All Phocas Software Reviews

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Khallyl

Verified reviewer

Marketing and Advertising, 501-1,000 employees

Used weekly for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed March 2023

Powerful Business Intelligence Tool - Phocas Software

It's important to note that the cons of Phocas software will depend on your specific needs and circumstances. It's recommended that you evaluate each software's (exam. Tableau, Microsoft PowerBI, etc.) features, pricing, and customer reviews to determine which one will work best for your business.

PROS

I highly recommend Phocas software for any business looking for a user-friendly, real-time analytics solution. The customizable dashboards and robust data modeling capabilities make it easy to create a single source of truth for your organization. Plus, the seamless integration with other business applications and mobile access means you can access critical information from anywhere. And with dedicated customer support, you can be sure you're getting the most out of the software. Overall, I'm very impressed with Phocas software and would definitely recommend it to others.

CONS

While Phocas software has many advantages, there are also some potential drawbacks to consider. Users may find that some customization options are limited, and the software can have a steep learning curve for those who are not familiar with business intelligence solutions. Additionally, Phocas software may have fewer data visualization options and may not integrate with all the data sources that your organization uses. Finally, It can be relatively expensive, which could be a barrier for some businesses, especially small businesses.

Vendor Response

Hi Khallyl, thanks for taking the time to leave us such a thorough review! To help get you familiar with the customization options available, please be sure to check out online library of how-to videos that cover various aspects of Phocas products: https://www.phocassoftware.com/academy And if you're missing a data source in your solution that is critical to your organization, please let us know (hello@phcoassoftware.com), we'd love to help keep you feeling great about your data! Warm regards, Mike Hills Global Head of Customer

Replied June 2023

David

Wholesale, 501-1,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2021

Wholesale distributor review of Phocas

Great!

PROS

Ease of use Speed to market (straightforward deployment)

CONS

Cloud version response time gets a little sluggish here and there but not too often.

Reason for choosing Phocas Software

Ease of use, intuitive, less expensive as competitor, we could pay monthly and not tied to any contracts.

Robert

Wholesale, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed September 2023

Good product, not cheap, Service level strongly depends on the contact person

PROS

The speed and the web based working aspect.

CONS

Depending on the contact person. If this person is on vacation or sick, there is only a substitute for emergencies. But there are nearly weekly issues to clarify.

samantha

Mining & Metals, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2023

A great product with an excellent, dynamic and knowledgeable support team.

It's really quick to get the information we need. When we implemented it we presumed the sales team would spend hours on it. They don't. They get the information they need within seconds and can quickly move on to do their actual jobs. It's an extremely powerful tool.Some functions in the business don't use it very much but that's because we didn't collect data before because we couldn't analyse it. Now that we can analyse it we need to collect a bank of data so we can see what we want to do with it. Chicken and egg.

PROS

The screens are easy to navigate and there aren't lots of clicks to get the information you need.I particularly like how easy it is to create Dashboards and delve deeper into dashboard data.The supporting team are excellent too. After a bumpy handover to BAU Phocas have completely turned it around. Their team are engaging, helpful and knowledgeable. I also know that, if I can explain the data composite I'm looking for, the team will find a way of getting it.

CONS

It isn't so easy for less skilled team members to use- those who don't understand databases, don't have very good computer skills or only use it occasionally.I'd like it to be easier to import simple data such as a spreadsheet.

Reason for choosing Phocas Software

We went straight to Phocas because they had recently partnered with our ERP solution provider. It shortcut the process for us.

Vendor Response

Hi Sam, thanks for taking the time to to leave us such a thorough review! We really pride ourselves for providing real people to help you solve your problems the best way we can. It's great your wider team can quickly find the data they need too. For less frequent users, hopefully our library of easy-to-follow videos at: https://www.phocassoftware.com/academy, are proving useful. If you spot any gaps in our how-tos we're always open to suggestions: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer

Replied June 2023

Anthony

Electrical/Electronic Manufacturing, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed February 2023

Phocas data management

I have used Phocas for 5-6 years and use most days. The deep diving of data speeds my reporting time two-fold. Accurate and reportable data.

PROS

I enjoy the ability to phocas into different datasets whilst viewing another, for example the product, credit note type BY each customer.

CONS

Available training for new users. I have several years and was shown with a 'hands on approach'.

Vendor Response

Hi Anthony, thanks for taking the time to review Phocas. It's great you keep getting so much use out of our platform, and are able to quickly track down details on products and credit notes per customer! Hopefully you're familiar with our library of how-to videos that cover various aspects of Phocas products - we regularly update it at https://www.phocassoftware.com/academy. Also your account manager will be in touch if there are any other relevant training sessions for new users that we think your team could benefit from. If you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer

Replied June 2023

Tyler

Construction, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed February 2023

Phocas is a masterful piece of software

It's seriously good. Sometimes the customer service is slightly slow and I don't always hear back straight away but in the main it's good!

PROS

Phocas is one of the best CRM / data analyst tools in the market for people selling multiple product lines to multiple customers. The ability to track and measure the success of individual products and product groups to a selection of customers or sectors is absolutely brilliant!

CONS

The software is slightly clunky still and would benefit from more work on the ease of use side, ie. a better search function

Reasons for switching to Phocas Software

Phocas has so much more to offer

Vendor Response

Hi Tyler, thanks for taking the time to leave a review. It's great to hear that you're able to slice and dice your product and customer data to your heart's content! Our team is always working hard to respond quickly whenever you need us, so please let us know if you have anything in particular that isn't quite right: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer

Replied June 2023

Aman

Verified reviewer

Chemicals, 1,001-5,000 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed March 2023

Phocas Software: An In-Depth Review of Business Intelligence and Analytics Solutions

hocas Software is highly regarded as an effective business intelligence and analytics solution due to its user-friendly interface and customizable dashboards that enable easy data analysis and interpretation, even for non-technical users. The software's fast analytics capabilities are also a major advantage, making it ideal for businesses that need to process large amounts of data quickly and in real-time. Users have praised the software for its reliable performance and usefulness in facilitating data-driven decision-making.

PROS

Phocas Software is praised for its simple and intuitive interface, which enables me to navigate and analyze data in various ways. This feature is especially beneficial for businesses without dedicated data analysts, as it helps non-technical users to access and comprehend their data with ease.

CONS

Some users have pointed out that Phocas Software's integration options with other systems and tools are limited. This can be problematic for businesses that use various applications as it would force them to switch between different platforms to access all their data.

Vendor Response

Hi Aman, thanks for leaving a review of Phocas. The key to making our system easy to use for complete exec, finance, ops and sales teams is the way we setup integrations with ERPs and other business systems to run automatically. If there is a system that you're really missing in your platform, get in touch and and we'd love to see what we can do to give you easy access to all your business data. Warm regards, Mike Hills Global Head of Customer

Replied June 2023

Amber

Wholesale, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed February 2023

Fantastic bit of kit

PROS

I love from an IT admin point of you how it allows users to build their own reports. Previously we had to write sql queries to get users the custom reports they required. Now users are confident to go in and have a go themselves. The software training academy and weekly live training sessions has allowed users to pick up the software easily.User friendly, very powerful tool. Always new features being added.

CONS

I believe their appears to be a bit of a backlog with the dev team currently so a few bugs aren't being resolved as quickly as they used to be.

Vendor Response

Hi Amber, thanks for taking the time to leave a review, we love that managed to we've free you up from writing SQL queries every time a custom report was required! Our team works hard to quickly resolve issues and fix any bugs that our users find, so please let us know if you have anything in particular that isn't quite looking right: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer

Replied June 2023

Ashikur

Verified reviewer

Internet, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2022

Brilliantly powerful BI solution

PROS

Phocas is pretty easy to use, even to the not nerd people. It's interface is intuitive.

CONS

Dashboards can use some more features. Other than that all looks good.

Martin

Verified reviewer

Building Materials, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2019

Reporting to masses

PROS

Phocas provided an ideal solution for producing the same views of information for Different job roles using the permissions in the background. This reduced our dependance on Excel reporting by around 60%

CONS

Phocas is more a visualisation tool rather than deep dive and planning is necessary to ensure output views meet the expected results, particular around columnar structure. That said it has had nothing but a positive impact on the Business reporting consumption by the masses.

alan

Mechanical or Industrial Engineering, 1,001-5,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2019

Cost effective Management Information

This replaced "hand crafted" Excel and VBA sheets over a 10 day period to the consumer , we then developed Phocas to suit our needs and one drop of data updates all users with all views in 1 day.

PROS

Ease of use , ability to develop our own customised views , one change updates all consumers of the views , scalable - we can add more data and create relationships to enrich existing views to the consumer , Enable better decision making data in dashboard views allowing the consumer to pic and choose what is important today . We have never looked back - we chose Phocas in 2013 to feed our front end business with tailor made views of data to enable swift decision making - we developed our support team to self create views from data feed through to data visualisation - this replaced our Excel and VBA sheets that were people hungry to produce - now we simply load our data periodically and the consumer can a see "all they want to see when they want to see it "

CONS

Understanding how the background of the product , as we decided from day one that we would be self sufficient in all our development needs and not many businesses had taken this approach with Phocas at that time.

Mike

Wholesale, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2019

BI software that let's me do it the way I want to do it.

Being able to run reports in minutes instead of hours has saved me so much time. It helps me work more efficiently.

PROS

What I most like about Phocas is I can get to the information I need by how I think about it. While someone else in my company can get to the same exact information in a totally different manner. The great thing is we get to the same exact information.

CONS

The thing I like least is the inability to print nice looking dashboards. We have sales meetings and the managers want to print each salesmen's information from a master dashboard. This way it can be handed out to each person so they can see their information as it is talked about generally in the meeting.

Reason for choosing Phocas Software

We chose it because of its flexibility.

Robert

Building Materials, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed August 2021

Hindsight is 20/20, Phocas brings it to your Dashboard!

From day one, the support we have felt from our primary internal advocate has allowed us to venture further and deeper into the expanse of Phocas. I am taking this individual's deliverables as a testimony to the support being shared by the Phocas Team.

PROS

The apparently limitless possibilities. With our custom insulation solutions business, our metrics and analytics are unique, and Phocas has kept up, nay, surpassed our demands!

CONS

There is not a con to the software, the con comes with my time being able to dig in and leverage all of the cool factors. My analogy: my car has many special cool features, but most of the time, I simply get in it and drive. Need to stop, read the manual, and truly put it (and expect excellent performance) to the test!

Reasons for switching to Phocas Software

Dynamism, customization, and scalability.

Rebecca

Food & Beverages, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2019

Phocas - Exceptional software with amazing support.

Phocas have been an amazing help with streamlining our business processes. Not only is it easy to gain insights into our market, the team at Phocas have made it as quick and easy as possible by setting up automatic synchronisations from our accounting software directly to Phocas so we always have the latest data on hand without any effort at all. A favourite tool for the staff here and can't recommend it enough.

PROS

Ease of use and navigation, ability to customise and a perfect support team!

CONS

The functionality is awesome, only think I can think of is to give more options with custom formatting dashboards.

Reason for choosing Phocas Software

-

Ian

Construction, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2019

Brilliant way to save precious time

We / I monitor and control stock and sales figures for a large multi-site company that is easily done by branch or area and quickly manipulate the figures to show the various results I require in an instant, I would be lost without it.

PROS

I like the instant, fluid information that lets me quickly get the information I want when I want it how I want it, sales me hours a week, what's not to like!

CONS

I wish to learn more about it to maximise on its benefits but find it a little expensive to do the course, other than that its brilliant.

mark

Automotive, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2019

Phocas Software review

great staff , great system I have nothing but praise for Phocas

PROS

The system is great to use and easy , I like the fact I can customize reports and dashboards to suit my business.

CONS

I have no issues with the software, the system works well for us.

Reason for choosing Phocas Software

the system sold its self , the demo we had many years ago showed us the benefits . We are now 6-7 years down the line and we love it more now than ever.

Zachary

Electrical/Electronic Manufacturing, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2021

Making Large Data Easy

With the ease of use and power of Phocas's customization we are able to solve data visualization not just in the main data sets but in side project data as well.

PROS

Phocas is an easy to use software that allows us to customize and take a lot of different data and consolidate it in one easy to use solution.

CONS

Not a real time application as of yet so the data is mostly reactive at this point.

Cyndi

Building Materials, 201-500 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 2019

Phocas BI

We are an Electrical Distributor. We use Phocas in every facet of our business to pull data about sales, inventory, products.

PROS