Before you start
You must have an active account with both CompanyCam and Builder Prime in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
Each User in Builder Prime will need to integrate CompanyCam.
What is Builder Prime?
There’s generic CRM software. There’s contractor-specific CRM software. Then there’s Builder Prime: the does-it-all, contractor-specific CRM and estimation and production management software. Builder Prime is a tool that is designed specifically for how contractors interact with their customers. Organize and manage leads, automate marketing, sales, and production processes, and provide better service to your customers.
They have developed the industry’s only solution that handles jobs from start to finish with powerful levels of automation. Our team has engineered every aspect of the platform to integrate seamlessly into YOUR business’s workflows from day one.
Setup
Setup and instructions are here: CompanyCam + Builder Prime Integration setup
How it Works
Link existing CompanyCam Projects to your Builder Prime Project or create a new matching entry in CompanyCam at the click of a button!
Photos taken in a linked Project will sync back to Builder Prime under the Photos tab.
Comments added in Builder Prime on an integrated photo will sync back to CompanyCam and vice versa!
If you need support integrating or have any issues with the integration, you can reach out here.
Want to make workflows even easier? Now that your CRM is up and running, check out other integration opportunities!