What Is Proteus?

Proteus is a low-cost all-in-one work management solution built by energy experts for companies in the energy sector. Proteus brings winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified.

Who Uses Proteus?

Companies operating in or servicing the energy sector. If your company relies on people, time and projects, Proteus offers a dynamic, all-in-one solution, specifically catering for energy sector needs

Proteus Details

Xergy

Founded in 2019

Proteus videos and images

Proteus video
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Proteus Software - Proteus Project Management Dashboard - thumbnail
Proteus Software - Proteus Resource Management - thumbnail
Proteus Software - Proteus Calendar View - thumbnail

Proteus Details

Xergy

Founded in 2019

Compare Proteus pricing with similar products

Starting price

USD 15.00/month
N/A
USD 10.00/month
USD 120.00/month

Free Version

Free Version Yes
Free Version No
Free Version Yes
Free Version No

Free Trial

Free Trial Yes
Free Trial Yes
Free Trial Yes
Free Trial Yes

Proteus deployment and support

Support

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

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Features of Proteus

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Contact Management
  • Customer Database
  • Customisable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Marketing Automation
  • Order Management
  • Performance Metrics
  • Point of Sale (POS)
  • Project Management
  • Project Time Tracking
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Scheduling
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Workflow Management

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  • Access Controls/Permissions
  • Activity Dashboard
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  • Assignment Management
  • Brainstorming
  • Calendar Management
  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Management
  • Content Management
  • Customisable Branding
  • Discussions / Forums
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • File Sharing
  • File Transfer
  • Live Chat
  • Mobile Access
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning
  • Projections
  • Real Time Editing
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • SSL Security
  • Screen Sharing
  • Secure Data Storage
  • Single Sign On
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • To-Do List
  • Version Control
  • Video Conferencing
  • Workflow Management

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  • Contract/License Management
  • Customer Database
  • Customizable Reports
  • Distribution Management
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  • Enterprise Asset Management
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • HR Management
  • Integrated Business Operations
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Manufacturing Planning
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Order Processing
  • Payroll Management
  • Project Management
  • Projections
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Orders
  • Shipping Management
  • Stock Management
  • Supplier Management
  • Supply Chain Management
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  • Warehouse Management
  • Workflow Management

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  • Document Management
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  • Gantt/Timeline View
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Multiple Projects
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
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  • Resource Management
  • Risk Management
  • Status Tracking
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  • CRM
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  • Collaboration Tools
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  • Contact Management
  • Content Library
  • Content Management
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  • Customisable Branding
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Knowledge Base Management
  • Pipeline Management
  • Product Catalog
  • Progress Tracking
  • Project Management
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Trend Analysis
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  • Template Management
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  • Third Party Integrations
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  • Access Controls/Permissions
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  • Activity Tracking
  • Alerts/Notifications
  • Assignment Management
  • Calendar Management
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  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Customisable Branding
  • Customizable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Employee Activity Monitoring
  • File Management
  • File Transfer
  • Live Chat
  • Meeting Management
  • Monitoring
  • Prioritization
  • Progress Tracking
  • Project Time Tracking
  • Projections
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real-time Updates
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  • Third Party Integrations
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  • Video Conferencing
  • Workflow Management

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  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Drag & Drop
  • Forecasting
  • Gantt/Timeline View
  • Integrations Management
  • Multiple Projects
  • Planning Tools
  • Prioritization
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Resource Management
  • Resource Request
  • Resource Scheduling
  • Search/Filter
  • Skills Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
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  • Timesheet Management
  • Utilization Reporting
  • Workflow Management

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  • Create Subtasks
  • Deadline Management
  • Document Management
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  • Email Management
  • Email-to-Task Conversion
  • File Management
  • Gamification
  • Gantt/Timeline View
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  • Mobile Access
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  • Percent-Complete Tracking
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  • Progress Tracking
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Spreadsheet View
  • Status Tracking
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Planning
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  • Automatic Time Capture
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
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  • Clock In / Out
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  • Employee Database
  • Employee Management
  • Employee Scheduling
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Reviews of Proteus

Read all 16 reviews

Average score

Overall
4.9
Ease of Use
4.9
Customer Service
4.7
Features
4.7
Value for Money
4.9

Reviews by score

5
15
4
1

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Jack M.
Data Analyst in US
Professional Training & Coaching, 51-200 Employees
Used the Software for: 1-5 months
Reviewer Source

Fantastic Software

5 4 weeks ago New

Comments: Our experiences with Proteus has been excellent, they approached us with an exciting piece of software that has cut large portions of our costs and improved our workflows. Highly recommend!

Pros:

The integrated timesheet system as well as the project management functions really improved the efficiency of our workflows. How me manage our data and track our progress is far easier and quicker.

Cons:

Switching software and learning a new interface was daunting at first but after 20 minutes we accustomed ourselves with the product.

Camryn M.
Commissiong and Start-Up Operations in United Arab Emirates
Oil & Energy, 10,000+ Employees
Used the Software for: 1-5 months
Reviewer Source

Proteus review from a user

5 4 weeks ago New

Comments: Overall experience with Proteus is superb. Easy/simple/straight forward to use and the amount of man hours it has saved myself and other members in my team, it has paid our Contractor back within first 2 weeks of having it.

Pros:

There are many pros to this software but for me it was the ease of creating proposals for prospective clients. Usually have to pull data from 'old job' proposals or excel spreadsheets which arent necessarily located in one database. This means there is a lot of duplicate work done when creating a proposal and hence a lot of man hours wasted. Proteus makes it easier to input the data into required fields in the proposal template and then at end of the process, the proposal is given a numbered reference that you can pre-determine and is then stored in a library, thus making it easier to find if required further down the line. The proposal is then tracked the whole way through the sytem . If it is accepted by the client, the proposal then moves to the project stage within Proteus and all the relevent data is now able to be seen/tracked in the Project phase of the job. In layman's terms. It simplifies the work process.

Cons:

Least favourite part of the software was a lot of the graphs/charts were in colour as you would expect but I am red/green colour blind so couldnt read it properly.

Barry P.
Managing Director in UK
Oil & Energy, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

Proteus

4 4 weeks ago New

Comments: The team very much find the system an advantage to are ongoing operations. The support function if and when required is only a phone call or teams call away. The Proteus team were also able to customise the system as and when required to suit how are business operates in the market

Pros:

The software is very user friendly and very quick to train personnel on. I find the dashboards very easy and quick to identify each project status

Cons:

We had no issues at the time of selection or role out

Ben L.
Director in UK
Oil & Energy, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

An invaluable end-to-end solution for the new digitalised, remote work environment

5 4 weeks ago New

Comments: Proteus has been built for the energy sector, which really shows. It is a new product and could do with some refinement but with Proteus 2.0 due to launch imminently, big improvements are on the way.

Pros:

The proposal module is game-changing - it allows us to quote for business so much faster than before but to a higher standard. We're therefore bidding for more business than ever and able to immedately convert successful proposals into projects.

Cons:

Although integrated with a wide range of open APIs, broader integrations would be helpful.

Steve H.
Chief Technical Authority in UK
Oil & Energy, 201-500 Employees
Used the Software for: Free Trial
Reviewer Source

Proteus Experience

5 4 weeks ago New

Comments: Good. The team are good to deal with, flexible and they listen.

Pros:

The management of bids and projects is a step beyond what is currently possible with other systems I've seen. For companies with a large turnover of projects like us, the ease of generation and management of bids and the continuity when transitioning in to and managing the projects based on the bid is excellent.

Cons:

Proteus is still in an early version. Enhancements to KPIs and data management will be forthcoming although they are good now, more options will make it excellent in future.