CloudBlue PSA

CloudBlue PSA
Formerly HarmonyPSA

Score 9.1 out of 10
CloudBlue PSA

Overview

What is CloudBlue PSA?

CloudBlue PSA (formerly HarmonyPSA) provides full visibility of projects, customers and profitability in a single pane of glass, along with automation of sales, finance and operational processes. Ingram Micro acquired Harmony Business Systems and HarmonyPSA in April 2021.
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Recent Reviews

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Pricing

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Annual SaaS

$65.00

On Premise
per month (billed annually)

Monthly SaaS

Contact Sales

On Premise

Annual On-Premise

Contact Sales

On Premise

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.harmonypsa.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services
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Product Details

What is CloudBlue PSA?

CloudBlue PSA (formerly HarmonyPSA) provides full visibility of projects, customers and profitability in a single pane of glass, along with automation of sales, finance and operational processes. The solution helps users gain full visibility, leverage automation and simplify transactions.

At its heart, CloudBlue PSA is designed as an intelligent contract system. Built around the specific contract terms each interaction touches. The vendor states this results in a professional services automation solution that understands the revenue and costs associated with each and every action so that businesses runs more smoothly - and analysis of business performance is automatic and always available in real-time.

Ingram Micro acquired Harmony Business Systems and HarmonyPSA in April 2021.

Get 360-degree views

See and work with sales, finance and operational processes in one place, to increase efficiency and improving productivity.

Monitor contract profitability in real time

View customer- and contract-level profit-trend graphs that drill down to transaction level to keep project performance on track with no additional work.

Save time on billing reconciliation

Leverage automated invoicing with advanced billing models for both in-advance recurring (committed) billing and in-arrears pay-as-you-go (PAYG) metered billing.

CloudBlue PSA Features

  • Supported: CRM
  • Supported: Service Desk
  • Supported: Timesheets and Billing
  • Supported: Project Management
  • Supported: Asset Management
  • Supported: Automated Quotes and Orders
  • Supported: Contract Management
  • Supported: Revenue Recognition
  • Supported: Billing and invoicing
  • Supported: Purchase Order Managment
  • Supported: BI Reporting

CloudBlue PSA Screenshots

Screenshot of Customised dashboard with key business metricsScreenshot of Auto generated invoicing ensures nothing gets forgottenScreenshot of Keep on top of projectsScreenshot of Fully integrated and configurable ticketingScreenshot of Conversion of leads to prospects to customers is seamless, with no re-keying

CloudBlue PSA Integrations

CloudBlue PSA Competitors

CloudBlue PSA Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported Countriesworldwide
Supported LanguagesEnglish

CloudBlue PSA Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)65%
Mid-Size Companies (51-500 employees)35%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

 (3)

Reviews

(1-1 of 1)
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Score 10 out of 10
Vetted Review
Verified User
We use CloudBlue PSA to manage our sales, billing, invoicing, purchasing, and projects. We are in the process of migrating to Cloud Blue for support tickets too.
  • The help desk ticket system is robust and modern.
  • Billing & invoicing from Harmony meets all our needs and is easy to use.
  • Project management and scheduling features help us stay organized and on schedule.
  • Training resources are still a work in progress.
  • As a software engineer, I'd like to see a more extensive API
For organizations with 10+ employees, I think it is suitable. Smaller shops might find it overly complex.
  • Strong ticketing system with customization options.
  • Billing and invoicing from CloudBlue. Quickbooks for syncing accounting information.
  • On premise installation option.
  • It's allowed us to migrate away from home grown solutions to adhere to industry standards and better utilize our engineer's time.
  • Quoting new projects and hardware is easier to delegate and vastly more efficient than our previous methods.
Connectwise was the 600 pound gorilla with lots of features, but it was also the titantic, too big to get out of its own way. We found it too complex to use and too archaic to integrate with. As powerful as it was, it was missing a few key features that a modern PSA like CloudBlue had as a matter of course. CloudBlue feels like the new generation, and so far it's only gotten better as they grow.
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