Manage your entire service business easily

Integrated, scalable and real-time system for growing, mid-sized and large organizations

Sales & Marketing

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Service

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People & Projects

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Time & Expense

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Invoicing

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Report & Analyse

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Sales & Marketing

Streamlines processes in sales, marketing, service, support and data analytics

Track sales processes using Opportunities. See revenue with a sales funnel. Manage Leads — identified, qualified, proposed and won or lost.

Create prices and forecasts  for sales projects and ongoing services smartly. Save time and decrease errors with product registry. Accelerate the work of sales personnel and avoid errors through the process from sales to invoicing by defining your products and service.

Generate segments and send campaigns efficiently. Campaigns is suitable for customer segmenting and sending marketing emails.

Maintain your accounts registry easily by purchasing add-ons. Create and update company contacts from the Asiakastieto Oy registry (Finland only) , your own document, email, mobile device, or using the REST API.

 

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Service

Success comes easy when your customers needs are met. Deliver and manage quality customer services with PlanMill.

Whether managing IT, marketing, consulting or accounting services, your customers are sending you email, calling you, filling in forms on your website or asking you questions in social media. Are all of these in various inboxes or post-it notes? 

Use service requests as the centralized repository of all your customers' needs and wants (billable or non-billable, internal or external). Monitor who is performing each request, what status is it in and what has been discussed internally around it.

Track billable and non-billable service hours. Time and expense reporting are done directly. The audit trail  — from order to invoicing and profitability calculations  — are monitored even on individual service request level.

Make the most of it and  use our Email Capture add-on to automatically create requests from emails. Emails are automatically stored to requests to keep track of services. New emails about an existing request are identified with ID or subject and stored under the existing request.

 

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People & Projects

When you are in professional services business, your most important assets are your employees and you need to manage their work – in projects or otherwise.

Who, what, when? Set people goals for projects, requests, and tasks and book resources. Follow up schedules, costs, revenues and resources precisely.

Don't overbook your key talents and resources. Find persons in the right places, with matching skills and availability. Define the capacity of persons by the type of employment contract, country and so on.

Invest in competencies. Identify vital skills for your core business. Ask employees and managers to appraise them. Use your competence data for pricing, resourcing and improving personnel skills.

Performance appraisals coming? Use our PlanMill Appraisals add on for setting the goals for the organisation, teams, and individuals. Monitor progress in your own system. Evaluate the results of the last period with your employees.

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Time & Expense

Save time, money, and resources with Time and Expense management. Track time, absences, expenses and purchases for billable or non-billable items.

Use Time Sheet to manage and create time reports for assignments added to requests and tasks. A Timer, also used for time reports, simultaneously records the actual work from start to finish — convenient for customer service.

Expense reports are used for reporting travel costs or purchases for the company. The Purchase module allows users to budget and record costs. Purchases also have a workflow — non-billable or billable.

With PlanMill Absence add-on (used by most of our customers all over the world), keep track of staff vacations by automating absence request and acceptance. Plan for absences, automatically generate work schedules and time reports, and calculate annual holidays.

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Invoicing

Enjoy automatic pricing. Billable hours will be automatically priced by the prices of sales orders. Pricing can be chosen based on task, competence or individually.

Get your invoicing process off the ground with these extra add-ons only available for PlanMill ERP subscribers:

Automate your routines. Send invoices as E-invoices, by email or printing service to anywhere in the world. Fully automate your invoicing. Transfers to accounting are easily done by diverse interface selection. Invoicing to foreign countries? Choose suitable language, currency and appearance.

Invoicing of the whole company in the same place? Gain advantage by using PlanMill in the whole group. Get common processes, appearance and reporting for the whole company. Invoices are signed and sent by the right company and can be transferred to every company´s own accounting system.

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Report & Analyse

View a wide range of reports for different purposes and ensure that time, resources and business goals are met — look at the big picture!

Do you need to analyse your projects through project portfolios?

Indicators, dashboards and reports. A wide range of ´out of the box´ indicators, dashboards and reports for different purposes (over 200+).

Access rights to reports and dashboards can be defined; the end user can also select favorite charts and reports to their own dashboard called "My Workspace".

Customized reports can be ordered from PlanMill Service Desk.

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