About PlanMill PSA
PlanMill PSA is a project management software/platform from PlanMill Ltd. designed for professional services organizations. It combines resource management, project tracking, and time and expense management to help teams manage their projects effectively. The software provides tools for budgeting, invoicing, and reporting, ensuring that projects stay within scope and budget. Users can access real-time data for decision-making and visibility into project status. PlanMill PSA also integrates with various third-party applications to expand its functionality. Key capabilities: resource management project tracking time and expense management budgeting and invoicing reporting and analytics Best for: professional services firms that need to manage projects and resources efficiently.
PlanMill PSA is a professional services automation platform for service-based businesses like consulting, engineering, and IT firms. It integrates functionalities for the entire service lifecycle, from sales and marketing (CRM, quoting) to project execution (project management, resource planning, time tracking) and finance (expense management, invoicing, reporting). The system aims to replace multiple separate tools with a single, centralized platform to improve efficiency, cash flow, and project profitability. It offers both cloud-hosted (SaaS) and on-premise deployment options. PlanMill provides a 14-day free trial and integrates with various accounting systems and authentication services.
Pros & Cons
- Offers both cloud-based and on-premise deployment options to suit different IT policies.
- Provides a comprehensive suite of tools covering CRM, project management, and finance.
- Includes a 14-day free trial for evaluation before purchase.
- Strong project and resource visibility improves operational planning efficiency.
- Pricing information is not publicly available and requires contacting the sales team.
- Feature breadth may feel complex for smaller organizations initially.
- Initial implementation may require planning and structured onboarding processes.
- Advanced functionality can require additional configuration and customization efforts.
Features
Key features
Manage sales pipelines, create quotes, and track opportunities from lead to sale.
Plan and manage project tasks, resources, and timelines to stay on budget.
Allows users to report hours worked on specific projects and tasks for accurate billing.
Report and track project-related expenses and purchases for reimbursement and financial control.
Automates the invoicing process for reported hours, services, and expenses to improve cash flow.
Additional features
Provides real-time insights into financial and operational performance with customizable reports.
Allocate resources efficiently across projects to maximize utilization and profitability.
Manage employee vacations and leaves with an automated request and approval workflow.
Centralizes customer data and account information for improved relationship management.
Integrates with Google and Microsoft for secure and simplified user authentication.
Connects with various accounting systems like Netvisor, Procountor, and Netsuite for seamless data transfer.
Offers a REST API for creating custom integrations and exchanging data with other business applications.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About PlanMill PSA
PlanMill PSA is a project management software/platform from PlanMill Ltd. designed for professional services organizations. It combines resource management, project tracking, and time and expense management to help teams manage their projects effectively. The software provides tools for budgeting, invoicing, and reporting, ensuring that projects stay within scope and budget. Users can access real-time data for decision-making and visibility into project status. PlanMill PSA also integrates with various third-party applications to expand its functionality. Key capabilities: resource management project tracking time and expense management budgeting and invoicing reporting and analytics Best for: professional services firms that need to manage projects and resources efficiently.
PlanMill PSA Details
PlanMill PSA's In-App Market Place
Does PlanMill PSA have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- Offers both cloud-based and on-premise deployment options to suit different IT policies.
- Provides a comprehensive suite of tools covering CRM, project management, and finance.
- Includes a 14-day free trial for evaluation before purchase.
- Strong project and resource visibility improves operational planning efficiency.
- Pricing information is not publicly available and requires contacting the sales team.
- Feature breadth may feel complex for smaller organizations initially.
- Initial implementation may require planning and structured onboarding processes.
- Advanced functionality can require additional configuration and customization efforts.
PlanMill PSA's Alternatives
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Deltek
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ProjectStream 365
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