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What is Upcrest?

Upcrest is a flexible software solution that supports various companies, locations, users, and currencies while offering extensive customization and parameter-driven features. Its straightforward installation and user-friendly interface ensure accessibility for all users. Additionally, the software provides on-screen help along with a detailed manual to enhance user experience. This system proves especially beneficial for corporate groups that need to share common information, including customers, suppliers, and products. With Upcrest, user permissions facilitate data segmentation, allowing each company tailored access. This feature effectively streamlines the automatic creation of documents between affiliated companies, as seen when a Purchase Order from one entity converts into a Sales Order for another. Moreover, users can easily access consolidated reports like Balance Sheets and Profit & Loss Accounts, giving a holistic perspective on financial health within the group. Furthermore, Upcrest promotes collaboration and data sharing across different physical locations, establishing itself as an indispensable resource for contemporary businesses. Its ability to adapt to various needs makes it an invaluable asset for any organization striving for efficiency and connectivity.

What is PM II Basic?

Organizing and planning an office effectively should fundamentally prioritize simplicity and efficiency. The entire administrative system within the organization should operate smoothly and automatically in the background. By utilizing the PM II ERP software, you can integrate clear data and processes, enabling improved visibility into your company's performance metrics. Keeping a reliable, accurate, and up-to-date database in your business software allows for swift and informed decision-making while providing transparency in project management. Specifically tailored for traditional service-oriented firms, PM II software enhances control over service master data. You can centrally manage this data with personalized labels and descriptions, creating specific performance categories to align with your organizational needs. Furthermore, automated pricing calculations are derived from the customized pricing models you establish, ensuring you have flexible financial planning. The address management feature within PM II consolidates all essential information on customers, suppliers, prospects, and employees, which not only simplifies communication but also improves overall operational efficiency. Ultimately, this seamless integration encourages enhanced collaboration among various departments, leading to a more productive work environment. By fostering these connections, companies are better equipped to adapt to changes and challenges in their industry.

Media

Media

Integrations Supported

Labrador CMS

Integrations Supported

Labrador CMS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ANAND ERP

Company Location

India

Company Website

www.upcrest.com

Company Facts

Organization Name

iterasoft

Company Location

Germany

Company Website

iterasoft.de/pm-ii-basic.html

Categories and Features

ERP

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

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

Categories and Features

Billing and Invoicing

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

Business Process Management

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

Camp Management

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

Car Rental

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

CRM

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

Distribution

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

Document Management

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

Equipment Rental

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

ERP

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

Event Management

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

Financial Management

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

Project Management

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

Project Planning

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

Rental

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

Reservations

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

Resource Management

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

Vacation Rental

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

Workflow Management

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

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