Compare Promys PSA vs SherpaDesk vs Scoro

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Crozscore:

82%
what is this?
77%
35%
interest falling

Crozscore:

90%
what is this?
94%
37%
no significant changes
Promys PSA screenshot view 3 more SherpaDesk screenshot view 5 more Scoro 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:

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

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:

  • 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

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:

  • 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

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

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

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.

  • 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

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:
Followers:
45

Publisher:

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

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 SherpaDesk
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
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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