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Formitize Case Study: Primal Group Management

Primal Group Management provides a wide range of services, including Business Energy, Pest Control, and Garden Maintenance.

Primal Group Management Owner- Dallas Twentyman, said they first heard about Formitize through others in their industry who were using the business solution.

“The main reason we came to Formitize was to find solutions like paperless forms, job management, CRM – customer management, leads and sales pipeline, accounting – invoicing, quotes, and payments, reporting, and asset management.” – Dallas Twentyman

Dallas states, “We were looking for solutions to the challenges we were facing in our previous business process. These challenges were inefficiencies, time delays, delayed payments, manual data entry, and poor staff management.”

Primal Group Management are currently using these Formitize solutions:

  • Paperless Forms
  • Job Management
  • CRM – Customer Management
  • Leads and Sales Pipeline
  • Accounting – Invoicing, Quotes, and Payments
  • Reporting

Dallas explains, “Formitize is good value for money. Our Formitize Account was extremely easy to set up. We were up and running in no time with a lot of great features. Formitize is a good solution that is easy to use. We were also able to use Virtual Screen Share Training.

Primal Group Management also used these support tools within Formitize:

  • Phone call/email to Client Success Manager
  • Getting Started Guide
  • Support Ticket
  • User Guide
  • User Guide Question
  • Phone call to the Support Team

Dallas also said, “Formitize Support and Customer Service is great, they provide answers to my questions within a timely manner.”

Dallas states, “We were using many outdated software tools before we made the switch to Formitize. Formitize’s amazing Paperless Forms convinced us to change our business solution and make use of the Formitize paperless solution.”

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