Manage the sales pipeline
Track opportunities, proposal value, owners, follow-up dates, call notes, expected awards, and win rate through company-defined stages.
The operating system for project-driven companies
Move work forward. See cash sooner.
CPMCore connects your sales pipeline, active work, schedules, billing, and cash forecast—so every team knows what matters next and leaders can see the financial impact.
Company-specific workflows
Role-based access
One source of truth
Operating command center
Live visibility
Critical path
Opportunity → Cash
One connected view across the complete project lifecycle.
01
Sales funnelQualify and win the right work
Pipeline
02
Operations handoffTransfer ownership without losing context
Ready
03
Work in progressAdvance the constraint and protect schedule
Active
04
Billing and cashTurn completed work into collected cash
Forecast
What your company can run in CPMCore
Practical tools for the full job lifecycle.
CPMCore gives contractors working functions for sales, operations, the field, accounting, and leadership—not another passive dashboard.
Turn won work into a job
Route awarded opportunities to the production owner, validate the handoff, and create the job without losing the original sales history.
Bring estimates into operations
Import and review estimate or change-order rows before publishing them, or build the job's estimate-line library manually.
Control work in progress
Activate approved scope into WIP, assign ownership and dates, track status and blockers, and return work to the queue when plans change.
Build and publish the field schedule
Coordinate PM demand, crews, foremen, subcontractors, equipment, and time off; resolve conflicts and publish revision-controlled weekly schedules.
Give the field a focused workspace
Let foremen acknowledge assignments, see scope and resources, file daily reports, complete work, and submit time-off or change-order requests.
Track change orders
Move field requests into a PM queue, prepare and submit change orders, record outcomes, and add awarded value to the revised contract.
Move completed work to billing
Forecast billing by job cadence, capture PM-approved billable amounts, queue ready periods for accounting, and export the billing report to Excel.
Standardize closeout and callbacks
Run configurable closeout checklists, track every final task, close the job deliberately, and manage corrective work in a separate callback queue.
Model cash week by week
Build 13-week and annual forecasts from receivables, payables, recurring costs, other cash activity, credit capacity, and operating assumptions.
See backlog, margin, and risk
Review pipeline, WIP, cost to complete, earned revenue, backlog, projected margin, billing position, schedule gaps, and items needing attention.
Fit the system to the company
Configure divisions, roles, permissions, sales stages, planning ownership, module access, and supported connections around how the company operates.
Built around the critical path
A system people can actually run.
CPMCore keeps the workflow simple: define how your company moves work, give each role the right view, and create a clear handoff at every transition.
Configure the company
Set divisions, people, permissions, sales stages, and operating roles around the company—not a generic template.
Standardize the handoffs
Make ownership visible as work moves from salesperson or estimator to operations, field execution, and accounting.
Manage the constraint
Surface stalled work, schedule risk, missing information, and billing blockers before they become cash problems.
Turn progress into performance
Connect decisions made today to job completion, invoicing, collections, and the rolling cash outlook.
Everyone aligned around the work that matters next.
VisibilityKnow the real status across teams.
AlignmentMake ownership and handoffs explicit.
PerformanceMove constraints, work, and cash.
Your workspace is ready
Run the business from one clear operating view.
Authorized CPMCore teams can sign in to access their company-specific sales, operations, finance, and reporting workspace.