Capture Management & CRM

Grow with WrkPlan – Capture Management and CRM will help you prepare for upcoming procurements and manage ongoing relationships with customers, subcontractors, teaming partners, key personnel candidates, and more!

  • Track opportunities from “over the horizon” through bid decision, teaming, and proposal development.
  • Track key dates, NDA status, teaming agreements, and responsibilities.
  • Plan cost proposals at different rate scenarios.
  • Search stored resumes using keywords for proposal submissions.
  • Track commercial sales leads, milestones, and follow-up activities.
CRM software screen

Simplify Your Incurred Cost Submissions with Automation

Prepare Schedules A–O automatically, reduce compliance risk, and eliminate manual reporting errors.

What Our Customers Say

See how project-based businesses use WrkPlan to streamline accounting, improve visibility, and strengthen compliance.

Richard J. Cresswel

   The biggest benefit of using WrkPlan for us has been its strong enforcement of compliance. The timekeeping system seamlessly integrates into the invoicing and AR processes, creating a smooth workflow...

Richard J. Cresswel ,

President, Chief Financial Officer

Susan Kirsch

   I have used WrkPlan (and its ancestor ERP-Gov) since at least 2017. I’ve even seen several of my suggestions implemented as the system kept up with my needs. I can’t...

Susan Kirsch ,

Manager, Production Operations

Traci Thomas

   The biggest benefits of adopting WrkPlan have been in the ease of use. The quick financial snapshots are most valuable. The continuous updates, training, and support are what WrkPlan provides...

Traci Thomas ,

Chief Executive Officer

Jill Konopka

   The thing I like best about WrkPlan is the streamlined way we can track costs, revenues, and contracts as detailed or broadly as we need to. We appreciate the ability to...

Jill Konopka ,

Office Manager and FSO Garcia Information Systems

Marilyn Snyder

   It was easy to get started with and their customer service is unmatched. I always get my questions addressed within 24 hours by a human being. I also like the...

Marilyn Snyder ,

Chief Operating Officer

Sandy Pappaianni

   We would like to take this opportunity to give thanks to you and the ERP/WrkPlan team for the consistent support provided to Salmon Group from the start. As we began...

Sandy Pappaianni ,

Chief Executive Officer

Charles Africano

   I would like to take this time to thank you and the entire WrkPlan team for all the great support you have provided us since the integration of the WrkPlan...

Charles Africano ,

Chief Financial Officer