PROMYS CRM Help Desk PSA

PROMYS CRM Help Desk PSA

Cloud-based CRM, Help Desk, and PSA software.

4.7/5 (27 avis)

PROMYS CRM Help Desk PSA - Présentation

Promys provides customers with an end-to-end workflow solution by integrating CRM, Help Desk, quoting, billing, inventory, executive insights, and sales forecasting. Ideal Promys customers are IT and Managed Service Providers, Security Technology Providers, A/V integrators, and BMS providers who want to accurately forecast, invoice, and service customers.

Promys' Executive Reporting feature provides real-time reporting on critical business statistics including revenue and margin, forecasts, and project profitability. This enhances Promys’ already robust feature set by providing customers with a consolidated, easy-to-read view of their critical data.

Prix

À partir de
39,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, Europe, Amérique latine, Royaume-Uni, États-Unis

Langues

anglais

PROMYS CRM Help Desk PSA - Avis

Note globale
4.7/5
100% d'avis positifs
24
Excellent
3
Très bien
0
Moyen
0
Médiocre
0
Horrible
Pat M.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 10/05/2018
Provenance de l'avis : SoftwareAdvice

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

Avantages

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re-keying data and having to pull data from multiple systems to create management reports, which always seemed out of date.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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Meredith D.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 23/04/2018
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

Installation took a little longer than expected. But the Promys implementation and support teams are very responsive.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Rich T.
Traduire avec Google Translate

PROMYS is in a different class compared to traditional PSA software

Publié le 20/03/2014
Provenance de l'avis : SoftwareAdvice

Avantages

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.

Inconvénients

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.

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Scott R.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 10/08/2017
Provenance de l'avis : Capterra

Improved visibility, efficiency and effectiveness of our business.

Avantages

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.

Inconvénients

Implementation approach was great, best practice sharing was very beneficial, did take a little longer to implement than expected.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Alex C.
Traduire avec Google Translate

Promys is more advanced PSA software

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 17/06/2016
Provenance de l'avis : Capterra

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.

Avantages

The fact that they don't change extra for quoting, mobile, purchasing, or e-mail and calendar integration was a big plus.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Recommandation utilisateur
9.8/10
Calculé à partir de 27 avis
Comparatif avec les logiciels similaires : recommandation utilisateur

PROMYS CRM Help Desk PSA - Prix

À partir de
39,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

All Promys prices include mobile application access, quoting, purchasing, calendar and email integration, access to our customer portal, and technical support.

Standard License
$79/month per user
Includes access to: CRM & Quoting, Help Desk, Project Management, Service contracts, asset tracking, and more.

Field Tech/Engineer License
$39/month per user
Includes: Project & Service assignments, Time sheets, mobile application access.

Rapport qualité-prix
4.9/5
Calculé à partir de 27 avis
Comparatif avec les logiciels similaires : rapport qualité-prix

PROMYS CRM Help Desk PSA - Fonctionnalités

  • API
  • Diagrammes de Gantt
  • Feuilles de temps
  • Gestion de projets
  • Gestion des tâches
  • Interface glisser-déposer
  • Intégration de tiers
  • Notifications automatiques
  • Outils de collaboration
  • Planification de projets
  • Planification des tâches
  • Suivi de la progression
  • Suivi des activités
  • Suivi des projets
  • Suivi des tâches
  • Suivi du temps des projets
  • Tableau de bord d'activités

  • Commentaires
  • Hiérarchisation
  • Projections
Fonctionnalités
4.6/5
Calculé à partir de 27 avis
Comparatif avec les logiciels similaires : note sur les fonctionnalités

Plus d'informations sur PROMYS CRM Help Desk PSA

PROMYS CRM Help Desk PSA - Principales fonctionnalités

  • CRM
  • CRM & Quoting
  • CRM & Quoting
  • Help Desk, SLA's, Support Contract Management
  • Help Desk, Support Contracts & Profitability tracking
  • Job Costing
  • Mobile time entry & time sheets
  • PSA/Project Management
  • Project task schedule, ganting resource management
  • Purchasing
  • Quote revisions automatically update the forecast
  • Quote revisions, copy quotes, quote formatting
  • Recurring invoicing, progress & milestone bills
  • Resource Scheduling
  • SLA tracking, color coding & escalation

Avantages

Strong CRM & Quoting (publish & approve quotes via the portal)
Help Desk includes color coding, escalations, SLA's & support contract profitability tracking
Time & Billing makes it easy for users to enter time and accelerate billing
Job Costing captures accurate project profitability and cycle lessons learned back to quoting
Project Management provides color coding (on-time on-budget) , ganting and milestone billing

PROMYS CRM Help Desk PSA - FAQ

Voici quelques-unes des questions fréquentes sur PROMYS CRM Help Desk PSA.

Q. Quels sont les types de licence disponibles pour PROMYS CRM Help Desk PSA ?

Types de licences disponibles pour PROMYS CRM Help Desk PSA :

À partir de: 39,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Non disponible

All Promys prices include mobile application access, quoting, purchasing, calendar and email integration, access to our customer portal, and technical support.

Standard License
$79/month per user
Includes access to: CRM & Quoting, Help Desk, Project Management, Service contracts, asset tracking, and more.

Field Tech/Engineer License
$39/month per user
Includes: Project & Service assignments, Time sheets, mobile application access.

Q. Quelles sont les principales fonctionnalités du logiciel PROMYS CRM Help Desk PSA ?

Fonctionnalités du logiciel PROMYS CRM Help Desk PSA :

  • CRM
  • CRM & Quoting
  • CRM & Quoting
  • Help Desk, SLA's, Support Contract Management
  • Help Desk, Support Contracts & Profitability tracking
  • Job Costing
  • Mobile time entry & time sheets
  • PSA/Project Management
  • Project task schedule, ganting resource management
  • Purchasing
  • Quote revisions automatically update the forecast
  • Quote revisions, copy quotes, quote formatting
  • Recurring invoicing, progress & milestone bills
  • Resource Scheduling
  • SLA tracking, color coding & escalation

Q. Qui utilise PROMYS CRM Help Desk PSA ?

Utilisateurs habituels du logiciel PROMYS CRM Help Desk PSA :

Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues PROMYS CRM Help Desk PSA est-il disponible ?

Langues dans lesquelles PROMYS CRM Help Desk PSA est disponible :

anglais

Q. Quels sont les types de licence disponibles pour PROMYS CRM Help Desk PSA ?

Types de licences disponibles pour PROMYS CRM Help Desk PSA:

Abonnement

Q. PROMYS CRM Help Desk PSA prend-il en charge les appareils mobiles ?

Appareils pris en charge par PROMYS CRM Help Desk PSA :

iPhone, iPad

Q. Avec quelles applications PROMYS CRM Help Desk PSA peut-il s'intégrer ?

Applications s'intégrant à PROMYS CRM Help Desk PSA :

Acumatica Cloud ERP, Continuum, Google Calendar, Kaseya VSA, LogicMonitor, Microsoft Dynamics GP, Microsoft Outlook, QuickBooks, Sage 50 Canada, Sage 50cloud

Q. Quelles sont les ressources d'aide disponibles pour PROMYS CRM Help Desk PSA ?

Ressources d'aide disponibles pour PROMYS CRM Help Desk PSA :

Support en ligne, Support téléphonique, Tutoriels vidéo