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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel No 

Integrations

Microsoft Excel Yes 

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 

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