Phocas Software

4.8 (118)
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Feel good about using data.

About Phocas Software

Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Our software brings together organizations’ most useful data from an ERP and other business systems and presents it in a way that makes it easy to analyze by anyone.

Building dashboards is straightforward but what sets Phocas apart is its ad-hoc analysis capabilities. Unlike other business intelligence (BI) tools, Phocas makes it easy to move from dashboards to underlying business data transactions. The user decides how much detail to see and in what format. Phocas simplifies data management through powerful analytics and visualization tools and revolutionizes the way people interact with their own information.

From easy-to-read dashboards to on-demand training sessions, everything about Phocas is designed for ease-of-use.

Phocas is loved by users, with a 97% annual customer retention rate..


Key benefits of Phocas Software

Get timely access to accurate data: current revenue and profit, against budgets, against prior year and against forecast

See your data presented in meaningful and easy-to-understand formats: grid, charts and dashboards

Dive from high level summaries to company-wide detail in seconds

Visualize metrics and performance scored the way you want it, against the variables you need

Gain insight into where customers are moving away from critical margin points, identify top customers and more

Manage sales team performance


Images

Phocas Software Software - CEO Dashboard
Phocas Software Software - CFO Dashboard
Phocas Software Software - Profit and Loss statement
Phocas Software Software - Budget worksheet
Phocas Software Software - Driver-based budgeting
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Phocas Software video
Phocas Software video
Phocas Software Software - CEO Dashboard
Phocas Software Software - CFO Dashboard
Phocas Software Software - Profit and Loss statement
Phocas Software Software - Budget worksheet
Phocas Software Software - Driver-based budgeting

Not sure about Phocas Software? Compare with a popular alternative

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4.8 (118)
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Starting Price

US$150.00
month
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month

Pricing Options

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Features

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Integrations

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Ease of Use

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Value for Money

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Customer Service

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Reviews

Overall rating

4.8 /5
(118)
Value for Money
4.6/5
Features
4.6/5
Ease of Use
4.6/5
Customer Support
4.6/5

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Showing 5 reviews of 118
Thomas
Overall rating
  • Industry: Wholesale
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Why I recommend Phocas to all of my peers in this industry.

Reviewed on 17/08/2021

There isn't enough space to go through the numerous benefits I have gained since purchasing this...

There isn't enough space to go through the numerous benefits I have gained since purchasing this software. I have reorganized sales territories based on overly concentrated vertical sales. Our team now has a place to review and track sales vs goals daily. I have a consolidated and by location view of my clients in an easy to find manner along with a customer stratification system to help manage margins, AR terms compliance, etc to educate the sales team on what we need to be doing differently with said accounts (spend more time, spend less, cross sell specific items....) . Like I say, I could spend all day on the benefits.

Pros

I have been exposed to 10 or more different operating systems over the course of my 26 year business career. NONE of them have provided adequate business intelligence tools. Phocas is highly intuitive and thorough which saves me hours per week of spreadsheet work. I cannot offer a better compliment than it being an amazing time management tool.

Cons

There are a few issues I have with loading budgets and working through Administrative User rights but that is an infrequent issue. I would like to have a few additional graphical options for data visualization but it works just fine as it is. What I like the absolute least is that we didn't add additional modules...accounting, pricing tools... and have no plans to do so in the near future due to budgetary contraints.

Josh
Overall rating
  • Industry: Wholesale
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Phocas is a necessity!

Reviewed on 05/08/2021

Fantastic. [SENSITIVE CONTENT], our Customer Success Consultant is amazing. She's readily available...

Fantastic. [SENSITIVE CONTENT], our Customer Success Consultant is amazing. She's readily available and knows exactly what she is doing. Their support staff is also very accommodating and knowledgeable. We've dealt with other software companies and they take their time and treat you like they don't need your business and
over charge for routine services. Phocas is a true partner. A couple projects that were able to be successful with the use of Phocas is: Customer Stratification, Gap Analysis, Daily Inventory Analysis (Which was huge for this last year) and our Dead Stock process.

Pros

The ease of use. As an admin of Phocas, it was very easy to get our staff onboarded and very comfortable with day to day usage. If the staff isn't going to use the tool, then it's worthless no matter how great the data is.

Cons

Phocas is great at listening to our issues and roll out timely updates to add new features or fix issues.

Delaney
Overall rating
  • Industry: Consumer Goods
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Marketing Review 8/2021

Reviewed on 17/08/2021

Overall, I am genuinely happy with Phocas. I'm the kind of person who gets excited about report...

Overall, I am genuinely happy with Phocas. I'm the kind of person who gets excited about report customization and flexibility within the way we structure our data.

Pros

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.

Cons

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.

Bobby
Overall rating
  • Industry: Wholesale
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Getting the most out of data 'NOW' !!

Reviewed on 11/08/2021

Our number one benefit was saving time and delivering information to our Salesforce. Prior to...

Our number one benefit was saving time and delivering information to our Salesforce. Prior to PHOCAS every need for information came as a request to our I.T. department. With a limited staff keeping our systems updated and available was a major time consumer ... leaving very little time to develop the report or query request that constantly came into the department. After Implementing PHOCAS the number of request went down mon th by month as the Salesforce started using PHOCAs and getting their information without having to wait on the I.T. staff to produce it.

Pros

Deliver what was promised. Ease of implementation, Ease of training, Ease of Customer service.
Price point sealed the deal.

Cons

As we looked at several products we found that most of them had the same look and feel. Most wanted a high front end implementation cost along with a 2 year commitment. Phocas was willing to do a 'Install, try and buy' approach.... nothing to lose but some system admin time working with Phocas to setup the environment to prove it worked. So with that said ... our only 'con' comment is ... we wish we had implemented sooner.

Lisa
Overall rating
  • Industry: Wholesale
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Phocas is a fantastic tool!

Reviewed on 10/08/2021

I do a lot of reporting in my role with the company, not only internal but external to our vendors...

I do a lot of reporting in my role with the company, not only internal but external to our vendors and also customers.

I am able to provide real time reports via Phocas. This has been where I most have appreciated the software. I used to have to email all my reports which would take countless hours week after week. WIth Phocas, setting up a link takes a few minutes on the front end but then it's done and you can easily share with many.

I have been able to dig into our data and provide analysis that I would have not been able to do otherwise.

Pros

I love the flexibility within Phocas and the ease with which you can customize reporting to fit so many different areas of business. I especially am thankful for the links that you can provide to non-users to share reporting outside of your company. Phocas makes my job so much easier and gives me the power to provide quick and useful reports.

Cons

Until I discovered the online videos and trainings, I was not able to use the software to the fullest! I highly recommend when the software is introduced to a new user, that they watch some of the 101 level trainings to learn all that can be done.

Showing 5 reviews of 118 Read all reviews

Phocas Software FAQs

Below are some frequently asked questions for Phocas Software.

Phocas Software offers the following pricing plans:

  • Starting from: US$150.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Phocas Software has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Phocas Software supports the following languages:

English

Phocas Software supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Phocas Software integrates with the following applications:

Accolent ERP, Acumatica, Acumatica Cloud ERP, Acumatica Financial Suite, Apparel21 Insight, Cloud Suite, Datafile, Dynamics 365, Dynamics 365 Business Central, Enapps, Epicor, Epicor CMS, Google Analytics 360, HubSpot CRM, HubSpot Marketing Hub, IFS Cloud, Intact, JIWA Financials, Jim2 Business Engine, Khaos Control, Khaos Control Cloud, MYOB Business, Merlin, Microsoft Dynamics GP, Microsoft Excel, NetSuite, Odoo, OrderWise, Pronto, QAD Adaptive ERP, QuickBooks, Retail Express, SAP Business One, SAP HANA Cloud, SYSPRO, Sage 100, Sage 100 Connect, Sage 200, Sage X3, SalesforceIQ, Synergy Suite, UniWare, Uniware Cloud, Uniware EPoS, Unleashed, WinMan, Xero

Phocas Software offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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