About PROMYS

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:

N/A

  • Free Version
  • Free Trial
  • Subscription

Key benefits of PROMYS

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

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

PROMYS Software - Resource calendar
PROMYS Software - PROMYS Dashboard
PROMYS Software - Company screen
PROMYS Software - Promys Enterprise mobile
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Features

Total features of PROMYS: 90

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Audit Trail
  • Billable Items Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar Sync
  • Cataloging/Categorization
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost-to-Completion Tracking
  • Customer Database
  • Customer History
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Templates
  • Estimating
  • Expense Tracking
  • Financial Management
  • Forecasting
  • Gantt/Timeline View
  • Help Desk Management
  • Interaction Tracking
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Lead Management
  • Leave Tracking
  • Mobile Access
  • Multiple Projects
  • Opportunity Management
  • Order Management
  • Portfolio Management
  • Product Catalog
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Allocation & Planning
  • Resource Management
  • Sales Forecasting
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Support Ticket Management
  • Support Ticket Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timer
  • Timesheet Management
  • Workflow Management

Alternatives

NetSuite

4,1
#1 Alternative to PROMYS
NetSuite provides organisations with an integrated system of cloud applications that helps them run their business....

Salesforce Sales Cloud

4,4
#2 Alternative to PROMYS
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

CloudBlue PSA

4,5
#3 Alternative to PROMYS
CloudBlue supports the entire business lifecycle, from lead generation to contract renewal. It is designed specifically...

Striven

4,8
#4 Alternative to PROMYS
Comprehensive cloud-based management solution for businesses. Includes Accounting, CRM, Projects, HR, etc on any device.

Reviews

Overall rating

4,7 /5
(28)
Value for Money
4,9/5
Features
4,6/5
Ease of Use
4,5/5
Customer Support
4,9/5

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Showing 5 reviews of 28
Verified Reviewer
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

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

Reviewed on 2017/04/19

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.

Erik W.
Overall rating
  • Industry: Security & Investigations
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Promys PSA software review

Reviewed on 2019/06/20

The software has had good buy in from our team. We are actively quoting, managing projects,...

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing PROMYS

Salesforce handled Sales well but did not inherently offer the other business tools we rely on from Promys.

Switched From

Salesforce Sales Cloud

Reasons for Switching to PROMYS

It checked of the most boxes as compared to our pain points.
Jamie F.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

A solid system for the IT VAR space

Reviewed on 2021/11/02

Visibility, reporting, accuracy of information have all improved. We're able to get much better...

Visibility, reporting, accuracy of information have all improved. We're able to get much better information faster.

Pros

Having worked at other large IT VARs in the Canadian market I've used a number of different systems, each with benefits and flaws. Promys seems to have solutions and the ability to manage all of these concerns in a single system from customer account creation to opportunity management to quote and order, all linked together for visibility and information flow. In a growing business this visibility has been as huge help in keeping things flowing as the company scales while allowing us to have better control of our opportunity visibility and backlog management.

One of the things I like best is that the Promys team is constantly accepting feedback and adding new features to make things better for their customers across the board. They helped us create a single step part creation/quote import that was a major upgrade to the system and took the time to understand our needs. This feature has been rolled out to all customers now and has been a huge time saver and helped with system adoption across our organization. Since then, we've continued to send over suggestions on how to make things easier and they add it to their development list and roll it out with the regular updates.

Cons

Some of the formats for quotes are hard coded into the system, it would be nice to customize them a little.

The onboarding into QB Online took a little longer to sort out to make sure things are running through smoothly.

Alternatives Considered

NetSuite

Reasons for Switching to PROMYS

Price point, ease of working with the Promys team.
Pat M.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2018/05/10

Since implementing Promys we can quote more competitively, mange projects and managed service...

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.

Meredith D.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 2018/04/23

Promys PSA has made it much easier for my team to stay on top of sales, project delivery, managed...

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.

Showing 5 reviews of 28 Read all reviews

PROMYS FAQs

Below are some frequently asked questions for PROMYS.

PROMYS offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: 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.

PROMYS has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

PROMYS supports the following languages:

English

PROMYS supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

PROMYS integrates with the following applications:

Acumatica Cloud ERP, ConnectWise Fortify, Google Calendar, Kaseya VSA, LogicMonitor, Microsoft Dynamics GP, Microsoft Outlook, N-Able Projects Portal, NinjaOne (formerly NinjaRMM), QuickBooks Online Advanced, Quickbooks Pro, Sage 300 Construction and Real Estate, Sage 50cloud

PROMYS offers the following support options:

Email/Help Desk, Phone Support, Chat

Related categories

See all software categories found for PROMYS.