PROMYS Features

PROMYS

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

4.72/5 (27 reviews)

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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Agile Methodologies
Alerts / Escalation
Alerts/Notifications
Approval Process Control
Assignment Management
Audit Trail
Billable Items Tracking
Billing & Invoicing
Budget Management
Budgeting/Forecasting
Business Process Automation
CRM
Calendar Management
Calendar Sync
Cataloging/Categorization
Change Management
Client Portal
Collaboration Tools
Compliance Tracking
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Cost-to-Completion Tracking
Create Subtasks
Customer Database
Customer History
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Templates
Estimating
Expense Tracking
File Sharing
Financial Management
Forecasting
Forms Management
Gantt/Timeline View
Graphical Workflow Editor
Help Desk Management
Idea Management
Interaction Tracking
Inventory Management
Invoice Management
Invoice Processing
Issue Management
Kanban Board
Lead Management
Leave Tracking
Milestone Tracking
Mobile Access
Multiple Projects
Opportunity Management
Order Management
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Product Catalog
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Projections
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 Tasks
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Allocation & Planning
Resource Management
Risk Management
Sales Forecasting
Search/Filter
Self Service Portal
Service Level Agreement (SLA) Management
Status Tracking
Support Ticket Management
Support Ticket Tracking
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Timesheet Management
Traditional Methodologies
Workflow Configuration
Workflow Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Agile Methodologies
Alerts / Escalation
Alerts/Notifications
Approval Process Control
Assignment Management
Audit Trail
Billable Items Tracking
Billing & Invoicing
Budget Management
Budgeting/Forecasting
Business Process Automation
CRM
Calendar Management
Calendar Sync
Cataloging/Categorization
Change Management
Client Portal
Collaboration Tools
Compliance Tracking
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Cost-to-Completion Tracking
Create Subtasks
Customer Database
Customer History
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Templates
Estimating
Expense Tracking
File Sharing
Financial Management
Forecasting
Forms Management
Gantt/Timeline View
Graphical Workflow Editor
Help Desk Management
Idea Management
Interaction Tracking
Inventory Management
Invoice Management
Invoice Processing
Issue Management
Kanban Board
Lead Management
Leave Tracking
Milestone Tracking
Mobile Access
Multiple Projects
Opportunity Management
Order Management
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Product Catalog
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Projections
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 Tasks
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Allocation & Planning
Resource Management
Risk Management
Sales Forecasting
Search/Filter
Self Service Portal
Service Level Agreement (SLA) Management
Status Tracking
Support Ticket Management
Support Ticket Tracking
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Timesheet Management
Traditional Methodologies
Workflow Configuration
Workflow Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Agile Methodologies
Alerts / Escalation
Alerts/Notifications
Approval Process Control
Assignment Management
Audit Trail
Billable Items Tracking
Billing & Invoicing
Budget Management
Budgeting/Forecasting
Business Process Automation
CRM
Calendar Management
Calendar Sync
Cataloging/Categorization
Change Management
Client Portal
Collaboration Tools
Compliance Tracking
Configurable Workflow
Contact Database
Contact Management
Contract/License Management
Cost-to-Completion Tracking
Create Subtasks
Customer Database
Customer History
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Templates
Estimating
Expense Tracking
File Sharing
Financial Management
Forecasting
Forms Management
Gantt/Timeline View
Graphical Workflow Editor
Help Desk Management
Idea Management
Interaction Tracking
Inventory Management
Invoice Management
Invoice Processing
Issue Management
Kanban Board
Lead Management
Leave Tracking
Milestone Tracking
Mobile Access
Multiple Projects
Opportunity Management
Order Management
Percent-Complete Tracking
Planning Tools
Portfolio Management
Prioritization
Product Catalog
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Projections
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 Tasks
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Requirements Management
Resource Allocation & Planning
Resource Management
Risk Management
Sales Forecasting
Search/Filter
Self Service Portal
Service Level Agreement (SLA) Management
Status Tracking
Support Ticket Management
Support Ticket Tracking
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timer
Timesheet Management
Traditional Methodologies
Workflow Configuration
Workflow Management
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PROMYS Feature Reviews

25 reviewers had the following to say about PROMYS's features:

Steven T.

Selecting PROMYS was one of the best decisions we've made

2012-10-01

The PROMYS PSA software was easy to learn and the forecasting, labour usage and margin reporting is giving us a high level of insight into the company that will help us become even more successful.

Pros

Exceptional industry best practice knowledge Excellent implementation team Very responsive support team Easy to learn Detailed labor forecasting Detailed labor utilization reporting Detailed margin reporting Excellent integration between quoting, forecasting and project management modules

Cons

Analytics reports are very powerful but take some time to learn

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Rich T.

PROMYS is in a different class compared to traditional PSA software

2013-06-06

PROMYS is significantly stronger from a forecasting & planning perspective and provides far better visibility into mid-project profitability.

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
Source: Capterra
Helpful?   Yes   No
Read more
Dominic D.

PROMYS is a more comprehensive PSA

2014-03-17

Pros

PROMYS was the only PSA solution that was equally strong in CRM, quoting, project management, project costing, customer inventory/assets tracking under support contract, along with traditional help desk and service management functionality, so that we could support our customers equally well across all of our lines of business.

Cons

Installation took a little longer than we had hoped.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering PROMYS

Make sure you understand the vendor's implementation methodology. If they're just going to set the system up and let you figure it out (self service videos and documentation), then you'll probably just end up automating how you do things now so that you can make the same mistakes only faster. I really like PROMYS's implementation model which included a formal business process review, best practice sharing, and access to a test environment to test and tweak the configuration before we went live.

Source: Software Advice
Helpful?   Yes   No
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Pat M.

Impressed with PROMYS PSA

2013-04-17

We're been live for a few weeks on PROMYS and find that the embedded quoting module in PROMYS is the glue that connects revenue and resource/margin forecasting with real-time visibility into mid-project cost against budget performance.

Pros

Very robust functionality Excellent labor forecasting and margin reporting Strong business process best practice knowledge Responsive Customer Support Very strong accounting integration (GP/Dynamics)

Cons

Accounting integration with GP is excellent, but required some of our GP integrator's time.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Brian G.

Replacing Autotask with PROMYS PSA

2014-06-04

Pros

In addition to the traditional PSA functionality, PROMYS is very strong in areas such as forecasting/planning, real-time project costing, equipment handling, and reporting/analytics, which is critical for our continued growth.

Cons

They're working on some enhancements for multi-ticket billing, which will bring it up to par with the rest of the functionality. The current functionality is okay, but it requires a few extra steps.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering PROMYS

The business software that got you to 10 employees is not necessarily the solution that's going to get you to 25, 50, or 100 employees. At some point, you need to review your operational infrastructure to make sure it can take you to that next level.

Source: Software Advice
Helpful?   Yes   No
Read more
Israel L.

PROMYS provides real-time visibility

2014-04-01

Pros

It provides real-time visibility into project profitability (mid-project cost against budget), resource utilization, and resource forecasting.

Cons

There is currently limited bilingual support (for French), but I understand that their next version is fully multilingual.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering PROMYS

A lot of vendors in the PSA space point to all their "self-education" resources (videos, documentation, etc.), but in my experience that just allows you to automate how you do things now, which doesn't really correct poor business processes, nor does it allow you to modify your business processes to line up with industry best practices and take full advantage of the software capabilities from a "best use case" scenario. You can use a screwdriver as a hammer; it's just never going to be very effective. So "figuring things out" on your own may lead to using functionality in a way that doesn't fully leverage its capabilities. I prefer to work with a vendor like PROMYS that takes the time to review and document our existing business processes, introduce best practice suggestions, help us optimize our business processes, and take full advantage of our software investment. It's a little more expensive implementation approach, but in order to get the most return on our software investment, I think it's well worth it.

Source: Software Advice
Helpful?   Yes   No
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Pat M.

PROMYS is an impressive PSA

2014-03-18

Pros

The embedded quoting module in PROMYS is the glue that connects revenue and resource/margin forecasting with real-time visibility into mid-project cost-against-budget performance.

Cons

Accounting integration with GP is excellent, but it required some of our GP integrator's time.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering PROMYS

For all the positives that come from having all of our operational data in one database and having that data linked (PROMYS has significantly streamlined many of our business processes), it also means that pretty much everyone in our organization in an operational role has to use the software in order for us to maximize the potential benefit, especially from a real-time reporting perspective. In hindsight, we may have underestimated how much effort and reinforcement it was going to take to make sure everyone used the system properly. Ultimately, we prevailed, but I'd counsel anyone going down this path (no matter which software they choose) that you're only two-thirds done once the software implementation is completed; the other third is making sure people actually use the system.

Source: Software Advice
Helpful?   Yes   No
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Pat M.

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

2018-05-10

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

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.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Erik W.

Promys PSA software review

2019-06-20

We are actively quoting, managing projects, managing field services and time sheets with the application.

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

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Meredith D.

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

2018-04-23

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.

Pros

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.

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

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Derrick C.

Promys is a perfect fit for a Cisco Gold partner

2018-02-14

Promys consolidated Sales, Order Fulfillment, Project Management, Help Desk, Managed Services & Support Agreements into a single solution.

Pros

Intuitive solution with little training. Solid support from the Promys team with rapid response and resolution of issues as they arise. Very flexible in resolving unique issues as they arise.

Cons

As a cloud based solution it could be faster for large look-ups, but performance is very good otherwise.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Devin C.

PROMYS PSA is comprehensive and easy to use

2014-04-02

Pros

The PROMYS combination of strong forecasting, robust project management, and extensive profitability analytics are going to be crucial in providing our executive team with the information we'll need to keep existing customers happy and to make our growth investment decisions.

Cons

They're a little behind on releasing the device- and browser-independent version of their software, but I hear that will be out in a couple months now.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering PROMYS

Several Concordis Solutions Inc. executives had previously worked for a large Cisco Gold partner using PROMYS, so we had an unfair advantage regarding familiarity with the PROMYS software in a company that resembled the one we intend on building. My advice would be to look carefully at the profile of the majority of that vendor's customers. Do they look like your company? Are they the same size? Are they in the same industry? That customer community is where the majority of the future development suggestions are going to come from. If you're an apple in a sea of oranges, then the likelihood of those future enhancements benefiting your company is low, so the only way you'll get the functionality you need is by paying for customization. You're not just buying the software based on today's features, but for what's it's going to look like five years from now.

Source: Software Advice
Helpful?   Yes   No
Read more
Gordon A.

Promys replaced Salesforce.com and four other solutions with one Enterprise PSA

2016-02-10

Our disconnected combination of Salesforce.com, Costing, Billing, Project Management and Service Desk systems required too many band aids to tie all the data together.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kathleen F.

Very happy with Promys PSA

2017-11-16

Promys will allow us to bill more quickly and accurately, get better visibility into project profitability and provide an even higher level of customer service.

Pros

We selected the Promys PSA business software in order to reduce the amount of time our managers and employees spent chasing down data, which will allow us to bill more quickly and accurately, get better visibility into project profitability and provide an even higher level of customer service.

Cons

There are a few things I'd like to differently but almost all of it is making our business processes better - very satisfied so far.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Peter M.

PROMYS PSA lives up to it's promise

2012-08-24

PROMYS has seamless integration between their CRM, Opportunity, Quotation and Sales Order, PM and Help Desk modules.

Pros

Support is responsive and knowledgeable Integration between modules is excellent Reporting provides very good visibility into the business Implementation approach introduced best practices Proactive education about new functionality

Cons

Install took a little longer than expected

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Rich T.

PROMYS is in a different class compared to traditional PSA software

2014-03-20

Pros

PROMYS is significantly stronger from a forecasting and planning perspective and provides far better visibility into mid-project profitability.

Cons

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
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering PROMYS

I wouldn't recommend just focusing on a "functionality bake-off" between alternative solutions as part of a software solution evaluation. I've used several different solutions in this software category (PSA); each has its own strengths and weaknesses. It's more about "what does that vendor's 'ideal customer' look like, and are you one of those or not?" That will address not just what the functionality looks like today, but what it will look like five, six, or seven years from now, because each vendor is going to be getting feedback from their existing customer community and focusing on developing the enhancements that best satisfy their 'ideal customers.' If you're bigger or smaller, or if your business profile is different from that ideal customer profile, the likelihood of seeing enhancements from that vendor that will consistently benefit your company is significantly reduced.

Source: Software Advice
Helpful?   Yes   No
Read more
Michael L.

Replacing Connectwise with PROMYS PSA

2014-03-24

Pros

We have very aggressive growth plans, so we needed to select a system that would not only support our current needs, but one that would handle the increasing complexity of our company as our growth continues.

Cons

I would like to see more canned APIs, although their open Web Services/XML approach to integration is pretty flexible.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering PROMYS

We selected our previous business software based on brand name recognition and didn't do as much due diligence as we probably should have to determine if it was an actual fit for our requirements because they were so well known in our space. Having done this a second time in a few years, I'd recommend ignoring the hype, documenting your requirements, and getting each vendor to walk you through specifically how they would handle those requirements.

Source: Software Advice
Helpful?   Yes   No
Read more
Devin C.

PROMYS PSA is comprehensive and easy to use

2013-07-30

Fast growth is expensive and customer service will be the key to our growing quickly, so the PROMYS combination of strong forecasting, robust project management and extensive profitability analytics, are going to be crucial in providing our executive team with the information we'll need to keep existing customers happy and to make our growth investment decisions.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Scott S.

PROMYS is comprehensive enterprise PSA software

2015-01-07

Pros

PROMYS PSA allows us to provide real time information to our teams for better collaboration and decision making.

Cons

Some users required convincing as to why an enterprise mobile device independent technology approach could provide a similar user experience as an app-based approach.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering PROMYS

I would suggest working with a software vendor that is specifically designed for your industry in order to minimize customization to meet your needs. Leverage their best practice knowledge for companies your size.

Source: Software Advice
Helpful?   Yes   No
Read more
Peter M.

PROMYS PSA lives up to its promise

2014-04-01

Pros

This virtually eliminates re-keying info and provides our management team with excellent real-time visibility into the business.

Cons

The install took longer than targeted, but the implementation team was excellent.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering PROMYS

Software is only half the problem; mapping your business process to the ideal use case of the software is the other half required to get the most out of your software investment. Make sure the vendor you select really knows your industry and has a library of business process best practices that they can introduce and share when you're going through the requirements review process. Even if you currently have perfect business processes (which most of us don't), unless you're dealing with a vendor who really knows your industry and can educate you about the best use case scenarios for the software, then you'll end up wasting a lot of that functionality potential.

Source: Software Advice
Helpful?   Yes   No
Read more
Matt P.

Switching from Connectwise to Promys was a great decision. Promys customer support is outstanding.

2017-07-19

Streamlined our business processes, consolidated data, provided better visibility & reporting, eliminated re-keying.

Pros

Just as we need to understand our customers processes to help them optimize where possible, we wanted a PSA software partner who would take the time to learn our business processes, perform the configuration work for us and implement the software in a way that would maximize industry best practices to ensure we got the most out of our PSA software investment.

Cons

The implementation took a little longer than we expected, but we're glad we took the time to do it right.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex C.

Promys is more advanced PSA software

2016-06-17

Promys just seemed a lot more intuitive and easier to use for our team, while at the same time being more comprehensive.

Pros

The fact that they don't change extra for quoting, mobile, purchasing, or e-mail and calendar integration was a big plus.

Cons

When implementing new PSA/business software, it's easy to fall into the trap of just automating how you do things now.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering PROMYS

Just because some PSA vendors have bigger marketing budgets, doesn't mean they have better PSA software. Do your due diligence, don't get caught up in the hype.

Source: Capterra
Helpful?   Yes   No
Read more
Bill B.

The Promys PSA software is very good, the implementation & support are even better

2016-12-02

We are very happy with Promys7 and the leadership the Promys project manager provided to our team in getting us prepared for the transition.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

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

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
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Scott R.

Much more intuitive user interface than Connectwise & Autotask, far superior implementation process.

2017-08-10

Improved visibility, efficiency and effectiveness of our business.

Pros

I thought the interface was really poor, with far too much crammed on the screen.

Cons

Implementation approach was great, best practice sharing was very beneficial, did take a little longer to implement than expected.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more