- Create invoices based on sales orders or project revenues. Combine those invoices across different projects. This enables you to invoice multiple customers 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 invoices and e-invoices to multiple suppliers and customers at the same time (invoicing add-ons only for PlanMill ERP subscribers).
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. Use Time Calendar to keep track of time spent on various tasks and projects.
Report expenses or purchases
- View, report, and pay expenses, such as travel costs or purchases.
- Expenses also have a workflow for acceptance and notification. Change the status of an item to accepted, paid or rejected.
- Create and manage billable or non-billable projects and requests in one place.
- 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.
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 and send mass emails. Keep track on who has been attached to which campaign and track campaign responses.
- Add companies, organizations, and key persons information to your account for marketing and sales purposes.