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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel

Integrations

Microsoft Excel

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$199 per year
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking

Product Features

Construction Bid Management

Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Alternatives

Alternatives

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