Key Features

Key Features of PlanMill Business Suite (BAS)

PlanMill's flexible and superior systems can easily meet the needs of user groups and individual users. CRM SaaS users can upgrade easily to PlanMill PSA or ERP.

PlanMill is compatible with any web browser and desktops as well as touchscreen mobile devices. Here are some of the powerful features of PlanMill BAS.

My Workspace. My workspace is the main entry point in PlanMill. Based on the parameterization the sections and frames shown in the workspace may vary. The default frames in My workspace for example include Portfolios, Key Performance Indicators (KPIs), Reports, What’s new, Reminders, and Useful links. Personalize to meet your unique business needs!

Accounts. Store information about your partners, affiliates, suppliers, and other relevant details. Enjoy quick access to all critical account data, including a company overview, key sales data, relevant documents, partners involved in the account, and more. Everything you need to know about your customers and prospects is right here - all in one place! Each contact belongs to an account. All the users are also shown on the contacts tab.

Contacts. Contacts can be linked to actions, requests, campaigns, and so on. Accounts are typically companies that are potential customers (prospects) or existing customers.

Calendar. Know at one glance what everyone in your team has scheduled for any given date and time! An easy-to-use extension for group working and project or team collaboration suitable for viewing various kinds of calendar events such as absences, actions, annual holidays, opportunities, requests, project milestones and tasks. Google Calendar events can be also viewed within PlanMill Calendar

Opportunities. Keep track of sales forecast in real-time? Tell your sales personnel to use PlanMill opportunities to manage prospects and sale stages of every account. PlanMill CRM is the single spot ofupdating deal information, recording customer interactions and tracking competitors. You’ll know at a glance everything that's happening with that critical deal. Standardize your selling process throughout your organization by customizing PlanMill CRM to support your unique opportunity management process.

Requests. A wish or requirement attached to a certain project as a task and optionally to one or more performers. For each performer, an assignment is created. Time can be reported for the requests by the performers.

Actions. Keep track of different types of customer-related activities by using actions to plan meetings, to do’s, calls, and so on, export these to your calendar and monitor them by status or due date.

Campaigns. Campaigns are used to group contacts by different categories. They are also useful to target marketing materials, business gifts and mass emails to right contacts.

Collaboration & Document Library. Integrated and simple way to store customer related materials and documents. All PlanMill activities are by default shared with colleagues. Notify by email from any activity if you want instant reaction.

Indicators & Reports. Want to know how your sales process is going at a glance? Need to share figures with board? PlanMill has built in indicators that give an in-depth analysis of your business from different angles. Reports are essential for any manager and sales manager makes usually no exception. PlanMill’s pre-packaged scenarios offers you over 50 different angles to analyze and report your Sales and Service processes.

Social media & maps integration. With PlanMill , you can read industry issues, monitor online company feedback, and deliver real-time knowledge using top social media tools, LinkedIn, Twitter & Google Maps. Using the system’s Accounts or Contacts, a person’s LinkedIn profile can be viewed within PlanMill. As an option, Twitter widgets can be added to My Workspace using custom parameters.

PlanMill Touch. PlanMill Touch is the latest innovation enhancing work efficiency on the move! Use your touchscreen mobile devices and PlanMill Business Application Suite to be updated in real-time. PlanMill Touch allows view and search for various kinds of information from PlanMill such as actions, accounts, contacts, requests, projects, and opportunities.

Open API. Connect & Upgrade. Connect your applications through PlanMill Open API. PlanMill Open API provides access to the most common activities with database queries (select, insert, update). Each PlanMill SaaS instance uses different address for the interface. Interface is by default turned off. Interface requires an encrypted connection and the encryption key.