I really appreciate the ease of use that Phocas Software offers, which makes it straightforward to navigate and utilize. The software gives us very quick and up-to-date information, allowing us to analyze our customer spend and quickly see any gaps or variances with customers. I find the transparency it provides very valuable, especially when it comes to understanding where we are with customer engagements and targets. Phocas CRM also provides real transparency of what our external sales team is doing, including customer interactions and successes. I also like the way Phocas Software integrates and looks into different systems, like our ERP, to pull necessary data efficiently. The availability of all needed information at the click of a button is a big plus for me. Review collected by and hosted on G2.com.
I feel there's an awful lot of improvement needed on the CRM side. Specifically, I find the 250-character limit on reports restrictive. It would be a big improvement if the call sheets could have more than 250 characters per call. Review collected by and hosted on G2.com.
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