CVNexus platform
See how CVNexus connects construction operations.
CRM, estimating, project controls, field operations, financials, documents, and closeout work from the same company and project context instead of separate software islands.
Harbor Point Medical PavilionCVN-26-014 · Fort Lauderdale, Florida
Search project recordsDTCompany work
Project portfolio
ProjectStageProgressContractHealth
Harbor Point Medical PavilionActive62%$28.4MOn track
Bayview ResidencesActive41%$16.8MAt risk
Northline Distribution CenterCloseout94%$11.2MNeeds action
Inside CVNexus
See the system before you sign in.
These sanitized product views use CVNexus interface patterns and demonstration records only. Customer and project data are never used for public marketing.
Portfolio overview
See what needs attention before opening every project.
Executives and operations leaders can review active work, financial exposure, schedule pressure, and closeout status from one operating view.Harbor Point Medical PavilionCVN-26-014 · Fort Lauderdale, Florida
Search project recordsDTCompany work
Project portfolio
ProjectStageProgressContractHealth
Harbor Point Medical PavilionActive62%$28.4MOn track
Bayview ResidencesActive41%$16.8MAt risk
Northline Distribution CenterCloseout94%$11.2MNeeds action
Specialty contractor first
Built first for contractors whose profit depends on estimating accuracy and clean handoffs.
CVNexus supports the full construction-business suite while prioritizing contractors that need disciplined CRM, estimating, project administration, field records, changes, and closeout without enterprise-platform overhead.
WaterproofingGlass And GlazingRoofingConcretePainting And CoatingsFlooringMechanical, Electrical, And PlumbingOther Estimate-Heavy Specialty Contractors
The complete value loop
Win the work, set it up, execute it, and close it without rebuilding the record.
The initial operating backbone connects revenue, estimating, project setup, construction administration, field records, changes, cost exposure, closeout, and warranty.
- 01Company And Contact
- 02Lead, Opportunity, Or Invitation To Bid
- 03Bid / No-Bid Review
- 04Bid Workspace And Deadline
- 05Estimate Version And Vendor Quotes
- 06Scope Leveling
- 07Proposal With Inclusions, Exclusions, And Qualifications
- 08Award Or Loss
- 09Award Conversion Without Re-Entry
- 10Original Budget And Project Team
- 11RFIs, Submittals, Meetings, Daily Logs, And Photos
- 12Change Requests And Change Orders
- 13Basic Cost Exposure
- 14Closeout Requirements And Warranty Records
Focused applications, shared context
Give every team the tools it needs without splitting the company record.
Available applications share one connected workspace. Capabilities that require a separate enterprise contract or external provider activation remain clearly labeled.
CRM
AvailableCompanies, contacts, pursuits, pipeline, activities, and relationship history.
Preconstruction
AvailableBid decisions, estimate versions, vendor coverage, proposals, and award conversion.
Projects
AvailableSchedule, RFIs, submittals, meetings, procurement, and accountable action.
Field
AvailableDaily logs, labor, production, photos, inspections, safety, and punch.
Financials
AvailableBudget, commitments, changes, billing, forecasting, and margin.
Documents
AvailableDrawings, revisions, specifications, markups, files, and controlled distribution.
Service
AvailableCustomer requests, warranty work, issue ownership, and service history.
Collaboration
AvailableMessages, meetings, notes, approvals, documents, and shared decisions.
Analytics
AvailablePipeline, project, financial, workload, service, and portfolio intelligence.
Automation
AvailableCadences, routing, approvals, alerts, handoffs, and cross-module workflows.
Company
AvailablePeople, roles, training, forms, policies, resources, and operating standards.
CVNexus Intelligence
AvailableAI summaries, comparisons, drafting, questions, and exception review with references to your CVNexus records.
Capability coverage
Control the customer lifecycle and the construction lifecycle together.
Feature groups follow real operating responsibilities. An Available connected-app capability can still require your company to authorize the external provider before data exchange begins.
CRM And Revenue
Manage companies, contacts, pursuits, activities, quotes, sales follow-up, and relationship history.
- Accounts And ContactsAvailable
- Leads And OpportunitiesAvailable
- Basic Opportunity PipelineAvailable
- Customer And Project Activity TimelineAvailable
- Tasks And Follow-Up RemindersAvailable
- Pipeline And Revenue ForecastingAvailable
- Calls, Meetings, Notes, And Follow-UpsAvailable
- Sales Cadences And SequencesAvailable
- Email And Calendar SynchronizationAvailable
- Basic Quote BuilderAvailable
Preconstruction, Takeoff, And Estimating
Move qualified pursuits through bid decisions, quantity capture, measured takeoff, pricing, approvals, proposals, and award conversion.
- Bid And Preconstruction ManagementAvailable
- Basic Counts And Quantity CaptureAvailable
- Length, Area, Volume, And Count TakeoffAvailable
- Unit Costs, Labor Rates, Productivity, Waste, Taxes, Escalation, Contingencies, Allowances, And MarkupsAvailable
- Estimating And Estimate VersionsAvailable
- Scope Leveling And Bid ComparisonAvailable
- Proposals, Alternates, And QualificationsAvailable
- Award Conversion Without Re-EntryAvailable
Project And Field Delivery
Coordinate assigned work, schedules, records, field activity, quality, safety, documents, closeout, and warranty work.
- Assigned Projects And Shared Documents Work CenterAvailable
- Project ManagementAvailable
- Project Templates And Starter ChecklistsAvailable
- Basic Forms And ChecklistsAvailable
- Gantt, List, Sheet, Board, And CalendarAvailable
- Bulk Project Status And Archive ControlsAvailable
- RFIs, Submittals, Meetings, And CorrespondenceAvailable
- Daily Logs, Photos, Manpower, And EquipmentAvailable
- Quality, Safety, Inspections, And PunchAvailable
- Documents, Drawings, Revisions, And MarkupsAvailable
- Shared Project Document WorkspaceAvailable
- Closeout, Turnover, And WarrantyAvailable
Commercial Documents And Templates
Create, issue, and control quotes, proposals, sales orders, invoices, and change orders using company-approved templates.
- Company Template LibraryAvailable
- Company Logo, Brand Colors, And Branded Starter TemplatesAvailable
- Template Import From Word, Google Docs, Excel, Sheets, And PDFAvailable
- Custom Template BuilderAvailable
- Quotes And Sales OrdersAvailable
- Invoice Documents And Billing PackagesAvailable
- Change Order Documents And Approval PackagesAvailable
Financial And Commercial Control
Keep budgets, commitments, changes, billing, forecasts, and margin tied to the events and approvals that changed them.
- Budgets, Commitments, And Job CostAvailable
- Change Events And Change OrdersAvailable
- Billing, Forecasting, And MarginAvailable
- Portfolio Financial AnalyticsAvailable
- QuickBooks Online Mapping & Controlled Bill ExchangeAvailable
- Automatic Audit Event Export To Sheets Or ExcelAvailable
- Automatic Billing Event Export To Sheets Or ExcelAvailable
Service And Customer Operations
Support customers, manage requests, preserve service history, and carry project relationships into warranty and repeat work.
- Customer Service DeskAvailable
- Customer And Partner PortalsAvailable
- Warranty And Service RequestsAvailable
- Knowledge Base And Approved ResourcesAvailable
Company Operations And Connected Apps
Connect people, documents, communications, training, approvals, productivity suites, signatures, and company-wide records.
- Team Directory And Role ManagementAvailable
- Documents, Notes, Chat, And MeetingsAvailable
- Manual CSV, PDF, Sheets, And Excel ExportsAvailable
- Google Workspace Or Microsoft 365 ConnectionAvailable
- Adobe Acrobat Sign IntegrationAvailable
- Connected Apps And Authorization CenterAvailable
- Training, Onboarding, And ReadinessAvailable
- Company Forms And Approval WorkflowsAvailable
- Marketing Campaigns And Customer JourneysAvailable
Automation, Intelligence, And Platform
Configure the system around the company, automate repetitive work, and use AI assistance while keeping people in control of approvals.
- Basic Operational DashboardsAvailable
- Advanced Sales, Project, Commercial, And Financial DashboardsAvailable
- Workflow AutomationAvailable
- Advanced Analytics And DashboardsAvailable
- Custom Fields, Layouts, And ViewsAvailable
- Custom Modules And ProcessesAvailable
- Low-Code App And Workflow BuilderAvailable
- BIM + 3D CoordinationAvailable
- Construction AI AssistanceAvailable
- AI Drawing And Plan AnalysisAvailable
- Construction AI Agents And Draft ActionsAvailable
- Integrations, API, And WebhooksAvailable
- Advanced Permissions And Audit ControlsAvailable
- SSO And User ProvisioningEnterprise contract required
- Governed Core Data MigrationAvailable
- Estimating & Financial MigrationAvailable
Designed for daily use
A deep platform should still feel direct, legible, and built around the work.
One Business Record
Customer, pursuit, estimate, project, service, and financial history remain connected instead of being rebuilt in separate systems.
Role-Based Workspaces
Executives, estimators, project teams, field leaders, accounting staff, and external partners see the work relevant to their responsibility.
Automation With Accountability
The platform can route, prepare, remind, compare, and escalate while authorized people retain approval responsibility.
Responsible Intelligence
AI assistance follows permissions, shows the information it used, and remains subject to human review before project information changes.
Fourteen days of full evaluation
Start with the plan that matches your operating depth.
New customers receive a fourteen-day trial. Choose monthly flexibility or annual savings before paid access begins.