Promys
★★★★★ 4.7 · 9 Reviews
What is Promys?
Promys is one of the best reviewed CRM, Help Desk, Project Management PSA software solutions for IT, MSP, Audio Visual & Physical Security solution providers. Founded in 2003, Promys is easy to use & implement and scales from five to five hundred users. “Promys PSA software was created as a single solution that could support the growth and complexity of a multi-office, IT, full-service business. We achieved the status of a highly respected integrator by developing industry best practices. Those industry best practices are now embedded in Promys for our customers to apply to their business”. John Breakey, President of Promys THE PROMYS ADVANTAGE One Integrated System – Are you paying more, perhaps twice, for less functionality by operating multiple CRM, Help Desk, PSA, or inventory solutions? When employees are forced to use multiple workflow solutions it adds complexity and frustration, and the separate software licenses restrict company-wide access and create wasteful questions and delays. Eliminate Duplication– In a multi-solution environment, customer records are duplicated and quickly go out of sync. For employees, updating one system and not the others is painful. As your customer base grows, this lack of visibility across functions becomes a disaster waiting to happen. Real-time KPIs– Data analytics is everything today. With a single system that hosts everything in one place, Key Performance Indicators (KPIs) are immediately available and accurate – to the day. Conversely, compiling data from multiple solutions requires more effort and results in less frequent updates and delays collecting and collating data. Integrated Workflow – Emails, Word, and Excel documents were never intended as workflow tools. They may work when you are starting out but hurt a growing business. Profitable growth is easier when you deal with increased complexity and volume. Automating workflows between employees in your customer journey saves time, produces a better customer experience, and eliminates errors. With Promys you initiate a quote, sales order, inventory, service call, and invoice in one seamless process. We make sure you never miss a step or drop the ball. When you choose Promys you’ve committed to lift your profitability, increase your cash flow, reduce bank financing, delight your customers, and stand out from competitors.
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Promys Reviews (9)
- ★★★★★6
- ★★★★★3
- ★★★★★0
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
Promys earns strong praise across nearly all reviews for consolidating fragmented business operations into a single, integrated platform. Users consistently highlight real-time visibility into project profitability, resource utilization, and revenue forecasting as transformative capabilities that replaced manual spreadsheets and email-based coordination. The software's strength across CRM, quoting, project management, costing, and help desk functions appeals especially to managed service providers and IT solution companies needing one system to serve diverse customer needs.
Support and implementation stand out as genuine differentiators. Multiple reviewers note the responsive support team, knowledgeable staff, and a structured implementation approach that drives adoption and best practices. The intuitive interface requires minimal training. One user directly compared Promys favorably to better-known competitors like ConnectWise, citing superior forecasting, mid-project profitability visibility, and margin reporting.
Weaknesses surface only occasionally and modestly. Multi-language support was flagged as an area needing improvement (noted as addressed in later versions), and one integration with an accounting system took slightly longer than expected. A reviewer mentioned the brand's lower market visibility initially gave executives pause, though the evaluation process quickly dispelled that concern. Across all nine reviews, only two gave four-star ratings rather than five; eight of nine users expressed strong satisfaction and strategic value from the platform.
★★★★★
Friday, May 11, 2018
“Before Promys PSA we had Salesforce.com for CRM & quoting,…”
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.
★★★★★
Thursday, February 15, 2018
“Intuitive solution with little training. Solid support from the Promys…”
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.
★★★★★
Thursday, April 20, 2017
“We are functioning better than ever after the Promys implementation…”
We are functioning better than ever after the Promys implementation and our team wants to recognize Promys for their efforts in making BridgeTek’s implementation a success. Promys serves as the backbone to our operations and I can’t imagine where we would be without it.
★★★★★
Tuesday, April 11, 2017
“To continue to grow we needed better dynamic real-time views…”
To continue to grow we needed better dynamic real-time views into sales opportunities and revenue forecasts, billable staff time and project profitability. We were also spending a lot of time manually coordinating resource schedules and order fulfillment information via e-mail and shared calendars. The Promys PSA software allowed us to address all of those issues in one software solution and set a strong foundation for our continued growth.
★★★★★
Friday, May 16, 2014
BIOS“I looked at all the major PSA/Business software solutions before…”
I looked at all the major PSA/Business software solutions before selecting PROMYS. Most were strong at managing the Help Desk, tracking work assignments and Time Sheets, but PROMYS was the only solution that was equally strong in CRM, Quoting, Project Management, Project Costing and tracking customer inventory/assets under support contract, along with the traditional PSA Service Management functionality. That strength across our different lines of business was really important to us, since the majority of our customers are looking for a one stop shop, an IT solution provider partner who can provide them with Cloud solutions, Managed Services, Project based solutions, as well as break-fix support. PROMYS allows us to service our customers equally well in all of those different areas.
★★★★★
Friday, May 16, 2014
LOEM Inc.“Pros: Real-time visibility into: - Project profitability (mid-project cost against…”
Pros: Real-time visibility into: - Project profitability (mid-project cost against budget) - Resource utilization - Resource forecasting Powerful reporting analytics for: - Margin (by Manufacturer, Line of Business, by Customer, etc.) - Labor Analysis - Revenue, Margin & Labor forecasting Responsive Customer Service: - Very good response and resolve times - Very knowledgeable implementation and support staff Cons: Multi-language support could be better (2014 version is supposed to address this). Overall: Having real-time visibility into project profitability, resource utilization and resource forecasting has allowed us to stay on top of current projects, both from a customer satisfaction and project profitability perspective, as well as better plan for future projects.
★★★★★
Friday, May 16, 2014
High Point Solutions“Pros: Fantastic margin reporting and analytics across projects, customers and…”
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. Overall: 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.
★★★★★
Friday, May 16, 2014
Vodigo“We've been on the PROMYS PSA software for a year…”
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.
★★★★★
Friday, May 16, 2014
“We selected the Promys PSA software in order to help…”
We selected the Promys PSA software in order to help us make profitable growth decisions by providing real-time visibility into resource and revenue forecasting, mid-project profitability and detailed company margin analytics. 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 (Connectwise) was becoming a distraction to running our business. Instead of the business enabler we had hoped for when 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.