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Phocas Software Pricing, Features, Reviews and Alternatives
Phocas Software FAQs
Q. Who are the typical users of Phocas Software?
Q. What languages does Phocas Software support?
Q. Does Phocas Software support mobile devices?
Q. What other apps does Phocas Software integrate with?
Phocas Software integrates with the following applications:
MYOB Business, HubSpot Marketing Hub, Jim2 Business Engine, Enapps, Google Analytics 360, WinMan, SYSPRO, OrderWise, Dynamics 365, NetSuite, Sage 200, SAP Business One, Accolent ERP, Sage X3, Khaos Control Cloud, Uniware Cloud, Khaos Control, Sage 100, Epicor CMS, Dynamics 365 Business Central, SAP HANA Cloud, Retail Express, Acumatica Cloud ERP, IFS Cloud, Xero, Unleashed, HubSpot CRM, QAD Adaptive ERP, Microsoft Excel
Phocas Software product overview
What is Phocas Software?
Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Our software brings together organizations’ most useful data from an ERP and other business systems and presents it in a way that makes it easy to analyze by anyone.
Key benefits of using Phocas Software
See your data presented in meaningful and easy-to-understand formats: grid, charts and dashboards
Dive from high level summaries to company-wide detail in seconds
Visualize metrics and performance scored the way you want it, against the variables you need
Gain insight into where customers are moving away from critical margin points, identify top customers and more
Manage sales team performance
Typical customers
Platforms supported
Support options
Training options
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Starting from
No pricing info
Starting from
299
Per month
Usage Based
Phocas Software pricing information
Value for money
4.7
/5
113
Starting from
No pricing info
Pricing options
Value for money contenders
Phocas Software features
Functionality
4.6
/5
113
Total features
66
16 categories
Most valued features by users
Functionality contenders
Phocas Software users reviews
Overall Rating
4.8
/5
113
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.44/10
90
22
1
0
0
Overall rating contenders
NIcholas G.
Wholesale, 51-200 employees
Used daily for 2+ years
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The biggest benefit is not having our sales reps rely on our IT department to create a report from an old legacy system. They also don't have to rely on standard out of the box reports that can be limited in scope. Phocas allows them to instantly dive into their sales data and find anything they need--from summary numbers to very specific sales data. In fact, this applies across all departments including management. The ease and flexibility of finding information is incredible.
Ease of use. Within seconds I can find the exact data I am looking for. It requires very little technical knowledge, however, I have set up many advanced sales--and even financial--reports using Custom Mode. The software loads quickly, and I have rarely encountered a bug. On the few occasions where I have emailed the support desk they ALWAYS respond quickly and have a solution implemented right away. This is definitely not the case with many other software companies that I deal with. I love Phocas.
This is very minor, but exporting reports could use some touch ups. Exporting to Excel comes with conditional formatting. Some users may like it, however I almost always remove the conditional formats because it dramatically slows down other functions I may perform with the data in Excel. Again, this is very minor as I understand the usefulness to some users of having the conditional formats already set up. I also occasionally print a report that displays in a weird format with regards to column headings and column widths.
Thomas C.
Wholesale, 51-200 employees
Used daily for 2+ years
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There isn't enough space to go through the numerous benefits I have gained since purchasing this software. I have reorganized sales territories based on overly concentrated vertical sales. Our team now has a place to review and track sales vs goals daily. I have a consolidated and by location view of my clients in an easy to find manner along with a customer stratification system to help manage margins, AR terms compliance, etc to educate the sales team on what we need to be doing differently with said accounts (spend more time, spend less, cross sell specific items....) . Like I say, I could spend all day on the benefits.
I have been exposed to 10 or more different operating systems over the course of my 26 year business career. NONE of them have provided adequate business intelligence tools. Phocas is highly intuitive and thorough which saves me hours per week of spreadsheet work. I cannot offer a better compliment than it being an amazing time management tool.
There are a few issues I have with loading budgets and working through Administrative User rights but that is an infrequent issue. I would like to have a few additional graphical options for data visualization but it works just fine as it is. What I like the absolute least is that we didn't add additional modules...accounting, pricing tools... and have no plans to do so in the near future due to budgetary contraints.
Delaney N.
Consumer Goods, 201-500 employees
Used daily for 6-12 months
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Overall, I am genuinely happy with Phocas. I'm the kind of person who gets excited about report customization and flexibility within the way we structure our data.
I love the customization of creating reports. Our users enjoy the independence of creating their own reports and the flexibility they have with customizing the structure of any data pulled.
We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area.
peter w.
Automotive, 201-500 employees
Used daily for 2+ years
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My experience is that the software is a major tool in my working day that allows me to tackle many business questions and come up with a solution or talking point via the data.
The Product is easy to use, clear and concise with a good simple view of the data.
Maybe some more different style's of graphs would be good.
Josh C.
Wholesale, 51-200 employees
Used daily for 2+ years
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Fantastic. [SENSITIVE CONTENT], our Customer Success Consultant is amazing. She's readily available and knows exactly what she is doing. Their support staff is also very accommodating and knowledgeable. We've dealt with other software companies and they take their time and treat you like they don't need your business and over charge for routine services. Phocas is a true partner. A couple projects that were able to be successful with the use of Phocas is: Customer Stratification, Gap Analysis, Daily Inventory Analysis (Which was huge for this last year) and our Dead Stock process.
The ease of use. As an admin of Phocas, it was very easy to get our staff onboarded and very comfortable with day to day usage. If the staff isn't going to use the tool, then it's worthless no matter how great the data is.
Phocas is great at listening to our issues and roll out timely updates to add new features or fix issues.
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