Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Introducing a customizable FileMaker template designed to serve as a foundational tool for your unique application. This versatile software solution excels in organizing your contacts, managing projects, processing job orders, generating estimates, handling project discrepancies, and overseeing leads, proposals, contracts, products, warehouses, income, expenses, payments, documents, as well as tasks and events through an integrated calendar and timesheet feature. It represents a smart approach to efficient business management! The application is particularly suited for enhancing business process management, allowing you to prepare sets of activities (whether events or tasks) and easily assign them to specific contacts, projects, or sales leads. The project management module enables you to define projects, outline tasks and roles, monitor project activities, allocate tasks to individuals or teams, generate purchase orders and estimates, swiftly create invoices, and keep tabs on project-related expenses. Additionally, you can efficiently track your leads and prospects, generate quotes or proposals promptly, and dispatch them to clients with ease. Once a lead is successfully converted, you can seamlessly create a project with a single click and continue to monitor its progress as needed.

Description

Once your initiative kicks off, it is the daily efforts that truly contribute to achieving success. Planplex offers a comprehensive suite of tools designed to monitor these activities: tracking resources and tasks, auditing activity logs, incorporating daily efforts into project estimates, and providing a visual dashboard for project status updates. Crafted for seamless sharing and synchronization, Planplex features real-time messaging for each task, collaborative editing capabilities, and built-in project wikis. You can assign distinct roles to each project member, including clients, ensuring everyone is aligned with their responsibilities. Additionally, you can create both public and private links to your projects, making it easy to update clients and stakeholders by embedding these links in emails or websites. The platform's efficient time management features allow for tracking that extends beyond mere planning and oversight. This ease of use for both team members and managers simplifies the process of reporting and managing the time allocated to each task, fostering a more productive project environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 

Integrations

Google Calendar No 

Pricing Details

$999 per year
Free Trial Yes 
Free Version No 

Pricing Details

$4.99 per month
Free Trial Yes 
Free Version No 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

YZY SOFT

Founded

2011

Country

Lithuania

Website

www.yzysoft.com/product/benroy-business-app/

Vendor Details

Company Name

Planplex

Founded

2014

Country

Spain

Website

www.planplex.com

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Product Features

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Alternatives

Alternatives

Rodeo Reviews

Rodeo

Rodeo Software
PerpetualBudget Reviews

PerpetualBudget

Spicer-Baer Associates
Workspace Reviews

Workspace

TapChief