PM II Basic logo

PM II Basic

by Iterasoft · Since 1989
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorIterasoft
Year launched1989
StatusActive
Locationiterasoft GmbH Heinrich-Osterath-Str. 18a D-21037 Hamburg
Countries servedGlobal
Languages1
Integrations2+
Free tier
Free trial
Contact salesYES

About PM II Basic

PM II Basic is an ERP software from Iterasoft designed for managing service-oriented businesses. It combines features such as event management, marketing management, and construction site security to support efficient operations. This software allows users to handle various aspects of service management in one place. PM II Basic is suitable for companies involved in event planning, marketing campaigns, and construction site oversight. Key capabilities: event management marketing management construction site security customer relationship tools reporting and analytics Best for: service businesses that need a comprehensive solution for operational management.

PM II, an ERP solution tailored for SMEs in the service industry, offers a user-friendly interface that prioritizes functionality over aesthetics. Its modular design allows businesses to scale the software as their needs evolve, making it adaptable to various organizational structures. The software's integration with 4D Write Pro streamlines document creation, and its task management features, coupled with time tracking integration, enhance project efficiency. However, while PM II provides a solid foundation for project management, CRM, and order management, it might lack advanced functionalities found in more comprehensive ERP solutions. While iterasoft offers dedicated customer support, readily available online resources such as tutorials or a knowledge base seem limited. This reliance on direct contact with iterasoft might pose challenges for users seeking immediate solutions. Additionally, the lack of transparent pricing information and the on-premise deployment model could limit its accessibility for businesses seeking cloud-based flexibility. In conclusion, PM II is a suitable option for service-based businesses with straightforward needs. Its user-friendly interface, core functionalities, and integration capabilities make it a viable choice.

Pros & Cons

What users like
  • +Comprehensive ERP solution for small to medium enterprises.
  • +High level of customization for various service industries.
  • +Integrated project and task management.
  • +Detailed time tracking and invoicing features.
  • +User-friendly with automated workflows.
What users flag
  • Limited support for non-German languages.
  • Lacks a marketplace for third-party apps.
  • Requires some configuration to suit specific business needs.
  • No explicit mention of mobile app support.
  • High dependency on internal integration tools (e.g., for project collaboration).

Features

Key features

1. Service & Article Management – Centralized management of service master data and price scales.
2. Address and Contact Management – Comprehensive customer, supplier, and employee management with automated filing.
3. Integrated Word Processing – Built-in word processing for document creation and archiving (e.g., offers, contracts, invoices).
4. Project Management – Detailed project planning and tracking, with the ability to manage milestones and communications.
5. Task Management – Assignment and monitoring of tasks with automatic notifications.
6. Time Tracking – Versatile time tracking for projects, with location-independent apps.
7. Document Management – Document handling and management, including drag-and-drop support.
8. Purchasing & Orders – Order management, supplier management, and invoicing.
9. Invoicing & Payment – Detailed billing, including customer-specific price models.
10. Controlling & Analytics – Financial and project performance evaluations with graphical reporting.

Additional features

1. Service & Article Management – Manage service master data, categories, and price scales.
2. Address and Contact Management – Manage customer, supplier, employee, and project contact data.
3. Integrated Word Processing – Generate and archive documents such as offers, invoices, and contracts.
4. Project Management – Plan, track, and manage projects with communication and milestones.
5. Task Management – Assign and monitor project tasks, with automatic email notifications.
6. Time Tracking – Record project hours, manage attendance, and use mobile apps for time logging.
7. Document Management – Organize and file project documents, including drag-and-drop functionality.
8. Purchasing & Orders – Create orders, manage suppliers, and integrate purchases into projects.
9. Invoicing & Payment – Manage project billing with customer-specific pricing models and invoicing.
10. Controlling & Analytics – Generate graphical and tabular reports for project performance, cost center, and financial evaluations.
11. Order Structures as Templates – Standardize order structures for quick and accurate data entry.
12. Automated Workflows – Automated processes for creating and archiving project-related documents.
13. Task-Related Email Notifications – Keep team members informed about new and updated tasks.
14. Integration with Collaboration Tools – Support integration with tools like awork and MeisterTask.
15. Accounting & Payment Handling – Includes features like invoicing, payments, and integration with financial systems.
16. Customizable Price Systems – Use different pricing models for clients and projects based on defined scales.
17. Time-Tracking for Different Scenarios – Capture work hours across various project types or employee time-keeping.
18. Integration with External Systems – Option to integrate with third-party tools and services for enhanced functionality.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
1
Interface languages
9
Billing currencies

Interface languages

German

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR

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