Pmsuite

A good fit for

• Small to medium-sized businesses seeking to replace multiple separate tools with a single integrated platform for HR, CRM, projects, finance, and team workspace.
• Businesses wanting AI-powered assistance integrated into their business management software using their own AI keys without additional AI credit costs.

Know the limitations

• The platform works in modern mobile browsers; native Android and iOS apps are in review and testing stages, not yet fully released.

What you can do

• Managing all core business functions including HR, sales, projects, finance, and team collaboration in one platform to avoid using multiple disconnected tools.
• Using AI to interact with live business data for tasks such as querying attendance, overdue invoices, creating tasks, and automating alerts.

Features

• CRM & Sales module with lead pipeline, deals, proposals, client management, and sales reports.
• HR & Payroll module including employee directory, payroll, attendance, leave management, recruitment, and performance reviews.
• Project Management module with Kanban boards, Gantt charts, time tracking, timesheets, contracts, and knowledge base.
• Finance & Invoicing module with invoicing, expense tracking, payment gateways, purchase orders, accounting, and tax reports.
• Team Workspace module with team messaging, support tickets, events, calendar, Zoom integration, announcements, and asset tracking.

Integrations

Not confirmed yet.

Platforms & data export

• Supports Excel and CSV import and export for data migration and integration.