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