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The solution for project-oriented service companies

prima

The solution for project-oriented service companies
 
 
 
 
 
 
 
 

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

Interfaces:

Abacus
Anbindung MS Teams
API
Atlassian Jira
Azure DevOps
DATEV
accounts receivable interfaces
Financial accounting
MS Exchange
MS Exchange Online
MS Graph API
MS Office (Integration Word, Excel, Outlook)
REST API
Sage
Topal

Target groups:

  • Planners, engineers and architects

  • Cleaning companies

  • Trust companies

  • Real estate administrators and facility management

  • IT service providers

  • Public authorities

  • etc.

References:

Extract

  • ARGOMED
  • BCS
  • BPM Waldmeier GmbH
  • BRÜNIGER UND CO. AG
  • CONFIDA CONSULTING AG
  • Donatsch Ingenieur- und Vermessungsbüro
  • AFToscano AG
  • GIRSBERGER INFORMATIK
  • HERSCHE Ingenieure AG
  • IOZ
  • KARER CONSULTING AG
  • KOCH + PARTNER
  • Lemon Consult GmbH
  • MIGROS Genossenschaftsbund
  • MYCLIMATE
  • Pollux AG
  • SANTIX Software GmbH
  • Stadt Illnau-Effretikon
  • ZEHNDER & KÄLIN
Contact:
Send message
Explore more about the software:
Demo version
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Software exposé
request URL
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Functions (excerpt) of prima:

Absence management
Accounting functions
Ad hoc reports
Additional database fields
Address and contact lists
Address management
Analysis
Archiving
Article, customer and invoice numbers
Calculation
Calculation of cost prices
Calculation of planned costs
Calendar and appointment management
Campaign management
Capacity planning
Central address management
Collective invoices
Contact management
Contact persons
Contact persons
Contribution margin accounting
Cost accounting system
Cost estimation
Cost management
Create invoices directly
Credit notes
CRM
CRM customer data reconciliation
CRM interfaces
Customer data
Customer data import
Customer display
Customer groups
Customer history
Customer management
Customer portal
Dashboards
Database
Deduplicate functions
Delivery addresses
Delivery bills
Discounts
DMS
E-mail invoice dispatch
E-mail management
Effort estimation
Escalation management
Event Management
Excel import
Export functions
Final invoices
Financial accounting interface
Forecasting and planning
Foreign currencies
Gantt charts
Header and footer texts
Hourly rate management
Interfaces
Invoice export
Invoice items
Invoice processing
Invoices
Invoices in PDF format
Invoicing
Invoicing
Invoicing
Lead management
Listing of customer purchases
Mail merge functions
mailing addresses
Mailings
Master data management
Material and wage prices
Milestones
Mobile data collection
Multilingual document output
Multilingualism
Multitenancy
Notes
order creation
Order management
Order processing
Order times
Outgoing invoice book
Outlook integration
Payment methods
Personnel cost planning
Personnel management
Phone logs
Planning
Price management
Progress invoices
Project budgeting
Project controlling
Project cost centers
Project costing
Project data acquisition
Project documentation
Project ID
Project invoicing
Project Management
Project planning
Project statistics
Project templates
Project time recording
Project timing
quotation management
recurring invoices
Report management
Resource Management
Resubmissions
Sales opportunity management
Sales planning
Scheduling
Service specifications
Statistics
Status monitoring
Structure plan
Subscription functions
Synchronization functions
TAPI
Task management
Telephone billing
Text module management
Time planning
Top-down or bottom-up procedure
Travel expense report
Working time calculation

Price

on request
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Technical specifications:

Web-based:
yes
SaaS, Cloud:
yes
Multi-user (network-compatible):
yes
Multi-client compatible:
yes
Maintenance:
included in price
First installation (year):
1991
Number of installations:
700
Manufacturer based in:
Switzerland
Training:
for a fee
Hotline:
not required
Installation support:
included in price
Documentation:
Manual, Online Help, Demo version, Technical documentation
Dialogue language(s):
French, English, German
System requirements:
Compatible operating systems (runs with):
Win 11
Win 10
Win Server
Mainframe based
Unix based
Linux based
Mac OS
Mobile OSs (supports):
iOS
Android
Old Compatible Operating Systems:
Win 8
Win 7
Data storage medium:
DVD
CD-ROM
Download
Flash memory

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