PlanMill ERP Cloud

2 reviews

PlanMill is a SaaS and On-premise ERP for professional service business. Simple, smart solutions for service business trusted by 100+ companies in 25 countries.

PlanMill CRM

1 review

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.