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CloudBlue PSA

CloudBlue PSA
Formerly HarmonyPSA

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

TrustRadius Insights

Users have found HarmonyPSA to be effective in tracking customer records throughout the entire contract and service lifecycle, eliminating …
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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

(2)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found HarmonyPSA to be effective in tracking customer records throughout the entire contract and service lifecycle, eliminating the need for multiple tools or modules. It consolidates various processes such as ticketing, tech scheduling, software implementation project management, deferred revenue recognition, and subscription renewal processing into one software package. Sales teams find the CRM solution useful for keeping notes within opportunities, managing their pipeline, and accessing a dashboard to handle customers and calendars in one location. Companies have reduced costs by consolidating third-party systems into HarmonyPSA, which provides CRM, service desk, sales, purchasing, billing, invoicing, and asset management functionalities. It successfully addresses pain points such as lost information and lack of coordination between departments by centralizing all information in one place and improving workflows. The unique delivery model, including video conference sessions and email support, provides users with a positive experience and helps them maximize the system's benefits. However, it is worth noting that some users have expressed negative experiences with the software company itself.

Ease of Use: Several users have praised Harmony/CloudBlue PSA for its ease of use and intuitive interface. They have found it simple to navigate through the software and perform various tasks without much hassle.

Great Customer Service: Many reviewers have highlighted the excellent customer service provided by the support team at Harmony/CloudBlue PSA. Customers have described them as fast, informative, helpful, and friendly in addressing their queries and providing assistance.

Comprehensive Features: Users have appreciated the comprehensive range of features offered by Harmony/CloudBlue PSA. They have found that the software effectively covers all management needs for a managed service provider, including ticketing system, time tracking, billing, process flow, order management, contract management, sales quoting, purchasing features, and more.

Limitations in software functionality: Some users have found limitations in the software and feel that there are restrictions on what it can do. They believe that certain features or functionalities they need are missing or not fully developed.

Difficulty in deleting comments when creating a ticket: Several users have mentioned difficulty in deleting comments when creating a ticket. This has caused inconvenience and frustration as they are unable to remove irrelevant or incorrect information from the ticket history.

Significant time investment required: Many users have expressed that using the software and its features requires a significant amount of time. They find it challenging to navigate through menus, understand the logic of progressing items, and learn how to configure user screens properly. This steep learning curve has been perceived as time-consuming and overwhelming by some users.

Reviews

(1-1 of 1)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
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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