One system for the work your team does by hand.
Capveon sits on top of the CRM, ERP, estimating and document systems you already run, keeps one record per job, account and spec across them, and does the work in between. The next workflow is configuration, not another product.
Folsom Dam auxiliary spillway and Folsom Lake Crossing from the air, California. U.S. Army Corps of Engineers, Sacramento District.
Three steps, every time
- Connect
Read-only to the CRM, ERP, estimating system, project data, documents, email and lead feeds you already run, and to the public record. Capveon learns your objects, fields and owners.
- Understand
The same customer, project, job, product and document under different names in different systems is resolved into one record. Documents are read as clauses, not keywords.
- Work
Qualify, research, review, route, draft, write, forecast. The handoffs your people do today between systems, and the predictions the history supports. A person approves before anything is written.
A lead, a CRM account, a bid, a job cost record and an award email are five records about one job. Capveon keeps them as one thing.
What it is made of
- Integrations
- Read from and, with approval, write to the CRM, ERP, estimating, project, document and email systems you already run. Where there is no API, Capveon uses the system the way a person would.
- Entity resolution
- The same customer, project, job, product or document under four names in four systems becomes one record with every source attached.
- Document understanding
- Specs, bid sets, award letters, reports and emails read as sections and clauses, not keywords. Scanned PDFs and spreadsheets included.
- Public data
- Capital plans, solicitations, specifications, awards and funding records from thousands of agencies, read as one more source and attached to the same records.
- Automation and prediction
- Qualify, research, review, route, draft, write, forecast. Each one cites what it used. Predictions show the factors behind them.
- Approvals, permissions and audit
- A person approves every write. Access follows your directory. Every field records who approved it, when, and from which document.
How a deployment goes
- Working session
We sit with the people who do the work, pick the process that wastes the most time, connect read-only to the systems involved, and build the first version together. Usually one to two hours.
- Pilot
Your team runs it on real projects. Approvals and rejections tune the scoring and the routing. We adjust the workflow to how you actually work.
- Production
Writeback is enabled where you want it, behind approval. Production deployment is typically days after the pilot. Then we pick the next process.
Works with what you already run
Nothing is replaced. Read first; write only after a person approves.
- SalesforceCRM
- HubSpotCRM
- Dynamics 365CRM
- EpicorERP
- NetSuiteERP
- ViewpointERP
- HCSSEstimating
- ProcoreConstruction
- DodgeLead feed
- ConstructConnectLead feed
- CityliticsLead feed
- SharePointDocuments
- Google DriveDocuments
- OutlookEmail
- SlackAlerts
Something not listed? If it has an API, an export or a shared drive, it can be read.
The first workflow takes an afternoon, not a quarter.
Tell us the systems you run and the process that wastes the most time. We connect to them read-only and build the first version with your team in an hour or two, without replacing anything.