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 process...


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Supported Operating System(s):

Web browser (OS agnostic)

28 Reviews of PROMYS

Average User Ratings

Overall

4.7 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(15)

15

4 stars

(13)

13

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 28 results

April 2017

Anonymous

Verified Reviewer

Time Used: More than 2 years

Review Source: GetApp


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

April 2017

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

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.

June 2019

Erik from Quinn Digital Asset Protection Inc.

Company Size: 11-50 employees

Industry: Security and Investigations

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2019

Promys PSA software review

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.

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.

November 2021

Jamie from Benchmark Corp

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2021

A solid system for the IT VAR space

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

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.

May 2018

Pat from Rycom

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

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

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.

April 2018

Meredith from New England Systems and Software

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

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

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.