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 CoPilot — export the finished proposal as PDF or DOCX.
Document formats
3
DOCX, XLSX, and PDF files up to 25 MB.
RFP turnaround
80% faster
AI drafts, rich editor, CRM autofill, and CoPilot chat.
Win confidence
Go/No-Go
AI scores your win probability with red flags before you invest time.
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.
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.
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.
Write and refine proposals in a professional rich text editor powered by TipTap. Full formatting toolbar with headings, bold, italic, underline, strikethrough, text alignment, highlights, links, bullet and numbered lists, task lists, blockquotes, superscript, subscript, and horizontal rules.
One-click AI Draft generates structured, compliance-ready content for each section using your intake answers, win themes, and CRM context. AI Draft All regenerates every section at once. The CoPilot chat assistant helps refine, reposition, and strengthen any section.
Preview your full proposal as a continuous, formatted document with word count and section stats. Export as PDF via your browser's print dialog or download as a Word-compatible .doc file with cover page, table of contents, compliance matrix, and assumptions appendix.
Every requirement extracted from the RFP is tracked in a compliance matrix with met/partial/missing status. Requirements are linked to sections, filterable by severity and pass/fail status, ensuring nothing slips through the cracks.
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.
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.
Walk through AI-generated questions with CRM auto-fill. Your answers become the ground truth that shapes every section of the response.
AI drafts each section with structured formatting. Edit in the rich text editor with full toolbar, refine with CoPilot chat, and track compliance in real time.
Preview the full document, check compliance coverage, then export as PDF or Word-compatible .doc with cover page, table of contents, and appendices.
80% faster RFP turnaround
AI drafting, rich editor, and CRM autofill eliminate the blank-page problem and manual data gathering.
Higher win rates
Proposals grounded in real CRM data, win themes, and compliance tracking outperform generic copy-paste responses.
Complete compliance coverage
The compliance matrix and requirements tracker ensures every pass/fail and critical requirement is addressed before submission.
Team-wide proposal quality
Consistent AI-assisted drafting with a rich editor and CoPilot raises the bar across your entire sales team.
CRM.me combines document parsing, AI analysis, Go/No-Go scoring, CRM data assembly, a rich text editor, CoPilot chat, and PDF/DOCX export so RFP responses are accurate, compliant, and competitive without context-switching between tools.
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.