CMMC 2.0 Compliant Proposal Automation & CRM
The only proposal automation platform with a CUI-safe CRM built for defense contractors. 9-gate execution, AI compliance checking, and capture management. Private AI. CMMC 2.0 ready.
See it in action
Live screenshots, real demo tenant
These are unretouched screens from the live product, loaded with our demo tenant “Vector Defense Aerospace” — an invented aerospace contractor with invented proposals. The software is real; the company in it is not, and the dollar figures on these screens are demo data, not customer results.
9-gate proposal kanban — workflow + EPS scoring
$22.55M across 3 proposals in 3 different stages. Each card shows EPS (proposal health score), risk badge, days-in-stage, dollar value, and per-stage SLA. Vector's GPI SBIR Phase III is in Technical Solution Development at EPS 87.
Dashboard — 3 active, SLA tracked
Active proposal count + SLA threshold alerts. Sarah's morning view.
CRM — $79.95M pipeline, 5 opportunities
Intake → Qualified → Proposal. CUI-safe, branded per-tenant.
Forecasting — P-Win weighted portfolio
Pipeline + Bookings + Scenarios + Momentum. Snapshot + Excel export.
50-second walkthrough — dashboard → CRM → proposals → control room → forecasting
Inside the Proposal Studio
Where your team actually writes the proposal
Every active proposal lands in a 7-gate execution tracker with EPS scoring, real-time risk assessment, immutable audit trail, and AI-powered compliance extraction. Built for the people who actually win RFPs.
Studio Overview — GPI SBIR Phase III
7-gate execution tracker. EPS Score 87 · Strategic · 3 tasks pending. Real-time status across the proposal lifecycle.
Compliance
SHALL/MUST extraction from RFP
Q&A
Govt Q&A intake + color team review
Audit Trail
NIST 800-171 chain — 2,198 events
Across roles
One platform — different views for every role
The same proposal data shows up differently depending on who's looking. Executives see portfolio health. Sales directors see target coverage. Capture leads see the deal. Knowledge managers see the source corpus.
Executive — portfolio health & risk
$80M pipeline at a glance. Atlas AI surfaces forecast gaps + concentration risk.
CFO — recognized revenue & margin
Awarded → Funded → Recognized → Invoiced flow. 12-month revenue timeline, per-contract margin.
Sales Director — coverage vs target
FY targets, actuals, pipeline coverage. By-BU breakdown for sales leadership reviews.
Knowledge Base — your private AI corpus
Past proposals, capability statements, response libraries. RAG-indexed locally — never leaves your tenant.
Manager — Control Room workload
Capture lead workload, SLA risk, gate-aging escalations. The "where is everything stuck" view.
Capture Lead — daily inbox
6 tasks across 3 active proposals. Urgency sorted, blocking-tasks flagged, one-click triage.
Your CRM Is Probably Not CMMC Compliant
Most defense contractors store CUI in Salesforce, HubSpot, or spreadsheets — none of which meet CMMC 2.0 requirements for CUI handling. ProposalOS is the CRM built from the ground up for CUI compliance: encrypted data, role-based access, immutable audit trails, and zero external API calls.
Read our CUI-Safe CRM GuideFrom Opportunity to Submission
Everything you need to capture, qualify, and win government contracts — in one CMMC 2.0 compliant platform.
CUI-Safe CRM
The only CRM built for CMMC 2.0 compliance. Manage contacts, accounts, and pipeline without exposing CUI to non-compliant systems. Full audit trails on every interaction.
9-Gate Execution System
Structured proposal workflow from opportunity identification through submission. Each gate has defined criteria, approvals, and quality checks to ensure nothing slips through.
AI Compliance Checking
Automated compliance matrix generation against RFP requirements. AI traces your response to every requirement clause — 142/142 requirements verified before submission.
Past Performance Matching
AI-powered citation matching finds relevant past performance from your history. Automatically surfaces the strongest citations for each evaluation criterion.
P-Win Scoring
Three-tier bid/no-bid analysis: Quick Screen for simple decisions, Standard P-win for moderate complexity, Full Shipley for high-stakes competitions. Data-driven go/no-go decisions.
Capture Management
Track the entire capture lifecycle from opportunity identification through proposal submission. Assign teams, manage tasks, and coordinate reviews across your organization.
Connected Across the Platform
Signals → ProposalOS
Signals identifies opportunities and feeds them directly into ProposalOS for capture management and bid/no-bid decisions.
ProposalOS → FinanceOS
Won contracts flow into FinanceOS: contract type maps to billing method, CLINs become revenue schedules, labor plans feed cost allocation.
Part of the Cabrillo platform — CabrilloOS orchestrates intelligence across all connected products.
Frequently Asked Questions
What makes ProposalOS CRM different from Salesforce or HubSpot?
ProposalOS CRM is built specifically for CMMC 2.0 compliance. Unlike Salesforce or HubSpot, it is designed to handle CUI (Controlled Unclassified Information) with proper access controls, encryption, and audit trails. No data leaves your environment.
What is the 9-gate execution system?
The 9-gate system structures your proposal process from initial opportunity assessment through final submission. Each gate has defined entry/exit criteria, required approvals, and quality checks. Gate 1 assesses complexity, Gate 2 handles bid/no-bid decisions with three-tier P-win analysis, and subsequent gates cover outline, writing, review, production, and submission.
Does ProposalOS integrate with Signals?
Yes. Signals identifies opportunities and feeds them directly into ProposalOS for capture management. When you win a contract, the data flows into FinanceOS for project accounting. CabrilloOS orchestrates intelligence across all connected products.
How do I get started with ProposalOS?
Contact our sales team for a demo and to discuss your proposal workflow. ProposalOS is a live product available today at proposalos.cabrilloclub.com.
Win more contracts with CMMC 2.0 compliant proposals
Contact sales for a demo of ProposalOS. See how CUI-safe CRM and 9-gate execution transform your capture process.
Built for defense contractors. Cleared workforce. Your CUI never leaves your environment. CMMC 2.0 ready.