# PROMYS Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about PROMYS Software - reviews, pricing plans, popular comparisons to other Professional Services Automation products and more. Source: https://www.capterra.com/p/120156/PROMYS-PSA-Software/alternatives --- # PROMYS Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) PROMYS ## What is PROMYS? A fully integrated CRM/PSA/HelpDesk & workflow solution. Promys is ideal for companies from 10-2000 employees who sell equipment, implement, & support IT, Security, Telcom, Conferencing or Building Mgnt Systems (BMS). All business-critical modules (CRM, quoting, project mgmt, resource scheduling, client inventory, Invoice, helpdesk, Mobile, Subscription Mgnt., KPI reporting) are included. See the difference our integrated platform can make to your cash flow, resource utilization & bottom line. ## What is PROMYS used for? [Quoting](https://www.capterra.com/quoting-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/) Overall rating Based on 29 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $15 Per User, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PROMYS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.promys.com/&name=PROMYS) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PROMYS 4.7 (29) VS. [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price $15 Per User, Per Month Starting Price $61 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (29) Ease Of Use 4.0 (27) Value For Money 4.9 (13) Value For Money 4.2 (23) Customer Service 4.9 (29) Customer Service 4.0 (22) ## PROMYS alternatives [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Highest Rated [4.7 (522)](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/reviews/) Starting price $59.00 Per User, Per Month [4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing [4.5 (3,479)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $12.00 Per User, Per Month ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Alerts/Notifications 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Multiple Projects 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Ability to handle several projects simultaneously Real-Time Updates 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Receive system updates as soon as any changes are made Task Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Task Progress Tracking 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track the status and progress of tasks PROMYS 74 features Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval A record of all activities within the system, including user access, changes made, etc. Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Create and manage digital catalog of products/services with their details, specifications, and price Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share media files, communicate, and work together Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Access previous interactions or concerns to maintain customer relationships Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Creation and customization of dashboards Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Pre-made examples and templates for emails Estimate expected cost based on various factors before a project begins Monitor and record expenses such as purchases or charges incurred Plan, manage, and track the financial activities of an individual or organization Form predictions based on past and present data/trends Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Track interaction history by documenting conversations for contacts Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Store information about leads or contacts and track, manage and nurture them throughout the sales process Manage and track employee attendance Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Ability to handle several projects simultaneously Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reporting on how each user, task or process has advanced since its initiation Manage and track financials on a project-to-project basis Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Create proposals based on costs of labor and materials Create, send, and track purchase orders and their statuses Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Integrates with QuickBooks Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Automated process of charging customers at regular intervals for repeated access or use of a product or service Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Assign available resources (human and/or non-human) to various projects and tasks Process of planning, scheduling and executing the optimal and effective use of human capital across projects Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Track the amount of time spent on a job or task Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (23) 4.6 Based on 23 reviews ## Pricing Value for money 4.9 (13) Free Trial Enterprise $15.00 Per User,Per Month Value for money 4.9 (13) 4.9 Based on 13 reviews ## Integrations [ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)[ NinjaOne](https://www.capterra.com/p/184229/NinjaOne/)[ Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/)[ Kaseya VSA](https://www.capterra.com/p/100303/Kaseya-VSA/)[ LogicMonitor](https://www.capterra.com/p/113371/LogicMonitor/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (29) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (29) 4.9 Based on 29 reviews ## User reviews Overall rating 4.7 Based on 29 reviews Filter by rating 5(16) 4(13) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BG Bhargav G. Digital Marketing Specialist Information Technology and Services ### "Perfect Tool for Manage Multiple Projects" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 4, 2022 PROMYS is a great tool for solving you projects management need. It's saves lot's of time end efforts of your teammates. Pros It offers many features which helps you to manage multiple projects and tasks. They provide alert notifications for each tasks progress and even easily track the progress of our tasks and projects. Cons Genuinely, I'm using this software for projects management purpose and didn't find any difficulties with this software. Switched from [Avaza](https://www.capterra.com/p/136096/Avaza/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JF Jamie F. ISR Team Lead Information Technology and Services ### "A solid system for the IT VAR space" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 2, 2021 Visibility, reporting, accuracy of information have all improved. We're able to get much better information faster. 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. Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reasons for choosing PROMYS Price point, ease of working with the Promys team. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EW Erik W. Vice President Security and Investigations ### "Promys PSA software review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 20, 2019 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. Pros Promys is a complete business process software fully integrated with our accounting package. Cons Reporting improvments are on my wish list. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Salesforce handled Sales well but did not inherently offer the other business tools we rely on from Promys. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing PROMYS It checked of the most boxes as compared to our pain points. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PM Pat M. Information Technology and Services ### "Promys PSA is a great replacement for Salesforce, Remedy (Help Desk) and MS Project" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 10, 2018 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MD Meredith D. President Information Technology and Services ### "Promys helps me run my business more profitably. Customer Support is outstanding." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 23, 2018 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DC Derrick C. VP Finance Information Technology and Services ### "Promys is a perfect fit for a Cisco Gold partner" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 14, 2018 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KF Kathleen F. CEO Management Consulting ### "Very happy with Promys PSA" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 16, 2017 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SR Scott R. CEO Information Technology and Services ### "Much more intuitive user interface than Connectwise & Autotask, far superior implementation process." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2017 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AS Aaron S. CEO Information Technology and Services ### "The Promys PSA software and roll-out process is very user friendly " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 19, 2017 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MP Matt P. COO Information Technology and Services ### "Switching from Connectwise to Promys was a great decision. Promys customer support is outstanding." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 19, 2017 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/120156/PROMYS-PSA-Software/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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