Pool & pipeline
Every new request reaches you already analysed.
Collect requests in a pool and prioritise them with AI.
The problem
Requests arrive, nobody owns them.
Tender and customer requests get lost between emails and files; evaluation depends on who picks them up, and conversion is never measured.
AI in this module
Reads the request before you do.
- Automatic analysis shortly after creation (once attached documents have been extracted)
- Description, critical points, modules, use-case scenarios and watch-outs
- A reasoned team recommendation, priority and an action plan with estimated weeks
What you can do
Requests by source
Tender, direct or referral; estimated value, dates, customer and department.
Assignment and response
Requests are assigned; accept, reject or object. Department managers can bulk-approve.
Discussion per request
A thread on every pool item.
Convert to project
An accepted request becomes a project in Planning in one step.
Timeout tracking
Requests unanswered for 48h are reminded and escalated to the department manager at 72h.
Pipeline report
Count and total value by status, source and department; conversion rate and average time to convert.
Who uses it and how
Department Manager
Creates, assigns and converts requests; watches the pipeline report.
PM / Team Lead
Evaluates assigned requests with the AI analysis; accepts or objects.
CTO
Sees conversion performance by source and department.
Frequently asked
Are attached documents included in the analysis?
Yes. Analysis starts once document text has been extracted, and can be re-run when the request is updated.
Is the link between pool and project kept?
Yes. The project is created from the accepted pool item and carries the customer over.
See it with your own data.
Open a free workspace, or let's schedule a demo with your team.