All features of Poool ERP software
Feature overviewIncluded for everyone: Personal support, updates & backups, Poool mobile app, in English, two-factor authentication, no hidden costs.
Core
First things first
- Accounting assistent
- Accounting incl. mail integration
- Customizable user dashboards
- Customer relationship management
- DATEV/BMD integration
- Dunning process
- Easy retainer billing
- Financial budgeting and forecasting
- Flexible tagging system
- Individual contact lists
- Individual rate cards
- Intelligent template system
- Lead management
- Project Management
- Project time tracking with stopwatch
- QR-invoices incl. Switzerland
- Quarterly reports
- Quote calculation incl. mail integration
- Recurring invoice automation
- Role-based access management
- SEPA integration
- Service Profiles (Planning Offices)
- Supplier management
- Working time recording incl. flexitime
- ZUGFeRD and X-invoices
- Add-On:Automatic invoice recognition
- Add-On:Banking integration
- Add-On:Poool REST-API
- Add-On:Poool Prism Business Analytics
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Teams
More efficient. Further.
- Everything from Core
- Automatic invoice recognition
- Cost management
- Digital absence request
- Home office overview
- HR management
- Liquidity reporting
- Material tracking
- Project reporting incl. calculation of contribution margins
- Resource planning
- Ticket and task management
- Time track management
- Travel expense management
- Workflow and approval management
- Add-On:Poool Prism Business Analytics
- Add-On:Poool REST-API
- Add-On:Multi-tenancy
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Pro
All functions
- Everything from Teams
- Budget reporting
- Documentation of performance reviews
- Inventory management
- Multi-currency support
- Multi-tenancy
- Order management
- Personio integration
- Poool REST-API
- Resource management incl. Gantt Charts
- Target assessment
- Team management in projects
- Add-OnPoool Prism Business Analytics
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Global
starts at 100 users
- 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
- Poool REST-API
- Custom service level agreement (SLA)
- IFRS accounting (PoC & PRAP)
- Dedicated support team
- Poool Angels Service
- Custom branding
- Add-OnDedicated server infrastructure
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Show complete overview
All Poool features
General information
Tagging System
The entire system can be customized using filter and tagging systems. This allows you to transition from searching to finding.
Custom dashboard
We offer a wide range of widgets for your dashboards. Take a look around and put together your own personalized overviews.
Template systems
Template systems simplify the normal workflow and ensure that service profiles are always displayed consistently.
Personal support
Whether by email or phone, please contact us at any time if you have any questions. This service is permanently free of charge for you as a customer.
Vacation overview for managers
This gives your managers a constant overview of all employee absences in calendar form.
Poool Mobile App
We have developed the free Poool Mobile App for you for mobile time tracking and project management. Simply save it and use it on the go.
Updates & Backups
Updates and backups are always free of charge.
Projects
Project & order management
In order management, you have everything at a glance. Projects, booked hours, budgets, own contributions, etc.
Project time tracking & hour management
Poool consistently distinguishes between general working hours and project-related time tracking.
Ticket & task management
No more data silos and manual transfers! Ticket and task management saves you valuable hours in your daily work.
Resource planning
There are various ways to schedule your employees in Poool and optimize their workload.
Accounting
Outgoing invoices
Poool offers fully integrated accounting with all the features a modern business needs.
Incoming Invoices
Keep track of your cost structure and receive automated reports from the system.
Travel expense report
Travel expense reports can be tedious. But with Poool, this task becomes a breeze!
XRechnung & ZUGFeRD
ZUGFeRD and XRechnung are driving digitalization forward and establishing a uniform standard for electronic invoice exchange.
IFRS | PoC/PRAP
For large companies with long project durations, the percentage of completion (PoC) method for revenue recognition is a mandatory exercise.
Human Resources
Employee management
Poool's employee management system gives you a centralized overview of all relevant employee data.
Working time management
Time is our most valuable asset. So that you always have a precise overview of how it is invested in your everyday work.
Absence requests
With Poool Absence Management, you can manage vacations, sick leave, or sabbaticals centrally and clearly.
Administration
CRM
Poool CRM gives you a 360° view of all your contacts: it brings together leads, existing customers, and suppliers in one central system.
Lead & offer Management
Lead and quote management allows you to manage your project inquiries digitally and store quotes directly in the CRM.
Workflow & approval management
Ensure that decisions are made where responsibility lies.
Inventory management
Inventory management allows you to easily keep track of your company's technical and non-technical inventory.
Customer & project price lists
With our ERP software, you can easily create customized price lists for customers.
Controlling
Reporting & evaluations
Analyze your business using either Poools' in-depth standard evaluations or take advantage of the infinite flexibility...
PRISM (Data-Hub)
With Poool Prism, you can experience data visualization in a whole new dimension. Be inspired by how you can visualize your historical and new data...
Work time management
No more searching, no more guessing: as a project manager, you can get clear transparency on all recorded project hours at any time.
Cost management
Our cost management system allows you to keep track of all incoming invoices.
| Platform
REST-API
With its wide range of functions, Poool comprehensively covers the needs of most customers.
PRISM (Data-Hub)
With Poool Prism, you can experience data visualization in a whole new dimension. Be inspired by how you can visualize your historical and new data...
Interfaces
With its wide range of functions, Poool comprehensively covers the needs of most customers.
Security
Data protection is not only a legal obligation for us, but also a core value.
Controlling as a service
Just looking at the bank account? That's not enough for growth! Small and medium-sized enterprises that want to be successful in the long term must...