Compare Promys PSA vs Accelo vs SherpaDesk

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Promys PSA screenshot view 3 more Accelo screenshot view 4 more SherpaDesk screenshot view 5 more

Software Description:

Promys Enterprise PSA automates professional services and complete business process with CRM, quoting, procurement, invoicing, help desk, and customer tracking. It encompasses all these functions into one comprehensive automation solution, that is particularly suitable for midsize IT businesses.

The Promys help desk tool enables business owners to see client assets under a service deal or blanket agreements in form of tickets. Users can set up workflows, color coding and escalations and definite various ticket priorities. There is also a project management module, providing detailed profitability visibility, and budget analytics.

Except for service automation, Promys also provides customer self-service portal, resource scheduling, and integrations with frequently used business applications.

Software Description:

If you want to grow your business, you need a system, not a collection of tools. Accelo makes it easy to manage all of your client work, from prospect to payment, and everything in between. With powerful features like automatic email capture, automated time sheets and intelligent business processes that alert you if things are going off track so you can forecast the future and make sure you never get lost. Accelo allows you to focus on more important things (like growing your business) and gives you more time to do the work that you and your clients love. Try it now for free!

Software Description:

We’ll Improve Your Business, Without Disrupting It.
Track Time Across Your Business. Automatically Generate Invoices. Make Smarter Decisions.

Our customer management software allows you and your team to stay connected to your customers whether you are in the field, on the road, or simply don’t feel like firing up your computer. The mobile application makes it easy to manage support tickets, track time, and send invoices from the palm of your hand.

This gives companies the freedom to focus on growing their business, rather than just surviving.

Our tool helps resolve customer issues, accurately track billable and non-billable time, automate invoicing and manage project profitability.

KEY FEATURES
* HelpDesk Ticketing System - manage support tickets
* Communicate through the app in your email via SherpaDesk command codes
* Manage projects
* Attach files to projects and accounts
* Communicate within projects both internally and externally
* Data reporting to measure project profitability
* Maintain company assets
* Manually calculate depreciation of assets
* Manage employees
* Integrates with accounting solutions for automatic billing
* Track time via iPhone, Apple Watch, Desktop, Droid, Chrome Extension or Email
* Apply tracked time to set hourly rates
* Apply tracked time to projects or customers
* Create To-Do Lists

Features:

  • Billing/Invoicing
  • CRM Integration
  • Customer Management
  • Task Scheduling/Tracking
  • Inventory Tracking
  • Google Apps Integration
  • Data Import
  • Data Export
  • Scheduling
  • Calendar Management
  • Contact Management
  • Notifications
  • Budgeting
  • Dashboard
  • Forecasting
  • External Integrations
  • Email Integration
  • API
  • Project Management
  • Expense Tracking

Features:

  • Call Tracking
  • Task Scheduling/Tracking
  • Gantt Charts
  • Google Apps Integration
  • Contact Sharing
  • Forecasting
  • Batch Permissions & Access
  • Budgeting
  • Customer Management
  • Time Management
  • Lead Management
  • Lead Scoring
  • Data Visualization
  • Email Integration
  • Scheduling
  • Calendar Management
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • Contact Management
  • File Sharing
  • File Transfer
  • 2-Factor Authentication
  • External Integrations
  • Project Management
  • Notifications
  • API
  • Multi-User
  • Data Import
  • Data Export

Features:

  • Project Management
  • Bug Tracking
  • Inventory Tracking
  • Google Apps Integration
  • Notifications
  • Calendar Management
  • External Integrations
  • Customer Management
  • Dashboard
  • Chat
  • Multi-User
  • Contact Management
  • Data Visualization
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Time Management

Summary:

  • CRM

  • Quoting

  • Help Desk

  • Dashboard Ticket Tracking

  • Project Task Schedule

  • Job Costing

  • Real-Time Costing Against Budget Information

  • Single Screen Visibility For Invoicing

  • Purchasing

  • Time & Expenses

Summary:

  • It's the cloud, it's automation, it's machine learning, it's accelerating your business; it's Accelo.

  • Manage your entire business from one simple place.

  • From prospect to payment, automate your processes and gain the visibility you need to grow your business.

Summary:

  • Complete professional service automation solution

  • Easily track time, manage support issue and monitor project profitability

  • Capture lost billable and non-billable time

  • Easy to use help desk solution built for small to medium size teams

Standard License

$79.00
1 user(s) / month
Included in plan:
  • Subject to quantity discounts
  • Sales Force Automation & Quoting
  • Order Fulfillment
  • Project Management, Time & Expenses
  • Help Desk & Service Contracts
  • Role-Based Security
  • Accounting, RMM & other API’s
  • System Support & Training
  • 24/7 Monitoring
  • 128-bit Security
  • 99.99% System Uptime
  • Solution Upgrades

Field Tech/Engineer License

$39.00
1 user(s) / month
Included in plan:
  • Time Sheets & Expense
  • Project & Service Call Assignments

Plus

$19.00
1 user(s) / month
Included in plan:
  • Smart CRM & Email Tracking
  • Sales Tracking
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Quotes

Premium

$39.00
1 user(s) / month
Included in plan:
  • Smart CRM & Email Tracking
  • Sales Tracking
  • Email Campaigns
  • Tasks, Notes & Attachments
  • Client Portal
  • Quotes
  • Unlimited Custom Sales Types
  • Customized Business Processes
  • Automated Triggers & Notifications
  • Team Scheduling
  • Retainer Management

1st Tech Free for Life

Free
Included in plan:
  • 1 technician license and full access to all features

Team

$39.00
user(s) / month
Included in plan:
  • All feature on our website

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service offer an API?
  • Yes, Promys offers an API.

  • What platforms does this service support?
  • Promys is a web-based software.

  • Does this service integrate with any other apps?
  • It integrates with Acumatica Cloud ERP, Sage 50c, Microsoft Dynamics GP, Microsoft Outlook, Google Apps, Sage 50 Canada, LogicMonitor, QuickBooks, Continuum, SAP.

  • What is this service generally used for?
  • It is used for Professional Services Automation.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Email Support, Phone Support.

  • Who are the main user groups of this service?
  • Main users of this Promys Enterprise are medium-sized IT, MSP, Audio Visual & Physical Security solution providers.

FAQs:

    Does this service offer an API?
  • Accelo offers an API with a community of clients tinkering away on our platform.

  • What are some applications this service is commonly used in tandem with?
  • Accelo is normally used in tandem with Marketing Automation platforms such as HubSpot.

  • What platforms does this service support?
  • Accelo is web-based and can be accessed by any web browser along with native mobile apps on iOS and Android.

  • Who are the main user groups of this service?
  • Accelo's main user groups are Professional Service oriented businesses.

  • What is this service generally used for?
  • Accelo is generally used to manage workflow from prospect to payment.

  • Does this service integrate with any other apps?
  • Accelo offers integration with: G Suite, Office 365, Xero, QuickBooks, Saasu, Salesforce.com, Twitter, Campaign Monitor, MailChimp, Jira, Stripe, Authorize.Net, MAXfocus, Kaseya Network Monitor, Continuum, PayPal, Zapier, HubSpot, Slack, typeform.com, Eventbrite, Intercom, Airtable, and Wufoo.

  • Does this service offer multi-user capability (e.g. teams)?
  • Accelo is solution built for teams with a focus on collaboration and visibility.

  • Does this service offer guides, tutorials and or customer support?
  • Accelo offers a robust user guide, and a very active sales and success team who are available around the clock to provide a better look at our solution or provide support.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service offer an API?
  • Yes, you can find the wiki on our GitHub repository.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What platforms does this service support?
  • SherpaDesk is a web-based solution and works on all major browsers.

  • What is this service generally used for?
  • SherpaDesk is a complete professional service management solution allowing time tracking, support management, project monitoring and invoicing. With deep integration into QuickBooks, Xero and FreshBooks makes the SherpaDesk the best solution for small to medium size business to run their business.

  • Who are the main user groups of this service?
  • SherpaDesk focuses on professional service organizations where time is their key revenue driver. This would include software developers, graphic designers, consultants, IT support and manage service providers.

  • What are some applications this service is commonly used in tandem with?
  • QuickBooks
    QuickBooks Online
    Xero
    FreshBooks
    Salesforce
    Google
    Microsoft 365

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
San Francisco
Employees:
11-50
Likes:
Followers:

Other:

Who uses Promys PSA
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Accelo
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses SherpaDesk
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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