PROMYS CRM Help Desk PSA Pricing, Features, Reviews & Comparison of Alternatives

PROMYS CRM Help Desk PSA

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

4.72/5 (27 reviews)

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.
www.promys.com

Pricing

Starting from
$39/month
Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

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

Supported languages

English
PROMYS CRM Help Desk PSA screenshot: Resource calendarVideo Promys PSA business softwarePROMYS CRM Help Desk PSA screenshot: PROMYS DashboardPROMYS CRM Help Desk PSA screenshot: Company screenPROMYS CRM Help Desk PSA screenshot: Promys Enterprise mobile

PROMYS CRM Help Desk PSA reviews

Excellent
24

Very good
3

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.9
  4.6
  4.5
  4.9
Anonymous

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 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
Features
Customer support

Likelihood to recommend: 9/10

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Erik Weide

Promys PSA software review

Used daily for less than 6 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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Rich Truche

PROMYS is in a different class compared to traditional PSA software

Reviewed 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

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Pat Mancuso

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

Used daily for 2+ years
Reviewed 2018-05-10
Review Source: Software Advice

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
Features
Customer support

Likelihood to recommend: 10/10

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Meredith Durkee

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

Used daily for 6-12 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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PROMYS CRM Help Desk PSA pricing

Starting from
$39/month
Pricing options
Subscription
View Pricing Plans

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

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

Prioritizing (141 other apps)
Projections (345 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for PROMYS CRM Help Desk PSA

Key features of PROMYS CRM Help Desk PSA

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

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