Customer Story: How Lee Office Modernized and Scaled with Prima

Daniel Bayman, the president of Lee Office in Valdosta, Georgia, acquired the company in January 2025 and quickly recognized the need for a more flexible and sophisticated software provider. After in-depth comparisons, Bayman opted for Prima—a robust system well suited to challenges such as drop shipping and future expansion. Lee signed with Prima, received training in September 2025 and went live the following month.

“The company has been around for 78 years and was still using a software ledger before we switched to QuickBooks and Prima,” explains Bayman. “We have employees who have been here 20–40 years and not all of them loved the transition, but we worked it out.”

According to Bayman, Prima has been fueling Lee Office’s prodigious growth, including a rise in annual sales from $1.5 million in 2025 to $3.3 million and an increase in employee numbers from seven to 17.

“Prima has helped transition our customers from calling to going online, which has freed up our sales and customer service reps to sell more,” he reports. “It’s much more useful than the software Lee was using and offers a great online experience for customers, which was one of the main reasons we switched to it. We have integrated other software with Prima, but it’s seamless—so when customers visit our website, they see one consistent shopping environment. It allows our site to function more like a big-box website, which helps us compete.”

“We also like the accounting features,” he adds. “It integrates easily with QuickBooks, which saves us a lot of time. It allows us to match sales and send invoices, and lets customers track their invoices, accounts payable etc. through the system. It also allows us to track shipments, send pictures of delivered product and communicate with customers in real time, versus delivering product and having to wait for paper signatures.”

Prima is now collaborating with Lee Office to build its first punchout, scheduled to go live June 1, and thus far the process has been “pretty seamless.”

Bayman is also effusive about Prima’s stellar client care and can-do attitude: “Most important are the team’s quick—usually immediate—response times and constant drive to improve. Prima offers robust 24/7 support across three time zones, so if there’s an issue, someone is always working on it.”

“I would recommend Prima to other independent dealers,” he asserts. “It’s set up to interact with customers in a way that makes them comfortable buying from our company and allows us to reach a broader audience. Prima not only meets our current needs, but also where we are headed.”