What is Phocas Software?
Phocas has built its business model on exceeding customer expectations. We’ve operated on a subscription basis from the start and in the words of Phocas Group chairman and co-founder Paul Magee: ‘That puts the onus on us to perform’. And we like that. In fact, our whole company ecosystem is built around that ‘light bulb moment’ when customers achieve a breakthrough by seeing their business through fresh eyes. Phocas does things differently. Especially data discovery. To us, successful Business Intelligence is about more than data – and this is where we speed away from the pack. We have a track record of delivering successful BI projects, in which we empower customers to grow the business, increase revenue, raise profit margins, lower employee costs, take Friday afternoon off for golf... With offices in the UK, United States and Australia, our global presence continues to grow and a 97% customer retention rate tells us we’re on the right track. Successful Business Intelligence happens with Phocas because our entire culture is to deliver software that is more than just a tool; it is a solution.
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Phocas Software Reviews (48)
- ★★★★★48
- ★★★★★0
- ★★★★★0
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
Phocas is overwhelmingly praised by its user base, with all 48 reviews giving 5-star ratings. Users consistently highlight ease of use as the defining strength—most emphasize that non-technical staff can create reports and dashboards within minutes of training, and that switching from manual Excel-based reporting has freed up significant time. The ability to drill down into data quickly and customize views to specific business needs resonates across reviews, with many noting improved decision-making around sales, customer behavior, and profitability.
The software's responsive support team and willingness to integrate with existing ERP systems earn repeated praise. Users also appreciate the modern web-based interface, fast data refresh cycles, and the community forum (PUG) where users help each other. Several long-term customers (some since 2003 or 2008) cite the product's reliability and evolution.
Criticisms, while minor and sparse, cluster around three areas: dashboard visualization and formatting options feel limited compared to some competitors, requiring users to export reports to Excel for final layout work; the learning curve on advanced features like the Nesting function can be steep; and some users note occasional performance slowdowns or bugs. A few mention that CRM functionality lags behind sales analytics, and cost per user can be a barrier for rolling out platform-wide. One reviewer wished for better options to manage and organize saved reports.
★★★★★
Tuesday, October 8, 2019
“Overall: Sales and profit information by customer and product line…”
Overall: Sales and profit information by customer and product line is instantaneously available. I do not know how we functioned without it. Grat tool to analyze sales and profitability Pros: Information Availability and speed of access to queries Cons: We cannot link our customer price matrix database to our sales information Reasons for Choosing Phocas Software: Willingness to access our current ERP system to create our database. Ease of use.
★★★★★
Tuesday, October 8, 2019
“Overall: We use it for daily, weekly and monthly exception…”
Overall: We use it for daily, weekly and monthly exception reporting for all areas of our business. Pros: User-friendliness. It's very intuitive and easy to use. It has a nice clean and modern look and feel. Cons: It doesn't have all the data in it we would like and sometimes it is difficult to get that data into Phocas. That may be more of an Eclipse limitation though. Reasons for Choosing Phocas Software: The ease of use and clean look.
★★★★★
Tuesday, October 8, 2019
“Pros: We have been a user of Phocas since 2003…”
Pros: We have been a user of Phocas since 2003 and it has proved to be the single most useful piece of software we have ever used. We have our staff, customers and suppliers accessing the system, it is that good. Our suppliers prefer to use Phocas to their own in house systems and our customers say they have never seen anything as good. Without Phocas we would seriously struggle to know what is going on in our business. Cons: There is nothing we don't really like...
★★★★★
Tuesday, October 8, 2019
“Overall: We / I monitor and control stock and sales…”
Overall: We / I monitor and control stock and sales figures for a large multi-site company that is easily done by branch or area and quickly manipulate the figures to show the various results I require in an instant, I would be lost without it. Pros: I like the instant, fluid information that lets me quickly get the information I want when I want it how I want it, sales me hours a week, what's not to like! Cons: I wish to learn more about it to maximise on its benefits but find it a little expensive to do the course, other than that its brilliant.
★★★★★
Tuesday, October 8, 2019
“Pros: Phocas provided an ideal solution for producing the same…”
Pros: Phocas provided an ideal solution for producing the same views of information for Different job roles using the permissions in the background. This reduced our dependance on Excel reporting by around 60% Cons: Phocas is more a visualisation tool rather than deep dive and planning is necessary to ensure output views meet the expected results, particular around columnar structure. That said it has had nothing but a positive impact on the Business reporting consumption by the masses.
★★★★★
Tuesday, October 8, 2019
“Overall: Does help me to identify which areas within my…”
Overall: Does help me to identify which areas within my customers business need growth. Information is given in a clear and concise way. Pros: Very simple and easy to use. Easy to navigate. Cons: Sometimes can be very slow. Have to press CTRL & F5 to clear it.
★★★★★
Tuesday, October 8, 2019
“Overall: great staff , great system I have nothing but…”
Overall: great staff , great system I have nothing but praise for Phocas Pros: The system is great to use and easy , I like the fact I can customize reports and dashboards to suit my business. Cons: I have no issues with the software, the system works well for us. Reasons for Choosing Phocas Software: the system sold its self , the demo we had many years ago showed us the benefits . We are now 6-7 years down the line and we love it more now than ever.
★★★★★
Tuesday, October 8, 2019
“Overall: Insights into where customer spend is dropping off, or…”
Overall: Insights into where customer spend is dropping off, or margin being eroded can be instantly visible. Pros: Flexibility - you can drill down into almost anything with no pre-set barriers Cons: It can be complicated to get your head round how to find what you want sometimes. Reasons for Switching to Phocas Software: Phocas was a better offering
★★★★★
Monday, October 7, 2019
“Pros: * How quickly you can slice and dice your…”
Pros: * How quickly you can slice and dice your data * Reliability of data * No hidden costs and no extra charges * Support desk that helps and does not charge Cons: * Remembering how to do things, * Inability to manage your favourites or saved reports e.g. folder arrangement would be great Reasons for Choosing Phocas Software: Demonstration of product using our data, showed us information we had never been able to do previously and it was being done by someone not in our business. Ease of implementation and no hidden costs.
★★★★★
Monday, October 7, 2019
“Overall: Phocas has made Monthly reporting made easier to put…”
Overall: Phocas has made Monthly reporting made easier to put together and share with the team. Implementation was relatively straight forward. Priced about right. Pros: Simple to use Modern and up to date software Graphics and Dashboard are value adding Training opportunities Web based - access anywhere Cons: Relies on good internet connection (obviously)
