# PlanMill CRM Reviews **Vendor:** PlanMill **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 ## About PlanMill CRM PlanMill ERP is a comprehensive cloud-based Enterprise Resource Planning solution tailored for service-oriented and project-centric businesses. It integrates various business processes, including customer relationship management (CRM, project management, time and expense tracking, financial management, and analytics, into a unified platform. This integration enhances operational efficiency, reduces manual tasks, and provides real-time insights into business performance. PlanMill ERP is designed to be user-friendly and adaptable, making it suitable for industries such as consulting, engineering, marketing, and information and communication technology (ICT. Key Features and Functionality: - Sales and Marketing Management: Track sales leads from identification to closure, manage marketing campaigns, and maintain comprehensive customer and contact information. - Project and Service Management: Create and oversee both billable and non-billable projects and service requests, ensuring efficient resource allocation and project tracking. - Time and Absence Tracking: Automate time reporting for assignments and tasks, manage absences and holidays, and monitor work schedules to optimize workforce management. - Expense Management: Report, view, and process expenses such as travel costs or purchases, with workflows for approval and status tracking. - Invoicing: Generate invoices based on sales orders or project revenues, with options for automatic pricing and e-invoicing to multiple clients. - Human Resource Management: Organize employees into teams, manage work schedules, and conduct performance appraisals using structured processes. - Reporting and Analytics: Access dashboards and reports that provide insights into financial and operational performance, aiding in informed decision-making. Primary Value and Solutions Provided: PlanMill ERP addresses the complexities of managing service-based businesses by offering an integrated platform that streamlines various operational processes. By automating tasks such as invoicing, time tracking, and project management, it reduces manual errors and administrative overhead. The system's real-time reporting capabilities provide businesses with immediate insights into performance metrics, enabling proactive decision-making. Ultimately, PlanMill ERP enhances productivity, improves cash flow through faster invoicing, and supports business growth by providing tools that adapt to the unique needs of service-oriented industries. ## PlanMill CRM Reviews ### 1. Great tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Adele S. | Senior Vice President, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2020 **What do you like best about PlanMill CRM?** I really like features of PlanMill CRM, for example, smart emails, calls, and notifications.The support team is also very good and friendly, it always wants to help you to solve all your problems and are online 24/7. The system is easy to use, and input data, which is great for any small business looking for a CRM that is reasonable. **What do you dislike about PlanMill CRM?** There has been some reduction in functionality in the free version. There are few bugs in the software too, the automation can be a little clunky. **What problems is PlanMill CRM solving and how is that benefiting you?** The integration with several departments is very efficient. It does a great job of taking a prospect to a customer and then housing all data that comes from that relationship. ## PlanMill CRM Discussions - [What is PlanMill CRM used for?](https://www.g2.com/discussions/planmill-crm-what-is-planmill-crm-used-for) - [What is PlanMill CRM used for?](https://www.g2.com/discussions/what-is-planmill-crm-used-for) - [View PlanMill CRM pricing details and edition comparison](https://www.g2.com/products/planmill-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+19%3A35%3A41+-0500&secure%5Bsession_id%5D=c672dcd7-ff85-4873-a5a3-38faba44c05b&secure%5Btoken%5D=15f4cf02ecf79f56e6156ff60ad0641237bde4b0bf6c48692f0e84800dd21f8d&format=llm_user) ## PlanMill CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top PlanMill CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,583 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,137 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,165 reviews)