Welcome back
Everything you need to close more deals.
Generate quotes, search the document library, ask the AI assistant for instant answers, and look up parts — all in one place.
Active Quotes
12
+3 this week
Documents
25
All synced
Pipeline Value
$847K
+12% MoM
AI Queries
47
This month
Quote Generator
Build Gold, Platinum, Diamond Lite, or Diamond proposals in seconds with the v4.7 pricing engine.
AI Sales Assistant
Chat with Claude about your docs. Compare services, draft emails, find pricing.
Sales Tools
Custom tools and utilities to support your sales workflow — coming soon.
Recent Documents
View all →
My Verticals
Edit →
K12
K-12 Education
14 docs · 7 active deals
HE
Higher Education
3 docs · 2 active deals
HC
Healthcare
1 doc · 3 active deals
AI Sales Assistant
Ask anything about ClearWinds services, pricing, or customer scenarios
AI
Welcome! I'm your CWT sales assistant. I have access to all 25 of your sales documents, the full pricing model, and customer history.
What can I help you with today?
What can I help you with today?
Compare K-12 vs Higher Ed
Healthcare CIO playbook
Draft an intro email
What is Diamond Lite?
What's in Diamond?
Quote Generator v4.7
Build Gold, Platinum, Diamond Lite, or Diamond proposals with live pricing
Build a quote
Enter environment details
Customer
Environment
1 pt · EDR
6 pts · EDR
2 pts
1 pt
2 pts
4 pts
0.25 pt
0 pts
Security inputs (Diamond Lite / Diamond)
DL: $18.50 · Dmd: $34.50
DL: $250 · Dmd: $1,150
Total points
0
EDR devices
0
EDR = endpoints + servers only
Select package
Gold
—
Platinum
—
★ Most Popular
Diamond Lite
—
★ Recommended
Diamond
—
Quote preview will appear here
Enter device counts on the left to see live pricing across all four tiers.
Customer Quote
Gold
$0 /mo
One-time: $1,500
Platinum
$0 /mo
One-time: $1,500
Most Popular
Diamond Lite
$0 /mo
One-time: $10,500
Recommended
Diamond
$0 /mo
One-time: $16,000
| Feature | Gold | Platinum | D. Lite | Diamond |
|---|---|---|---|---|
| 24/7 Remote Monitoring | ✓ | ✓ | ✓ | ✓ |
| Unlimited Helpdesk | ✓ | ✓ | ✓ | ✓ |
| Patch Management | ✓ | ✓ | ✓ | ✓ |
| Onsite Support | — | ✓ | ✓ | ✓ |
| EDR (endpoints + servers) | — | ✓ | ✓ | ✓ |
| Email Security (Harmony) | — | — | ✓ | ✓ |
| O365 Security | — | — | ✓ | ✓ |
| Duo MFA | — | — | ✓ | ✓ |
| Security Awareness Training | — | — | ✓ | ✓ |
| AD Hardening | — | — | ✓ | ✓ |
| SIEM Monitoring | — | — | — | ✓ |
| 24x7 SOC / MDR | — | — | — | ✓ |
| Vulnerability Assessments | — | — | — | ✓ |
| Mitigation Labor | — | — | — | ✓ |
| My Glue Password Manager | — | — | — | ✓ |
Sales Library
25 documents organized by vertical and service
Sales Tools
Custom tools and utilities to support your sales workflow
Sales Tools coming soon
This space is reserved for custom sales tools and utilities. We'll build these out based on what your team needs most.
Ideas we could build:
Parts Lookup
Searchable Dell, HP, and Lenovo Chromebook parts catalog
ROI Calculator
Help customers visualize savings vs. their current IT spend
Compliance Checker
Quick HIPAA, SOC 2, and PCI compliance gap assessment
Customer Account View
Unified view of quotes, conversations, and contracts per customer
Deal Health Tracker
Track stalled deals and get AI-suggested next steps
Call Coach
Real-time AI suggestions during customer calls
Have an idea for a tool that would help you close more deals?
Baseline Assessment Tool
Capture an environment baseline for sizing, quoting, and onboarding
Environment Baseline
Fill in the totals across all locations and break down by site. Submit to send the report to Jay Bradford (Sales Engineer) and save it to the database.
Required Customer Information
▼Totals Aggregate Counts (All Locations Combined)
▼Location 1 Site Breakdown
▼Location 2 Site Breakdown
▼Location 3 Site Breakdown
▼Location 4 Site Breakdown
▼Location 5 Site Breakdown
▼Applications Software Inventory
▼
Report will be emailed to jbradford@clearwinds.net and saved to the database.
Team Directory
26 ClearWinds team members — click any card to email
Training Videos
Upload, organize, and watch product training and onboarding videos
Upload a training video
Drop a video file here, or click to browse
Supported: MP4, MOV, WebM up to 500MB
Video player would appear here in production.
Connect to your video CDN (Vimeo, AWS S3, Stream) to enable playback.
Connect to your video CDN (Vimeo, AWS S3, Stream) to enable playback.
Video Title
Category · Duration · Uploaded by
Description
filename.mp4
0%
Uploading...
Admin Dashboard
Manage users, documents, AI usage, and portal settings
Active Users
14
+2 this month
Quotes Generated
87
+23 this week
AI Queries
412
+47 today
Pipeline Value
$2.4M
+18% vs last month
Quote tier distribution (last 30 days)
View report →
Diamond (★ Recommended)42 quotes · $1.6M
Platinum31 quotes · $620K
Gold14 quotes · $180K
Top performing reps (this month)
View all →
Tanner Buchanan23 quotes · $487K
Mark Wilson18 quotes · $412K
Stan Sargent15 quotes · $385K
Brian Quillin11 quotes · $295K
Recent activity
View all →
Tanner Buchanan generated a Diamond quote for Hoover City Schools ($142K)
3 minutes ago
Mark Wilson asked the AI: "Compare our Higher Ed pricing for ORU"
12 minutes ago
New user Hayden Hathcock joined the portal · invited by Stan Sargent
38 minutes ago
Healthcare Services document was downloaded 14 times today
1 hour ago
Brian Quillin generated a Platinum quote for Birmingham Healthcare ($89K)
2 hours ago
Document update needed: "Higher Ed Overview" hasn't been updated in 6 months
today
Daily AI queries (last 7 days)
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Avg per day59 queries
Peak hour10 AM CT
Avg response time1.4s
Sales team users (14)
| User | Role | Vertical | Status | Last active | Quotes |
|---|
Total documents
25
Across 9 verticals
Up to date
22
Updated in last 90 days
Need review
3
Action needed
Upload new document
Drop a PDF here, or click to browse
Supported: PDF up to 25MB · auto-tagged by AI
Document library (25)
| Name | Vertical | Service | Views | Last updated |
|---|
Total queries (30d)
412
+47 today
Avg response time
1.4s
20% faster vs last month
Helpful rate
94%
Based on rep feedback
API spend (MTD)
$87
Est. $130/month
Top queried topics
View all →
Pricing & quote questions142 queries
Vertical positioning (K-12, Healthcare)98 queries
Service comparisons76 queries
Email & message drafting54 queries
Compliance (HIPAA, SOC 2)42 queries
Recent queries
View all →
"Compare our K-12 and Higher Ed offerings"
Tanner B.
3 min ago
3 min ago
"What docs should I send to a healthcare CIO?"
Brian Q.
18 min ago
18 min ago
"Draft an intro email for Marengo County Schools"
Steve R.
1 hr ago
1 hr ago
"What's our pricing for 2,500 device deployment?"
Mark W.
2 hr ago
2 hr ago
"How does our SOC 2 cert compare to competitors?"
Chris R.
3 hr ago
3 hr ago
AI Configuration
Active Claude model
Claude Sonnet 4.6 · best balance of quality and speed
Indexed documents
25 of 25 documents indexed for AI search · last sync 2 hours ago
Monthly query limit
5,000 queries/month · currently at 412 (8%)
Quotes (last 30d)
87
+23 vs last 30d
Pipeline
$2.4M
+18% growth
Avg deal size
$28K
+$3K vs Q3
Win rate
34%
+2% vs target
Recent quotes
| Customer | Tier | Monthly | One-time | Rep | Status | Created |
|---|---|---|---|---|---|---|
| Hoover City Schools K-12 · 2,400 devices |
Diamond | $11,840 | $16,000 | Tanner B. | Open | 3 min ago |
| Birmingham Healthcare Healthcare · 380 devices |
Platinum | $4,750 | $1,500 | Brian Q. | Open | 2 hr ago |
| City of Albertville Government · 145 devices |
Diamond | $3,200 | $16,000 | Steve R. | Pending | 1 day ago |
| University of Montevallo Higher Ed · 1,800 devices |
Platinum | $8,450 | $1,500 | Mark W. | Won | 2 days ago |
| Alabaster City Schools K-12 · 950 devices |
Diamond | $5,890 | $16,000 | Tanner B. | Won | 5 days ago |
| Marengo County Schools K-12 · 600 devices |
Gold | $1,250 | $1,500 | Tanner B. | Lost | 2 weeks ago |
Portal access
Control who can access the CWT Sales Portal and how they sign in.
Microsoft 365 SSO
Allow sign-in with Entra ID for clearwinds.net domain
Email/password fallback
Allow direct sign-in for non-M365 accounts
Multi-factor authentication
Require MFA for all users (recommended)
Session timeout
Auto-logout after 8 hours of inactivity
Pricing model
Configure the points and pricing used by the Quote Generator.
Gold tier rate
$30 per point per month
Platinum tier rate
$40 per point + $8.50/device EDR
Diamond add-ons
DL: $18.50/mailbox + $250/site · Dmd: $34.50/mailbox + $1,150/site
One-time setup costs
Gold/Platinum: $1,500 · Diamond: $16,000
Branding
Customize the portal appearance to match your brand.
Logo
ClearWinds Technologies — uploaded
Brand colors
Navy #0d1b2a · Blue #1a6fb5
Footer disclaimer
Internal use only · ClearWinds confidential
Integrations
Connect the portal to your existing tools.
Microsoft 365
Connected · syncing OneDrive documents
Anthropic Claude API
Connected · Claude Sonnet 4.6
CRM (HubSpot/Salesforce)
Not connected · sync quotes and customer records
Email (SendGrid)
Not connected · send quote emails directly from portal
Danger zone
Irreversible actions. Be careful.
Reset all AI conversation history
Permanently delete all chat history for all users
Export and delete portal data
Download a full backup, then delete all portal data