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What is Promys?

Promys Enterprise PSA is a distinguished cloud-based professional service automation solution specifically designed for IT firms, managed service providers, and companies specializing in audiovisual and physical security services. Its scalable design and intuitive interface provide a wide range of features, including help desk support, time tracking, billing, project management, procurement, service contract management, customer asset oversight, and detailed reporting capabilities. Furthermore, the platform offers real-time visibility into invoicing, purchase orders, and various reports concerning products, labor, contracts, and overall revenue performance, thereby keeping users well-informed and organized. This extensive array of functionalities makes Promys Enterprise PSA an essential resource for businesses aiming to boost their operational efficiency and improve service delivery. Overall, the platform's robust capabilities and ease of use contribute significantly to enhancing productivity and customer satisfaction in a competitive market.

What is Clientary?

Discover an all-inclusive platform designed to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff in a single location. This solution not only attracts clients but also enhances your efficiency and time management. Clientary functions as a comprehensive professional services automation tool that meets the diverse needs of your business. Thanks to our support, numerous freelancers, agencies, and organizations have effectively streamlined their client management systems. Eliminate the stress of using multiple documents, templates, and applications. We support the entire client lifecycle, from crafting initial proposals and estimates to tracking hours, creating invoices, and handling payments, ensuring that all essential resources are kept in one place. Start your client relationships on the right foot with customized proposals and contracts, and easily obtain signatures directly through Clientary. Invoices can be generated automatically based on billable hours or estimates, making your billing process far more straightforward. Collect payments effortlessly through a variety of methods, such as credit cards, ACH transfers, or offline options. Keep track of time and assign tasks to staff effectively, while also planning for upcoming workloads. With functionalities that handle projects, budgets, deadlines, and various rates, your organization is poised to excel like never before. This cohesive approach will transform your management of business relationships and operations, enabling you to achieve new levels of success and productivity. Your workflow will not only become more efficient but also more enjoyable as you harness the power of Clientary.

Media

Media

Integrations Supported

QuickBooks Online
Acumatica Cloud ERP
ConnectWise Cybersecurity Management
Google Calendar
Kaseya VSA
Microsoft Outlook
NinjaOne
Sage 50

Integrations Supported

QuickBooks Online
Google Cloud Platform
Integry
Stripe
Zapier

API Availability

API Availability

Has API

Pricing Information

$39.00/month/user
Promys pricing include mobile, purchasing, quoting, calendar and e-mail integration, portal, unlimited support, and all upgrades.
Free Trial Offered?

Pricing Information

$19 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Promys

Date Founded

2003

Company Location

Canada

Company Website

www.promys.com

Company Facts

Organization Name

Clientary

Company Location

United States

Company Website

www.clientary.com

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Document Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

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