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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

PlanMill ERP enables effective management of various aspects such as clients, projects, time tracking, expenses, finances, and analytics. You can enhance its capabilities with additional features, like Financial Connectors, to further streamline and elevate your business operations. Specifically designed for project management, PlanMill PROJECT facilitates scheduling, time and expense tracking, and reporting, thereby alleviating workload by eliminating unnecessary tasks during the planning phase. For effective customer relationship management, PlanMill CRM consolidates all customer information into a single integrated platform, providing a comprehensive overview of your business and sales activities. You can access PlanMill from any location, at any time, allowing you to monitor time and analyze data through mobile devices or desktop computers. Our solutions are designed to scale with your business, enabling you to start with a basic setup and gradually expand as your needs evolve. Recognizing that every business is unique, our offerings are customizable with various add-ons, ensuring you only pay for the features that are essential for your operations. Moreover, with the flexibility to adapt to your specific requirements, PlanMill sets the stage for sustainable growth and success.

Description

SuccessPro is an innovative operating system designed specifically for technology service firms, integrating projects, personnel, and financial aspects into a cohesive operational framework. Our development was informed by over thirty years of experience in establishing and expanding consulting services, during which we encountered issues like fragmented systems, isolated workflows, and a lack of a unified perspective throughout the organization. This experience highlighted the limitations of conventional Professional Services Automation (PSA), which, while capable of managing specific workflows, lacks the operating context necessary for AI to evaluate how modifications in service delivery influence capacity, customer obligations, and financial outcomes. Unlike standard solutions, SuccessPro equips AI with the essential context, as it perpetually links insights throughout the organization, enabling AI agents to identify shifts, evaluate their consequences across projects, resources, and financials, and recommend subsequent steps. By fostering this level of connectivity, SuccessPro not only enhances operational efficiency but also empowers teams to make more informed decisions. Ultimately, this transformative approach revolutionizes how businesses perceive and manage their operations in a rapidly changing environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

BI Book Yes 
Loyalistic Yes 
Silverbucket Yes 

Integrations

BI Book No 
Loyalistic No 
Silverbucket No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$12/month/team member
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PlanMill

Founded

2001

Country

Finland

Website

www.planmill.com

Vendor Details

Company Name

SuccessPro

Founded

2024

Country

United States

Website

successpro.ai/

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

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