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.
★★★★★
Monday, October 7, 2019
“Overall: We have improved margin, customer retention, staff output and…”
Overall: We have improved margin, customer retention, staff output and much more. Pros: Data is very powerful when used properly. Easy to use once leaned and it's extremely quick to extract important data. Cons: Some bugs still sit in the software. Not a lot but they are annoying when they do pop up.
★★★★★
Monday, October 7, 2019
“Overall: I check my clients what they are purchasing -…”
Overall: I check my clients what they are purchasing - and compare over 12 month period - very helpful in meetings - opens discussions. Client also likes to see their order history. Pros: Clear - easy to use and find the information I require Cons: Have not found anything yet! I love the software has all the information I need to conduct my business on a day to day routines.
★★★★★
Thursday, June 29, 2017
“Pros: An easy to use and intuitive way to segment…”
Pros: An easy to use and intuitive way to segment audience, sales and kpi's Simple user interface Continued development Cons: Adding new data sources as an end user Not being able to automate feeds from Phocas into other databases or systems
★★★★★
Thursday, June 29, 2017
“Overall: All in all great product and I would highly…”
Overall: All in all great product and I would highly recommend Pros: its user friendly and easy to get around, produces reports quickly, analysis of data is at your fingetips Cons: Customising reports can be hard to navigate around
★★★★★
Tuesday, May 9, 2017
“Pros: Phocas is super easy to use and a powerful…”
Pros: Phocas is super easy to use and a powerful tool for our management team. It is easy to get our staff up and running on the platform. Cons: I wish it had more options for combining streams and plotting the data on using both the horizontal and vertical axis.
★★★★★
Tuesday, May 9, 2017
“Overall: I couldn't do my job without it! Pros: Quick…”
Overall: I couldn't do my job without it! Pros: Quick and easy to get the reports you need. Dashboards with summaries that you can drill down into. Cons: So much at once is hard to take in and learn all Phocas can give you. Too much data can be overwhelming.
★★★★★
Tuesday, May 9, 2017
“Pros: Very easy to get to the data that we…”
Pros: Very easy to get to the data that we need. We have used this product for about 5 years now and it works great. Cons: It takes a little bit of setup but most of that was just trying to decide what data we wanted to get to. Other than that no real problems.
★★★★★
Tuesday, May 9, 2017
“Pros: Phocas allows me to track the results of sales…”
Pros: Phocas allows me to track the results of sales promotions with ease. It also lets me focus in on under performing product classes and identify the root cause. It's one of the best software programs we have.
★★★★★
Tuesday, May 9, 2017
“Pros: The software is not only easy to use, and…”
Pros: The software is not only easy to use, and basically unbreakable, it is accessible almost anywhere. Hours have been saved thanks to the software. This is hands down the best software that i've ever used in my company. Cons: Minor gripes about the interface and specific features that could be easily fixed. Currently running an older version, so 2016 may fix some of them
★★★★★
Tuesday, May 9, 2017
“Pros: This software deals with large amounts of data with…”
Pros: This software deals with large amounts of data with exceptional speed and simplicity putting relevant data at your finger tips. Easy to convince people to use Cons: Limited in complex searches. CRM is Limited. Whenever you get a software that offers simplcity, there is some sacrifice on flexibility, but it is worth the sacrifice
