PROMYS CRM Help Desk PSA

PROMYS CRM Help Desk PSA

Cloud-based CRM, Help Desk, and PSA software.

4.7/5 (27 reviews)

PROMYS CRM Help Desk PSA Overview

Promys provides customers with an end-to-end workflow solution by integrating CRM, Help Desk, quoting, billing, inventory, executive insights, and sales forecasting. Ideal Promys customers are IT and Managed Service Providers, Security Technology Providers, A/V integrators, and BMS providers who want to accurately forecast, invoice, and service customers.

Promys' Executive Reporting feature provides real-time reporting on critical business statistics including revenue and margin, forecasts, and project profitability. This enhances Promys’ already robust feature set by providing customers with a consolidated, easy-to-read view of their critical data.

Pricing

Starting from
$39/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, Latin America, United Kingdom, United States

Supported Languages

English

PROMYS CRM Help Desk PSA Reviews

Overall rating
4.7/5
100% positive reviews
24
Excellent
3
Very good
0
Average
0
Poor
0
Terrible
Pat M.

Promys PSA is a great replacement for Salesforce, Remedy (Help Desk) and MS Project

Used Daily for 2+ years
Reviewed on 2018/05/10
Review Source: SoftwareAdvice

Since implementing Promys we can quote more competitively, mange projects and managed service contracts more profitably and turn around customer support issues more quickly.

Pros

Before Promys PSA we had Salesforce.com for CRM & quoting, Remedy for Help Desk and PM’s used MS Project or Excel spreadsheets. The disconnects between those software products meant we were constantly re-keying data and having to pull data from multiple systems to create management reports, which always seemed out of date. It was difficult to get good visibility into Job Costing, Managed Service Contract profitability or cycle lessons learned from one department to another. Promys brought all of those modules and data together in one system, which has made our employees much more efficient and effective. Promys PSA has given our management team great visibility into line of business profitability and profitability leaks.

Cons

The Great Plains integration took a little longer than we had hoped, but now that it's up and running it's a very robust integration.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Meredith D.

Promys helps me run my business more profitably. Customer Support is outstanding.

Used Daily for 6-12 months
Reviewed on 2018/04/23
Review Source: Capterra

Promys PSA has made it much easier for my team to stay on top of sales, project delivery, managed services/support contracts and customer support issues.
Promys PSA has given me better visibility and controls to manage the profitability of my business.

Pros

Prior to implementing Promys PSA our biggest challenge was the lack of visibility and coordination between departments. Having several different disconnected business software solutions resulted in a constant Easter egg hunt for the most current data on billable time, managed services contract profitability, renewal dates and project profitability. Coordinating equipment, software and service delivery was especially complicated. Tracking all this data between different systems and in spreadsheets was time consuming and stressful for the employees and management.

The Promys PSA solution captures and manages all of that information in one integrated and easy to use solution. Promys PSA has made it much easier for my team to stay on top of sales, project delivery, managed services/support contracts and customer support issues. Promys PSA has given me better visibility and controls to manage the profitability of my business.

Cons

Installation took a little longer than expected. But the Promys implementation and support teams are very responsive.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Rich T.

PROMYS is in a different class compared to traditional PSA software

Reviewed on 2014/03/20
Review Source: SoftwareAdvice

Pros

In another life, I was a power user of one of the more heavily marketed PSA's, so I'm very familiar with that tool's capabilities. We did a very deep dive evaluating PROMYS compared to several other solutions. It was clear very early in the evaluation that for a Cisco Gold partner our size, PROMYS was a far better fit than traditional PSA's. PROMYS is significantly stronger from a forecasting and planning perspective and provides far better visibility into mid-project profitability. Margin and profitability reporting are in a completely different class. PROMYS didn't just "win" our PSA evaluation; for a business our size, the traditional PSA's weren't even options any more.

Cons

Initially it was hard to get our executive team to look at PROMYS because it's less well known than the big two PSA's.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Scott R.

Much more intuitive user interface than Connectwise & Autotask, far superior implementation process.

Used Daily for 6-12 months
Reviewed on 2017/08/10
Review Source: Capterra

Improved visibility, efficiency and effectiveness of our business.

Pros

We tried Connectwise at one point. I thought the interface was really poor, with far too much crammed on the screen. I think Autotask has the same problem. Promys recently re-developed their entire PSA solution from scratch using that latest cloud technology and it really shows in the user interface, screen responsiveness and the comprehensiveness of their PSA functionality, especially in areas like Managed Services Contract profitability tracking. We also liked how Promys does all the heavy lifting regarding gathering our requirements and configuring Promys to meet our needs, to make sure we're using all of the capabilities of our new PSA software.

Cons

Implementation approach was great, best practice sharing was very beneficial, did take a little longer to implement than expected.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Alex C.

Promys is more advanced PSA software

Used Daily for 6-12 months
Reviewed on 2016/06/17
Review Source: Capterra

After evaluating the traditional PSA business software vendors, it's clear that PROMYS is one of the more advanced PSA's in the market. Promys just seemed a lot more intuitive and easier to use for our team, while at the same time being more comprehensive. We wanted to select a PSA business software solution that was based on current technology, something that we wouldn't outgrow 2-3 years from now.

Pros

The fact that they don't change extra for quoting, mobile, purchasing, or e-mail and calendar integration was a big plus.

Cons

When implementing new PSA/business software, it's easy to fall into the trap of just automating how you do things now. Promys was very helpful in assisting us in re-examining some of our business processes vs. industry best practices, but it did take some time and effort to implement those changes.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
User Recommendation
9.8/10
Based on 27 reviews
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PROMYS CRM Help Desk PSA Pricing

Starting from
$39/month
Pricing options
Free Trial
Subscription
Value for money

All Promys prices include mobile application access, quoting, purchasing, calendar and email integration, access to our customer portal, and technical support.

Standard License
$79/month per user
Includes access to: CRM & Quoting, Help Desk, Project Management, Service contracts, asset tracking, and more.

Field Tech/Engineer License
$39/month per user
Includes: Project & Service assignments, Time sheets, mobile application access.

Value for Money
4.9/5
Based on 27 reviews
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PROMYS CRM Help Desk PSA Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Collaboration Tools
  • Drag & Drop Interface
  • Gantt Charts
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Time Tracking
  • Project Tracking
  • Task Management
  • Task Tracking
  • Third Party Integration
  • Timesheets

  • Collaborative Workspace
  • Commenting
  • Prioritizing
  • Projections
Features
4.7/5
Based on 27 reviews
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Additional information for PROMYS CRM Help Desk PSA

Key features of PROMYS CRM Help Desk PSA

  • CRM
  • CRM & Quoting
  • CRM & Quoting
  • Help Desk, SLA's, Support Contract Management
  • Help Desk, Support Contracts & Profitability tracking
  • Job Costing
  • Mobile time entry & time sheets
  • PSA/Project Management
  • Project task schedule, ganting resource management
  • Purchasing
  • Quote revisions automatically update the forecast
  • Quote revisions, copy quotes, quote formatting
  • Recurring invoicing, progress & milestone bills
  • Resource Scheduling
  • SLA tracking, color coding & escalation

Benefits

Strong CRM & Quoting (publish & approve quotes via the portal)
Help Desk includes color coding, escalations, SLA's & support contract profitability tracking
Time & Billing makes it easy for users to enter time and accelerate billing
Job Costing captures accurate project profitability and cycle lessons learned back to quoting
Project Management provides color coding (on-time on-budget) , ganting and milestone billing

PROMYS CRM Help Desk PSA FAQs

Below are some frequently asked questions for PROMYS CRM Help Desk PSA.

Q. What type of pricing plans does PROMYS CRM Help Desk PSA offer?

PROMYS CRM Help Desk PSA offers the following pricing plans:

Starting from: $39/month

Pricing model: Subscription

Free Trial: Not Available

All Promys prices include mobile application access, quoting, purchasing, calendar and email integration, access to our customer portal, and technical support.

Standard License
$79/month per user
Includes access to: CRM & Quoting, Help Desk, Project Management, Service contracts, asset tracking, and more.

Field Tech/Engineer License
$39/month per user
Includes: Project & Service assignments, Time sheets, mobile application access.

Q. What are the main features of PROMYS CRM Help Desk PSA?

PROMYS CRM Help Desk PSA offers the following features:

  • CRM
  • CRM & Quoting
  • CRM & Quoting
  • Help Desk, SLA's, Support Contract Management
  • Help Desk, Support Contracts & Profitability tracking
  • Job Costing
  • Mobile time entry & time sheets
  • PSA/Project Management
  • Project task schedule, ganting resource management
  • Purchasing
  • Quote revisions automatically update the forecast
  • Quote revisions, copy quotes, quote formatting
  • Recurring invoicing, progress & milestone bills
  • Resource Scheduling
  • SLA tracking, color coding & escalation

Q. Who are the typical users of PROMYS CRM Help Desk PSA?

PROMYS CRM Help Desk PSA has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does PROMYS CRM Help Desk PSA support?

PROMYS CRM Help Desk PSA supports the following languages:

English

Q. What type of pricing plans does PROMYS CRM Help Desk PSA offer?

PROMYS CRM Help Desk PSA has the following pricing plans:

Subscription

Q. Does PROMYS CRM Help Desk PSA support mobile devices?

PROMYS CRM Help Desk PSA supports the following devices:

iPhone, iPad

Q. What other apps does PROMYS CRM Help Desk PSA integrate with?

PROMYS CRM Help Desk PSA integrates with the following applications:

Acumatica Cloud ERP, Continuum, Google Calendar, Kaseya VSA, LogicMonitor, Microsoft Dynamics GP, Microsoft Outlook, QuickBooks, Sage 50 Canada, Sage 50cloud

Q. What level of support does PROMYS CRM Help Desk PSA offer?

PROMYS CRM Help Desk PSA offers the following support options:

Online Support, Phone Support, Video Tutorials