Promys Software


 

Promys is a cloud-based professional service automation (PSA) platform suitable for midsize IT companies. Key features include a help desk, project management tools, time and billing, service contract management, procurement, customer asset management and reporting.

The Promys help desk module lets users view customer assets under service contract/warranty or blanket agreements as part of the service ticket. Users can configure workflows, color coding and escalations and definite various ticket priorities. Project management tools include real-time projected and actual cost comparisons, a calendar view for resource scheduling and a work breakdown task structure.

Promys can support multiple contract types per customer and provides dashboard notifications of expiring contracts. Users can track products and update additions, returns, exchanges, replacements and more as needed. Real-time status updates for purchase orders, invoicing, and reports for labor, products, contracts and revenue are also included.

Support is offered via email and phone. Pricing is per month.

 

Promys - Dashboard
 
  • Promys - Dashboard
    Dashboard
  • Promys - Resource calendar
    Resource calendar
  • Promys - Company screen
    Company screen
  • Promys - Order admin view
    Order admin view
  • Promys - Mobile view
    Mobile view
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

23 Reviews of Promys

 

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Software Advice Reviews (10)
More Reviews (13)

Showing 1-10 of 10

John from Bridgetek Solutions
Specialty: IT Services

January 2015

January 2015

PROMYS PSA supports out profitable growth

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

A big part of our PSA evaluation process was focused on finding a PSA that would ultimately enhance our customers experience, while supporting our very aggressive growth plans. Most importantly, we wanted invest in a solution that would handle the increasing complexity of our company as we continue to grow. With PROMYS, no matter how aggressively we grow, we won’t outgrow our PSA software.

Likes Least

Their live interactive training and support was excellent, but it would be nice if they had more self serve training documentation as well.

Recommendations

We looked at all of the major PSA software solutions before selecting PROMYS. Most of the other PSA's were ok/good at managing Help Desk, Resource Calendar and Time Sheets, but PROMYS was the only Enterprise PSA solution that was also strong in Quoting, Project Costing and tracking inventory, along with the customary PSA functionality. Make sure and look at your entire business process before selecting a PSA.

 
 

Scott from Click Effects
Specialty: IT Services

January 2015

January 2015

PROMYS is comprehensive enterprise PSA software

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

PROMYS PSA allows us to provide real time information to our teams for better collaboration and decision making. That translates into more effective service delivery to our customers.

Likes Least

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.

Recommendations

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.

 
 

Brian from Brian Gifford & Associates
Specialty: IT Services

June 2014

June 2014

Replacing Autotask with PROMYS PSA

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's clear that PROMYS was designed as "Enterprise Business software" for more complex Professional Services organizations. 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.

Likes Least

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.

Recommendations

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.

 
 

Devin from Concordis Solutions
Specialty: IT Services

April 2014

April 2014

PROMYS PSA is comprehensive and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

PROMYS is very easy to use, and all the modules share data, which makes PROMYS very efficient for a company where people are wearing multiple hats. 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.

Likes Least

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.

Recommendations

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.

 
 

Peter from Vodigo
Specialty: IT Services

April 2014

April 2014

PROMYS PSA lives up to its promise

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The integration between the PROMYS modules, CRM, Opportunity, Quotation Sales Order, PM, and Help Desk is pretty seamless. This virtually eliminates re-keying info and provides our management team with excellent real-time visibility into the business. Support is responsive and knowledgeable; the implementation approach introduced best practices; and they're proactive with education about new functionality.

Likes Least

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

Recommendations

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.

 
 

Israel from LOEM Consulting
Specialty: IT Services

April 2014

April 2014

PROMYS provides real-time visibility

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It provides real-time visibility into project profitability (mid-project cost against budget), resource utilization, and resource forecasting. It also has powerful reporting analytics for margin (by manufacturer, line of business, customer, etc.), labor analysis, and forecasting for revenue, margin, and labor.

Their customer service is very responsive. They have good response and resolve times, as well as very a knowledgeable implementation and support staff.

Likes Least

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

Recommendations

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.

 
 

Michael from L2K Technology Group
Specialty: IT Services

March 2014

March 2014

Replacing Connectwise with PROMYS PSA

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The Managed IT Service solutions that we deliver to our clients allow them to focus on their core competencies and leave managing their IT infrastructure to us. But in our own business, our previous business software was becoming a distraction to running our business. Instead of the business enabler we had hoped for when we first implemented, slow system response and support issues were consuming way too much time and attention. 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. With PROMYS, we know that no matter how aggressively we grow, we won't outgrow our software infrastructure, so now we can go back to focusing on growing and managing our business, as opposed to managing our business software.

Likes Least

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

Recommendations

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.

 
 

Rich from High Point Solutions
Specialty: IT Services

March 2014

March 2014

PROMYS is in a different class compared to traditional PSA software

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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 and 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.

Likes Least

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.

Recommendations

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.

 
 

Pat from Rycom
Specialty: IT Services

March 2014

March 2014

PROMYS is an impressive PSA

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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. This allows us to quote more competitively, plan more proactively, and deliver more consistently on our project margin targets. PROMYS has a very strong business process industry best practice knowledge base and a very responsive Customer Support team. We also really like the strong accounting integration with GP/Dynamics.

Likes Least

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

Recommendations

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.

 
 

Dominic from BIOS
Specialty: IT Services

March 2014

March 2014

PROMYS is a more comprehensive PSA

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Our company supports multiple lines of business, cloud solutions, managed services, project-based solutions, as well as break-fix support. 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.

Likes Least

Installation took a little longer than we had hoped.

Recommendations

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.

 
 
 
Showing 1-13 of 13

Scott from Khamma Group
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2017

August 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Improved visibility, efficiency and effectiveness of our business.

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.

Source: Capterra
 

Aaron from Technovation Design
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

The Promys PSA software and roll-out process is very user friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Streamlined operations, best practice knowledge, improved productivity.

Pros

The Promys implementation process has been very smooth and surprisingly beneficial. Not only were the processes extremely well documented and easy to follow, but through discussions with Promys, we have actually identified key business areas that we can streamline to help our overall productivity.

Cons

We're not using all the functionality now, but we didn't want to have to switch again two or three years from now. So we selected Promys knowing that the functionality we needed for our future growth was there as well.

Source: Capterra
 

Matt from Emagine IT Group
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2017

July 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Pros

"We initially selected Connectwise, but were not satisfied with the company's support and implementation processes. 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. In short, we wanted to focus on rapidly growing our business, not on our business software implementation. Promys is clearly state of the art cloud based PSA software, but the key differentiator was their implementation methodology which was a much more hands on and value added approach."

Cons

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

Source: Capterra
 


April 2017

April 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Source: GetApp
 

Bill from Bridgetek Solutions

December 2016

December 2016

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are very happy with Promys7 and the leadership the Promys project manager provided to our team in getting us prepared for the transition. The Promys implementation team was extremely responsive to our needs before and immediately after the transition. We are functioning better than ever after the implementation. Promys serves as the backbone of our operations and I can't imagine where we would be without it.

Source: Capterra
 

Alex from TwoPointZero
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2016

June 2016

Promys is more advanced PSA software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

After evaluating the traditional PSA business software vendors, it¿s clear that PROMYS is one of the more advanced PSA¿s in the market. Promys just seemed a lot more intuitive and easier to use for our team, while at the same time being more comprehensive. We wanted to select a PSA business software solution that was based on current technology, something that we wouldn¿t outgrow 2-3 years from now.

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. Promys was very helpful in assisting us in re-examining some of our business processes vs. industry best practices, but it did take some time and effort to implement those changes.

Advice to Others

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
 

Gordon from GA Systems

February 2016

February 2016

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

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

PROMYS allowed us to consolidate several disconnected software solutions into one Enterprise PSA business software solution, which will make it much easier to automate best practices and provide visibility across all departments.

What set Promys apart was that it was clearly built to manage a more complex businesses and help us manage our larger customers and projects.

Source: Capterra
 

Rich, High Point Solutions

March 2014

March 2014

a different class compared to traditional PSA software

Product Quality

Product Quality
Quality

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.

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

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.

Source: GetApp
 

Devin from Concordis Solutions Inc.

July 2013

July 2013

PROMYS PSA is comprehensive and easy to use

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

Source: Capterra
 

Rich from High Point Solutions

June 2013

June 2013

PROMYS is in a different class compared to traditional PSA software

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.

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.

Source: Capterra
 

Pat from Rycom

April 2013

April 2013

Impressed with PROMYS PSA

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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. It also provides Rycom with the ability to cycle implementation lessons learned back into the quoting process. We already see signs that this is going to allow us to quote more competitively, plan more proactively and consistently deliver on our margin targets for our projects.

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.

Source: Capterra
 

Steven from ingite CSG

October 2012

October 2012

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

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

We just went live with the PROMYS PSA solution and the best practice information that the PROMYS implementation team brought to the table was exceptionally valuable our company. The implementation and support teams were very knowledgeable and very responsive. 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. Selecting PROMYS was one of the best decisions we've made

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

Source: Capterra
 

Peter from Vodigo

August 2012

August 2012

PROMYS PSA lives up to it's promise

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

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.


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

Source: Capterra