Federal Contracting CRM
Admin intake queue, readiness scoring, certification fit, client notes, next actions, and pipeline stage tracking.
Dr. McKnight gets a live command center for federal contracts, grants, SBIR/STTR opportunities, award history, readiness scoring, client roadmaps, and deadline alerts. Clients get a portal that shows exactly where they stand and what happens next.
Live federal data can change without warning. The system surfaces source, timestamp, and confidence state. SAM.gov status, certifications, legal eligibility, and NSF/SBIR solicitation numbers must be verified against the official current source before a final client recommendation.
What got added
Admin intake queue, readiness scoring, certification fit, client notes, next actions, and pipeline stage tracking.
Contract, grant, SBIR/STTR, Federal Register, and award-history search through server-side API routes.
Login-ready portal shell with roadmap, watchlist, documents, deadlines, messages, and win tracking.
Faith-driven readiness analysis built around accuracy, dignity, flags, strengths, and proactive next steps.
A separate SBIR/STTR grant strategy module with live-verification warnings for solicitation-sensitive details.
Agency targeting, NAICS/PSC matching, competitor award history, deadline alerts, and win/loss reporting.
Live data routes
RFPs, RFQs, sources sought notices, awards, agency opportunity tracking, and capture pipeline alerts.
Award history, competitor intelligence, agency buying patterns, recipient lookup, and market sizing.
Modern federal grant opportunity search with structured opportunity details and future grants.gov alignment.
Fallback grants opportunity search when the Simpler Grants key is not configured.
SBIR/STTR solicitations, award history, agency topics, competitor award analysis, and NSF seed-funding discovery.
NOFO monitoring, public notices, agency rulemaking changes, and opportunity-related publication alerts.
Unified key strategy for agency APIs, enrichment feeds, and later agency-specific data products.
Admin workflow
The admin CRM starts with intake scoring and grows into weekly pipeline health, deadline monitoring, certification packaging, proposal tracking, and client win/loss reporting.
Business owner submitted the readiness intake or booked a consultation.
Review score, flags, industry, NAICS, and missing documents before first call.
ContractingPreacher AI scores certification fit, SAM status, risk, and revenue potential.
Confirm entity facts, validate SAM/UEI status manually, and assign the first 30-day action plan.
Client is matched to agencies, NAICS/PSC codes, grants, contract opportunities, and award history.
Select target agencies, build watchlists, and set proposal or registration deadlines.
SAM registration, certification package, proposal writing, or grant support is in progress.
Track documents, deadlines, next call, payment status, and blocker flags.
Client has submitted, won, renewed, or needs ongoing pipeline management.
Record outcomes, set renewal alerts, and produce weekly pipeline health reporting.
Open data enrichment
These sources enrich the CRM beyond opportunity search: entity due diligence, sanctions/risk screening, university teaming, website evidence, location context, and market research. Sources outside the contracting mission were intentionally left out of the operating layer.
entity risk
Business/entity cross-checks, directors/officers, company status clues, and due-diligence notes before onboarding or proposal support.
entity risk
Sanctions, PEP, crime, and watchlist risk screening for clients, owners, vendors, partners, and competitors.
website evidence
Pull page title, description, screenshot metadata, and technical facts from a client website or competitor website.
research
Find colleges, workforce programs, and training institutions for teaming, workforce evidence, education contracts, and grant narratives.
research
Find university domains for STTR partners, research collaborators, internship pipelines, and academic teaming targets.
reference
Entity context, agency/company identifiers, public facts, and linked open-data enrichment for due diligence.
reference
Quick public-context summaries for agencies, technologies, programs, geographies, and competitor background research.
website evidence
Historical website evidence, older capability claims, prior solicitation pages, and audit trail context.
market
State/local open data portals for procurement, business licenses, permits, spending, and place-based market research.
location
Federal lands, facilities, parks, museums, and recreation-site context for maintenance, construction, tourism, and concession opportunities.
location
Property suitability and rural/off-grid scoring that can support HUBZone, site selection, facilities, land, and construction clients.
location
Quality-of-life and location context for expansion planning, relocation narratives, and regional opportunity research.
research
Dataset discovery for NSFGrantCraft AI validation plans and technical grant evidence, not core federal contracting operations.
website evidence
Fallback URL preview extraction if Microlink becomes rate-limited or unavailable.
Readiness engine
Client portal
Client score, certification fit, strengths, risk flags, and 12-month federal contracting roadmap.
SAM.gov, Grants.gov, SBIR, and USAspending matches tied to the client profile and NAICS codes.
Checklist state for SAM registration, certifications, proposals, and grant application documents.
Proposal due dates, certification renewals, follow-ups, and consultation tasks.
Client-facing notes, next steps, and call summaries from Dr. McKnight and the admin team.
Submitted proposals, pending decisions, wins, losses, lessons learned, and contract values.
Tool links
These links hit the Cloudflare Functions directly. If a required key is missing, the function returns a clear configuration warning instead of pretending live data exists.
Upstream GitHub map