PlanMill Help
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Mobile
Skip to end of metadata Go to start of metadataPlanMill Mobile - touch optimized web-based apps for Smartphones & Tablets
PlanMill Mobile, designed for use on your mobile browsers, is an add-on for PlanMill CRM, PROJECT, PSA and ERP. Mobilize your work force with PlanMill Mobile on the latest iPhone, iPad, Android or Windows Phone based touch devices. All you need is a good screen size (3,5" or higher), mobile browser, Internet connection (3G/4G or Wi-Fi/WLAN) and the latest version of PlanMill Mobile (R14.4 or higher).
PlanMill Mobile is hassle free. No need to download an app from any app store. Just visit your PlanMill site on your phone's browser, and you're good to go (click image to view).
- Mobile Pro
- What are the supported mobile platforms for PlanMill Mobile?
- How to switch from Mobile to Desktop UI?
- How to download Contact related vCards from PlanMill Mobile?
- How to synchronize contacts from PlanMill to mobile phone?
| Take our two quizzes to learn more about the Mobile version |
PlanMill Mobile is renamed from PlanMill Touch.
Key features - New!
Create, edit, and view with PlanMill Mobile user interface the following modules/ features
|
Screenshots
Click on the pictures below to view the new PlanMill Mobile UI (left-right):
Contact summary view, Contact list view, Home, Accounts list, Opportunity list (All open), Requests list, New time form, and My time list.
| Contact summary |
Contact list view |
Home |
Accounts list |
| Opportunity list |
Requests list |
New time form |
My time list |
Well-designed for small screens
The entire PlanMill Mobile interface is designed for small screens. It’s easy to read, easy to tap, and fine-tuned for speed. Carefully crafted and elegantly presented, PlanMill Mobile is a pleasure to use when you’re on the go. Customer service personnel can now be 90-100% mobile because Requests, contacts and time reporting are now mobile.
| Choose the browser based Desktop version, if using full features of PlanMill with a bigger Touch device like iPad. Try out and train others about the new PlanMill Mobile user experience with out having a real mobile device. |
Demo
PlanMill Mobile 1-2-3 Learn the Basics!
Manage Accounts and Contacts with PlanMill Mobile
Edit and View Actions with PlanMill Mobile
Track time on the road with PlanMill Mobile
Main benefits
| Your business on the move is a primary concern to keep with increasing competition. The call for sales teams is to become customer centric 24/7 and increase their chance of winning accounts on the road, increase productivity, and company revenue. |
- Salespersons can perform most of their daily activities with PlanMill Mobile and double their performance for sales growth. Keep your sales or service people on the loop and in touch with each other
- Enhance communication flow, enable fast decision-making, and customer response by giving your field professionals the same information available from your headquarters
- Call in your touch phone, send email, chat in Skype or send text messages to prospects, customers and colleagues
- Do tasks such as taking notes, making to-do lists, planning phone calls, meetings etc., register new leads with opportunities
- Maintain contact information of persons and companies (Accounts)
- View sales requests and customer profitability and project activities (on project overview page).