--- title: PlanMill CRM Reviews meta\_title: 'PlanMill CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how PlanMill CRM works for a business like yours. aggregate\_rating: rating\_value: 4.0 review\_count: 1 scale: '5' date\_modified: '2025-07-18' parent\_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # PlanMill CRM Reviews & Product Details 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. * * * Seller [PlanMill](https://www.g2.com/sellers/planmill) Discussions [PlanMill CRM Community](https://www.g2.com/products/planmill-crm/discuss) Show More ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,873) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![ActiveCampaign](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ActiveCampaign") ActiveCampaign 4.4/5(14,779) ](https://www.g2.com/products/activecampaign/reviews) [ ![HubSpot Sales Hub](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,906) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ View All Alternatives ](https://www.g2.com/products/planmill-crm/competitors/alternatives) ![Adele S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Adele S.") AS Adele S. Senior Vice President Mid-Market (51-1000 emp.) 6/11/2020 "Great tool!" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of PlanMill CRM for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Agentforce Sales (formerly Salesforce Sales Cloud) Logo](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud) Logo") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4 (25,873) Sell faster, smarter, and more efficiently with AI + Data + CRM. 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[ Ask about PlanMill CRM ](https://www.g2.com/products/planmill-crm/discussions/new) GU Guest User What is PlanMill CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-planmill-crm-used-for) GU Guest User What is PlanMill CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/planmill-crm-what-is-planmill-crm-used-for) [ View all Discussions ](https://www.g2.com/products/planmill-crm/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/planmill-crm/pricing) ## Work at PlanMill? Claim this profile to respond to reviews, update product info, and reach in-market buyers. 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