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Sweetspot includes a built-in CRM for the companies and contacts behind your opportunities: primes, subs, teaming partners, competitors, and the people at each.

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Companies

Find your companies under Library → Companies, and link them to the pursuits they’re involved in. Each company profile can capture:
  • Legal & identifiers: legal name, DBA name, aliases, UEI and CAGE codes (which link the profile to federal data), and parent company for ownership links.
  • Relationships: relationship status (teaming partner, competitor, customer, and so on), priority, primary contact, and last-contacted date, so account management context lives with the record.
  • Compliance: SAM registration status and expiration date, business size, socioeconomic status, and facility clearance, the facts you check before teaming.
  • Capabilities: a capabilities summary, core capabilities, primary industry, NAICS and PSC codes, contract vehicles, and set-asides, so you can search your network by what companies actually do.
  • Departments and people: organize a company into departments and attach the people you know there; Sweetspot also suggests team members it finds.
  • Basics: website, LinkedIn, employee range, and a description.
An activity timeline tracks interactions and mentions, so the history is there when the recompete comes around.

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Contacts

Track the people under Library → People. Contacts connect to their companies and to pursuits, so you always know who your points of contact are on any given bid. Each person can capture:
  • Identity: full name plus preferred name, suffixes, and aliases, so search finds “Bob Smith” even when the resume says “Robert.”
  • Contact details: email and alternate email, mobile and office phone, and LinkedIn.
  • Affiliation: the company or agency they belong to, their department, and their title. People are either internal team members or external contacts.
  • Engagement: relationship status, priority, tags, and last-contacted date for external contacts.
  • Resume: attach an existing resume or upload one; for internal people, this is what the AI draws on when matching personnel to solicitation requirements.

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Auto-extraction and import

Sweetspot can extract company and contact information from documents: upload a capability statement or an email thread and the AI populates the profile. You can also bulk-import companies and contacts from spreadsheets and merge duplicates.

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Common uses

  • Teaming: search your partner network by capability when the capability matrix shows a gap.
  • Recompetes: the incumbent’s profile carries your interaction history from the last cycle.
  • Turnover: when an employee leaves, their relationship history stays in the record.
A company’s award history lives in its Federal Market Intelligence recipient profile; the CRM profile holds your private relationship notes. Both link from the same company.