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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

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BI Book Yes 
Loyalistic Yes 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Concur No 
Sage Intacct No 
Salesforce No 
Silverbucket Yes 

Integrations

BI Book No 
Loyalistic No 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Concur Yes 
Sage Intacct Yes 
Salesforce Yes 
Silverbucket No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$20 per user per month
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 Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) No 
In Person Yes 

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

Project Management

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

Resource Management

Capacity Management No 
Data Visualization No 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation Yes 
Skills Tracking No 
Utilization Management No 

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