Our Work
Overview
A&M Engineering and Environmental Services, Inc. needed a better way to manage their growing portfolio of government contracts. Evenbound implemented a custom HubSpot CRM integration that centralized RFP tracking, automated proposal workflows, and unified data from multiple systems. This gave A&M complete visibility into a $10B pipeline and improved efficiency across departments.
- Location: Tulsa, OK
- Company Size: 500+ Employees
- Service Area: Nationwide
- Industry: Engineering & Environmental Consulting
$10B+
in Tracked Opportunities
38
Automated Workflows
250+
Custom Properties
The Challenge
A&M’s government RFP process was complex, manual, and disconnected. Without a CRM, teams tracked hundreds of bids across multiple platforms, causing delays, missed updates, and limited visibility for leadership.
No CRM: Unanet AE managed accounting, but not deal tracking or real-time updates.
Disconnected systems: No integration with RFP sources like SAM.gov, HigherGov, or Gov.Win.
Manual tracking: Staff manually monitored sites for bid changes and due dates.
Siloed communication: One person oversaw multiple bid platforms.
No reporting: Leadership lacked insight into active opportunities or total pipeline value.
Slow bid-to-win cycle: Manual reviews and approvals delayed submissions.
HubSpot Tools We Used
Sales Hub Enterprise
Data Hub Enterprise
The Solution
Evenbound implemented a custom HubSpot CRM solution. It was built for government RFP management, connecting every stage of the proposal lifecycle — from bid intake to submission.
ERP + HubSpot Integration: Unified deal and financial data across systems.
Custom CRM Properties: Tailored fields for RFP tracking, bid stages, and documentation.
PDF Automation: Used CreateMate to instantly generate Go/No-Go and work-order PDFs from HubSpot.
Custom GOV Integrations: Developed three API connections to sync RFP data directly from SAM.gov, HigherGov, and Gov.Win into HubSpot.
Scalable Training Program: Onboarded six internal leaders for long-term adoption.
The Results
By connecting every system and automating the RFP lifecycle, A&M gained clarity, speed, and visibility across all departments.
$10B+ in tracked opportunities: Hundreds of deals averaging $27M each.
38 automated workflows: Streamlined processes from bid creation to submission.
250+ custom properties: Improved reporting accuracy.
Real-time RFP visibility: Leadership now monitors every opportunity and milestone in one place.
Live GOV Data Feeds: SAM.gov, HigherGov, and Gov.Win are synced in real time, A&M teams receive instant visibility into new RFPs, deadlines, and status changes across all three platforms — all inside HubSpot.
Sequential ID integration: Ensured alignment with Unanet AE.
Improved collaboration: Teams across offices communicate seamlessly.
Imagine Full Visibility Into Every Deal.
If your organization is juggling complex systems, manual RFP tracking, or limited visibility, Evenbound can help you build a connected HubSpot CRM ecosystem that drives real growth.