Compare · Spreadsheets
The spreadsheet is the real incumbent. Treat it with respect.
Most firms that talk to us do not run BD on a CRM. They run it on a pipeline spreadsheet per team, a contacts tab, and a partner's memory. That system is free, flexible and familiar, and it has a failure mode that only shows up at year end.
| Dimension | Pipeline spreadsheet | New Dynamics |
|---|---|---|
| Relationships | A contacts tab: names and emails, no owner, no strength, no routes. | Coverage: who owns each relationship, how strong it is, and which decision-makers nobody has a route to. |
| Market signals | Manual scanning of portals, when someone has time. | Live Find a Tender and Contracts Finder feeds, scored against your sectors and client base. |
| The pipeline number | Optimism, weighted by the person who typed it. | Weighted values with stages, honest probability and an audit trail behind the number the board hears. |
| Drift | Invisible until a deadline is missed. | Pursuits with no next action rise to the top of the priority feed. |
| Institutional memory | Leaves with the person who maintained the file. | Decisions, evidence and win/loss reasons stay on the record, per pursuit. |
| Cost | Free, plus the pursuits it loses. | From £49 per user per month, with Excel import so the spreadsheet's history comes with you. |
Relationships
Pipeline spreadsheet
A contacts tab: names and emails, no owner, no strength, no routes.
New Dynamics
Coverage: who owns each relationship, how strong it is, and which decision-makers nobody has a route to.
Market signals
Pipeline spreadsheet
Manual scanning of portals, when someone has time.
New Dynamics
Live Find a Tender and Contracts Finder feeds, scored against your sectors and client base.
The pipeline number
Pipeline spreadsheet
Optimism, weighted by the person who typed it.
New Dynamics
Weighted values with stages, honest probability and an audit trail behind the number the board hears.
Drift
Pipeline spreadsheet
Invisible until a deadline is missed.
New Dynamics
Pursuits with no next action rise to the top of the priority feed.
Institutional memory
Pipeline spreadsheet
Leaves with the person who maintained the file.
New Dynamics
Decisions, evidence and win/loss reasons stay on the record, per pursuit.
Cost
Pipeline spreadsheet
Free, plus the pursuits it loses.
New Dynamics
From £49 per user per month, with Excel import so the spreadsheet's history comes with you.
| Theme | What the spreadsheet does well | What it costs you |
|---|---|---|
| Adoption | Zero learning curve: every partner can open it, filter it and argue with it. | Every team keeps its own copy, so the firm ends up with five versions of the truth. |
| Flexibility | A new column costs nothing and needs nobody's approval. | Relationships never fit in cells, so who knows the decision-maker stays in partners' heads. |
| Price | Free: no procurement, no per-seat licence, no vendor to security-review. | The rent is invisible: missed signals, uncovered buyers, and pursuits that die of drift rather than decision. |
| Market awareness | Perfectly adequate when the work is inbound and the pipeline is known. | Nothing arrives on its own: tenders and planning signals must be found by a person and pasted in. |
| The board number | Quick to assemble the night before the meeting. | Weighted by whatever the last editor believed, with no history and no challenge. |
| People | Fine while one person owns the number and the pursuits. | The moment teams share clients, one BD manager becomes the human integration layer. |
Adoption
What the spreadsheet does well
Zero learning curve: every partner can open it, filter it and argue with it.
What it costs you
Every team keeps its own copy, so the firm ends up with five versions of the truth.
Flexibility
What the spreadsheet does well
A new column costs nothing and needs nobody's approval.
What it costs you
Relationships never fit in cells, so who knows the decision-maker stays in partners' heads.
Price
What the spreadsheet does well
Free: no procurement, no per-seat licence, no vendor to security-review.
What it costs you
The rent is invisible: missed signals, uncovered buyers, and pursuits that die of drift rather than decision.
Market awareness
What the spreadsheet does well
Perfectly adequate when the work is inbound and the pipeline is known.
What it costs you
Nothing arrives on its own: tenders and planning signals must be found by a person and pasted in.
The board number
What the spreadsheet does well
Quick to assemble the night before the meeting.
What it costs you
Weighted by whatever the last editor believed, with no history and no challenge.
People
What the spreadsheet does well
Fine while one person owns the number and the pursuits.
What it costs you
The moment teams share clients, one BD manager becomes the human integration layer.
If your firm has one team, a dozen live pursuits and a single person who owns the number, keep the spreadsheet. It is the right tool, and moving would be ceremony.
The moment two teams share clients, or the board starts planning against the weighted number, the spreadsheet starts charging rent: missed signals, uncovered decision-makers, and pursuits that die of drift rather than decision. That rent does not appear on any invoice, which is exactly why it gets paid for years.
The migration is not a project. Excel import is on every plan, and the demonstration can run on your own exported pipeline if you bring it.
The rest of the argument is on the product tour and in plain pricing.
Bring the spreadsheet to the demo.
Twenty minutes, your real pipeline imported, and you can judge whether the difference pays for itself.