PROMYS Enterprise PSA

(12)
4.7 out of 5 stars

PROMYS is in a completely different class compared to traditional PSA software from a labor planning and project profitability analytics perspective.

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PROMYS Enterprise PSA Reviews

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PROMYS review by <span>Pat M.</span>
Pat M.
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Verified Current User
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"Promys has fulfilled our business requirement."

What do you like best?

What we like best is that Promys covers our business requirement from lead generation to ongoing help desk support. In the past, we used several different methods to capture information and there was no flow or continuity of customer information available in one location. We like that it is cloud based. It is fairly simple to use which makes training an easier task. The team at Promys is very responsive and easy to work with and are always open to feedback and suggestions.

What do you dislike?

We find at times the system is a bit slow due to being cloud based.

What business problems are you solving with the product? What benefits have you realized?

The one problem we have solved is the ability to see all information about a customer in one location. The reports are fairly easy to work with and contain good information and the download to excel is great. As the CFO I can easily pull information I require in real time. It easily integrates into our Microsoft GP financial system.

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PROMYS review by <span>Ryan C.</span>
Ryan C.
Validated Reviewer
Verified Current User
Review Source

"Fantastic product with a great support team!"

What do you like best?

Promys has a fantastic team supporting them who are always willing to help, train, etc. The full software is always available via any web browser, and we have never experienced down time unless the internet breaks. There is a bit of a learning curve, but, once you know it, you and your team will always be able to find what you need and track your orders and projects quickly and easily.

What do you dislike?

Being that it is entirely web based, it can be a little slow, particularly at peak internet traffic times. Promys has done a lot of work to make this better, and this is a common problem to many platforms. It's also not quite as customizable as some may wish. While Promys is always willing to listen, and add features that would benefit all their clients, having them add one specific feature for you is less likely (though not impossible, and it can take a long time). Aside from that, a truly great platform. Excited to see what the future holds for this great company.

Recommendations to others considering the product

Again, this is a great team to work with. They will help you transition all your data in, and walk you through any challenges you may face step by step. In terms of software, this is a one-stop shop that will manage all your business needs well.

What business problems are you solving with the product? What benefits have you realized?

We had several disconnected systems managing the different aspects of our business. As we continued to grow we started experiencing challenges around managing our clients, quotes and orders. We were duplicating effort for project tracking, entering the same data into multiple systems, and having to access multiple systems in order to get a complete picture of the status of a project or order. PROMYS addressed all of our needs in a single software solution, providing seamless, real-time multi-location visibility into all aspects of our business, anytime we want it.

What Professional Services Automation solution do you use?

Thanks for letting us know!
PROMYS review by <span>Stefan H.</span>
Stefan H.
Validated Reviewer
Verified Current User
Review Source

"All in one powerful tool"

What do you like best?

Promys does everything from tracking sales interactions to managing our inventory. It is very intuitive and easy to use.

What do you dislike?

The integrations into QuickBooks can cause some minor difficulties, but that is strictly related to our line of business and large quantity line items for certain services.

What business problems are you solving with the product? What benefits have you realized?

We were struggling with our complex Unix based system for admin and accounting requirements and also with our non-streamlined quoting methods (exel based). We needed a better tool for our sales opportunities and revenue forecasts, billable staff time and profitability reports. We were spending a lot of time manually coordinating resource schedules and order fulfillment information via multiple manual tools. The Promys PSA software has provided us with the tools to streamline our operations and help with our growth.

PROMYS review by <span>Sandra S.</span>
Sandra S.
Validated Reviewer
Verified Current User
Review Source

"Superior, Secure, Collaborative Sales, Service and Finance Tool on One Platform"

What do you like best?

The Promys solution allowed us to unify three disparate, disconnected software tools from Sales, Service and Accounting into one, easy to use platform. This significantly improved our internal control system and provided one dashboard to view all aspects of our business. Since Promys had experience in our industry, they helped us in best practices with nominal customization. The Promys support and sales team is outstanding! They offer knowledgeable guidance to all team members with very thorough training! They pick up the phone every time, follow up and provide excellent video and live training sessions. Promys has proven to be a valued, trusted partner to our company.

What do you dislike?

Although Promys has literally hundreds of reports that are simple to access through drop down windows, we look forward to continued improvement in their BI tools and dashboard. In addition, we would like to simplification with their interface to other systems such as Sage and our OEM systems. Further improvement in task based tracking in Prof Service would also be helpful.

Recommendations to others considering the product

This is an easy to use integrated, well controlled system with an extremely talented team at Promys who will guide you through a thoughtful process to assure the system setup is efficiently. Jim B and Lindsey are amazing.

What business problems are you solving with the product? What benefits have you realized?

One pane of glass view of customer and supplier transactions that allows transparency to Business Units as required to run the business, improve communication and accuracy of data. Promys is a single source of complete customer information that is easy to use, single entry with detailed security levels allowing customizable access to data. It is a single source of data for our audit compliance with KPMG and ISO audits. Promys reporting allows easy download to Excel and other tools for further analysis and graphics. We can provide reporting by OEM, Customer, Rep, Service Project, part or serial number if needed. This data is now easy to access quickly and had been prepared manually in the past.

PROMYS review by <span>Cheri D.</span>
Cheri D.
Validated Reviewer
Verified Current User
Review Source

"Promys is an all-in-one solution for our business"

What do you like best?

I use Promys to order and track hardware inventory and software support. I like the ability to track software support contracts best, which allows me to properly prepare for contract renewals.

What do you dislike?

We offer services which require monthly recurring billing. I have wanted a better way to manage the billing for this type of service for some time, but I'm told it has recently become available. The Promys team has already scheduled training for this new aspect of their software.

What business problems are you solving with the product? What benefits have you realized?

When we began using Promys, our service contracts were not tracked internally. Now, I am able to accurately track service contracts which allows me to be more proactive when preparing quotes. I'm able to provide quotes to clients in a timely fashion and before my competition.

PROMYS review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Director of Marketing and Inside Sales"

What do you like best?

My team uses the Promys CRM module extensively. Our reps appreciate the search, filter and sort capabilities in building filtered lists. I really like how I can see last contacted dates across multiple accounts and how our user defined fields automatically become part of the search/selection/filter criteria.

What do you dislike?

We would like tighter integration with some of the 3rd party Marketing tools, but my understanding is that Promys is working on that via their Web API.

Like any software tool, the outcome depends on implementation, training and support (Promys is extremely responsive) and commitment from the user. We are working with them to implement best practices.

Recommendations to others considering the product

Jim Barnet and his team are highly responsive regarding training and support.

What business problems are you solving with the product? What benefits have you realized?

Improved business development productivity and sales management/deal management visibility.

There are lots of good CRM/Contact Management solutions out there, but how well your team leverages them relies alot on how good the vendor implementation training and support is.

Kate from G2 Crowd

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