CRM & PURSUIT MANAGEMENT
Win more work with CORE Pursuit
Manage your pipeline, proposals, and the cost of chasing work in the same system that runs your projects.
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THE PROBLEM
Your next big project is lost in someone's inbox
When opportunities live in inboxes, spreadsheets, and a few principals' heads, things get missed. Follow-ups stall because nobody owns the next step, proposals get rebuilt from scratch under deadline, and the hours spent chasing work never get counted anywhere. That makes growth hard to forecast and leaves you guessing which pursuits were worth the effort.
THE SOLUTION
Give every opportunity a plan and a path to winning
Pursuit gives every opportunity an owner, a stage, and a next step inside BQE CORE. Your team works from one shared pipeline, proposals pull from data you already have, and the time spent chasing work is tracked against the opportunity it went into.
A&E CRM
Everything your firm needs to win work, built into CORE
Pursuit brings together the parts of a CRM that A&E firms rely on most (pipeline, proposals, pursuit costs, and forecasting) and connects them to your projects and financials.
See your whole pipeline at a glance
- Switch between list and card view, and drag opportunities from stage to stage as they progress
- Open a quick snapshot from the list to review or edit an opportunity without leaving the page
- Set your own pipeline stages and win probabilities to get a weighted forecast of future revenue
- Tag opportunities by market sector, service line, office, and strategic initiative to see where your firm wins
Build proposals from the templates you already use
- Draft proposal templates in Microsoft Word and use the CORE add-in to insert Smart Fields
- Upload a template and Pursuit fills in the client, opportunity, and quote details
- Keep every proposal attached to its opportunity so it's easy to find on the next similar pursuit
Know what winning work costs
- Log time and expenses against an opportunity with Pursuit Projects, the same way your team logs time to a project
- Carry pursuit costs into the project when you win, or into overhead when you don't
- See pursuit time, expenses, to-dos, notes, and recent activity together on the Opportunity Overview
Go from proposal to project without re-entering anything
- Convert a won opportunity into a CORE project, with the winning proposal carried forward and nothing to re-enter
- Keep client, contact, opportunity, and project history on one connected record
- Plan staffing and cash flow with upcoming work alongside your existing projects
Transformation stories
Explore how BQE CORE is helping thousands of architecture, engineering,
and other professional services firms win more projects.
and other professional services firms win more projects.
case study
INC Architecture & Design
How INC Architecture & Design Built a Smarter, More Profitable Practice
A&E FIRM MANAGEMENT SOFTWARE
Explore more of our comprehensive features
With BQE CORE's comprehensive suite of powerful tools, you can automate time-consuming tasks, streamline complex processes, and free your firm up to do more.
Accounting
Keep a pulse on the financial health of your firm with accurate and up-to-date accounting.
Billing & Invoicing
Send accurate invoices in less time and get paid faster.
Integrations
Seamlessly integrate other platforms you use with BQE CORE.
Project Management
Take control of your projects with real-time visibility into progress.
Reporting & Analytics
Access real-time reports that lead to smarter decisions.
Resource Planning
Build smarter staffing plans that optimize project delivery and profitability.
Time & Expense Tracking
Easily keep time and expense entries up to date.
FAQs
Get answers to common questions about CORE Pursuit.
Have other questions about Pursuit? Call us today.
What is CORE Pursuit?
CORE Pursuit is BQE CORE's built-in CRM and pursuit management tool. It brings your pipeline, proposals, pursuit costs, and forecasting into the same system you use to run projects, track time, and bill clients.
Is Pursuit the same as CORE CRM?
Pursuit is the next version of CORE CRM, renamed and rebuilt around how A&E firms win work. It adds a card view of the pipeline, a new Opportunity Overview, Pursuit Projects for tracking the cost of chasing work, and Word-based proposals.
How does Pursuit track what a pursuit costs?
Your team logs time and expenses against an opportunity through a Pursuit Project, the same way they log time to any other project. If you win, those costs carry into the new project. If you don't, they go to overhead, so you still have a record of what the pursuit took.
Can we use our own proposal templates?
Yes. Build your templates in Microsoft Word and use the CORE add-in to insert Smart Fields. When you upload a template, Pursuit fills in the client, opportunity, and quote details, and the finished proposal stays with the opportunity.
What happens when we win an opportunity?
You convert it into a CORE project directly from the opportunity. The winning proposal carries forward, so your team doesn't have to re-enter anything to get started.
Can we customize the pipeline?
Yes. You define your own opportunity stages and set a win probability for each one. Pursuit uses those probabilities to calculate a weighted forecast of future revenue.
We already use another CRM. Will Pursuit work with it?
Pursuit covers what most A&E firms need from a CRM. For firms that rely on more advanced sales tools, CORE's open architecture connects with third-party systems.