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Features

Orders

Make your order process exceptionally convenient with Projectmix! Our platform empowers you to automate every step seamlessly, from generating detailed estimates to crafting professional invoices, ensuring a smooth and streamlined workflow that saves you time and effort.

Agreements

Impress customers with the World's first AI-generated agreements for every deal closed! This feature revolutionizes your banking relationship. Essential agreements are presented and confirmed easily through our notifications, via SMS or email.

Products

Projectmix's inventory tool is your go-to resource for comprehensive product insights, providing a complete picture. Access product images, supplier details, and weights effortlessly, all conveniently stored in one centralized location for your convenience.

Purchasing

The purchasing process can be complex and time-consuming, but Projectmix simplifies it. Manage everything seamlessly in just a few minutes. Plus, you can track all your purchase orders in one convenient place to see exactly what's expected and when it's arriving.

Contacts

This feature is going to transform your banking relationship. Managing your contacts, all 100% KYC approved, will make a massive difference in your trading business. Now, you'll have all your customers background information and important documents securely displayed in one overview.

Serials

Are you dealing with serialized products? Here is Projectmix! The top software for all your serial needs. Track the history of each serial, from its origin to its destination. Enable your customer to easily check warranty coverage through the client portal using serial numbers.

Reports

Get instant reports to track your progress and performance. Access real-time insights into your top-selling products, your most frequent customers, or find out precisely how much profit you're making from each order, accurately calculated and readily available.

Client Portal

Provide a seamless experience with our sleek dashboard. Manage orders, access real-time serials and Airway Bills, and simplify returns effortlessly. Projectmix's advanced KYC software makes customer verification a breeze, ensuring smooth banking relationships.

Operations

Say goodbye to juggling platforms for operations! Projectmix's all-in-one Operations feature saves time and streamlines your entire process. From testing and quality control to returns, and shipping, every single minute counts with our seamless solution.

Dashboard Widgets

Teams are in love with our widgets! While you manage your entire business, sales teams can track their daily targets or get an overview of their weekly or monthly statistics, boosting productivity and motivation.

Frequently Asked Questions

What is Projectmix?

Projectmix ERP software for the trading industry offers 120+ features, automating operations from order management to shipping. Boost efficiency and save up to 75% of your time.

Projectmix App?

Our dedicated team is currently developing the perfect app for your business. This user-friendly applicatoin is set to launch in summer 2025.

Do you offer paid training?

Our Customer Experience team is always happy to help with any questions about your current workflow and our features. If you're looking for more in-depth assitance, you can browse our Partner Directory to find and work with a certified Projectmix partner.

Why should I use Projectmix?

Boost your productivity and save almost 80% of your valuable time with Projectmix's automated processes. From order management and operations to shipments and returns.

What are Projectmix.ai dashboards?

Dashboards are designed to streamline your workflow and ensure you're always informed about multiple departments. Sales teams have real-time access to track daily targets, monitor earned commissions, and manage client control. Generate summaries, reports, and obtain a high-level view of all essential aspects. Utilize our widgets to consolidate all necessary tools and information into a single view.

Does Projectmix.ai have automations?

Ofcourse, Projectmix.ai supports automations. Automations are combinations of triggers and actions, in which you customize to suit your exact needs. Let’s walk through an easy example: when {status} is {something}, {notify} {someone} {every time period}.

What does Projectmix.ai integrate with?

Projectmix.ai offers seamless integration with your favorite tools. Notable integrations include Google Suite, Mailchimp, Zoom, Salesforce, Microsoft Teams, Excel, as well as leading shipping carriers such as DHL, FedEx, UPS, and others.

Can I import / export excel document into projectmix.ai?

You have the ability to import or export your data from Excel spreadsheets into projectmix.ai! You can opt to either drag and drop your Excel files into the central pop-up on the screen or click to browse your documents and select the spreadsheet you prefer.

Can I change my Projectmix plan?

You have the flexibility to adjust your plan anytime by modifying your plan type and adding or removing users. Please note that after the refund period, downgrades are non-refundable. To change your plan, navigate to the admin section and select the billing option. Then, click on "change plan," choose your preferred plan, and you're all set to enjoy the benefits!

How long is Projectmix.ai trial?

Projectmix.ai trial is for a period of 7 days. Once your trial expires, you may purchase a Projectmix.ai subscription. View all the different plans here.

What happens if I change my mind?

For all paid plans, we provide a 30-day satisfaction guarantee! A refund will be issued if your account does not show a prorated credit at any point during the billing cycle.

Which Projectmix.ai plan is right for me?

Every organization has its own unique needs and workflows. That's why we provide a 7-day free pro trial. During this trial period, you can explore various features and make an informed decision, with no credit card required! If you require further assistance in selecting the right plan for your needs, please don't hesitate to contact our support team at info@projectmix.ai

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Getting started

Joining or setting up Projectmix? Customize your account and workspace settings. For a personal setup, contact your dedicated account manager.

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Get in touch

See how you would like to contact us

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