--- description: Review of PROMYS Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: PROMYS | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [PROMYS](/software/36651/promys) # PROMYS Canonical: https://www.softwareadvice.co.nz/software/36651/promys Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/36651/promys?page=2) > 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 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. > > Verdict: Rated **4.7/5** by 29 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.7/5** | 29 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.9/5 | Based on overall reviews | | Features | 4.6/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: PROMYS - **Founded**: 2003 ## Commercial Context - **Starting Price**: US$15.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: All Promys prices include mobile application access, quoting, purchasing, calendar and email integration, access to our customer portal, and technical support. User License $Quote/month per user Includes access to: CRM \& Quoting, Help Desk, Project Management, Service contracts, asset tracking, Mobile, Subscription management and more. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, United Kingdom, United States ## Features - API - Accounting Integration - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Audit Trail - Billable Items Tracking - Billing & Invoicing - CRM - Calendar Management - Catalog Management - Client Portal - Collaboration Tools - Configurable Workflow - Contact Database - Contact Management - Contract/License Management - Customer History - Customisable Branding ## Integrations (9 total) - Acumatica Cloud ERP - ConnectWise Cybersecurity Management - Google Calendar - Kaseya VSA - LogicMonitor - Microsoft Outlook - NinjaOne - QuickBooks Online Advanced - Sage 50 Accounting ## Support Options - Email/Help Desk - Phone Support - Chat ## Category - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) ## Related Categories - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) - [Professional Services Automation Software](https://www.softwareadvice.co.nz/directory/4135/psa/software) - [Computer Inventory Software](https://www.softwareadvice.co.nz/directory/3721/computer-inventory/software) - [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software) - [Time and Expense Software](https://www.softwareadvice.co.nz/directory/222/time-and-expense/software) ## Alternatives 1. [BlueCamroo](https://www.softwareadvice.co.nz/software/6468/bluecamroo) — 4.4/5 (28 reviews) 2. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (989 reviews) 3. [ConnectWise PSA](https://www.softwareadvice.co.nz/software/91525/connectwise-manage) — 4.1/5 (274 reviews) 4. [Scoro](https://www.softwareadvice.co.nz/software/155179/scoro) — 4.5/5 (262 reviews) 5. [monday.com](https://www.softwareadvice.co.nz/software/131008/monday-com) — 4.6/5 (6021 reviews) ## Reviews ### "Promys serves as the backbone to our operations and I can’t imagine where we would be without it." — 5.0/5 > **Verified Reviewer** | *19 April 2017* | Recommendation rating: 9.0/10 > > **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. ----- ### "Promys PSA software review" — 5.0/5 > **Erik** | *20 June 2019* | Security & Investigations | Recommendation rating: 9.0/10 > > **Pros**: Promys is a complete business process software fully integrated with our accounting package. > > **Cons**: Reporting improvments are on my wish list. > > 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. ----- ### "A solid system for the IT VAR space" — 4.0/5 > **Jamie** | *2 November 2021* | Information Technology & Services | Recommendation rating: 8.0/10 > > **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. > > Visibility, reporting, accuracy of information have all improved. We're able to get much better information faster. ----- ### "Promys PSA is a great replacement for Salesforce, Remedy (Help Desk) and MS Project" — 5.0/5 > **Pat** | *10 May 2018* | Information Technology & Services | Recommendation rating: 10.0/10 > > **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. > > Since implementing Promys we can quote more competitively, mange projects and managed service contracts more profitably and turn around customer support issues more quickly. ----- ### "Promys helps me run my business more profitably. Customer Support is outstanding." — 5.0/5 > **Meredith** | *23 April 2018* | Information Technology & Services | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/36651/promys?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/36651/promys) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data