
Jim M.
1 review written Β· 5.0 average
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Overall: Phocas software is great! We are just scratching the surface with what it can do and look forward to using this more. Pros: We have used Phocas since 2008 and have always liked how fast we can generate reports. The reports that I have setup to e-mail keep me informed on key indicators in our business. We started using CRM a couple of years ago and like how easy it is for our salespeople to enter calls on their mobile device. Cons: I would like to see a better way to track and run reports on leads in CRM. Sometimes upgrades and support take a little longer the we would like. Reasons for Choosing Phocas Software: We like how easy it was to use and customize. Reasons for Switching to Phocas Software: Microsoft was to expensive and to complex for what we needed.