Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Designed specifically for creative enterprises, advertising firms, design agencies, marketing companies, and corporate communication teams, this tool is essential for handling personnel, projects, media, and finances. At the core of the production workflow, it monitors creative briefs, cost estimates, deadlines, printing specifications, assets, approvals, among other elements. With live scheduling, production updates are reflected instantly, ensuring you're always informed about today, tomorrow, and the week ahead—all without leaving your workstation. Say goodbye to tedious spreadsheets! You can estimate, plan, and bill for all types of traditional and digital media, seamlessly connecting with project management and accounting systems to eliminate redundant data entry. After all, if the client fails to pay, the responsibility falls on you. Tracking time, expenditures, and purchases becomes straightforward and reliable, providing real-time insights into what was required to complete a project. A simple few clicks is all it takes to generate invoices directly from job tickets, meaning no rekeying is necessary. It’s a swift, highly accurate, and remarkably adaptable solution for your business needs. Furthermore, this platform enables better collaboration among team members, leading to increased productivity and efficiency.
Description
Pursuit is an innovative CRM designed specifically for construction estimators, consolidating every customer interaction, correspondence, bid date, and successful project outcome into a single platform. This tool integrates bid documents, takeoffs, and emails into a cohesive Project Brain, where all relevant materials such as drawings, specifications, soil reports, and communications are seamlessly organized in a collaborative space, allowing for automatic connections to be established. Users can easily drag and drop PDFs, specifications, emails, takeoff exports, and soil reports, which are then indexed and linked to essential project references, ensuring that important data like frost depth is connected to the relevant specification, deadlines are synchronized with the calendar, and inquiries regarding scope, quantities, and deadlines are answered with precise page references rather than vague estimates. Rather than imposing a generic sales funnel on the construction industry, Pursuit is tailored to the unique needs of construction bidding, effectively managing bid dates, RFQs, vendor quotes, follow-ups, hit rates, and all forms of correspondence while allowing estimators to maintain their own workflow. This specialized approach enhances efficiency and accuracy, fundamentally transforming how construction professionals manage their bidding processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Excel
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$199 per year
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Clients & Profits
Founded
1986
Country
United States
Website
www.clientsandprofits.com
Vendor Details
Company Name
Vertigraph Inc
Founded
1990
Country
United States
Website
www.vertigraph.com/products/pursuit
Product Features
Advertising Agency
Campaign Management
No
Collaboration
No
Document Management
No
File Sharing
No
Project Management
No
Task Management
No
Time Tracking
No
Product Features
Construction Bid Management
Bidder Management
No
Building Product Database
No
Cost Database
No
File Sharing
No
Proposal Management
No
Quotes / Estimates
No
RFP Management
No
Subcontractor Management
No
Takeoff
No
Version Control
No
Construction CRM
Client Tracking
No
Contract Management
No
Forecasting
No
Project Management
No
Quote Management
No
Sales Management
No
Scheduling
No
Time Management
No