-drop stages, revenue forecasting, and deal velocity metrics.
SOW Generation
Auto-generate branded Statements of Work from scoping data. Template-driven with dynamic sections, conditional content, and shortcode variables.
Pricing Workbench
Build accurate pricing with rate cards, effort multipliers, and discount tiers. Compare scenarios side-by-side before sending.
Client Questionnaires
Collect pre-engagement scoping data through branded portals. Responses auto-map to SOW fields and pricing inputs — zero manual data entry.
Proposal Builder
Combine SOW, pricing, and company boilerplate into polished proposals ready for client review and e-signature.
Scoping Portal
Give prospects a white-labeled portal to submit scope details, review proposals, and sign off on engagements — all under your brand.
