On your Mac, your PC, in your agency office, in your home office, on your tablet, on your notebook, at your customer's premises, on your smartphone, in your pocket. Poool agency software accompanies you on the train, in the car, and even across the Atlantic. Poool is where you are.
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
- Customizable user dashboards
- Project time tracking with stopwatch
- Lead management
- Supplier management
- Partnermanagement
- 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
- Add-OnPoool REST-API
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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
- Add-OnPoool REST-API
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Pro
All functions
- Everything from Teams
- Poool REST-API
- 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
- Multi-currency support
- 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 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