Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Adopt effective strategies for capacity planning and utilization to maximize both workload efficiency and profitability. By leveraging data-driven insights, you can enhance your service operations and bolster your organization's financial stability through the use of PSA-native analytics. Focus on your customer experience by integrating professional service automation with proposal automation, knowledge management, and customer sentiment analysis. Upland PSA revolutionizes the project delivery process for service organizations, ensuring a seamless transition from initial customer engagement to sustained success. Our comprehensive software includes features for robust timesheet and expense tracking, project management, customer billing, and financial oversight, while also providing tools for proposal automation, knowledge management, and customer feedback. This holistic approach allows you to prioritize customer satisfaction and drive positive outcomes right from the outset, ensuring a strong foundation for long-term relationships.
API Access
Has API
API Access
Has API
Integrations
BI Book
Loyalistic
Microsoft Dynamics 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Silverbucket
Integrations
BI Book
Loyalistic
Microsoft Dynamics 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce
Silverbucket
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$20 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PlanMill
Founded
2001
Country
Finland
Website
www.planmill.com
Vendor Details
Company Name
Upland Software
Founded
2012
Country
United States
Website
uplandsoftware.com
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management