Audience

Enterprises in need of a solution to plan their resources and manage their orders, contacts, projects, and documents

About PM II Basic

Office organization and planning must function simply and efficiently. The entire company administration should run naturally and routinely in the background. Transparent data and processes in your ERP software PM II help to better evaluate the performance of your company. A consistent, exact, and up-to-date database of your business software gives you the security of being able to make well-founded decisions more quickly and structure your project management clearly. The company software PM II enables optimal control in classic service companies. Manage your service master data in a central location with your individual designations and descriptions. Define any performance categories and group your data according to your needs. Individual price scales are the basis of automated price calculation. All relevant data of your customers, suppliers, interested parties, and employees come together in the address management of PM II.

Integrations

No integrations listed.

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Company Information

iterasoft
Germany
iterasoft.de/pm-ii-basic.html

Videos and Screen Captures

PM II Basic Screenshot 1
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Product Details

Platforms Supported
Windows
Mac
Training
Documentation
Live Online
In Person
Support
Phone Support
Online

PM II Basic Frequently Asked Questions

Q: What kinds of users and organization types does PM II Basic work with?
Q: What languages does PM II Basic support in their product?
Q: What kind of support options does PM II Basic offer?
Q: What type of training does PM II Basic provide?

PM II Basic Product Features

Billing and Invoicing

Recurring/Subscription Billing
Online Payments
Online Invoicing
Contingency Billing
Project Billing
Mobile Payments
Service Ticket Billing
Invoice History
Customizable Invoices
Multi-Currency
Hourly Billing
Customer Portal
Billing Portal
Payment Processing
Contact Database
Dunning Management
Tax Calculator

Business Process Management

Business Rules Management
Collaboration
Process Modeling & Design
Process Change Tracking
Process Mapping
Alerts / Notifications
Business Process Automation
Visual Workflow Management
Access Controls / Permissions

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Camp Management

For Campgrounds
Online Registration
Billing & Invoicing
Program Management
Registration Management
Medical Management
Customer Management
Attendance Management
Scheduling
For Summer Camps
Staff Management
Food Service Management
Parent Portal

Car Rental

Billing & Invoicing
Vehicle Tracking
Fleet Management
Fines Management
Rate Tables
Quotes / Estimates
Split Billing
Reservations Management

Distribution

Order Management
Returns Management
Purchasing
Sales Forecasting
Import / Export Management
Inventory Management
Warehouse Management
Shipping Management
Barcoding / RFID

Document Management

Electronic Signature
Email Management
Print Management
Access Controls
Version Control
Document Conversion
Archiving & Retention
Document Delivery
Full Text Search
Document Indexing
Document Assembly
Forms Management
File Type Conversion
Offline Access
Collaboration Tools
Document Archiving
File Recovery
Document Retention
Optical Character Recognition
Compliance Tracking
Document Capture

ERP

Financial Management
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Equipment Rental

Asset Tracking
Billing and Invoicing
Inventory Management
Order Management
Utilization Reporting
Barcoding
Customer Management
Maintenance Management
Reservations Management

Event Management

Ticketing
Weddings / Parties
Attendee Management
Exhibit / Vendor Management
Sponsorship Management
Badge Management
Conferences / Conventions
Surveys & Feedback
Room Block Management
Volunteer Management
Social Media Promotion
Gamification

Financial Management

Budgeting & Forecasting
Revenue Recognition
Consolidation / Roll-Up
Risk Management
Currency Management
Investment Management
Cash Management
Tax Management
Financial Reporting
Project Management

Project Management

Milestone Tracking
Portfolio Management
Resource Management
Collaboration Tools
Budget Management
Time & Expense Tracking
Traditional Methodologies
Agile Methodologies
Idea Management
Gantt Charts
Cost-to-Completion Tracking
Customizable Templates
Client Portal
Kanban Board

Project Planning

Template Management
Task Management
Collaboration Tools
Traditional Methodologies
Resource Management
Progress Tracking
Due Date Tracking
Prioritization
Agile Methodologies
Gantt Charts
Budget Management
Kanban Board

Rental

Late Fee Calculation
Maintenance Management
Inspection Management
Multi-Location
Short / Long Term Rental
Recurring Rentals
Rate Management
Scheduling
Inventory Management
Online Booking
Contract Management
Reservations Management
Auto / Boat Rental
Medical Equipment Rental

Reservations

Third Party Booking
Booking Notes
Promotions Management
Activities Booking
Payment Processing
Guest Management
CRM
Rate Management
Room Booking Management
Group Reservations
Customer Support

Resource Management

Drag & Drop
Data Visualization
Filtered Search
Utilization Management
Capacity Management
Employee Scheduling
Skills Tracking
Demand Forecasting
Resource Allocation

Vacation Rental

Housekeeping Management
Owner Statements
Contact Management
Lead Management
Fee / Commission Management
Guest Reviews / Ratings
Vendor Management
Work Order Management
Payment Processing
Property Database
Reservations Management

Workflow Management

Approval Process Control
Forms Management
Document Management
Configurable Workflow
Customizable Dashboard
Graphical Workflow Editor
Calendar Management
Access Controls/Permissions
Workflow Configuration
Task Management
Mobile Access
Business Process Automation
Compliance Tracking
Third Party Integrations
No-Code