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What is PrimaNet?

At Prima Solutions, we utilize a comprehensive project management framework aimed at ensuring the successful deployment of software tailored specifically to your organization’s needs. The process starts with project initiation, during which we work closely with you to establish the context, objectives, roles, and responsibilities, while also crafting a project plan that both parties agree upon. Following this initial phase, our committed business analysts engage deeply with your operational processes, leading to a crucial management acceptance meeting where we present the proposed solution, affirm our grasp of your business requirements, address any necessary adjustments, and obtain management’s endorsement. The ensuing stages encompass data integration, vital user training, and a dry run for data migration, ultimately leading to the readiness review milestone. At this critical juncture, we thoroughly evaluate the go-live checklist to confirm that users are well-trained and confident, and that all data migration testing has been meticulously completed. This detailed methodology not only ensures a seamless transition but also cultivates a robust partnership between our teams throughout the entire course of implementation. By fostering open communication and collaboration, we aim to address any concerns promptly, thereby enhancing the overall deployment experience.

What is Followup CRM?

Followup CRM is an intuitive customer relationship management tool tailored for sales and project oversight specifically within the construction sector. It enhances your team's activity transparency, facilitates internal progress reporting, and fosters collaboration among different teams. This CRM equips you with all the essential resources required to drive your business toward success. Easily transition won opportunities into projects while safeguarding all critical data. Monitor key milestones, streamline processes, and connect with other software systems to guarantee on-time delivery and satisfied clients. It is widely recognized that acquiring a client is merely the first step; the strength of customer relationships hinges on the collaborative efforts of the team dedicated to delivering the final product or service effectively. Thus, maintaining strong teamwork is vital for ensuring long-term success.

Media

Media

Integrations Supported

CompanyCam
DataXchange
FOUNDATION
Gmail
Jobba
Microsoft Outlook
QuickBooks Enterprise
QuickBooks Online
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
The Estimating EDGE
Viewpoint Spectrum
Viewpoint Vista
tradeit

Integrations Supported

CompanyCam
DataXchange
FOUNDATION
Gmail
Jobba
Microsoft Outlook
QuickBooks Enterprise
QuickBooks Online
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
The Estimating EDGE
Viewpoint Spectrum
Viewpoint Vista
tradeit

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$55/user/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Prima Solutions

Date Founded

1991

Company Location

United Kingdom

Company Website

www.primasolutions.co.uk/solutions/project-management/

Company Facts

Organization Name

Followup CRM

Date Founded

2012

Company Location

United States

Company Website

followupcrm.com

Categories and Features

Apparel Management

Billing & Invoicing
Catalog Management
Inventory Management
Materials Management
Order Management
Product Management
Production Management
Purchasing
Returns Management
Shipping Management
Supplier Management
Supply Chain Management
Time and Action (TNA) Calendar
Warehouse Management

Categories and Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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