Stop retyping between your CRM, ERP and estimating system.
Capveon watches your CRM, ERP and estimating system, reconciles the same customers, projects and jobs across them, and does the data entry between them. A person approves every write.
Meadow Lake substation at dusk, White County, Indiana. CC BY 2.0, Patrick Finnegan.
Your people are the integration between your systems.
A bid becomes a job and someone re-keys it into the ERP. An order ships and someone updates the CRM, or does not. The customer is spelled four ways. The project has three numbers. Every report starts with two exports and a spreadsheet.
How it runs
A person on your team approves before anything is written to a system you run.
- Connect
Read-only to each system first. Capveon learns your objects, fields, owners and workflows.
- Reconcile
The same customer, project, job, product and contact across systems becomes one record. Duplicates and conflicts are surfaced with proposed fixes.
- Watch
A stage change here, a new order there, a document uploaded somewhere else. Each becomes an event.
- Propose
The write the event calls for, in the other system, in your fields and your language, queued for approval.
- Write
A person clicks. Then it is done, cited, and in the audit trail.
What goes in
- CRM, ERP, estimating and project systems
- Ownership and territory rules
- Documents and email, where relevant
What comes out
- One record per customer, project and job
- Approval queue of proposed writes
- Audit trail per field
- Reports that come from the systems, not a spreadsheet
What it produces
Every field links to where it came from.
Proposed writes, awaiting approval
This morning's queue.
- Create job
- Bid 26-041 awarded per email from owner. Create job in ERP from estimate.
- Update opportunity
- Move to Closed Won in the CRM. Amount $3.8M matches signed contract.
- Merge accounts
- 'County Utilities' and 'County Util. Dept.' are one customer in both systems.
- Update contact
- Project manager changed per transmittal letter.
- Flag
- ERP customer credit limit below contract value. Needs a person.
Four approved in one click each. One escalated.
Works with what you already run
- Salesforce
- HubSpot
- Dynamics 365
- Epicor
- Viewpoint
- HCSS
- Procore
- Outlook
Questions
- Will Capveon write to our systems without asking?
- No. Writes wait for a person to approve, by design. Read-only is the default connection state.
- Which systems are supported?
- Salesforce, HubSpot, Dynamics 365, Epicor, Viewpoint, HCSS, Procore, SharePoint, Google Drive, Outlook and Slack. Anything with an API, an export or a shared drive can be a source or a destination.
- Is this an integration platform?
- It reads and writes like one. The difference is that it reads the documents and records in between, so it can merge a customer spelled four ways or create the job from the award letter.
Usually next
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.