Pivotly PreCon Plus
PreCon answers the bid. PreCon Plus answers the business.
The layer beneath the tool. Preconstruction software integration that connects the estimating, ERP, PM and CRM systems you already run into one current picture, so the whole business is answerable, not just the project in front of you.
The boundary
The question your estimating tool can't answer.
Pivotly PreCon is preconstruction software, project-scoped, and for most firms that's exactly right. It reads the documents you give it and answers about that bid. What it can't see is everything outside that one project.
"What's our hit rate with this owner over the last three years, and which trades are we consistently light on?"
That answer isn't in a document. It's in your ERP, your CRM, and five years of closed jobs. Connecting those is what Plus is for.
Pivotly PreCon
Answers about this project
The RFP, the plans, the sub bids in front of it. Exactly right for the bid on the table.
Explore Pivotly PreCon → Pivotly PreCon Plus
Answers about the business
Across projects, across systems, across years of closed work. The questions that decide where you spend the next bid.
It cut our initial time spent reviewing documents by nearly half.Jesse Emerson, Director of Operations, KMSS
The problem
Right now, it's a pile. Not a system.
The RFPs, the plans, the addenda, the sub quotes. Spread across inboxes, shared drives, and half a dozen tools, in no particular order. Before any of it is organized, a single question means digging through the pile, and half of it is sitting in someone's inbox.
Most firms have the pile. Getting it all organized is half of what Pivotly does before it answers anything.
What Plus is
One organized place, with one front desk.
First Pivotly does the sorting. It pulls your preconstruction data out of the pile, organizes it into one managed place, and keeps it current as new items come in. All the paperwork still lives in the systems your team knows, but what changes is that now it's in order.
Then it acts as the front desk point of access that's read all of it and gives you the answers when you walk up.
Preconstruction software integration
What Pivotly PreCon Plus connects to.
How it's built and kept running is Pivotly's job. What matters on your side is that the picture stays right.
ERP & accounting
The estimate lands as the job budget, no re-entry.
SageViewpointCMiCQuickBooks
Project management
Clean handoff from the winning bid into the field.
ProcoreAutodeskFieldwire
CRM
Owner history and pipeline in the bid decision.
SalesforceHubSpotUnanet
Document storage & plan rooms
Plans and specs, indexed and searchable.
SharePointBoxBuildingConnectedSmartBid
Email & shared drives
The half of the answer that lives in someone's inbox.
Microsoft 365Google WorkspaceDropbox
Custom in-house tools
The app your team built. Brought in, not replaced.
AirtablePower Appsinternal apps
What changes
Each side of the business gets its own answer.
Same connected picture. Three very different wins, depending on where you sit.
Estimating team
- ✓ Bids into the ERP without retyping.
- ✓ Historical cost, right at the estimate.
- ✓ Sub insurance, prequal, and past performance in the decision.
Hours go to judgment, not data entry.
Operations
- ✓ One view across every job.
- ✓ Which jobs are drifting from the winning estimate.
- ✓ Which subs have a lapsed cert right now.
A monthly report becomes a daily view.
Leadership
- ✓ Hit rate, margin by owner, pipeline conversion.
- ✓ Answered in the meeting, not days later.
- ✓ Decisions at the speed of the business.
The reporting cycle stops being the bottleneck.
Connect, don't replace
Nothing gets ripped out.
Plus does not replace your systems. Your team keeps working in the tools they already know. Plus connects those tools and activates the data already sitting in them. Connect and activate, never rip and replace.
✕ Nothing torn out
✕ Nothing migrated
✕ Nobody relearns their job
Is this an IT project?
No. The plumbing is Pivotly's job. There's nothing for your team to build or maintain.
Will you rip out our systems?
No. Connect and activate, never replace. Your team keeps working where they already work.
Why not build this ourselves?
Plenty of teams build their own tools. Plus doesn't compete with those, it brings them in and keeps the whole picture connected, without adding to your team's plate.
Who owns and secures the data?
You own it. It's connected and secured to one standard.
Pivotly PreCon Plus
$2,500/ month
Custom scoped to the systems you connect
Everything included with Pivotly PreCon
- ✓ Document intake and version control
- ✓ Source-linked extraction from RFPs, schedules, and spec books
- ✓ Takeoff and spec review against your division library
- ✓ Baseline estimation and historical cost intel
- ✓ RFP risk and go / no-go analysis
- ✓ Subcontractor bid leveling and scope-gap detection
- ✓ Bid finalization and ERP-ready SOV export
Plus
- ✓ Third-party tool integrations
- ✓ Configured workflows, data mgmt. & apps
- ✓ Custom built & managed service
Get started
Is Pivotly PreCon Plus right for you?
Check what sounds familiar.
Check what sounds familiar. Even one is a system Plus can connect.
