--- title: Promys Reviews meta_title: 'Promys Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 12 reviews by the users' company size, role or industry to find out how Promys works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 12 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Promys Reviews **Vendor:** PROMYS **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.7/5.0 **Total Reviews:** 12 ## About Promys Promys CRM/Help Desk/PSA software for IT, MSP, Audio Visual & Physical Security solution providers from 10 to 2000 users. Promys is intuitive & simple to implement. Promys streamlines workflow by linking data between CRM, quoting, help desk, time & billing, job costing, support contracts/managed services, and project management. Reporting and KPI analytics are in a completely different class. Watch the video to find out more. ## Promys Reviews ### 1. Director of Marketing and Inside Sales **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2017 **What do you like best about Promys?** My team uses the Promys CRM module extensively. Our reps appreciate the search, filter and sort capabilities in building filtered lists. I really like how I can see last contacted dates across multiple accounts and how our user defined fields automatically become part of the search/selection/filter criteria. **What do you dislike about Promys?** We would like tighter integration with some of the 3rd party Marketing tools, but my understanding is that Promys is working on that via their Web API. Like any software tool, the outcome depends on implementation, training and support (Promys is extremely responsive) and commitment from the user. We are working with them to implement best practices. **Recommendations to others considering Promys:** Jim Barnet and his team are highly responsive regarding training and support. **What problems is Promys solving and how is that benefiting you?** Improved business development productivity and sales management/deal management visibility. There are lots of good CRM/Contact Management solutions out there, but how well your team leverages them relies alot on how good the vendor implementation training and support is. ### 2. All in one sales and operational tool!! **Rating:** 4.0/5.0 stars **Reviewed by:** Steven T. | President & COO, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2017 **What do you like best about Promys?** We were looking for a tool that was able to provide a cradle to grave view of projects within the business. We wanted to see all costs associated so we could look at the true value of a singular project to the business and Promys helps us do that!! **What do you dislike about Promys?** The reality of any tool trying to capture data necessary is the number of clicks required by the user is high, this is no different with Promys. **Recommendations to others considering Promys:** The one recommendation I would make would be to really focus on a good training and ramp up period with frequent follow ups for your users in the first 6 months to ensure adoption of the tool. **What problems is Promys solving and how is that benefiting you?** I would suggest the main business problem being address is the number of tools required to deliver a project. Managing a sales tool, a pricing tool, a project tool and a time tracking tool is a lot of work and creates opportunity for data errors. Promys minimizes these errors by bring all of these pieces into one tool which is a huge benefit to our business. ## Promys Discussions - [What is Promys used for?](https://www.g2.com/discussions/what-is-promys-used-for) - [View Promys pricing details and edition comparison](https://www.g2.com/products/promys/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+21%3A29%3A08+-0500&secure%5Bsession_id%5D=68f65f78-4a59-4146-b6c7-0b233d1b09f0&secure%5Btoken%5D=e9e10efd75eda1b2564c8feee973270604572cd561683ada81c825f25b671f25&format=llm_user) ## Promys Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Video Chat **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation ## Top Promys Alternatives - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) - 4.0/5.0 (556 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,841 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews)