With prima, service providers can record times and expenses, manage contacts, plan and execute resources and projects and invoice.
Among other things, the software supports you with project-related service, expense and cost recording, employee absence and flexitime management, CRM, comprehensive project planning including budgeting and resource planning as well as real-time monitoring of project and employee data.
Times and expenses
- Intuitive performance recording
- Graphical absence planning
- Mobile recording via smartphones and tablets
- Connection to Microsoft Outlook
Addresses and relationships
- Synchronization with Outlook
- Mapping of relationships and organizational structures
- Campaign management
- Integration of documents
Projects and resources
- Project planning with Gantt chart
- Graphical resource planning
- Post-calculation of projects
- Management of internal and external rates
Invoicing
- Invoice approval process
- Customized layouts
- Expense, discount and lump sum invoicing
- Direction, partial and final invoice
- Accounts receivable list
Control and management
- Customized design via drag & drop
- Use of standard and customized reports
- Automatic monitoring of critical key figures
- Project tracking with EVM (Earned Value Management)
Further functions:
- Graphical service registration
- TAPI telephone interface for automatic service recording
- Any service types configurable with any tariffs
- PSP project structure
- Invoicing with Word templates
- EVM project tracking
- SIA 103 calculations
Further specialties:
- International module: any currencies & VAT systems
- Document management module: automatic creation of quotations, file notes, calculations, etc.
- Financial accounting export module: transfer of billing and ancillary cost data to financial accounting and payroll applications
- Further additional modules
- Multilingual (the language can be set for each user)
- Multi-client capable
- Single user or network version
- Security based on Windows Security
