Promys Review

Promys provides CRM, help desk, and PSA business software solutions to VARs, resellers, and solution providers in the IT, managed service provider, audiovisual, and physical security markets. It offers software modules for all departments, including CRM and quoting, help desk, time and billing management, job costing, scheduling, resource calendars and support contracts, project management, customer portal, customer asset tracking, procurement, and inventory.
Key features of Promys include quote margin control, tracking project costs against budget, service call escalation, and the ability to reintegrate lessons learned from implementation into the quoting process. The solution allows users to map business processes according to the ideal use of the software and offers unlimited end-user training at a fixed cost.

PROMYS – TUTORIAL

PROMYS – FEATURES

• Corporate and division levels
• Support for multiple addresses with designation (shipping, billing, etc.)
• Set default billing terms, currency, primary contact, sales representative
• Contact records track all customer interactions and conversations
• Lead entry and tracking
• Single view of all customer activities/transactions
• Import external lists of companies and/or contacts
• Marketing campaign management
• Create targeted marketing lists and campaigns
• Call or email customers directly from a mobile device with one click
• Advanced quoting engine with threshold approvals and links to price lists
• Margin visibility on quotes and sales orders
• Subscription sales, inside sales, and managed services
• Send quotes to customers via email (URL or PDF) and receive online approvals
• Quote templates and multiple print display options
• Create activity plans/work milestones for projects, integrated into the project module
• Commission reporting
• Alerts for vendor price or cost changes
• Quick phone calls and emails to customers with one click (sales and field staff)
• Native app for Android and iOS
• Start/stop timer with log
• View/open daily assignments and appointments
• Automatic arrival notification via GPS
• Customer signature approval
• View device maintenance history
• Add personal expenses
• Attach photos and receipt images.