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PlanfixThe Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.
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What is ZEP?
ZEP — The new standard for projects.
ZEP is the software for Management Consulting, IT Consulting and Engineering: book hours against clients and projects, steer utilization and margins, from the proposal to the invoice. Four product lines cover the path from the first booked project hour to organization-wide control — you start with the line your business needs today and move up as it grows, keeping your data.
ZEP Track — Project Time Tracking: your team books hours against clients and projects, budgets and absences sit in one place, and the payroll export is included.
ZEP Control — Project Management: plan tasks and capacity and see what a project earns. Revenue, costs and utilization come out of the hours your team has booked.
ZEP Operations — Professional Services Automation: the entire project lifecycle in one system — proposal, booked hours, travel expenses, suppliers, invoicing and the export to project-specific financial accounting.
ZEP Business — ERP for Professional Services: run the project business across several entities, with internal cost allocation, document management, HR and resource planning included.
The AI chat (ZEP Assistant) is included in all four lines at no extra cost, as are all interfaces: ZEP's own REST and SOAP APIs, single sign-on and an unlimited number of third-party integrations.
Get to know ZEP in an online presentation or test it free of charge for 30 days.
For teams without a project business, ZEP Clock covers working hours, overtime and absences including the payroll export, with travel expense management and HR available as optional add-ons. It is a line of its own — a switch into the project-based lines is not planned.
ZEP GmbH, based in Ditzingen near Stuttgart, has been developing software for project-based companies for more than 25 years. Around 3,000 companies run their project business with ZEP. ZEP is developed and hosted in Germany and certified to ISO 27001.
What is Proteus?
Utilize Proteus to enhance your productivity, ensure consistency, gain better control, and improve visibility. Designed specifically for professionals in the energy sector, Proteus serves as a comprehensive project management tool developed by specialists in the field. This solution integrates project planning, resource management, collaboration, financial oversight, and business intelligence into a single cohesive platform. By transitioning energy firms from a fixed cost structure to a flexible on-demand model, Proteus is essential for thriving in a competitive, low-margin landscape. Experience accelerated operations, maintain accuracy, complete more projects, and simplify your workflow.
With Proteus, you can consolidate all project-related tasks into a unified interface, encompassing clients, proposals, projects, invoicing, documents, inventory, and much more—all easily accessible in one location and seamlessly integrated with Microsoft 365. Project teams benefit from the ability to collaborate remotely, accessing timesheets, equipment information, project expenses, work completion statuses, and various other resources at their convenience. Generate invoices and manage client data along with legal contracts from a single platform, enhancing efficiency. Proteus empowers project managers to keep documents organized centrally while optimizing workflows, technical calculations, and other critical operations. By monitoring metrics in real time, you can achieve complete control over your projects and ensure their success. Additionally, the user-friendly interface facilitates a smoother onboarding process for new team members, promoting a more cohesive project environment.
Integrations Supported
DATEV
HRworks
HubSpot CRM
HubSpot Customer Platform
Memtime
Personio
Salesforce
API Availability
API Availability
Has API
Pricing Information
4,50€/user/month
ZEP starts at 4,50€ per user per month.
Free Trial Offered?
Pricing Information
$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Supported Platforms
SaaS
Android
iPhone
iPad
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
ZEP GmbH
Date Founded
2000
Company Location
Germany
Company Website
www.zep.de/en/
Company Facts
Organization Name
Xergy
Date Founded
2019
Company Location
United Kingdom
Company Website
xergy.com/proteus/
Categories and Features
Absence Management
Analytics/Reporting
Attendance Tracking
Overtime Management
Time Off Management
Timesheet Management
Billing and Invoicing
Billing Portal
Customer Portal
Customizable Invoices
Invoice History
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Legal Time Tracking
Not specified
Project Management
Budget Management
Client Portal
Cost-to-Completion Tracking
Milestone Tracking
Resource Management
Time & Expense Tracking
Project Planning
Due Date Tracking
Prioritization
Progress Tracking
Resource Management
Task Management
Time Tracking
Billing & Invoicing
Employee Database
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Travel Management
Expense Reporting
Mobile Access
Policy Management
Profile Management
Reminders
Travel Planning
Categories and Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Order Management
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Vendor Management
Collaboration
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Contractor Management
Contractor Database
Skills & Competencies
Task Management
Work Hour Tracking
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
Reporting/Analytics
Supply Chain Management
Warehouse Management
Job Costing
Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management
Oil and Gas
Equipment Management
Inventory Management
Job Costing
Logistics Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management
Project Accounting
Not specified
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
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies
Project Tracking
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking
Proposal Management
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Utilization Management
Time Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Offline Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Work Management
Access Roles / Permissions
Calendar Management
Collaboration Tools
File Storage / File Sharing
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management