On your Mac, your PC, at the agency, at home, on your tablet, your laptop, at your client's site, on your smartphone, in your pocket. Poool ERP software goes with you on the train, in the car, and even across the Atlantic. Poool is wherever you are.
All functions of the Poool ERP agency software
Feature overviewEnjoy these benefits with every plan: Personal support, updates & backups, intuitive use, two-factor authentication, and no hidden costs.
Core
First things first
- Customizable user dashboards
- Project time tracking with stopwatch
- Lead management
- Supplier management
- Partner management
- Individual contact lists
- Quarterly reports
- Project overview
- Project controlling
- Quote calculation incl. mail integration
- Accounting incl. mail integration
- Customer relationship management
- Intelligent template system
- Individual rate cards
- Accounting assistent
- Easy retainer billing
- ZUGFeRD and X-invoices
- QR-invoices incl. Switzerland
- Recurring invoice automation
- DATEV/BMD integration
- SEPA integration
- Flexible tagging system
- Add-OnAutomatic invoice recognition
- Add-OnBanking integration
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Teams
More efficient. Further.
- Everything from Core
- Dunning process
- Banking integration
- Resource planning
- Customized document templates
- Financial budgeting and forecasting
- Order management
- Time track management
- Cost management
- Liquidity reporting
- Project reporting incl. calculation of contribution margins
- Material tracking
- Fully integrated calendar
- HR management
- Digital absence request
- Working time recording incl. flexitime
- Role-based access management
- Home office overview
- Add-OnAutomatic invoice recognition
- Add-OnTravel expense management
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Pro
All functions
- Everything from Teams
- Documentation of performance reviews
- Workflow and approval management
- Travel expense management
- Personio integration
- Purchasing process
- Supplier reporting
- Ticket and task management
- Budget reporting
- Customer reporting
- Target assessment
- Cost center reporting
- Gantt chart planning
- Inventarverwaltung
- Access for freelancers
- Microsoft Single Sign-On
- Automatic invoice recognition
- Add-OnPoool Prism
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Global
Starts at 100 User
- Everything from Pro
- Poool Prism
- Normalized Data API
- Transfer historic corporate data
- Combined reporting of historic and newly generated data
- Reporting with all standard BI-Tools
- Regular webinar trainings
- Exclusive Data-Insights
- Access to prepared reporting templates
- Custom service level agreement (SLA)
- IFRS accounting (PoC & PRAP)
- Dedicated support team
- Poool Angels Service
- Custom branding
- Rest-API individual
- Add-OnDedicated server infrastructure
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Show complete overview
Automatic document recognition
Automatic document recognition saves you significant time and supports your administrators in their daily work.
Projectmanagement
Stay on track and maintain a clear overview of your ongoing projects and orders with Poool.
Time tracking
Smart project time tracking with an optional stopwatch. Integrated time tracking brings everything together in one place.
Resource management
Who does what and when? Who has time available? With our Poool Planner, you have a firm grip on your resource planning.
Accounting
Enjoy a user-friendly experience with a clear overview and all the essential features for efficient invoicing. Automate your workflow with recurring invoices.
Reportings
One thing is certain when it comes to numbers: some people love them, others hate them. No matter which group you belong to, Poool's intelligent reporting will make you happy.
Security
Your data is protected by multiple layers of security, including two-factor authentication, encrypted data transfer, and adherence to the ISO 27001 standard, ensuring confidentiality and integrity.
Integrations
Bridging the gaps where needed. In addition to standard interfaces, third-party systems can be connected to your Poool at any time via our REST API.