Customer Relationship Management

Primus empowers you to deliver exceptional customer care with a CRM that goes far beyond basic contact tracking. From managing sales opportunities and follow-ups to overseeing accounts receivable, every tool you need is built into one powerful, connected system. Whether you’re closing deals, tracking interactions, or staying on top of payments, Primus keeps your customer relationships strong and your business running smoothly.

Customer data table showing active customer accounts with details like name, address, phone, email, balance due, and account status.
Statements screen with filters for parts, equipment, rentals, and invoices, plus a table of customer accounts showing balances and last payment dates.
CRM Opportunities screen showing a table of sales opportunities with accounts, subjects, notes, expected amounts, statuses, and assigned employees.
01

Real-Time Customer Insights

Monitor key customer data points with live list view reporting, helping you stay responsive to customer needs and opportunities.

02

Automated Customer Statements

Quickly generate printable or emailable statements while automatically saving a PDF copy to the customer’s PrimeDoc for easy recordkeeping.

03

Sales Team Management

Oversee your sales team with tools to track ongoing opportunities, review notes, manage leads, and more—all in one place.

Independent Pricing & Taxing by Customer

Every customer is different. Primus makes it easy to set specific taxing and pricing rules for each account, ensuring a seamless and accurate checkout experience.

Custom Alerts

Primus provides the ability to set medium- or high-level alerts that display timely messages to the counter team, ensuring customer information is communicated when it’s needed most.

Onboard to Primus

Take Primus for a spin

Schedule a demo or talk to a sales representative today.

Request a Demo Contact Sales

Contact Us

During our normal business hours (7:30am - 5:30pm CT), our highly qualified team is available to assist you with any questions you may have.
or, Visit Our Contact Page