Admin CRM

Dr. McKnight command center.

Intake queue, readiness scoring, opportunity search, and weekly pipeline operating view.

Add Client

Use the private access code issued for Dr. McKnight's team.

0
CRM Leads
0%
Average Readiness
0
Open Risk Flags

Client Pipeline

0 active client records

No CRM leads loaded yet. Submit the intake form or unlock with the correct admin code.

Live Opportunity Search

Pipeline Stages

New Intake

Review score, flags, industry, NAICS, and missing documents before first call.

Readiness Review

Confirm entity facts, validate SAM/UEI status manually, and assign the first 30-day action plan.

Capture Plan

Select target agencies, build watchlists, and set proposal or registration deadlines.

Active Service

Track documents, deadlines, next call, payment status, and blocker flags.

Win & Retention

Record outcomes, set renewal alerts, and produce weekly pipeline health reporting.

Configured Sources

SAM.gov Contract Opportunities
SAM_API_KEY or SAMS_API_KEY server secret
USAspending.gov API v2
No API key required
Simpler.Grants.gov
SIMPLER_GRANTS_API_KEY server secret
Legacy Grants.gov Search2
Open search endpoint
SBIR.gov Public API
No API key required
Federal Register API
No API key required
api.data.gov Gateway
DATA_GOV_API_KEY server secret for participating agency APIs