Client profile

On your first contact with a prospect, record their information in their profile: contact information, business characteristics, internal organization, links to their websites and social networks, important documents and much more. The customer profile is a goldmine of information for anyone who cares about client relationship management.

Follow-up manager for prospect and active clients

An active follow-up of your clients ensures a good relationship with them. Do you have specific steps to follow when approaching a new client? Don’t miss anything with our potential clients tracking tool. Once activated, do you want to make sure clients are satisfied with your services? Our follow-ups will go hand in hand with your imagination and you will be able to schedule reminders on specific dates and assign responsibilities to the right people.

Integrated follow-up (status, tasks, communications)

When it comes to client follow-ups, nothing should be overlooked. PRIM Logix’s system-wide tracking tools make your life easier and provides more flexibility with all the possibilities they offer. Manage the flow of steps with statuses, tasks or criteria and keep track of your communication history. Silo management is non-existent with us; the key to success is the fluidity of information!

Document management

By inserting client documents into PRIM Logix, you will have full control over access to these documents through your security groups. You can even make these documents available to your clients on their web portal. We even keep previous versions of your documents in the case of evolving documents.

Mass mailing

Would you like to notify your potential and/or current clientele of your presence at a conference? PRIM Logix’s mass mailing tool allows you to create the mailing list, target key contacts in each company, create your templates in the languages of your choice, and we take care of the rest. Everything will of course remain in the communication history of each recipient.

More than 50 reports available

With 2 decades of experience with our valued customer base, we have developed many reports flexibly designed to meet your needs. Data sheets, summaries, data entry analysis, financial analysis and more. Data is present in PRIM Logix? We can extract it and present it in a way that helps you in your decision-making.

Data extraction to Excel

Do you see data on the screen that you would like to have in Excel to do some calculations for a specific need? Use our Excel data extraction tool, available in all system windows. Of course, this feature is secure, and you will be able to control what information can be extracted, and by whom.

Custom report creation and integration

Our portfolio of reports and our Excel extraction tool do not meet one of your specific needs? We can not only develop a customized report to meet it, but also make it available in your windows for full integration, to let you win more flexibility.

Dashboards

Visual persons will love the graphical dashboards that are available in PRIM Logix. See at a glance a client’s account status, the status of applications for a position, and more!

Multi-level rates management

Rate grids based on job type, grouping, client, candidate, or any possible combination of these elements ensure that the rate paid at the time of the candidate’s assignment will automatically populate, thus eliminating a lot of research and validation time.

Payroll period management

Define your pay periods (weekly, bi-weekly, semi-monthly, monthly) for each division at the beginning of the year. The system will group the shifts performed in the same period, which will facilitate the transfer of the gross data, in a fair and efficient way, to your payroll system.

Manual and automated pay codes

Anything outside of the hourly rate that needs to be paid to your candidates can be coded to be taken care of when creating your payroll. Depending on the case, this may require manual entry, but very often, an automation rule can be defined to simplify your life.

Payroll preparation following approval of timesheets

It is virtually impossible to forget an employee or an item to be paid. Our payroll preparation system shows you all the items that have not yet been paid and that are ready to be paid. Don’t look any further – it’s all there, in one place!

Transfer gross data to a payroll system

Our third-party transfer module enables us to interface our software with any payroll system that allows you to import a batch of raw payroll.

Customized pricing
Our experience of staffing in some industries with very complex pricing structures has allowed us to refine our pricing hierarchy. Well-informed client records will certainly make you win in efficiency, because once you create your service requests, the right rates will apply every time. Is there a rate increase scheduled for a specific date? Use our date-based price management to proactively enter your new rates.

Advanced management tools for items to be invoiced
Since the core of the information is the Service Request, we have developed a request-based billing management tool that ensures you never forget anything. You need to make an adjustment to a request made 3 months ago? It automatically becomes ready to be processed in your billable items. Peace of mind and rigour are key to our invoicing management.

Ultra-flexible invoice creation
As a featured functionality for accounts receivable users, our custom invoice creation tool that adapt to your client’s needs make them save several hours per week, per person! One client wants an invoice by candidate. Another wants an invoice by department. Yet another wants an invoice by candidate-department pair. And so on! A simple checkbox in the client’s file and PRIM Logix is ready to go. Your users can forget about all these client preferences and we will generate as many invoices as needed.

Payment management
Record the payments your clients send to you in PRIM to win in efficiency. Your authorized users will no longer have to check with accounting to find out if a client has an outstanding account. To make things even faster, the following two payment methods will make your day:

Direct debit
For your clients who have authorized you, prepare direct debits in advance. Then deposit the direct debit file in your banking institution and dozens or hundreds of payments can be managed simultaneously.

Credit card
What better way to save even more time than to provide self-service access for your clients to pay their invoices by credit card? The client web portal can be linked to your Stripe account and allow to enter their payments into your system themselves. Just export the data to your accounting system!

Transfers (exports)
Your invoices and payments can be transferred to your accounting system via API or file transfer using our export module. Use this feature to eliminate the risk of double entry, omissions, and transcription errors, but also to increase efficiency and satisfaction.