THE QUOTAPARTNER PRODUCT MAP

What QuotaPartner includes, area by area.

QuotaPartner is OmniVentis Systems’ AI business operating system. Each area below shares the same records, so work created in one place is available in the next. Every area shows its current availability.

FIND AND WIN THE RIGHT WORK

Revenue & relationships

Pilot

Research target accounts from your business profile and ideal customer, then manage them in the CRM and pipeline.

Construction CRM

Account research that keeps its sources
Buying committees with provenance and confidence
Pipeline boards, tables and forecasts
Drafted, approved outreach through an authorized mailbox

Research depends on public evidence and your plan. Contact details and sales outcomes are not guaranteed.

FROM ESTIMATE TO ACTIVE PROJECT

Construction & operations

Pilot

An optional construction pack that connects leads, estimates, bids, contracts, award, mobilization and projects.

Construction overview Preconstruction Lead to project

Versioned estimates, bid strategy and proposal documents
Contract versions, award and project creation
Mobilization readiness gate before activation
Permits, inspections, equipment and project documents

RFIs, submittals, change orders and daily reports are limited. Plans & Takeoff is in internal pilot. A dependency-based project schedule is coming.

THE RIGHT PEOPLE ON THE RIGHT WORK

Workforce & scheduling

Pilot

Employees, crews and schedules checked against availability, qualifications, PTO, conflicts and overtime.

Construction workforce

Crew and employee scheduling with shift requests
Clock in and out, breaks and corrections with history
PTO requests and approvals
Employee self-service and payroll-ready records

Payroll preparation does not run payroll, move funds or file taxes.

KEEP THE CONVERSATION WITH THE WORK

Communications & meetings

Limited

Internal messages, notifications, a native calendar and meetings, plus supported email and video providers.

Internal conversations, mentions and attachments
Native calendar, meetings and booking links
Authorized email where a mailbox is connected
In-app and push notifications

External email, video and calendar features depend on provider authorization. Customer text messaging is not yet available.

INFORMATION THAT STAYS CONNECTED

Documents & evidence

Pilot

Files linked to the projects, people and records they support, with scanning and version history.

Private upload with malware scanning
Files linked to business records
Supported extraction for review, with its source
Retention and legal-hold controls

Document analysis assists review. It is not a legal or compliance judgment.

THE WORK BEHIND THE NUMBERS

Financial readiness

Limited

Invoices, bills, expenses, purchase orders and project cost information, prepared for review and handoff.

Operational financial records with approvals
Project budget baselines from approved estimates
Progress billing drafts with retainage
Accountant-ready workbooks and exports

Not a bank or a replacement for your accounting system. Job cost relies partly on entered records.

GNOVERIS · INTELLIGENCE ACROSS THE PLATFORM

One intelligence layer, governed by you.

Gnoveris is the intelligence and governed operating layer inside QuotaPartner. It explains, recommends and prepares supported work using the same records. Supported actions need approval and a separate Perform step. Broad autonomous execution is not enabled for customers.

Explore Gnoveris

Get started with guidance

Describe your business
Choose the workflows you need
Connect providers where needed
Invite your team
Review the next useful action

CONNECTED PROVIDERS

Optional integrations, with honest status.

Native QuotaPartner workflows work without these providers. A provider feature is available only after your authorization and when the provider is ready.

QuickBooks Online

Pilot

Accounting read and synchronization in pilot. Writing to QuickBooks is not yet available.

Microsoft 365 & Teams

Pilot

Mail, calendar and Teams-enabled meetings after your administrator authorizes the connection.

Google Calendar & Meet

Pilot

Calendar and Meet after authorization. Gmail access is awaiting Google verification.

Zoom

Coming

Meeting integration is awaiting provider marketplace approval for customer use.

Mailgun

Pilot

Transactional system email such as invitations and notifications.

Gusto

Coming

Payroll-related connectivity is in development and not active for customers.

WHY ONE SYSTEM

A connected operating system, not another point tool.

Point tools each hold a piece of the job. QuotaPartner keeps the records together so the promise made in sales, the estimate, the crew schedule and the financial handoff stay consistent. What is an AI business operating system?

A FEW USEFUL ANSWERS

Understand the fit.

Is QuotaPartner a CRM?

CRM and pipeline are part of QuotaPartner. The broader platform connects revenue to projects, workforce, communications, documents and operational information.

What is Gnoveris?

Gnoveris is QuotaPartner’s intelligence and guided-operations layer. It uses authorized business context to explain situations, recommend next steps and assist with permitted work. Your team keeps manual control.

Does it replace all of our tools?

Not automatically. We review the workflows you want to consolidate and the providers you need to keep. Integrations require appropriate authorization and availability.

How does pilot access work?

We review your business needs with you and agree on a suitable pilot scope. Availability is limited. Private pilot terms are discussed directly; submitting an inquiry does not activate access.

Is payroll included?

QuotaPartner helps organize and prepare payroll-ready workforce information. Payroll execution, funds movement and tax filing remain with your payroll provider.

Do we have to use AI to operate the platform?

No. Manual workflows remain available. Gnoveris guidance and permitted assistance sit alongside your team’s normal controls.

EXPLORE IT WITH US

See which areas fit your business.

QuotaPartner is in pilot-stage rollout. We will review your workflows and show what is ready for your team.

Request a demo Explore capabilities

See pricing and our trust and control approach.