1 million+ businesses helped. Get advice
Get Free Advice
Home

/

Professional Services Automation Software

/

PROMYS

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.
Overview
Reviews

PROMYS 2026: Benefits, Features & Pricing

Wondering if PROMYS is right for your organization?

Our Professional Services Automation Software selection experts can help you in 15 minutes or less.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

PROMYS
PROMYS
4.7
(29)

Pricing

Starting at $15.00 per month

About PROMYS

Promys provides CRM, help desk and PSA business software solutions to VARs, resellers and solution providers in the information technology, managed service provider, audio-visual and physical security markets. Promys provides software modules for all departments including CRM and quoting, help desk, time and billing, job costing, scheduling, resource calendars and managed services/support contracts, project management, customer portal, customer asset tracking, procurement and inventory.

Key features include quote margin controls, project cost vs. budget tracking, service call escalations and the ability to cycle implementation lessons learned back into the quoting process.

The solution allows users to map business processes to the ideal way of using the software, and Promys provides unlimited end user training for a fixed flat fee.

Promys offers a full web API and integrates with almost any accounting or remote monitoring solution.

PROMYS Screenshots

0
0
1
2
3
4

PROMYS Pricing and Plans

Starting price: $15.00 per month
Free Trial
Free Version

Enterprise

$15.00

per user, per month

No plan information available

    Advisor Get Price CTA Image

    Confused about pricing? We've got you covered.

    Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

    PROMYS Features

    • Popular features found in Professional Services Automation
      Client Portal
      Collaboration Tools
      CRM
      Document Management
      Project Tracking
      Quotes/Estimates
      Resource Management
      Task Management
      Timesheet Management
    • More features of PROMYS
      Accounting Integration
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      API
      Approval Process Control
      Audit Trail
      Billable Items Tracking
      Billing & Invoicing
      Calendar Management
      Catalog Management
      Configurable Workflow
      Contact Database
      Contact Management
      Contract/License Management
      Customer History
      Customizable Branding
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Dashboard Creation
      Data Import/Export
      Document Storage
      Drag & Drop
      Email Management
      Email Templates
      Estimating
      Expense Tracking
      Financial Management
      Forecasting
      Gantt/Timeline View
      Interaction Tracking
      Invoice Management
      Invoice Processing
      Lead Management
      Leave Tracking
      Mobile Access
      Monitoring
      Multiple Projects
      Portfolio Management
      Progress Tracking
      Project Accounting
      Project Management
      Project Planning
      Project Templates
      Project Time Tracking
      Proposal Generation
      Purchase Order Management
      Purchasing & Receiving
      QuickBooks Integration
      Real-Time Analytics
      Real-Time Data
      Real-Time Notifications
      Real-Time Reporting
      Real-Time Updates
      Recurring/Subscription Billing
      Reminders
      Reporting/Analytics
      Reporting & Statistics
      Resource Allocation & Planning
      Task Planning
      Task Progress Tracking
      Task Scheduling
      Third-Party Integrations
      Time & Expense Tracking
      Timer
      Workflow Management

    PROMYS Integrations

    Sage 50 Accounting
    Sage 50 Accounting
    Google Calendar
    Google Calendar
    Microsoft Outlook
    Microsoft Outlook
    ConnectWise Cybersecurity Management
    ConnectWise Cybersecurity Management
    Acumatica Cloud ERP
    Acumatica Cloud ERP
    LogicMonitor
    LogicMonitor

    See all 9 integrations

    PROMYS User Reviews

    Overall Rating

    4.7

    Ratings Breakdown

    5

    86%

    4

    14%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.5

    Value for money

    4.9

    Customer support

    4.9

    Functionality

    4.6

    VR

    Verified
    Reviewer

    Used daily for more than 2 years

    Review source

    Reviewed April 2017

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

    5

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Read More

    EW

    Erik W.

    Verified reviewer

    Security and Investigations

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed June 2019

    Promys PSA software review

    5

    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.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Promys is a complete business process software fully integrated with our accounting package.
    Cons:
    Reporting improvments are on my wish list.

    Reasons for choosing PROMYS

    It checked of the most boxes as compared to our pain points.

    Reasons for switching to PROMYS

    Salesforce handled Sales well but did not inherently offer the other business tools we rely on from Promys.

    Read More

    JF

    Jamie F.

    Verified reviewer

    Information Technology and Services

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed November 2021

    A solid system for the IT VAR space

    4

    Visibility, reporting, accuracy of information have all improved. We're able to get much better information faster.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Having worked at other large IT VARs in the Canadian market I've used a number of different systems, each with benefits and flaws. Promys seems to have solutions and the ability to manage all of these concerns in a single system from customer account creation to opportunity management to quote and order, all linked together for visibility and information flow. In a growing business this visibility has been as huge help in keeping things flowing as the company scales while allowing us to have better control of our opportunity visibility and backlog management. One of the things I like best is that the Promys team is constantly accepting feedback and adding new features to make things better for their customers across the board. They helped us create a single step part creation/quote import that was a major upgrade to the system and took the time to understand our needs. This feature has been rolled out to all customers now and has been a huge time saver and helped with system adoption across our organization. Since then, we've continued to send over suggestions on how to make things easier and they add it to their development list and roll it out with the regular updates.
    Cons:
    Some of the formats for quotes are hard coded into the system, it would be nice to customize them a little. The onboarding into QB Online took a little longer to sort out to make sure things are running through smoothly.

    Reasons for choosing PROMYS

    Price point, ease of working with the Promys team.

    Read More

    PM

    Pat M.

    Information Technology and Services

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed May 2018

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

    5

    Since implementing Promys we can quote more competitively, mange projects and managed service contracts more profitably and turn around customer support issues more quickly.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Read More

    MD

    Meredith D.

    Information Technology and Services

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed April 2018

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

    5

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Read More

    BG

    Bhargav G.

    Verified reviewer

    Information Technology and Services

    11-50 employees

    Used daily for less than 6 months

    Review source

    Reviewed October 2022

    Perfect Tool for Manage Multiple Projects

    5

    PROMYS is a great tool for solving you projects management need. It's saves lot's of time end efforts of your teammates.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    It offers many features which helps you to manage multiple projects and tasks. They provide alert notifications for each tasks progress and even easily track the progress of our tasks and projects.
    Cons:
    Genuinely, I'm using this software for projects management purpose and didn't find any difficulties with this software.

    Read More

    Rich's profile

    Rich T.

    Used unspecified for unspecified

    Review source

    Reviewed June 2013

    PROMYS is in a different class compared to traditional PSA software

    4

    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.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    icon
    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.

    Read More

    SR

    Scott R.

    Information Technology and Services

    2-10 employees

    Used daily for less than 12 months

    Review source

    Reviewed August 2017

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

    5

    Improved visibility, efficiency and effectiveness of our business.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    We tried Connectwise at one point. I thought the interface was really poor, with far too much crammed on the screen. I think Autotask has the same problem. Promys recently re-developed their entire PSA solution from scratch using that latest cloud technology and it really shows in the user interface, screen responsiveness and the comprehensiveness of their PSA functionality, especially in areas like Managed Services Contract profitability tracking. We also liked how Promys does all the heavy lifting regarding gathering our requirements and configuring Promys to meet our needs, to make sure we're using all of the capabilities of our new PSA software.
    Cons:
    Implementation approach was great, best practice sharing was very beneficial, did take a little longer to implement than expected.

    Read More

    Devin's profile

    Devin C.

    Used unspecified for unspecified

    Review source

    Reviewed July 2013

    PROMYS PSA is comprehensive and easy to use

    5

    Several Concordis Solutions Inc. executives had previously worked for a large Cisco Gold partner using PROMYS, so we were familiar with how comprehensive the PROMYS' functionality is, which will be important to support our aggressive growth plans. Equally important is that PROMYS is very easy to use and all the modules share data, which makes PROMYS very efficient for a smaller company where people are wearing multiple hats. 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. We had seen firsthand with the Cisco gold partner what an impact robust comprehensive business software like PROMYS could have on a company's aggressive growth strategy and we weren't willing to take a step backwards when we started our own business. We know that no matter how quickly we grow we won't outgrow the PROMYS PSA business software.

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support

    Read More

    Peter's profile

    Peter M.

    Used unspecified for unspecified

    Review source

    Reviewed August 2012

    PROMYS PSA lives up to it's promise

    4

    We've been on the PROMYS PSA software for a year now and the customer support has been fantastic. the support team is responsive, knowledgeable and very proactive in ensuring we're getting most out of the software functionality. PROMYS has seamless integration between their CRM, Opportunity, Quotation and Sales Order, PM and Help Desk modules. This not only virtualy elminates re-keying info, it provides management with excellent real-time visibility into all aspects of the business. I was very impressed by the PROMYS implementation methodology. The business consultants we worked with were knowledgeable and experienced. They engaged with the key players in my organization to understand our company and tailored the PROMYS configuration to our specific needs.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    icon
    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

    Read More

    Showing 1 - 10 of 29 Reviews

    Popular PROMYS Alternatives

    Main Product
    PROMYS

    PROMYS

    4.7
    (29)

    Ratings Breakdown

    • 4.52Ease of use
    • 4.92Value for money
    • 4.95Customer support
    • 4.63Functionality

    Pricing

    Starting at $15.00 per month

    Get Price
    Alternative Product

    Ratings Breakdown

    • 4.04Ease of use
    • 4.52Value for money
    • 4.18Customer support
    • 4.0Functionality

    Pricing

    Starting at $5.00 per month

    Get Price
    Alternative Product

    Ratings Breakdown

    • 3.97Ease of use
    • 4.15Value for money
    • 3.95Customer support
    • 4.27Functionality

    Pricing

    Starting at €61.00 per month

    Get Price
    Alternative Product

    Ratings Breakdown

    • 4.44Ease of use
    • 4.29Value for money
    • 4.45Customer support
    • 4.37Functionality

    Pricing

    Starting at $19.90 per month

    Get Price
    Alternative Product

    Ratings Breakdown

    • 4.48Ease of use
    • 4.28Value for money
    • 4.43Customer support
    • 4.45Functionality

    Pricing

    Starting at $9.00 per month

    Get Price
    Alternative Product

    Ratings Breakdown

    • 3.92Ease of use
    • 3.84Value for money
    • 3.80Customer support
    • 4.18Functionality

    Pricing

    Available upon request

    Get Price

    Other Top Recommended Professional Services Automation Software

    TimeSolv
    TimeSolv

    4.5 (109)

    Recently recommended 29 times

    BigTime
    BigTime

    4.6 (658)

    Recently recommended 27 times

    Projectworks
    Projectworks

    4.7 (142)

    Recently recommended 17 times

    BQE CORE Suite
    BQE CORE Suite

    4.5 (781)

    Recently recommended 15 times

    Advisor Get Price CTA Image

    Stuck Between Options?

    Our experts can help you compare PROMYS with other top options, so you can find the best fit for your needs.

    See what companies are saying about Software Advice