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IT services
For IT firms that let RFPs go cold in the inbox.
Project RFPs and demo requests go cold without a named owner. Template the chase so discovery is booked before the buyer messages the next agency.
Discovery, delivery, and invoice on one project.
How the work moves
- 01RFP
- 02Owner
- 03Discovery
- 04Quote
- 05Project
Who works this mix
These apps and this AI Employee sit in the same workspace. Here is what each one is for.
App
Sales
Every enquiry becomes an owned file with a next step.
What they do
- A live pipeline, not a buried chat
- Follow-up with a named owner
- Visits and quotes on the same record
App
Projects
The brief becomes a project the team can see.
What they do
- Work has an owner and a date
- Blockers are visible without a standup
- Delivery stays on the same job as the invoice
App
Finance
Quotes and invoices stay attached to the same work.
What they do
- Bill from the job, not from memory
- See what is unpaid
- Chase sits on the invoice, not in a notebook
AI Project Coordinator
Planvault
Creates projects, updates tasks, milestones, time, and delivery status on request.
What they do
- Create delivery projects with clear ownership
- Break work into starter tasks your team can edit
- Refresh milestone status from real task progress
- Log time against tasks when you ask
The mix that does the work
An IT firm is a mix: inbound RFPs, discovery, quotes, delivery in Projects, and invoices. That mix is the workspace.
RFPs that become files
A form or email is assigned before it sits in a shared inbox.
Discovery on a calendar, not a hope
The next meeting is owned. The workspace remembers if they ghost.
Quote on the same lead
Scope and price sit with the conversation that created them.
Delivery in Projects
Once they say yes, the job lives where the team already works.
What changes in your day
An RFP cannot vanish into email
The lead is named and assigned before the next message arrives.
Discovery is booked work
Someone owns the meeting. A missed reply still has a next step.
The quote has a trail
What was sent sits on the same file as the RFP.
Delivery is a project, not a new tool
The team already has Projects. The win hands off there.
How the work moves
01
The RFP is captured
Inbound demand is a named lead with an owner.
02
You chase discovery
Agenda, case note, and nudge stay on the file.
03
Yes becomes a project
Delivery and invoice ride the same workspace.
Where it stops
Stops after discovery chase. Delivery stays in Projects.
SagaSprint gives IT services a workspace built around the way they already chase and deliver.
You pick the combination: follow-up, finance, tasks, stock, people, automation, and AI Employees. One workspace. The mix is the product.
Get your IT workspace running.