Your job data,
entered once.
Datum connects your CRM, Sage or QuickBooks, and Power BI — so your team stops re-keying jobs, chasing numbers and reconciling spreadsheets.
The integration layer for commercial contractors
Choose what you need connected. Build on CRM integration, see it in Power BI, and automate with approvals and alerts and document AI.
CRM to Sage, kept in sync
Job cost vs budget
Invoices read for you
Approvals that route themselves
Connect, report, automate.
CRM and accounting, kept in sync.
Approved customers and jobs flow from your CRM into Sage 100/300 CRE or QuickBooks — entered once, never re-keyed.
- Syncing won jobs into Sage or QuickBooks
- Custom fields and pipelines that match how you work
- A fully custom CRM when nothing off the shelf fits
Power BI dashboards, same day.
The numbers leadership actually opens every morning. See the sample dashboards →
- Job cost vs budget by phase
- Receivables aging and cash exposure
- Pipeline and won/lost trends
Approvals and alerts that run themselves.
Rules route the work; people approve.
- Change order and PO approvals
- Slack or Teams alerts on thresholds
- Retries that page a person on failure
Invoices and change orders, read for you.
Document AI reads invoices, change orders and submittals, then drafts the entries for your review.
- Invoice and change-order extraction
- Coding suggestions to your cost codes
- A human approval queue before anything posts
Type a job once. Watch it land everywhere.
When a job is won in your CRM, it's created in accounting and added to your dashboards automatically — same numbers, no second pair of hands.
A lead never waits. Watch it move.
Agents capture every bid request, qualify it, follow up in under a minute, book the meeting and write the win back to your CRM — day and night.
Why choose Datum?
Same-day numbers, not month-end
Connected systems update your dashboards as jobs move — no spreadsheet rollup at the end of the month.
Priced in stages you approve
A paid assessment first, then a fixed scope. You see it working before the final 20% is due.
Built for how contractors actually work
Every engagement starts with a paid assessment, runs in stages you approve, and ends with documentation and training — delivered in US business hours.
Your systems, workload and budget
$1,000 — map, access check, scope
$8–15k, paid 50 / 30 / 20
$1.5–2.5k a month
Trusted by the
whole office.
One set of numbers for bids, backlog and cash — without asking three people.
The job is set up the moment it's won — budgets and cost codes included.
Jobs arrive in Sage or QuickBooks already coded. Month-end stops being archaeology.
No more copying the same job into three systems every week.
What each role gets from a connected system — not client testimonials.