PROMYS CRM Help Desk PSA

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

4,7 /5 (27 reviews) Write a Review!

PROMYS CRM Help Desk PSA Overview

What is PROMYS CRM Help Desk PSA?

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.

PROMYS CRM Help Desk PSA Overview

Pricing

Starting from
US$39,00/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.


PROMYS CRM Help Desk PSA Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Resource calendar
PROMYS Dashboard
Company screen
Promys Enterprise mobile
PROMYS CRM Help Desk PSA video PROMYS CRM Help Desk PSA screenshot: Resource calendar PROMYS CRM Help Desk PSA screenshot: PROMYS Dashboard PROMYS CRM Help Desk PSA screenshot: Company screen PROMYS CRM Help Desk PSA screenshot: Promys Enterprise mobile

PROMYS CRM Help Desk PSA Reviews

PROMYS CRM Help Desk PSA Reviews

Overall rating
4,7
/
5
Excellent
24

Very good
3

Average
0

Poor
0

Terrible
0

Value for Money
4,9
Features
4,6
Ease of Use
4,5
Customer Support
4,9
100% recommended this app
Verified Reviewer

Promys serves as the backbone to our operations and I can’t imagine where we would be without...


Erik W.

Promys PSA software review

The software has had good buy in from our team. We are actively quoting, managing projects, managing field services and time sheets with the application. Promys' service and support has been exceptional.


Rich T.

PROMYS is in a different class compared to traditional PSA software

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 & 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.


Pat M.

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

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


Meredith D.

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

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.


Verified Reviewer

Promys serves as the backbone to our operations and I can’t imagine where we would be without it.

Used Daily for 2+ years
Reviewed on 2017/04/19
Review Source: GetApp

Pros

Promys ties all the aspects of the sales cycle together from opportunity to invoice. The reporting features are very flexible including the standard reports and the ability to export a variety of information from the multi-functional SO Items Processing screen. Promys applies edits that enforce good business practices.

Cons

There are so many features in Promys that it can be hard to remember how to use a feature that is used only occasionally. However, the support staff is very quick to respond and retrain when needed.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Erik W.
Industry: Security & Investigations
Company size: 11-50 Employees

Promys PSA software review

Used Daily for 1-5 months
Reviewed on 2019/06/20
Review Source: Capterra

The software has had good buy in from our team. We are actively quoting, managing projects, managing field services and time sheets with the application. Promys' service and support has been exceptional.

Pros

Promys is a complete business process software fully integrated with our accounting package.

Cons

Reporting improvments are on my wish list.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Rich T.

PROMYS is in a different class compared to traditional PSA software

Reviewed on 2013/06/06
Review Source: Capterra

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 & 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.

Pros

Fantastic margin reporting and analytics across projects, customers and products
Very strong Project Management and Labor Analysis capabilities
Good Help Desk and Service Contract management functionality
Proactive customer support
Very structured implementation approach that drove industry best practices and user adoption

Cons

Integration with Sage X3 is very strong, but took slightly longer than expected
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

Pat M.
Industry: Information Technology & Services
Company size: 51-200 Employees

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.
Industry: Information Technology & Services
Company size: 11-50 Employees

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

User recommendation
9,8/10
Based on 27 user ratings
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PROMYS CRM Help Desk PSA Pricing

PROMYS CRM Help Desk PSA Pricing

Starting from
US$39,00/month
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.

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 user ratings
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PROMYS CRM Help Desk PSA Features

PROMYS CRM Help Desk PSA Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Prioritizing
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Planning
Task Tracking
Third Party Integration
Features
4,6/5
Based on 27 user ratings
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Categories

Additional information for PROMYS CRM Help Desk PSA

Additional information for PROMYS CRM Help Desk PSA

Key features of PROMYS CRM Help Desk PSA

  • CRM
  • 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

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: US$39,00/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
  • 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:

Small Business, Large Enterprises, Mid Size 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 Fortify, Google Calendar, Kaseya VSA, LogicMonitor, Microsoft Dynamics GP, Microsoft Outlook, NinjaRMM, QuickBooks Online Advanced, 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