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Codifi Solutions

CRM Survey Compositions

State/Agency-Compliant Workflows

Prebuilt for speed, editable to fit your project needs!
Codifi offers Global and Custom Compositions designed for streamlined data collection on CRM surveys. These state agency-compliant templates are a valuable tool for researchers, archaeologists, historians, and cultural preservationists.
Picture of Codifi Composition Selection dialog

How Codifi meets this need

Codifi’s Global and Custom Compositions are tailored for streamlined data collection on CRM surveys, ensuring compliance with state requirements. Designed to simplify SHPO form completion, our state-specific templates cover regions like Arizona, California, Colorado, Nevada, Utah, and more. With a logical data organization structure and tools to enforce your unique workflows, Codifi makes data collection efficient and hassle-free. Adapt to field conditions seamlessly with live editing and guided data collection.

  • SHPO compliance made easy
  • Streamlined Data Collection and Workflows
  • Adaptable Compositions with Guided Data Collection
  • Click to learn more about the Composer Experience

Codifi Advantages

Move beyond “Forms on Glass”

The Codifi team has collaborated with industry professionals and SHPOs to create a simplified, systematic data collection workflow to save your team time and eliminate rework and revisits. 

  • Logical Data Organization defined by you!- Collected data is nested in a hierarchy. Areas contain Sites, Sites contain Features, etc. 
  • Our no-code Composer makes data collection template creation fast and simple.
  • Data collection mirrors your workflow. Fields are ordered and organized to optimize time in the field while meeting the needs of diverse reporting outputs.  

How does Codifi compare to others currently used in the field?

Adaptable Compositions with Guided Data Collection

Our global compositions were built by fieldwork professionals who know firsthand that fieldwork doesn’t always go as planned. That’s why we offer an intuitive pre-deployment planning experience, live additive edits to your Compositions, and embedded guidance to help your teams collect data correctly. 

  • Live Edits – Tailor your composition to what you encounter in the field, to the individual project. We love surprises! 
  • Our Guidance tool and media subtypes guide your teams to collect the right data the right way. Our CRM survey compositions display guidance directly from state historic preservation offices.

Codifi means excellence in the field

Illustration representing Codifi's efficient field data collection tools - Streamlining data entry, photography, and GPS recording with configurable workflows, ensuring accurate DPR forms and reports.


Project planning, objectives, and workflows are all built in – so your teams collect the right data every time.

Illustration depicting Codifi's robust data protection and access control features - Ensuring real-time backups, security, and compliance for data integrity and peace of mind.


Secure, portable data storage for photos, video, maps, documents and more, with verifiable chain of custody.

Illustration symbolizing Codifi's seamless communication between the office and the field team - Accelerating project completion through real-time data transfer, progress monitoring, and agency-compliant data generation.


Offline data sharing for collaboration in the field. Data syncing to the Codifi cloud to guard against loss.

Visual representation of Codifi's field operations management tools - Empowering businesses with real-time project insights, templates, and user management capabilities for continuous improvement.


Team, project, and cross-project visibility for operations insights you can use to manage and grow your organization.

Find out how Codifi can transform your field operations

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