pipeline & reports
know what’s coming before it arrives.
Every lead, proposal and job in a pipeline you design to match how your firm wins work. Drag it along the board; tiny+ keeps the fees, the odds and the history.
your pipeline, your words
phases and statuses are yours to name.
A proposal might be allowed 14 quiet days before it loses health, an active project 30; you set the rules. Projects can carry stages, so a hospital’s three buildings sit under one job.
Filter the board by health, sort it worst first, and keep a view per team or sector.
built in
the reports a director asks for.
Read for each person from what they are allowed to see. No set-up, no spreadsheet.
reports of your own
build it once, have it emailed forever.
Build a table report with groups and totals, or a chart you can click into, from any record type. Export to a real Excel file or a PDF.
Have any report emailed on a schedule, to the people who need it, on the firm’s clock. Describe the report you want and tiny+ can design it for you.
the monday email
everyone starts the week knowing what’s theirs.
My Week goes to each person: their tasks, meetings, proposals due and follow-ups. Needs Attention, Pipeline & Forecast, Wins & Losses, New Business and Client Check-in go to the people who choose them.
And every Friday, the Weekly Update goes to the feed, so the whole firm sees the week’s wins.
bid teams
one job, several lead firms, counted once.
When a client asks several lead firms to tender and you’re on more than one of their teams, bid teams keep the job as one project with a team for each lead firm: your fee to it, its chance, when the proposal is due and how it did.
The project’s fee, chance and result follow its teams, so your pipeline counts the job once and your win rate stays true. Each lead firm’s page shows how often it picks you, and how often its teams with you win.
see your own pipeline on the board in an afternoon.
Import from a spreadsheet or Synergy, name your phases, and the reports fill themselves in from there.
Instant access. No credit card required.