Sales pipeline
Track opportunities through company-defined stages, ownership, follow-ups, estimates, and outcomes.
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
One connected platform
Clarity from the first lead to the final dollar.
Replace disconnected spreadsheets and handoffs with a shared operating rhythm that adapts to how each company actually works.
Operations handoff
Move won work to the right operations leader with the customer, scope, value, and next action intact.
WIP control
See every active job, accountable owner, constraint, phase, and committed completion date in one place.
Billing readiness
Give operations and accounting a clean queue of completed, documented work ready to invoice.
Cash forecasting
Connect project progress with receivables, payables, recurring costs, and rolling cash outlooks.
Executive visibility
Focus leadership on the constraint, the responsible person, and the action that improves performance.
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.