ERP

All-in-one solution

PlanMill ERP helps you to manage your company's customers, projects, time and expenses, finance, and analytics. Available add-ons enhance solution more by giving it additional features.

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Create invoices quickly and safely

  • Create invoices based on sales orders or project revenues and if you need combine invoices across different projects. Multiple customers can be invoiced for the same project.
  • Your billable hours will be automatically priced by the prices of sales orders. Pricing can be chosen based on task, competence or individually.
  • Send e-invoices and deliver invoices to multiple suppliers and customers at the same time. These extra invoicing add-ons are only available for PlanMill ERP subscribers.
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Manage your time

  • Manage and create time reports for assignments, request and tasks. Enjoy automatic management of vacations and workflow by automating absence request and acceptance.
  • Plan and manage absences and holidays with Absence add-on.
  • Save your starting, ending and rest times of each work day. You can also track time spent on various tasks and projects with Time Calendar.
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Report expenses or purchases easily

  • Use expense reports for reporting travel costs or puchases, whether they are billable or non-billable. Link can those reports to a certain project and date.
  • Expenses also have a workflow for acceptance and notification. Change the status of an item to accepted, paid or rejected.
  • Data table help you to get a better view of expenses.
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Create projects and requests

  • Create and manage projects and requests in one place, whether they are billable or non-billable projects.
  • Use service requests as the centralized repository of all your customers' needs and wants.
  • Monitor who is performing each project request, what status is it in and what has been discussed internally around it.
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Streamline sales and marketing

  • Manage sales leads - identified, won or lost. Follow sales opportunities and processes from a lead to a closed deal and see revenue with a sales funnel.
  • Create and maintain marketing campaigns, send mass emails, keep track on who has been attached to which campaign and track campaign responses.
  • Add potential companies, organizations, and key persons information to your account for future marketing and sales purposes.
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Manage product information

  • Manage and create product-related information, such as product model and prices. PlanMill Price book is available as an add-on for PlanMill ERP.
  • Create forecasts for sales projects and ongoing services smartly.
  • Take advantage of stored items when creating sales orders and contracts for pricing and other product related information.
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Take care of your employees

  • Keep track of which user belongs to which team and assignment. Form multi-level hierarchy teams for different assignments and view who belongs to which team.
  • Determine with Capacity calendar the length of users’ work day and week, balance calculation, absence days calculation and availability for resourcing in Work schedules.
  • Conduct and manage performance appraisals easily in a simply and structured process.
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Create reports efficiently

  • With help of indicators, dashboards, and reports for different purposes will help you see the big picture of your company's financial and operational performance.
  • You can order customized reports during the implementation phase of the system and after the implementation from PlanMill Service Desk.
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