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CRM Updates

Keep your CRM always current. Every output and new insight is pushed directly into your system of record (HubSpot, Salesforces). No copy-pasting required and no more missing data.

Problem

Proposals must meet stringent government instructions (formatting, submission rules, FAR/DFARS regulations). Missing a single requirement or rule can lead to disqualification.

Solution

RFX acts as a compliance watchdog. It auto-detects every instruction and requirement hidden in the RFP, doing the “heavy lifting” of locating all compliance points​. RFX organizes requirements into checklists, so teams can swiftly evaluate fit and plan responses​.

Advantages with RFX

Efficiency

Catch compliance issues and inconsistencies early, reducing risk and improving proposal success rates.

Compliance

Flag any deviations from RFP requirements or regulations, ensuring the proposal is fully compliant.

Effectiveness

Automatically scan proposals for errors or missing elements, saving time on manual (Gold or White Glove) reviews.

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