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, May 9, 2017
“Overall: Very easy to use and love the ability to…”
Overall: Very easy to use and love the ability to quickly frill down information. Pros: Being able to pull customer data quickly. I can identify customers opportunities and successes with the sales data.
★★★★★
Tuesday, May 9, 2017
“Pros: I have been a Phocas user for a couple…”
Pros: I have been a Phocas user for a couple of years. Being a SHIMS user, we are always looking for software to enhance it and make the end users lives easier. Phocas has been a great fit for us. Cons: We started using the CRM database about 6 months ago. After a somewhat rocky start, the salesforce is finally embracing the technology.
★★★★★
Tuesday, May 9, 2017
“Pros: The ease of use is great, and has brought…”
Pros: The ease of use is great, and has brought so much benefit to our company. We are able to customize reports and dashboards to our needs as a company, which is a huge deal. Getting reports out to our field is easy and painless. We use subscriptions constantly, and that has made many employee's lives easier. Cons: I wish, still there was more ability to customize the report layouts. There are a lot of times when I have to create the report in Phocas, export it, and then do additional formatting in Excel. Also, the ability to download an entire dashboard would be amazing! It would make it so much easier than exporting each part individually.
★★★★★
Tuesday, May 9, 2017
“Pros: I am new to Phocas. It is pretty easy…”
Pros: I am new to Phocas. It is pretty easy to use compared to SAP BI. As a developer, it is very easy to create dimensions and measures. I'm looking forward to learning more about Phocas, especially the new version and the functionality that has been added.
★★★★★
Wednesday, July 29, 2015
“Pros: Phocas is very easy to use, very intuitive and…”
Pros: Phocas is very easy to use, very intuitive and provides excellent business information. It is relatively inexpensive per user and at times, worth its weight in gold! Cons: Nothing really. I am not a lover of the weekly/ monthly user subscription model as unless you make a point of regularly reviewing the usage, as your business changes sometimes you end up paying for users that have stopped using it. However that's really our problem rather than theirs. Recommendations to other buyers: To be honest, I haven't reviewed any alternatives. Before Phocas we were trying to slice and dice information using spreadsheets etc. Phocas has revolutionised our BI and has undoubtedly improved our business decisions. Apart for the obvious benefits of better information, I feel that the ease of use is paramount so that non tech savvy people can still use it quickly with very little training.
★★★★★
Thursday, March 26, 2015
“Pros: I like that the company is as easy to…”
Pros: I like that the company is as easy to work with as their software. Great team, and a great product. Delivers the data we need to drive our business forward. This offering is flexible and tailored to your needs. Its both lighter and more simplified than comparable offerings and still delivers a powerful punch of data. Cons: No complaints. Not even a little bit. Product and Customer service are outstanding. Recommendations to other buyers: Get in line to get on board with the system. If you are looking at BI solutions, this one is a winner.
★★★★★
Wednesday, March 25, 2015
“Pros: How quickly we can gain insight into our sales…”
Pros: How quickly we can gain insight into our sales data. Cons: We would like to offer this to more of our employees, but the cost is making it hard for us to justify. Recommendations to other buyers: Know your data and the structure of your current ERP's database. Some features that Phocas can offer may not work for you because your system is lacking data that is needed for a particular function or feature.
★★★★★
Saturday, March 21, 2015
“Pros: I like the ease of use of the product…”
Pros: I like the ease of use of the product and responsiveness of the vendor. Cons: Nothing that hasn't been addressed and corrected as necessary. Recommendations to other buyers: Time is money in business, and this software makes it possible to analyze and evaluate the key areas almost instantaneously.
