Seamlessly Integrate with Your CRM:

ADD System SmartConnect
Blue Cow
Cargas
Automated Wireless
Fuel Data Systems
& More

Logos for ADD Systems, Blue Cow, Cargas, Automated Wireless and Fuel Data Systems

But Wait, There’s More: PriMedia’s Project Management System

To streamline project management from lead acquisition to completion, PriMedia’s scalable Project Management System was developed with heating contractors and service companies in mind. Available as an extension to LeadPro™’s interface, or as a standalone service, PriMedia’s Project Management System:

Accepts unique workflows, scheduling, reminders, and data collection for each type of project
Archives permits, photos, and communications
Is fully accessible from all connected devices: Smartphones, tablets, desktops
Enables upload of field notes and photos
Dashboard displays all active, closed, and potential projects
Provides color-coded project statuses
Sends auto-emails with project updates

PriMedia’s Project Management System includes:

Dashboard
- Projects to Start
- Latest Activity
- Latest Closed Projects
Project List
- Administrator-only overview of all active and completed projects
- Color coded for easy identification of project status
- Easy filtering by name, date, type, status, and other options
My Projects
- User-specific overview of active and completed projects
- Color coded for easy identification of project status
- Easy filtering by name, date, type, status, and other options
Create Project
- Full project details
- Large “Project Notes” area
Behaviors
- Customize project management by project type
- Create unique parameters for all project types
- Administrator Control of:
  - Project Requirements
  - Project Code Prefix
  - Required Details
  - Project Timeline/Processing Steps
  - Automatic email/text (if available) notifications
- Auto-email/Auto-text Message Templates
  - Branded email header and footer
  - Simple WYSIWYG email editor
- Project Management
  - Update project status
  - Timeline alerts
  - Upload and store photos, documents, permits, licenses, field notes, and more

Project Management System Data Hosting and System Maintenance

Secure FTP account
Database hosting and maintenance included
Up to 10 GB cloud storage

Optional Project Management Add-Ons:

Enterprise Software/CRM Integration

Search CRM for customer by name, account number, or address
Auto-fill Project Manager with current data

Cloud Communications Integration

Integrate email system with Google Workspace or Microsoft Office 365
Pulls project-related emails into Project Manager
Provides expanded view of project communications

LeadPro™ Lead Tracking and Management

One click import converts a Lead to a Project
All lead notes move to Project Manager
Please speak with your PriMedia representative about LeadPro™ with Project Management