Compare Promys PSA vs Precursive vs Scoro

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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:

Connect sales and project teams in Salesforce and take customer experience to the next level. Put together the right teams to win more bids with dynamic resource allocation. Stay ahead of demand and improve project performance to make customers happy!

Connect Sales and Delivery Teams
Our app is 100% native to SFDC so you can automate the creation of projects from Salesforce opportunities with customer requirements. Mobilise resources quicker, make customers happy and increase profitability.

Win More Bids and RFPs
Stay one step ahead of your customer needs. Get the right skills and knowledge onto bid teams quickly to win more deals. Be more responsive and agile than your competition.

Meaningful project data and analytics
Avoid projects going off course and costs getting out of control. Track project progress including costs and margin. Get real-time data and analytics on forecasts, revenues, and utilization.

Our customers include Agilisys, Arqiva, BT, Comcast, Essentra, Kantar Futures, SES Networks, Omnicom, RenderThat, Softcat Plc, Torrent Consulting, Unified, and WPP.

Results seen

20% revenue growth
35% reduction in costs
15% increase in EBITDA
25% improvement in customer retention

Precursive will seamlessly integrate with Salesforce CRM, CPQ, Field Service and Wave Analytics. We are the preferred solution for mid-market and enterprise Media and Agencies, Consulting, and High Tech/Telecoms.

Precursive helps technology & service companies to grow through pragmatic digital transformation. Forward-thinking companies recognize that digital workforce planning is critical to creating customer loyalty. By managing customer demand more effectively and ensuring that projects run smoothly - you can grow, renew, up-sell and cross-sell more.

Pre-Sales | Bid Management | Sales & Delivery Alignment | Workforce Planning | Resource Allocation | Skills Matrix | Project Accounting | Combine Sales and Delivery Data for Capacity Planning | Utilisation Reporting

Our team has a breadth of experience from previous work at CEB, Deloitte, Gartner, Open-Text, Roche and Infosys

Software Description:

Scoro is a cloud-based business management solution for small-to-midsize companies in advertising, consulting, IT and other industries. The solution provides a control hub that displays outstanding tasks, account information, key performance indicators, calendar events and more all on a single screen.

Work Scheduling & Tracking:

  • Schedule tasks and meetings. Everyone can manage their own task lists by priorities, projects, statuses, and deadlines.
  • Get an instant visual overview of everyone's workload, realistic deadlines, potential over-bookings, and available slots.
  • Say no to time sheets! Everyone’s calendar events and completed tasks are automatically added to their work reports.

Project Management:

  • Manage everything related to a project on one page, including time spent and billed, planned tasks and meetings, invoices and expenses, comments and files.
  • Create budgets and allocate billable and non-billable work.
  • Manage your project portfolio by configurable statuses (e.g. in progress, completed) and tags (e.g. type, department, market etc).

CRM & Quoting:

  • Get a complete overview of a client or supplier on one page – from the first “hello” to the final invoice. This includes contact details, linked files, communication history, projects linked plus all quotes, orders, and invoices.
  • Create a visual pipeline view. Drag and drop deals as they move from one stage to another.

Billing Automation:

  • Issue sales, prepayment and credit invoices and send these as PDF-files.
  • Automate late invoice reminders, scheduled and recurring invoices.

Reporting & Dashboard:

  • Keep an eye on your KPIs and actionable items - all on one beautiful dashboard.
  • Track tasks, projects, finances, and departments - create advanced custom reports to have complete control over your business.

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:

  • External Integrations
  • Project Management
  • Notifications
  • Multi-User
  • API
  • Data Import
  • Data Export

Features:

  • Task Scheduling/Tracking
  • Billing/Invoicing
  • CRM Integration
  • Analytics
  • Notifications
  • Data Export
  • Supplier Management
  • File Transfer
  • Contact Sharing
  • Contact Management
  • File Sharing
  • Lead Management
  • Multi-User
  • Lead Scoring
  • Project Management
  • Password & Access Management
  • Scheduling
  • Dashboard
  • Calendar Management
  • Customer Management
  • Data Import
  • Data Visualization
  • API
  • External Integrations
  • Forecasting
  • Accounts Payable
  • Expense Tracking
  • Budgeting

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:

  • Workforce planning for the Digital Business.

  • Improve resource allocation to get the right people on projects quickly.

  • Track projects costs and margins in real-time.

  • Align sales activities and delivery/project resources.

  • Increase utilization and project profitability by mobilizing teams effectively.

  • Generate data and analytics on key business metrics to make faster decisions.

  • Enable your staff to work from anywhere and collaborate with their colleagues.

Summary:

    No key features associated with this application.

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

$22.00
1 user(s) / month
Included in plan:
  • Business dashboard
  • Calendar & task management
  • Basic project management
  • CRM & quote management
  • Invoices & expenses
  • Financial & work reports
  • Calendar, Toggl, Dropbox & MailChimp integrations

Premium

$33.00
1 user(s) / month
Included in plan:
  • Planner
  • Work-time billing
  • Advanced task management
  • Advanced project management
  • Scheduled invoicing
  • Late invoice reminders
  • Advanced & comparative reports
  • Low-volume QuickBooks & Xero integrations
  • Everything in Plus

Ultimate

$55.00
1 user(s) / month
Included in plan:
  • Advanced resource planning
  • Budgets & forecasts
  • Commission calculator
  • FTP server integration
  • Unlimited customizability options
  • High-volume QuickBooks & Xero integrations
  • Everything in Plus and Premium

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 multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
    • Native integration with Salesforce
    • Often integrated with finance packages such as Microsoft, Sage, Xero
  • Does this service offer an API?
  • Yes.

  • What platforms does this service support?
    • 100 Native to Salesforce
    • Native for Force.com platform
    • Available on mobile application via Salesforce1 App
  • Does this service offer guides, tutorials and or customer support?
  • We provide comprehensive training, documentation and customer success support.

  • Does this service integrate with any other apps?
    • Native integration with Salesforce
    • We have integrated our solution with Xero, Sage, Smartsheets, Qlik
  • What is this service generally used for?
    • Workforce planning
    • Resource allocation
    • Project planning
    • Project budgeting or accounting
    • Task management
    • Timesheets and Expenses
    • Reporting and Analytics
    • Pre-planning resources against forecast projects
    • Revenue forecasting
  • Who are the main user groups of this service?
  • Our clients typically have 3 tiers of users:

    1) Senior Leadership - COO, CFO, CEO, MD, Head of Bid Management, Head of Pre-Sales, Head of Sales Engineering

    Leaders are typically looking to access data and reporting on a range of metrics including:

    • Utilisation
    • Project or overall portfolio profitability
    • Capacity planning
    • Staff availability
    • Billable vs. Non-billable time
    • How much time spent on key accounts
    • Win rates for pre-sales teams

    2) Project Management and Resource Management - Head of PMO, Project Managers, Programme Managers, Resource Managers

    These managers are looking to plan their projects and/or resources according to customer demands. They can:

    • Set up and track budgets
    • See margins and costs change in real-time
    • Schedule and allocate resources
    • Make resource requests
    • Notify colleagues about changes in scope or requirements

    3) Front-line staff - Consultants, Engineers, Developers, Creatives, Designers

    These people are able to manage and track their time and expenses; as well as get ahead of customer requirements or needs on projects. They can:

    • Complete their timesheets on any device including mobile
    • Plan in their holidays or show when they are working on admin/training
    • Record any personal or project expenses
    • Receive notifications of upcoming projects or tasks

FAQs:

    What platforms does this service support?
  • Scoro supports Mac OS, iOS Native, Android Native, Windows 8, Web Browser/Cloud/Saas.

  • Does this service integrate with any other apps?
  • Scoro integrates with MailChimp, iCal, Outlook, Toggl, and Dropbox.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Scoro can be simultaneously used by 5 users, and there is no upper limit.

  • Does this service offer guides, tutorials and or customer support?
  • We offer a customizable onboarding program to help you get the most out of Scoro.

    We want to make sure you get properly set up and all your team is ready to use the software. You can also get answers to any questions you might have from Customer Support, Helpdesk, and our Blog.

  • What is this service generally used for?
  • Scoro is the Control Hub of your business.

    Using Scoro helps you focus on your business, and reduce the time spent on shuffling between different tools. You can use Scoro's own features or plug in various integrations.

    The main features include Project Management, Work Scheduling & Tracking, CRM & Quoting, Billing Automation, Advanced Reporting & Dashboards.

    You can also add integrations like Xero, Quickbooks, iCal, Outlook, Dropbox, MailChimp or use our full-featured API to build your own integrations.

  • Who are the main user groups of this service?
  • Scoro is predominantly used in the professional and creative service industry, from 5 users up to 1000.

  • What are some applications this service is commonly used in tandem with?
  • Xero or Quickbooks.

  • Does this service offer an API?
  • Yes, we have a full-featured API.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
3
Followers:
43

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
3.09k

Publisher:

Founded:
-
Based in:
London
Employees:
51-200
Likes:
Followers:

Other:

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

Other:

Who uses Precursive
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Scoro
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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