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Concierge

Your RFP form says “Budget: TBD.” A conversation tells you if it’s worth your time.

Perspective replaces your static RFP intake with an AI conversation that uncovers real budget, decision process, and competitive landscape — before your team invests a single hour on a proposal.

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Your RFP form says “Budget: TBD.” A conversation tells you if it’s worth your time.

Respondents complete it

~90% completion rate vs “TBD” in every field. Conversations draw out the details that intake forms can’t.

Structured + deep

Captures the CRM fields your system needs, plus the deal context that determines whether to bid.

Qualified in real time

Worth-pursuing RFPs get fast-tracked. Long shots get flagged. HubSpot and Slack update automatically.

From Form to Conversation

A conversation captures what “Budget: TBD” never could

  • Your form gets “TBD” in the budget field. Your concierge learns the real range, who’s deciding, how many vendors are competing, and whether the incumbent is already favored.
  • Follow-ups adapt to every answer — a government RFP gets different questions than a startup procurement
  • Respondents share more because it feels like a real conversation about fit, not a procurement checkbox
  • The result: structured RFP data your CRM can act on, plus the deal context that determines whether to invest proposal hours
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what you’re looking for.
Fit Score
87
Worth bidding
yourcompany.com/rfp-intake
RFP Submission
Organization name *
Your company
Project budget
TBD
Response deadline *
MM/DD/YYYY
Project description
Describe the project scope...
Submit RFP

Stop Wasting Proposal Hours

This form is costing you team capacity

  • “Budget: TBD” and a deadline — that’s all your team gets before committing 40 hours to a proposal
  • No way to know if the incumbent is already chosen, if the budget is real, or if you’re column fodder
  • Your best people spend weeks on proposals they were never going to win
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Win Rates

When teams qualify first, they win more

  • Every RFP arrives with real budget, decision timeline, competitive landscape, and fit signals — before anyone starts writing
  • Your team decides which RFPs to pursue, which to skip, and how to differentiate — based on real deal context
  • Higher win rates because you only invest in proposals where you have a genuine shot
Popular Features
→ Browse sales templates→ Inside the Concierge agent
Client inquiresContacts you for help
Concierge qualifiesScope, budget, fit
92
Job qualified & routedRight team, full context
Slack
HubSpot
Google Drive
Under 2 minutes, start to CRM

Perspective integrates with your favorite tools

Slack
HubSpot
Google Drive

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your form is missing.

Paste your RFP intake form. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for qualify rfps before you bid

Customize in minutes. Deploy when you're ready.

What's driving the timeline on this procurement?

M

Qualify RFPs Before You Bid

Uncover actual budget, decision process, and whether you’re a serious contender — before your team spends hours on a proposal. Only pursue opportunities you can win.

Used 1,200+ times

Use Template

What's the main challenge you're hoping to solve?

M

Capture and Qualify Leads

Learn budget, timeline, decision-makers, and what’s driving the search before your sales team gives away 30 minutes. Qualified leads get context-rich handoffs — not just a calendar slot.

Used 3,200+ times

Use Template

What made you reach out to us today?

R

Prepare Every Sales Call

Learn their current pain points, what triggered the search, and what success looks like — so reps show up with a tailored pitch instead of 20 minutes of generic discovery.

Used 1,900+ times

Use Template