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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Avaro One serves as a comprehensive CRM and PSA solution tailored for firms in sales, delivery, and professional services, seamlessly merging these functions into a cohesive platform. The system comprises six distinct modules that address various aspects of the client lifecycle: the Sales module streamlines pipeline management, lead scoring, and quotation processes; the Marketing module facilitates campaign management and audience segmentation; the Delivery module is responsible for overseeing project execution and resource allocation; the Finance module efficiently handles invoicing and expense tracking; the People & Development module fosters employee performance reviews and career advancement; while the Platform module ensures robust security measures, regulatory compliance, and system integrations. As sales opportunities progress, they transition into delivery projects, with tracked hours automatically relayed to the finance module for accurate invoicing. Additionally, Avaro One boasts features such as eight customizable service model templates, document tracking capabilities for quotes and contracts, a personalized client portal for real-time updates and invoice access, tools designed for GDPR compliance, support for multiple currencies, and enhanced security through two-factor authentication and role-based access controls. With its intuitive interface and comprehensive features, Avaro One empowers organizations to enhance their operational efficiency and client engagement effectively.

Description

Promys Enterprise PSA stands out as a highly acclaimed cloud-based professional service automation platform tailored for IT, managed services, and providers of audiovisual and physical security solutions. With its scalable architecture and user-friendly interface, Promys Enterprise PSA encompasses an array of functionalities such as help desk support, time tracking, billing, project management, procurement, service contract oversight, customer asset management, and comprehensive reporting. Additionally, the platform enables real-time updates regarding invoicing, purchase orders, and various reports related to products, labor, contracts, and overall revenue performance, ensuring that users remain informed and organized. Its extensive feature set makes it an invaluable tool for businesses looking to enhance their operational efficiency and service delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Acumatica Cloud ERP No 
ConnectWise Cybersecurity Management No 
Google Calendar No 
Kaseya VSA No 
Microsoft Outlook No 
NinjaOne No 
QuickBooks Online No 
Sage 50 No 

Integrations

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

Pricing Details

£35 per user per month
Free Trial No 
Free Version Yes 

Pricing Details

$39.00/month/user
Promys pricing include mobile, purchasing, quoting, calendar and e-mail integration, portal, unlimited support, and all upgrades.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Avaro Technologies Ltd.

Founded

2026

Country

United Kingdom

Website

www.avarotechnologies.com

Vendor Details

Company Name

Promys

Founded

2003

Country

Canada

Website

www.promys.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools No 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

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