Promys Software


Promys provides 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 sales & quoting, project management, project costing, scheduling, resource calendar, time & expense, help desk & managed services/support contracts, 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 soution 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.

Dashboard
Dashboard

Dashboard

Help desk

Help desk

Project management

Project management

Mobile

Mobile

Business intelligence

Business intelligence

Supported Operating System(s):

Web browser (OS agnostic)



27 Reviews of Promys

Overall rating

4.5 / 5 stars

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Pat from Rycom

Industry:  IT Services

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

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re-keying data and having to pull data from multiple systems to create management reports, which always seemed out of date.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.

Review Source

Meredith from New England Systems and Software

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Derrick from Eclipse Technology Solutions

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2018

Promys is a perfect fit for a Cisco Gold partner

Promys consolidated Sales, Order Fulfillment, Project Management, Help Desk, Managed Services & Support Agreements into a single solution. This allows us to have better visibility into the business and respond to changes in a more coordinated way.

Pros

Intuitive solution with little training. Solid support from the Promys team with rapid response and resolution of issues as they arise. Very flexible in resolving unique issues as they arise.

Cons

As a cloud based solution it could be faster for large look-ups, but performance is very good otherwise.

Review Source: Capterra

Kathleen from scDataCom

Industry:  Other Services

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2017

Very happy with Promys PSA

Promys will allow us to bill more quickly and accurately, get better visibility into project profitability and provide an even higher level of customer service.

Pros

We selected the Promys PSA business software in order to reduce the amount of time our managers and employees spent chasing down data, which will allow us to bill more quickly and accurately, get better visibility into project profitability and provide an even higher level of customer service. The Promys fixed fee implementation approach is just as impressive as their software. The Promys implementation team is exceptionally patient and helpful and many of their best practice suggestions have made our business processes even better.

Cons

There are a few things I'd like to differently but almost all of it is making our business processes better - very satisfied so far.

Review Source

Scott from Khamma Group

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2017

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

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.

Review Source: Capterra

Aaron from Technovation Design

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

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

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.

Review Source: Capterra

Matt from Emagine IT Group

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2017

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

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.

Review Source: Capterra
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Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: GetApp

Bill from Bridgetek Solutions

Ease-of-use

Value for money

Customer support

Functionality

December 2016

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

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.

Review Source: Capterra

Alex from TwoPointZero

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2016

Promys is more advanced PSA software

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.

Review Source: Capterra

Gordon from GA Systems

Ease-of-use

Customer support

February 2016

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

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.

Review Source: Capterra

John from Bridgetek Solutions

Industry:  IT Services

Ease-of-use

Customer support

Functionality

January 2015

PROMYS PSA supports out profitable growth

Pros

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.

Cons

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

Scott from Click Effects

Industry:  IT Services

Ease-of-use

Customer support

Functionality

January 2015

PROMYS is comprehensive enterprise PSA software

Pros

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.

Cons

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.

Brian from Brian Gifford & Associates

Industry:  IT Services

Ease-of-use

Customer support

Functionality

June 2014

Replacing Autotask with PROMYS PSA

Pros

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.

Cons

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.

Devin from Concordis Solutions

Industry:  IT Services

Ease-of-use

Customer support

Functionality

April 2014

PROMYS PSA is comprehensive and easy to use

Pros

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.

Cons

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.

Peter from Vodigo

Industry:  IT Services

Ease-of-use

Customer support

Functionality

April 2014

PROMYS PSA lives up to its promise

Pros

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.

Cons

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

Israel from LOEM Consulting

Industry:  IT Services

Ease-of-use

Customer support

Functionality

April 2014

PROMYS provides real-time visibility

Pros

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.

Cons

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

Michael from L2K Technology Group

Industry:  IT Services

Ease-of-use

Customer support

Functionality

March 2014

Replacing Connectwise with PROMYS PSA

Pros

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.

Cons

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

Rich from High Point Solutions

Industry:  IT Services

Ease-of-use

Customer support

Functionality

March 2014

PROMYS is in a different class compared to traditional PSA software

Pros

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.

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.

Pat from Rycom

Industry:  IT Services

Ease-of-use

Customer support

Functionality

March 2014

PROMYS is an impressive PSA

Pros

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.

Cons

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


Displaying 1 - 20 of 27 reviews