For teams running on more than one system
1 project record,
1 project record,
shared by everyone.
Every system and every person at your business. Today, each one knows something different about the project, and nobody knows the whole project. Pivotly gets them down to one shared record, then builds the screens your people need on top of it.
One project, 5 versions of the dataToday
SalesforceOffice Reno$1.20M opportunityOwn copyDisagreesSpreadsheetBid v7$1.14M estimateOwn copyDisagrees
CTR-2417$1.18M contractOwn copyDisagrees
SITE-088262% completeOwn copyDisagreesPeople's headsThe PM"Probably over on labor"Own copyDisagrees
Nobody knows the whole project.
Working with
Switch your record
Start your 1Record Report
What data does your team run on?
Pick the data that's costing you the most and answer a few quick questions as you scroll. We'll turn your answers into a free 1Record Report: where your data breaks, who it's costing, what it costs you today, and the screens your team would use first.
What it should look like
Every step linked to one shared project record.
Here's your project, connected. Pivotly connects each system once, decides which version is right, has a person approve it, and writes the approved record back. Your teams keep the tools they use today.
1Lead
Not connectedConnected
Opportunity
Office Reno RFPOPP-3381
Owner history on the record
2Go / no-go
Not connectedConnected
Pursuit score
Office RenoRow 112
Scored, with the page behind it
3Bid
Not connectedConnected
Estimate
Bid v7EST-0907
Priced from every past bid
4Won or lost
Not connectedConnected
Contract
Office RenoCTR-2417
Hit rate by scope, every bid
5Build
Not connectedConnected
Field reports
Site logsSITE-0882
Hours vs. budget this week
6Close
Not connectedConnected
Closeout
Closeout files/Projects/2417
History for the next bid
PRJ-2417Office renovationOne shared project record- BidPriced from 6 similar projects
- Contract$1.18M, 3 change orders
- Field42 daily reports, 14 crew
- CostsBudget against actual, weekly
- EmailThe RFP thread and every reply
- History6 projects like it, 13.4% average margin
Ask the recordLive on PRJ-2417You
Now that it's one record, what's out to bid, and how did past projects go?
$18.4M out to bid across 31 pursuits. The six most similar projects averaged 11.8% margin, and the two you lost were bid faster than your crews have ever run.
Ask anything about this project↑
What it looks like todayEvery project step makes something.
Every project step makes something.
None of it carries forward.
What's out to bid, and how did past projects go?
Today's answer: "Somewhere around $15M? Ask BD."
1A new opportunity comes in
2The team decides: pursue or pass
3Estimators price the work
4The award comes back, won or lost
5The crew builds it
6The project closes out
1
Lead
- OpportunitySalesforceOPP-3381
- Owner contact
HubSpotContact list - Site notesSpreadsheetSite visits tab
Trying to see how much is out to bid…Opportunity stuck in one inbox
2
Go / no-go
- RFP
Google Drive300-page PDF - Scoring criteriaSpreadsheetScorecard v4
- Past projects
Microsoft 365Old project folders
Trying to score this pursuit against past projects…History buried in old files
3
Bid
- EstimateSpreadsheetBid v7
- Sub quotes
Bluebeam14 quotes, marked up - Crew ratesProcoreLast year's rates
Trying to price it from similar projects…Priced from memory
4
Won or lost
- ContractDocuSignCTR-2417
- Award
OutlookAward letter email - Loss reasonPeople's headsNever written down
Trying to log why we won or lost…New ID, no reason logged
5
Build
- Daily reportsProcoreSITE-0882
- TimecardsSage IntacctPosted monthly
- Change ordersSpreadsheetCO log
Trying to check hours against budget…Costs a month behind
6
Close
- Final costSage Intacct/Projects/2417
- Closeout docsGoogle DriveCloseout folder
- Lessons learnedPeople's headsPost-mortem skipped
Trying to pull lessons for the next bid…Post-mortem never happens
What's out to bid, and how did past projects go?
Today's answer: "Honestly? Nobody knows."
1A new opportunity comes in
2The team decides: pursue or pass
3Estimators price the work
4The award comes back, won or lost
5The crew builds it
6The project closes out
See where your project data breaks, and what it costs you each year.
What you've tried
Every other way to get there is slow and expensive.
Getting a mid-market company to one shared record usually takes one of four routes. Each one solves part of it, and each one takes months.
Build your own
Five senior developers writing the record, the connectors and the apps. You maintain all of it.
- Time to first use
- 12+ months
- Cost
- About $1M
Stitch together point tools
Integration tools wired together by your team. You end up with a definition nobody works from.
- Time to first use
- 6+ months
- Cost
- $100K+/yr
Microsoft Fabric + Power Apps
A warehouse and an app builder that you wire yourself. You get a copy, not the record.
- Time to first use
- 6 to 12 months
- Cost
- $150K+/yr
Enterprise data platforms
Forward-deployed engineers build it for you, for enterprises only. Their engineers, not yours.
- Time to first use
- 6 to 12 months
- Cost
- $1M+/yr
Pivotly has all of it in one platform.The record, the connectors, the history, the governance and the model, under the systems you keep.
- Time to first use
- 4 weeks
- Cost
- From $2,500/mo
Once it's one record
Everything you want next runs on one shared record.
Ask the recordWhat did drywall labor run on our last three office projects?
You0.42, 0.39 and 0.47 hours per square foot on projects 2388, 2291 and 2197.
3 cost reports41 timecards
Ask the record anything↑
01Ask it in plain English
Hours against budgetWeekly ▾WeekMonth
Budget curveActual hours
02Operational reporting you can trust
Daily reportCrew appOffice renoBuilt for your teamJR
Projects
- PRJ-2417Office reno
- PRJ-2431Clinic fit-out
- PRJ-2440Lab buildout
SaveWrites to Procore, Sage Intacct
03Apps built for how you work
Change requestChange requests ▾WeekMonth
SandboxIn reviewProduction
ChangeAdd a bid confidence score
Built byEstimating lead, in a sandbox
Approved byController
Writes toProcore, Sage Intacct
Every change approved, logged and reversible
04Your people build inside the guardrails
Better decisionsBid the right projects. See trouble early.
Time backNo more digging through old files.
Money backAdd-on tools retire as contracts end.
More capacityYour PMs and estimators carry more.
1Record by Pivotly
Your report today. A working record in weeks.
Here's the whole path. Only the last step is paid, and only once it's working on your own systems.
You're here01
Get your 1Record Report
Pick your data, answer a few quick questions, and get your report. Free, in a minute.
02
Map your record in a free 1Record Working Session
Your team and ours at one whiteboard. You leave with your record mapped and a build plan.
03
A working draft in a week
The record running on your own systems and data, with the first screens on top.
04
Nothing due until week six
"Working" is defined in writing before we start. Cancel before then and owe nothing.
Before you book
Generate your 1Record Report.
See where your project data breaks, who it's costing, what it costs you each year, and the first screens worth building. Free, in a minute.
What is “one shared record”?
It's one agreed version of the thing your business runs on (a project, an employee, a customer, a vendor or your financials) that every system and every person works from, so your business has one source of truth instead of a copy in every system. Pivotly matches every copy across your systems, documents and spreadsheets, a person approves what gets in, and the approved version is written back to the systems you keep.
What's in the 1Record Report?
It's free and builds as you tap through this page. It shows your project (or employee, customer, vendor or close) as you described it: your systems on each step, where it breaks, who it's costing, the screens you'd use, and a range for what it costs today. Anything you skipped shows a typical example, marked as typical.
What happens in the 1Record Working Session?
Your team and ours, with the people who run the process, at one whiteboard. We map your lifecycle in your words, define the one record (what it holds, who owns each piece, which system wins when two disagree) and order the first three deliverables. You keep the plan, whether you build it with us or not.
How is this different from data integration?
Integration moves data between systems, but it doesn't decide which version is right, so the disagreements move with it. Pivotly matches every copy, a person approves the right one, and that one record goes back to every system. Pivotly connects your systems too, but what you get is the record, not another connector.
Is one shared record a system of record or a source of truth?
Your systems of record stay where they are: payroll still owns pay, the CRM still owns the deal, accounting still owns the books. One shared record is the source of truth that sits across them. Pivotly matches each system's copy, a person approves the right value, and the approved record writes back to every system, so they all agree without replacing any of them.
Do we have to replace our systems?
No. Pivotly works with the systems you already run. It sits under them, keeps one shared record, and writes the approved version back, so your teams keep working where they work today. Tools that existed to paper over the mess can retire as their contracts end.
How long does it take, and when do we pay?
The 1Record Report and the 1Record Working Session are both free. After the session, you'll see a working draft on your own data in a week, and nothing's due until week six. "Working" is defined in writing before we start, and if you stop before then, you owe nothing.
Is Pivotly SOC 2 compliant?
Yes. Pivotly is SOC 2 compliant. It runs in your own Azure tenant, with field-level masking by role, row-level security and every change audited, and we'll complete your security questionnaire.
SOC 2COMPLIANT
Built to pass your security review.
Runs in your tenantMasking by roleRow-level securityEvery change auditedPeople approve changesYou own the data
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