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

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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 Not Supported
Online Payments Not Supported
Online Invoicing Not Supported
Contingency Billing Not Supported
Project Billing Not Supported
Mobile Payments Not Supported
Service Ticket Billing Not Supported
Invoice History Not Supported
Customizable Invoices Not Supported
Multi-Currency Not Supported
Hourly Billing Not Supported
Customer Portal Not Supported
Billing Portal Not Supported
Payment Processing Not Supported
Contact Database Not Supported
Dunning Management Not Supported
Tax Calculator Not Supported

Business Process Management

Business Rules Management Not Supported
Collaboration Not Supported
Process Modeling & Design Not Supported
Process Change Tracking Not Supported
Process Mapping Not Supported
Alerts / Notifications Not Supported
Business Process Automation Not Supported
Visual Workflow Management Not Supported
Access Controls / Permissions Not Supported

CRM

Territory Management Not Supported
Quotes / Proposals Not Supported
Lead Scoring Not Supported
Call Logging Not Supported
Social Media Integration Not Supported
Segmentation Not Supported
Document Storage Not Supported
Email Marketing Not Supported
Calendar/Reminder System Not Supported
Task Management Not Supported
Internal Chat Integration Not Supported
Mobile Access Not Supported
Marketing Automation Integration Not Supported

Camp Management

For Campgrounds Not Supported
Online Registration Not Supported
Billing & Invoicing Not Supported
Program Management Not Supported
Registration Management Not Supported
Medical Management Not Supported
Customer Management Not Supported
Attendance Management Not Supported
Scheduling Not Supported
For Summer Camps Not Supported
Staff Management Not Supported
Food Service Management Not Supported
Parent Portal Not Supported

Car Rental

Billing & Invoicing Not Supported
Vehicle Tracking Not Supported
Fleet Management Not Supported
Fines Management Not Supported
Rate Tables Not Supported
Quotes / Estimates Not Supported
Split Billing Not Supported
Reservations Management Not Supported

Distribution

Order Management Not Supported
Returns Management Not Supported
Purchasing Not Supported
Sales Forecasting Not Supported
Import / Export Management Not Supported
Inventory Management Not Supported
Warehouse Management Not Supported
Shipping Management Not Supported
Barcoding / RFID Not Supported

Document Management

Electronic Signature Not Supported
Email Management Not Supported
Print Management Not Supported
Access Controls Not Supported
Version Control Not Supported
Document Conversion Not Supported
Archiving & Retention Not Supported
Document Delivery Not Supported
Full Text Search Not Supported
Document Indexing Not Supported
Document Assembly Not Supported
Forms Management Not Supported
File Type Conversion Not Supported
Offline Access Not Supported
Collaboration Tools Not Supported
Document Archiving Not Supported
File Recovery Not Supported
Document Retention Not Supported
Optical Character Recognition Not Supported
Compliance Tracking Not Supported
Document Capture Not Supported

ERP

Financial Management Supported
Accounting Integration Not Supported
Accounting Management Not Supported
CRM Not Supported
Dashboard Not Supported
Distribution Management Not Supported
Enterprise Asset Management Not Supported
HR Management Not Supported
Inventory Management Not Supported
Order Management Not Supported
Project Management Not Supported
Purchase Order Management Not Supported
Purchasing Not Supported
Reporting/Analytics Not Supported
Sales Management Not Supported
Supply Chain Management Not Supported
Warehouse Management Not Supported

Equipment Rental

Asset Tracking Not Supported
Billing and Invoicing Not Supported
Inventory Management Not Supported
Order Management Not Supported
Utilization Reporting Not Supported
Barcoding Not Supported
Customer Management Not Supported
Maintenance Management Not Supported
Reservations Management Not Supported

Event Management

Ticketing Not Supported
Weddings / Parties Not Supported
Attendee Management Not Supported
Exhibit / Vendor Management Not Supported
Sponsorship Management Not Supported
Badge Management Not Supported
Conferences / Conventions Not Supported
Surveys & Feedback Not Supported
Room Block Management Not Supported
Volunteer Management Not Supported
Social Media Promotion Not Supported
Gamification Not Supported

Financial Management

Budgeting & Forecasting Not Supported
Revenue Recognition Not Supported
Consolidation / Roll-Up Not Supported
Risk Management Not Supported
Currency Management Not Supported
Investment Management Not Supported
Cash Management Not Supported
Tax Management Not Supported
Financial Reporting Not Supported
Project Management Not Supported

Project Management

Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Collaboration Tools Not Supported
Budget Management Not Supported
Time & Expense Tracking Not Supported
Traditional Methodologies Not Supported
Agile Methodologies Not Supported
Idea Management Not Supported
Gantt Charts Not Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Client Portal Not Supported
Kanban Board Not Supported

Project Planning

Template Management Not Supported
Task Management Not Supported
Collaboration Tools Not Supported
Traditional Methodologies Not Supported
Resource Management Not Supported
Progress Tracking Not Supported
Due Date Tracking Not Supported
Prioritization Not Supported
Agile Methodologies Not Supported
Gantt Charts Not Supported
Budget Management Not Supported
Kanban Board Not Supported

Rental

Late Fee Calculation Not Supported
Maintenance Management Not Supported
Inspection Management Not Supported
Multi-Location Not Supported
Short / Long Term Rental Not Supported
Recurring Rentals Not Supported
Rate Management Not Supported
Scheduling Not Supported
Inventory Management Not Supported
Online Booking Not Supported
Contract Management Not Supported
Reservations Management Not Supported
Auto / Boat Rental Not Supported
Medical Equipment Rental Not Supported

Reservations

Third Party Booking Not Supported
Booking Notes Not Supported
Promotions Management Not Supported
Activities Booking Not Supported
Payment Processing Not Supported
Guest Management Not Supported
CRM Not Supported
Rate Management Not Supported
Room Booking Management Not Supported
Group Reservations Not Supported
Customer Support Not Supported

Resource Management

Drag & Drop Not Supported
Data Visualization Not Supported
Filtered Search Not Supported
Utilization Management Not Supported
Capacity Management Not Supported
Employee Scheduling Not Supported
Skills Tracking Not Supported
Demand Forecasting Not Supported
Resource Allocation Not Supported

Vacation Rental

Housekeeping Management Not Supported
Owner Statements Not Supported
Contact Management Not Supported
Lead Management Not Supported
Fee / Commission Management Not Supported
Guest Reviews / Ratings Not Supported
Vendor Management Not Supported
Work Order Management Not Supported
Payment Processing Not Supported
Property Database Not Supported
Reservations Management Not Supported

Workflow Management

Approval Process Control Not Supported
Forms Management Not Supported
Document Management Not Supported
Configurable Workflow Not Supported
Customizable Dashboard Not Supported
Graphical Workflow Editor Not Supported
Calendar Management Not Supported
Access Controls/Permissions Not Supported
Workflow Configuration Not Supported
Task Management Not Supported
Mobile Access Not Supported
Business Process Automation Not Supported
Compliance Tracking Not Supported
Third Party Integrations Not Supported
No-Code Not Supported