Turn RFP documents into winning proposals with AI.
Drop a DOCX, XLSX, or PDF and CRM.me parses the document, scores your win probability, detects red flags, generates qualifying questions auto-filled from your CRM, then co-writes a tailored response in a rich text editor with a dedicated Zara AI assistant — export the finished proposal as PDF or DOCX.
Smart document ingestion
Upload an RFP in any common format. AI parses the document structure, identifies sections, extracts requirements with severity levels, and detects metadata like deadlines and submission formats.
- Supports DOCX, XLSX, and PDF formats up to 25 MB
- AI section detection and automatic structuring
- Requirement extraction with pass/fail and severity levels
- Deadline, submission format, and mandatory form detection
Go / No-Go intelligence with red flags
Before your team invests hours writing, AI assesses your win probability with a 0-100 confidence score, extracts win themes, and flags risks. A compact red flags banner surfaces critical issues like tight deadlines, pass/fail requirements, and disqualifying conditions.
- 0-100 confidence score with AI-generated rationale
- Win theme extraction from RFP analysis and CRM data
- Red flag identification: deadlines, pass/fail, mandatory forms, disqualifiers
- Dismissible red flags banner with severity-coded alerts
AI intake questions with CRM autofill
The AI generates 6-12 priority-ranked qualifying questions based on the RFP content and your company data. CRM-sourced answers are auto-filled so your team only answers what the AI cannot find.
- Priority-ranked questions: P0 (critical), P1, P2
- Auto-filled from CRM data: company info, products, track record
- Category tags: Security, Pricing, Delivery, Legal, References
- Rationale explains why each question matters for the proposal
From upload to polished proposal in four phases
The RFP Writer guides your team through a structured workflow that ensures no requirement is missed and every response is grounded in your actual capabilities.
- 1.
Upload and analyze
Drop the RFP file. AI parses the document, detects sections, extracts requirements, generates a Go/No-Go assessment with win themes, and surfaces red flags.
- 2.
Answer intake questions
Walk through AI-generated questions with CRM auto-fill. Your answers become the ground truth that shapes every section of the response.
- 3.
Co-write in the rich editor
AI drafts each section with structured formatting. Edit in the rich text editor with full toolbar, refine with Zara chat, and track compliance in real time.
- 4.
Preview and export
Preview the full document, check compliance coverage, then export as PDF or Word-compatible .doc with cover page, table of contents, and appendices.
A complete AI proposal engine built into your CRM
CRM.me combines document parsing, AI analysis, Go/No-Go scoring, CRM data assembly, a rich text editor, Zara chat, and PDF/DOCX export so RFP responses are accurate, compliant, and competitive without context-switching between tools.
- DOCX, XLSX, and PDF ingestion with AI section and requirement detection
- Go/No-Go scoring with red flags, win themes, and bid recommendations
- AI intake questions auto-filled from CRM records
- Rich text editor: headings, formatting, alignment, highlights, links, task lists
- AI Draft per-section and AI Draft All with Zara chat assistant
- Full document preview with PDF and DOCX export including appendices
- Compliance matrix, requirements tracker, and assumptions panel
Stop writing proposals from scratch. Let AI and your CRM do the heavy lifting.
Upload the RFP, answer a few questions, and get a tailored, compliant proposal drafted in a rich editor by AI — then export as PDF or DOCX.