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.

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

Images

Resource calendar
PROMYS Dashboard
Company screen
Promys Enterprise mobile
View 5 more
PROMYS video
PROMYS screenshot: Resource calendar PROMYS screenshot: PROMYS Dashboard PROMYS screenshot: Company screen PROMYS screenshot: Promys Enterprise mobile

Features

Total features of PROMYS: 159

  • API
  • Accounting Integration
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Auto-Responders
  • Automated Scheduling
  • Automatic Lead Distribution
  • Availability Indicator
  • Availability Management
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budget Control
  • Built-In Database
  • Bulk Send
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Analytics
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Change Management
  • Change Order Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Analysis
  • Cost Estimating
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Complaint Tracking
  • Customer Database
  • Customer History
  • Customer Profiles
  • Customer Segmentation
  • Customer Service Analytics
  • Customizable Branding
  • Customizable Categories
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Mapping
  • Data Migration
  • Data Storage Management
  • Deadline Management
  • Demand Forecasting
  • Dispatch Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Alerts
  • Email Management
  • Email Templates
  • Estimating
  • Event Triggered Actions
  • Exceptions Management
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • Gantt/Timeline View
  • Help Desk Management
  • IT Asset Tracking
  • Incident Management
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Labor Cost Reporting
  • Labor Forecasting
  • Lead Distribution
  • Lead Management
  • Leave Tracking
  • Microsoft Outlook Integration
  • Mobile Access
  • Mobile Alerts
  • Multi-Campaign
  • Multi-Department/Project
  • Multiple Projects
  • Opportunity Management
  • Order Management
  • Overtime Calculation
  • Performance Management
  • Planning Tools
  • Portfolio Management
  • Procurement Management
  • Product Catalog
  • Profitability Analysis
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Estimating
  • 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 Comparisons
  • 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 Automation
  • Sales Forecasting
  • Secure Data Storage
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Subcontractor Management
  • Support Ticket Management
  • Support Ticket Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Off Requests
  • Timer
  • Timesheet Management
  • Vendor Management
  • Workflow Management

Alternatives

HarmonyPSA

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Odoo

4,2
#2 Alternative to PROMYS
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Scoro

4,6
#3 Alternative to PROMYS
Scoro is an award-winning end-to-end work management solution which enables you to control your entire workflow in one...

Zoho CRM

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#4 Alternative to PROMYS
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Reviews

Overall rating

4,7 /5
(27)
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 27
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.

Rich T.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

PROMYS is in a different class compared to traditional PSA software

Reviewed on 2013/06/06

In another life I was a power user of one of the more heavily marketed PSA's, so I'm very familiar...

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.

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 27 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.

We do not have any information about PROMYS features

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, NinjaRMM, QuickBooks Online Advanced, Sage 300 Construction and Real Estate, Sage 50cloud

PROMYS offers the following support options:

Email/Help Desk, Phone Support, Chat

Related categories

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