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Promys PSA Review

Promys PSA
Our score: 7.9 User satisfaction: 96%

What is Promys PSA?

Promys PSA is an enterprise PSA software, melding traditional help desk, time sheet, expense and billing modules, project management, with equally powerful CRM, purchasing, inventory, quoting, job costing as well as enterprise reporting and analytics functionality.

Promys not only automates sales, service delivery, order fulfillment and post sales support, it also includes customer self service portals, mobile access from any smartphone or tablet, integration with most e-mail & calendars and access to our published web API at no extra cost.

Promys PSA software was originally developed in 1998 by a fast-emerging technology solution provider.

Overview of Promys PSA Benefits

  • Promys not only allows you to respond immediately to clients; almost any PSA information can be shared using the Customer Self Service portal, allowing customers to do self-service in real-time.
  • Promys integrates with almost any RMM or accounting solution with a powerful Web API. Promys can expose practically any information via its Web API.
  • The software gives you mobile access to all-customer information anywhere, anytime in real-time without even downloading an app.
  • Promys includes integrated modules for quoting, mobile, purchasing, e-mail integration & calendar integration, all at no extra cost
  • The Promys includes very robust reporting analytics and will soon be launching a user defined BI tool leveraging data cubes.

Overview of Promys PSA Features

  • CRM
  • Quoting
  • Help Desk
  • Project Management
  • Job Costing
  • Invoicing
  • Purchasing
  • Time & Expenses
  • Resource Scheduling
  • Inventory

What Problems Will Promys PSA Solve?

SCENARIO 1

Avoiding the traditional PSA software lost Project profitability ambush: Only finding out about a money losing project, after the project has closed…

As businesses grow, projects become larger and managing project risk becomes more important. It’s almost impossible to manage project risk if PMs only find out true project profitability after the project has closed. Managing project risk properly requires providing PMs with real-time cost against budget visibility into their projects. Weak PSA job costing and project management modules, or managing services in the PSA and product/equipment somewhere else, drives many PMs to manage project job costing in always out-of-date spreadsheets. This is not the ideal way to manage project risk and project profitability.

What Promys PSA does differently: Promys PSA has very strong integration between the detailed labor estimates and product BOMs that quotations are based on and the sales order, project management, procurement and time & billing modules, which provides PMs with detailed mid-project profitability visibility and cost against budget analytics. This allows PMs to proactively get in front of project issues as they happen, which puts them in a position to be more effective at managing project risk.

SCENARIO 2

Avoiding the traditional PSA software lost Customer ambush: Only finding out about customer problems after it’s too late…

When a senior executive’s phone rings and it’s a customer, they’re hardly ever calling you to tell you what a great job you’re doing. Worse than that, most customers who are upset don’t call, they just leave. Once they’ve made that decision it’s almost impossible to address their concerns and get them back. The worst part is, in most cases things could have been done to address the customer concerns, if only you had known in advance. Most help desk automation is focused on helping technicians track and resolve individual tickets, but what executives really need is to be automatically notified when customer expectations or commitments are not being met.

What Promys PSA does differently: Promys provides executive reporting that shows the average Help Desk ticket response and resolution times by customer, priority and resource. Promys also provides automated escalations based on SLA and can update management when ticket status, priority or category changes. For high priority tickets, management can also be copied automatically on every resolution step and outcome.

SCENARIO 3

Avoiding the traditional PSA software Sales Forecasting ambush: Huge variations between forecasted sales and actual sales results at the end of the reporting period.

Sales forecasting that relies on reps to manually update summary totals often contains optimistic or out of date numbers, especially when multiple quote revisions are involved. When CEO’s or CFO’s have no easy real-time way of auditing the forecast, or the quotes that the forecasts are based on, then they are resigned to accepting the good news forecast. This often leads to an ambush at the end of the reporting period.

What Promys PSA does differently: The sales forecast in Promys is hard-linked to the quoting system, with quote revisions automatically updating the sales forecast.  This allows executives to drill into and validate the quotes the sales forecast is based on. The link is at the detailed labor estimate and quoted BOM level, which also allows executives to slice and dice the forecast by labor type, manufacturer, line of business, product type, etc. This kind of forecasting visibility makes executive planning much more effective.

SCENARIO 4

Avoiding the traditional PSA business software low adoption and wasted investment ambush: Investing in new business PSA software only to have your employees resent it and not use it…

Even though it’s no longer a good fit, often the feeling about the current business software may be, we don’t even use half of what we have now. If we get something better, how do I know the users will actually use it and we won’t waste that investment?

What Promys PSA does differently: Promys PSA takes the time to learn each departments current business process, introduces suggestions for best practices, configures the software to best meet those requirements, and trains the users on the ideal use case in the software. This approach consistently results in high user adoption and maximizing the benefits of Promys PSA’s extensive capabilities.

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Promys PSA Position In Our Categories

Since businesses have particular business demands, it is only logical they avoid settling on a one-size-fits-all, ”best” software system. Still, it would be hard to chance on such application even among popular software products.
The efficient thing to do is to tabulate the varied major functions which necessitate investigation like essential features, packages, technical skill aptitude of staff, company size, etc. Next, you must follow through the research systematically. Have a look at some Promys PSA evaluations and scrutinize each of the software products in your list more closely. Such all-encompassing research makes sure you stay away from ill-fitting applications and buy the system which delivers all the aspects you require business requires to achieve growth.

Position of Promys PSA in our main categories:

TOP 500

Promys PSA is one of the top 500 Project Management Software products

Promys PSA is also listed in the following subcategories:

There are popular and widely used systems in each software category. But are they automatically the best fit for your organization’s unique needs? A trendy software application may have thousands of users, but does it offer what you require? For this reason, do not blindly spend on popular systems. Read at least a few Promys PSA Project Management Software reviews and consider the aspects that you wish to have in the software such as the cost, main functionality, available integrations etc. Then, select a few apps that fit your requirements. Try out the free trials of these products, read online opinions, get explanations from the seller, and do your homework thoroughly. This exhaustive groundwork is sure to assist you select the finest software application for your organization’s specific needs.

How Much Does Promys PSA Cost?

Promys PSA Pricing Plans:

Free Trial

Standard License

$79/month per user

Field Tech/Engineer License

$39/month per user

The pricing, which offers, 90-day renewals, is very simple. There is also no long-term contract.

Standard License: $79/month per user

  • Subject to quantity discounts
  • Sales Force Automation & Quoting
  • Order Fulfillment
  • Project Management, Time & Expenses
  • Help Desk & Service Contracts
  • Role-Based Security

Field Tech/Engineer License: $39/month per user

  • Subject to quantity discounts
  • Project & Service Call Assignments
  • Time Sheets & Expense

A one-time implementation fee applies and includes: full requirements analysis, best practice sharing, and System Admin and End-User training to ensure PROMYS users get the most out their PSA software investment.

Both licenses include:

  • Accounting, RMM & other API’s
  • System Support & Training
  • 24/7 Monitoring
  • 128-bit Security
  • 99.99% System Uptime
  • Solution Upgrades

User Satisfaction

Positive Social Media Mentions 73
Negative Social Media Mentions 3

We realize that when you make a decision to buy Project Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Promys PSA reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Promys PSA. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • One-time payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular Promys PSA Alternatives

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Promys PSA Comparisons

Promys PSA user reviews

Promys PSA review

Read full review >
Anonymous Reviewer
4/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 02.07.2017 Company Size: More than 100 Employees Industry: Information Technology and Services

We are functioning better than ever after the Promys implementation

Read full review >
Anonymous Reviewer
4/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 19.04.2017 Company Size: Industry:

Promys has been a great partner to my business.

Read full review >
Stefan Hudson
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 11.04.2017 Company Size: 11-50 Employees Industry: Telecommunications

What are Promys PSA pricing details?

Promys PSA Pricing Plans:

Free Trial

Standard License

$79/month per user

Field Tech/Engineer License

$39/month per user

The pricing, which offers, 90-day renewals, is very simple. There is also no long-term contract.

Standard License: $79/month per user

  • Subject to quantity discounts
  • Sales Force Automation & Quoting
  • Order Fulfillment
  • Project Management, Time & Expenses
  • Help Desk & Service Contracts
  • Role-Based Security

Field Tech/Engineer License: $39/month per user

  • Subject to quantity discounts
  • Project & Service Call Assignments
  • Time Sheets & Expense

A one-time implementation fee applies and includes: full requirements analysis, best practice sharing, and System Admin and End-User training to ensure PROMYS users get the most out their PSA software investment.

Both licenses include:

  • Accounting, RMM & other API’s
  • System Support & Training
  • 24/7 Monitoring
  • 128-bit Security
  • 99.99% System Uptime
  • Solution Upgrades

What integrations are available for Promys PSA?

  • Microsoft Dynamics
  • Sage 300, Sage X3
  • Great Plains
  • Accumatica
  • Quickbooks Intuit
  • Google Calendar
  • Outlook
  • Google Apps
  • Continuum
  • Ninja
  • Kaseya VMS
  • LogicMonitor

Promys PSA average rating:

Average score
4.9/5 (3 user reviews)
4/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Stefan Hudson

PROS: Promys does everything from tracking sales interactions to managing our inventory. It is very intuitive and easy to use. It also integrates with our accounting package so there is no need to manually duplicate entries. Because the software is web based, we can use it on any platform including mobile devices.

CONS: The integrations into QuickBooks can cause some minor difficulties, but that is strictly related to our line of business and large quantity line items for certain services.

Reviewed 3 years ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: Ease of use and designed to fit our business processes. Eliminated redundant data entry and provided immediate updates to customer activity. Promys replaced three disparate systems with one comprehensive, easy to use one. The tool provides real-time data for better decision making to all departments. This transparency helped us better communicate and understand our business. Analysis of data was greatly simplified and easy to access. Customer support and training is fantastic at Promys, they are a partner. The Promys team makes an effort to understand our business and provides workable solutions to our evolving business needs.

CONS: We use the many standard reports in Promys for most analysis, but at times we need special reporting which can be done via Excel downloads from the application. However, Promys now has a BI tool that will help eliminate the need for Excel and provide reports that are customized for our needs. For Projects, we use Microsoft Project and better interfaces there would be helpful.

Reviewed 2 years ago

Read full review >

More reviews from 3 actual users:

Sort by:

Latest
  • Latest
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  • Most negative

Promys PSA review

Read full review >
Anonymous Reviewer
4/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 02.07.2017 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: Ease of use and designed to fit our business processes. Eliminated redundant data entry and provided immediate updates to customer activity. Promys replaced three disparate systems with one comprehensive, easy to use one. The tool provides real-time data for better decision making to all departments. This transparency helped us better communicate and understand our business. Analysis of data was greatly simplified and easy to access. Customer support and training is fantastic at Promys, they are a partner. The Promys team makes an effort to understand our business and provides workable solutions to our evolving business needs.

CONS: We use the many standard reports in Promys for most analysis, but at times we need special reporting which can be done via Excel downloads from the application. However, Promys now has a BI tool that will help eliminate the need for Excel and provide reports that are customized for our needs. For Projects, we use Microsoft Project and better interfaces there would be helpful.

What do you think about this review? Great Poor

We are functioning better than ever after the Promys implementation

Read full review >
Anonymous Reviewer
4/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 19.04.2017 Company Size: N/A Industry: N/A

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.

What do you think about this review? Great Poor

Promys has been a great partner to my business.

Read full review >
Stefan Hudson
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 11.04.2017 Company Size: 11-50 Employees Industry: Telecommunications

PROS: Promys does everything from tracking sales interactions to managing our inventory. It is very intuitive and easy to use. It also integrates with our accounting package so there is no need to manually duplicate entries. Because the software is web based, we can use it on any platform including mobile devices.

CONS: The integrations into QuickBooks can cause some minor difficulties, but that is strictly related to our line of business and large quantity line items for certain services.

What do you think about this review? Great Poor
Reviewed By Louie Andre
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