A Demo
A Demo

CRM & Quoting Functionality for Growing Businesses

CRM software that helps your salespeople become “trusted advisors.”

Do customers perceive your sales people as trusted advisors, or just reps they get quotes from? The challenge for most sales people is that their CRM software provides little or no visibility into customer questions regarding historical purchases, current project delivery, admin, or support-related activities and so customers have to go to someone else for answers, making it difficult for your reps to become viewed as trusted advisors.

Promys Enterprise PSA CRM provides a 360 degree view of customer information that can be viewed from any mobile device

Promys CRM makes your sales team more effective by:

  • Allowing sales reps to access all customer PSA information (quotes, orders, projects, help desk, contracts, etc.,.) from any smartphone or tablet, making them just as effective on the road as when they’re in the office.
  • Providing built-in quoting that automatically updates the sales forecast when new quote revisions are sent out, reducing admin work for the reps and dramatically increasing the accuracy of the sales forecast.
  • From any Promys contact record, reps can auto dial, e-mail, or access contacts LinkedIn profiles from any Smartphone, which makes them more productive on the road.

Powerful sales forecast analytics

Promys CRM also provides much stronger sales forecast analytics by showing the forecast not just by rep or opportunity, but also by manufacturer, line of business, customer or product/labor type. This makes the sales forecast much more useful for real world planning and growth decisions.

Promys Enterprise PSA Software… the next generation of PSA software has arrived.

Check out our video or get the guide to buying the right enterprise PSA software for your business.

Share this information

Trusted by the best
  • Highpoint Solutions

    Cisco Gold Partner

    75 Users

    Networking and Telecom expert RYCOM Inc. selects Promys PSA Software to Tackle Business Automation

    Telecom Property Mgnt

    45 Users

    Eclipse Technology Solutions improves customer service and support

    Avaya/Cisco Partner

    40 Users

    TELECON Inc. selects PROMYS PSA software to tackle Forecasting, Project Delivery and Post Sales Support

    Telecommunications Integrator

    25 Users

  • Managed IT Services provider L2K Technology Group replaces Connectwise with PROMYS PSA software to prepare for future growth

    L2K Group

    Telecommunications and structured cabling solution provider, TA Networks, selects Promys PSA business automation software to support aggressive growth plans

    Technology Alliance Networks

    Cisco & Microsoft Partner, Bridgetek Solutions, selects Promys PSA Software to support aggressive growth plans

    BridgeTek Solutions

    Networking and Security solution provider Global Asset Systems selects Promys business software to support aggressive growth

    GA Systems

  • Promys PSA business software announces ESL and Intrastat Dispatches reporting  functionality for UK customers


    IT Support and solution provider TwoPointZero selects Promys PSA business software to support aggressive growth plans

    Two Point Zero

    Promys Enterprise PSA Software Announces comprehensive Web API integration with Acumatica Cloud Accounting/ERP Software


    IT Support and solution provider White River Services & Solutions selects Promys PSA business software to support aggressive growth plans

    White River Services & Solutions

  • Technology Services and Support provider Emagine IT Group selects Promys PSA business software to replace Connectwise Wireless Communications solution and support provider RadioWorks selects Promys PSA business software to support growth and evolution Promys PSA business software releases Managed Services/Subscriptions Recurring Billing Module & Managed Services/Subscriptions Profitability Tracker IT Managed Services provider Khamma Group selects Promys PSA Business Software to Support Aggressive Growth Plans