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Phocas Software Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the ease of use of Phocas Software, highlighting its intuitive interface and helpful tutorials. (8 mentions)
Users appreciate the speed to insight and operational clarity provided by Phocas Software, empowering effective decision-making. (5 mentions)
Users value the efficient report creation in Phocas Software, simplifying complex data for informed decision-making. (5 mentions)
Users appreciate the data analysis capabilities of Phocas Software, enabling clear insights and impactful decision-making. (4 mentions)
Users rave about Phocas Software's excellent customer support, quickly addressing queries and ensuring a smooth experience. (4 mentions)
Users experience feature limitations in Phocas Software, particularly in budgeting and user support across complex systems. (3 mentions)
Users note that improvements are needed in data structure and budgeting features for a smoother operational experience. (3 mentions)
Users express frustration over the missing features in Phocas Software, particularly with data handling and user experience. (3 mentions)
Users find missing real-time data updates frustrating, relying on outdated information and experiencing limitations in user support. (3 mentions)
Users report bugs and date format issues that complicate setup and require troubleshooting, causing delays in usage. (2 mentions)

5 Pros or Advantages of Phocas Software

5 Cons or Disadvantages of Phocas Software

Phocas Software Reviews (195)

Reviews

Phocas Software Reviews (195)

4.6
195 reviews
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Verified User in Wholesale
AW
Verified User in Wholesale
Mid-Market (51-1000 emp.)
"Excellent Tool!"
4.5/5
What do you like best about Phocas Software?

So easy to use. The ability to slice and dice sales data and spot trends. Dashboards are useful to see a snapshot of data. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The ability to combine data from two different databases would be better. Dashboards arent print friendly. Review collected by and hosted on G2.com.

Verified User in Wholesale
UW
Verified User in Wholesale
Mid-Market (51-1000 emp.)
"Great tool, impressive service"
5/5
What do you like best about Phocas Software?

The range of tools and insight information, let's you maximise your work efforts. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

There's still some programming issues on the Dashboard budgeting. Review collected by and hosted on G2.com.

michael L.
ML
michael L.
Account Manager
"Account Manager Commercial Building Services"
5/5
What do you like best about Phocas Software?

This holds lots of data from sales out, YTD vs LYTD, supplies product sales you can filter and customer focus sales increases vs declining. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

This is a challenging question, but I do not have any negatives to report at this time 3-year user. Review collected by and hosted on G2.com.

SH
stephen h.
Mid-Market (51-1000 emp.)
"Phocus has been a game changer!"
5/5
What do you like best about Phocas Software?

The ease of use and the fact that if you go wrong you can just click Phocus and the top and start again. Also I love how flexible the platform is and how you can easily manipulate the data in any arrangement you want. This has made reporting so much easier and also I have more data at my finger tips than I did a year ago thanks to the implementation of Phocus in our company. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

So far i have not found anything that I dislike about the platform. Review collected by and hosted on G2.com.

Verified User in Electrical/Electronic Manufacturing
UE
Verified User in Electrical/Electronic Manufacturing
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"All the info I need"
4.5/5
What do you like best about Phocas Software?

I can drill down to customer & product sales information easily. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

I have no major dislikes about using the software Review collected by and hosted on G2.com.

Verified User in Wholesale
UW
Verified User in Wholesale
Mid-Market (51-1000 emp.)
"Excellent data analytical tool"
5/5
What do you like best about Phocas Software?

I find phocas really easy to drill down into what my customers are buying and create categories to search out missed opportunities and look back and see peaks of product lines throughout the year.

when used properly this is a vital tool for any sales team. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

There really isn't anything I dislike about using phocas I find it very user friendly Review collected by and hosted on G2.com.

PW
Peter W.
Senior Business Line Manager
"Easy to use and Easy to action the findings"
5/5
What do you like best about Phocas Software?

Easy to use, great dashboard, good customer service Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

I have not found any faults with it so am happy with it Review collected by and hosted on G2.com.

GP
Gary P.
Small-Business (50 or fewer emp.)
"Phocas Software Revolutionized our Business"
5/5
What do you like best about Phocas Software?

The ease of extracting data and reports from our financial system. Support and the knowledge base is phenomenal. the team understand what we want and how to achieve it. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

The fact I need full user licences to utilize the CRM system. my admin team do not need access to the financial reports to the same level as every other department....but they are the most important when it comes to CRM so I would have to purchase several more licences for minimal use Review collected by and hosted on G2.com.

Verified User in Wholesale
UW
Verified User in Wholesale
Mid-Market (51-1000 emp.)
"First-hand Phocas Software Review"
5/5
What do you like best about Phocas Software?

The ability to look at overall spend and profit per month, year, quarter etc and easily compare to same month previous year is a tool I use daily. It is simple to view percentage margins on both full sales history and individual items, and Phocas simply shows profit too. This makes it simple to target downgrading areas of business and makes gap analysis and market trends easy to track. It is functional and intuitive to use. I can download spreadsheets of information or download the same information on charts and graphs for presentations. These functions are invaluable when time is short and you’re needing professionally presented information with a tight deadline. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

There is little to dislike. All information is laid out simply, so sales teams best get used to all of their accounts, sales history, margins and profit available to directors at the click of a button. But on a serious note, the only slight inconvenience is having to log in regularly if the account is left dormant. This is otherwise a good safety feature, and is easily resolved by saving log in details on your device and allowing auto fill passwords on the device too. Review collected by and hosted on G2.com.

AK
Andrew K.
Mid-Market (51-1000 emp.)
"Sales & Marketing Control"
5/5
What do you like best about Phocas Software?

Having used Phocas over the years it is so easy and intuitive, allowing you to build simple or complex reporting dashboards for all areas of the business to see visually what is happening in the business. Review collected by and hosted on G2.com.

What do you dislike about Phocas Software?

Only issue is when we have a multi branch customer who is covered by different sales representatives, they can only see their specific sales and not for all the customer branches. Review collected by and hosted on G2.com.