Capveon
AI that connects CRM, ERP, estimating and spec documents for infrastructure contractors, manufacturers and suppliers.
The Problem
Infrastructure contractors, manufacturers and supply chain companies run their work across six or more disconnected systems: leads in Dodge, bids in HeavyBid, job costs in Viewpoint, specs as PDFs, and awards in email. Someone on the team spends their day manually retyping and moving information between these systems, and as a result nobody can see the whole picture of a job at once. This creates slow, error prone handoffs between bidding, estimating, quoting and account management, and makes it hard to qualify opportunities, catch risk in specs, or price quotes with current cost and supplier data.
The Solution
Capveon connects to the systems a company already runs, such as Salesforce, HubSpot, Viewpoint, HeavyBid, ConstructConnect, Citylitics, Slack and Google Drive, without replacing them, operating read-only first. It builds one unified record per job, account and spec across however many source systems they live in, with every fact linked back to its source document or email. From there it qualifies bids against a company's own win history, reads and extracts requirements and risks from bid and spec documents, prices quotes using current cost, lead time and inventory, forecasts backlog and win probability, and proposes updates to the CRM or ERP (like creating a job, closing an opportunity, or merging duplicate accounts) that a person reviews and approves with one click before anything is written.
