Hi Garry, thank you so much for sharing your feedback on Phocas.

It's wonderful to hear that Phocas gives you quick, up-to-date information and the transparency you need to analyze customer spend and track engagement with your external sales team. We're also glad the integration with your ERP is helping centralize everything in one place.

We hear you on the 250-character limit for call sheets in the CRM. This is valuable feedback, and we'll pass it along to our product team as we continue improving that side of the platform.

If you have any further thoughts or suggestions, please feel free to reach out to us at hello@phocassoftware.com.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Hi David, thank you so much for taking the time to leave a review.

It's great to hear that Phocas is easy to use and that the customizable dashboards and user access levels are working well for your team. Giving each person visibility into exactly the information they need is exactly what we aim for.

We also love hearing that Phocas has automated 95% of your manual reporting and can pull from multiple areas of your ERP system so quickly.

We appreciate your feedback on pricing, and we'll be sure to pass this along internally. If you ever want to discuss this further, please don't hesitate to reach out to us at hello@phocassoftware.com.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Hi there, thank you so much for taking the time to share your experience with Phocas.

It's fantastic to hear that Phocas has become a trusted single source of truth for your company, and that the balance of predetermined dashboards with self-serve drill-down is giving your team the flexibility they need. We're also glad to hear our AI tools, budgeting, and forecasting features are reducing the reliance on detailed spreadsheets.

We appreciate you flagging that the sheer amount of information available can feel like a lot at times. We're always looking at ways to help customers cut through to what matters most, so please feel free to share any specific suggestions with us at hello@phocassoftware.com.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Hi there, thank you so much for taking the time to leave a review.

It's great to hear that Phocas is helping you maintain a single, centralized source of master data across multiple ERP systems, and that this is reducing the time spent preparing reports manually.

On bulk uploading or setting up users via an import file, good news, this is actually already available. As an administrator, you can use the Import tool to add users via a CSV file:

https://docs.phocassoftware.com/administration/users/add-update-user

We're always looking for ways to make user management even smoother, so if you run into any snags with this or have further suggestions, please don't hesitate to reach out to us at hello@phocassoftware.com.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Hi Dan, thank you so much for your review.

We're thrilled to hear the analytics module is a standout for you, and that Phocas has helped you get a real handle on your transportation costs and volume rebates.

Thank you also for the feedback on customer-facing dashboards. The ability to give your customers their own login to view key metrics is a great suggestion, and we'll make sure this is shared with our product team.

If you'd like to discuss this further or share more ideas, please reach out to us at hello@phocassoftware.com.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Hi Lyndon, thank you so much for sharing your comprehensive experience with Phocas.

It’s inspiring to hear how our solution has transformed the way Peacocks Medical Group handles complex financial and operational data, from enabling faster, defensible decision-making at the board level to transforming data into proactive discussions.

Your insight on the challenges, particularly around data structure dependence, forecasting rigidity, and contract-level limitations, is really valuable. We really appreciate your detailed feedback, as it helps us better understand the needs of organisations operating in dynamic, complex environments such as the NHS and beyond.

Our team is continually working on enhancements to deliver even more intuitive, flexible solutions that address these nuances, so if there's particular gaps in our self serve help and documentation, please feel free to reach out to us at hello@phocassoftware.com. We'd love to hear more from you.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Hi there, thank you so much for sharing your experience with Phocas.

It's great to hear that your sales teams are using Phocas to identify incremental opportunities and that it's helping you monitor inventory positions and product demand in greater detail. We also love that it's become a go-to tool in management meetings for validating ideas with live, accurate data.

We appreciate you noting that a new build is required for significant new data streams. We're continually working on making onboarding new data sources more efficient, so if you have specific use cases in mind, we'd love to hear them at hello@phocassoftware.com.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Hi Matthew, thank you so much for taking the time to leave a review!

It’s fantastic to hear that Phocas is making data integration and visualization effortless for you, and that our team helped streamline your implementation and is providing ongoing support.

Your note about the ease of turning data into clear graphs without being an 'Excel Wizz' is exactly what we're here for.

We also appreciate your feedback regarding the budgeting side, we're continually enhancing our features to better serve our customers’ diverse needs.

If you ever have more suggestions or need further assistance, please feel free to reach out at hello@phocassoftware.com.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Hi there, thank you so much for taking the time to leave a review.

It's great to hear that you find Phocas intuitive and easy to use, and that it's allowing for quick analysis of business trends across sales and inventory.

We appreciate you noting the Google and Apple Maps connection in CRM, and we'll be sure to pass this along to our product team.

If you have any further thoughts, please don't hesitate to reach out to us at hello@phocassoftware.com.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer

Hi Laura,

thank you for taking the time to share your detailed feedback.

I’m thrilled to hear that you enjoy the simplicity and robust reporting capabilities of Phocas. It’s wonderful to know how easy it is for end users to create their own dashboards and dive into data with such ease.

I’m sorry that the default date format setting has been a hurdle during your database configuration - we've got some more detail about default language and date settings here that could help you with future database setups: https://docs.phocassoftware.com/basics/getting-started/account-settings#date-formatting

Please feel free to email us at hello@phocassoftware.com if you need any further assistance or wish to provide more suggestions. Your input helps us shape the future development of our platform.

Warm regards,

On behalf of Alix Huntsman

Vice President of Customer