Phocas Software Reviews

I love the customization of creating reports. Our users enjoy the independence of creating their own reports and the flexibility they have with customizing the structure of any data pulled.

We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area.

It's intuitive and easy to navigate. Gets to the answers quickly.

The dashboard graphics/colors do not have as much visual pop as other apps.

This software allows me to gather databases from all over the organization and present the, to our users via dashboard/report or let them drive their own reporting.

It was a bit difficult to understand the Sync/dbdesigner part since documentation on this was a bit vague

Ease of use
Speed to market (straightforward deployment)

Cloud version response time gets a little sluggish here and there but not too often.

The fact that Phocas Software is simple to use and enables quick and simple access to data was appealing to me. Additionally, the visuals are excellent, allowing for simple customization of the dashboards' appearance and feel. The team is always willing to assist with any questions or problems, and the customer service is also excellent.

I didn't like how the user interface was clunky and not as intuitive as other software applications I'd used before. It was difficult to navigate the system and find the information I needed.

Phocas is pretty easy to use, even to the not nerd people. It's interface is intuitive.

Dashboards can use some more features. Other than that all looks good.

It is easy to use for all sales people. Lots of information at your fingertips.

Having all this data you need to understand d how to use it. This is not always easy.

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%

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.

This software is very easy to use and it helps me track what sales are most profitable. I would recommend it to anyone looking to grow their sales.

Phocas is good but I think the pricing needs to be revised to accommodate small organisations and businesses

I love from an IT admin point of you how it allows users to build their own reports. Previously we had to write sql queries to get users the custom reports they required. Now users are confident to go in and have a go themselves. The software training academy and weekly live training sessions has allowed users to pick up the software easily.User friendly, very powerful tool. Always new features being added.

I believe their appears to be a bit of a backlog with the dev team currently so a few bugs aren't being resolved as quickly as they used to be.

Offers easy deployment and maintenance. Database builds are a snap while offering dynamic reporting, dashboards and alerts.

More access to backend functionality would be helpful.

Ease of use. Users with no math or data experience can quickly get up to speed.

Longer lead times on development have been a challenge. No exposed APIs is a limitation.

Showing Sales figures as opposing to same time last year, we are basing our bones system based on this.

It should have been accessible to all employee to keep checking the sales stats instead of just one user without a password and username.

Ease of use , ability to develop our own customised views , one change updates all consumers of the views , scalable - we can add more data and create relationships to enrich existing views to the consumer , Enable better decision making data in dashboard views allowing the consumer to pic and choose what is important today .
We have never looked back - we chose Phocas in 2013 to feed our front end business with tailor made views of data to enable swift decision making - we developed our support team to self create views from data feed through to data visualisation - this replaced our Excel and VBA sheets that were people hungry to produce - now we simply load our data periodically and the consumer can a see "all they want to see when they want to see it "

Understanding how the background of the product , as we decided from day one that we would be self sufficient in all our development needs and not many businesses had taken this approach with Phocas at that time.

What I most like about Phocas is I can get to the information I need by how I think about it. While someone else in my company can get to the same exact information in a totally different manner. The great thing is we get to the same exact information.

The thing I like least is the inability to print nice looking dashboards. We have sales meetings and the managers want to print each salesmen's information from a master dashboard. This way it can be handed out to each person so they can see their information as it is talked about generally in the meeting.

I am most excited about the ability to draw in different strands of information from the various software platforms we operate as part of the business. We generate so much data that frankly its too intimidating to consider analysis of it all without the services of Phocas

I would like to see more integration in the CRM side of the software. For instance our ERP is ultimately our primary CRM system aswell, so we manage the contacts there, but they do not automatically sync through to the contacts tab of the CRM section. Some further automation from existing systems would be nice.

Sales reports, inventory reports for customers

Challenging to learn, glad that you have had training

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.

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.