What Is CloudBlue PSA?

CloudBlue PSA (previously HarmonyPSA) supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device.

Who Uses CloudBlue PSA?

IT services and consulting companies, MSPs and ISVs with complex billing models looking for a consolidated system to automate business process, improving efficiency, accuracy and visibility.

Where can CloudBlue PSA be deployed?

Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • Ingram Micro
  • Founded in 2006
  • Phone Support
  • Chat

Countries available

Australia, Brazil, Canada, Germany, Japan and 3 others

Languages

Dutch, English, French, German, Portuguese and 1 others

About the vendor

  • Ingram Micro
  • Founded in 2006
  • Phone Support
  • Chat

Countries available

Australia, Brazil, Canada, Germany, Japan and 3 others

Languages

Dutch, English, French, German, Portuguese and 1 others

CloudBlue PSA videos and images

CloudBlue PSA Software - CloudBlue PSA
CloudBlue PSA Software - Customer profitability
CloudBlue PSA Software - Run your business anywhere
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CloudBlue PSA video
CloudBlue PSA Software - CloudBlue PSA
CloudBlue PSA Software - Customer profitability
CloudBlue PSA Software - Run your business anywhere

Compare CloudBlue PSA pricing with similar products

CloudBlue PSA

US$65.00/month
Free Version
Free Trial
N/A
Free Version
Free Trial
US$85.00/month
Free Version
Free Trial

Features of CloudBlue PSA

  • "What If" Scenarios
  • Access Controls/Permissions
  • Accounting Integration
  • Accounting Software
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Asset Tracking Software
  • Assignment Management
  • Audit Management
  • Automated Quoting
  • Automated Routing
  • Automated Scheduling
  • Automatic Time Capture
  • Backup and Recovery
  • Bank Reconciliation
  • Batch Processing
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Call Center Management
  • Campaign Analytics
  • Campaign Management Software
  • Capacity Management
  • Cataloging/Categorization
  • Change Management Software
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Compliance Management
  • Compliance Tracking
  • Configuration Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management Software
  • Contract Drafting
  • Contract Lifecycle Management Software
  • Contract/License Management
  • Contractor Database
  • Contractor Management Software
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Dashboard Software
  • Data Extraction Software
  • Data Import/Export
  • Data Visualization Software
  • Discount Management
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Dunning Management
  • Electronic Signature
  • Email Management Software
  • Email Marketing Software
  • Employee Database
  • Employee Management
  • Employee Scheduling Software
  • Enterprise Asset Management
  • Estimating
  • Expense Tracking
  • File Sharing Software
  • Financial Analysis
  • Financial Management Software
  • Financial Reporting Software
  • Forecasting
  • Forms Management
  • Full Text Search
  • Gantt/Timeline View
  • General Ledger
  • Graphical Workflow Editor
  • HR Management
  • Help Desk Management
  • IT Asset Management Software
  • Idea Management Software
  • Incident Management Software
  • Income & Balance Sheet
  • Interaction Tracking
  • Inventory Management Software
  • Invoice History
  • Invoice Processing
  • Issue Auditing
  • Issue Management
  • Job Management
  • Kanban Board
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • Lead Segmentation
  • Live Chat Software
  • Macros/Templated Responses
  • Maintenance Scheduling
  • Marketing Automation Software
  • Milestone Tracking
  • Mobile Access
  • Mobile Payments
  • Mobile Receipt Upload
  • Multi-Channel Communication
  • Multi-Currency
  • Multi-Period Recurring Billing
  • Online Invoicing
  • Online Payments
  • Online Time Clock
  • Online Time Tracking Software
  • Opportunity Management
  • Order Management Software
  • Overtime Calculation
  • Payment Processing Software
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Planning Tools
  • Portfolio Management
  • Pre-built Templates
  • Predictive Analytics Software
  • Pricing Management
  • Prioritization
  • Problem Management
  • Process Modeling & Designing
  • Product Roadmapping
  • Profit/Loss Statement
  • Project Management Software
  • Project Planning Software
  • Project Planning/Scheduling
  • Project Tracking Software
  • Proposal Generation
  • Purchase Order Management
  • Queue Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Receipt Management
  • Recurring Invoicing
  • Recurring Orders
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Release Management
  • Reminders
  • Remote Access/Control
  • Remote Monitoring & Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management Software
  • Resource Management Software
  • Resource Scheduling
  • Risk Management Software
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service Catalog
  • Service Level Agreement (SLA) Management
  • Shared Contacts
  • Shift Swapping
  • Social Media Integration
  • Strategic Planning Software
  • Subcontractor Management
  • Support Ticket Management
  • Surveys & Feedback
  • Task Editing/Updating
  • Task Management Software
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Territory Management
  • Third Party Integrations
  • Ticket Management
  • Time & Attendance
  • Time & Expense Tracking
  • Time Tracking Software
  • Timesheet Management
  • Utilization Reporting
  • Vacation/Leave Tracking
  • Vendor Management Software
  • Version Control
  • Workflow Configuration
  • Workflow Management Software

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Reviews of CloudBlue PSA

Average score

Overall
4.5
Ease of Use
4.2
Customer Service
4.6
Features
4.4
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
68%
4
23%
3
5%
1
5%
Sophie L.
Sophie L.
Project Manager in
Verified LinkedIn User
11-50 Employees
Used the Software for: Not provided
Reviewer Source
Source: GetApp

A perfect fit, and great customer service.

5 7 years ago

Comments: We brought in HarmonyPSA to the business as a means to centralise every part of our internal systems. As a small-medium size business that has grown very rapidly through 2014, we needed a solution to smooth the transition from sales to production, and increase and open communications with our clients, all whilst ensuring a firm grasp on revenue and invoicing.
Harmony has fit the bill perfectly. With continuing feature additions, I have no doubt Harmony will continue to provide the solution for our business needs far into the future. Sure, the system has a (very) small number of UX discrepancies, but these do not hinder productivity or efficiency in the slightest - and, the team behind this incredible piece of software are without doubt the most informative, friendly, responsive and helpful team I have had the pleasure to work with. Notably, Emma and Stephen who have guided us from day one.
Knowing that DataLogicSolutions do use their system internally, and having such a fantastic experience thus far, " the proof of the pudding is in the eating" couldn't be more of an appropriate phrase to finish up with.

Pros:

Too many! Notably : 1)Customer Service is exactly what you need - fast, informative, helpful and friendly! 2)Fantastic supporting documentation for implementation and continuing use. 3) Satisfaction - software that actually works! 4) Easy roll out to every staff member 5) Test instances, always useful for training purposes etc. 6) Secure and Reliable

Cons:

Slight/minor inconsistencies through UX. (can not emphasise minor enough) Does require a lot of initial configuration, but any system this rewarding would suffer this same issue.

Shawn mcgee ,.
Director of IT Governance in U.S.
Verified LinkedIn User
Computer Hardware, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Flexible with strong APIs

5 3 years ago

Comments: The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had to be done outside of the system and we were losing valuable information. Also, when we had a problem, we had to "get people together" to gather all of the facts before we could answer the questions needed to solve issues since all information was spread out.
Using Harmony, we can keep track of multiple quotes, even though we follow a very different sales process from most companies and all this information is available without someone needing to key it into Salesforce after the fact.

Pros:

The ease in which we can configure this to our workflow and not have to change our business model to fit the product as well as the ability to use the APIs.

Cons:

Limitations in the ability to customize screens for end-users. Some employees get confused when confronted with fields and choices they do not use.

Verified Reviewer
CEO in U.S.
Verified LinkedIn User
Hospital & Health Care, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: GetApp

The PSA you that will steal you money

1 3 years ago

Comments: Nothing more than a group of used car salesman. Bait and switch is the name of the game for this software company. Stay as far away as you can.

Pros:

The GUI is good looking and you will be told all the features it has and things it can do.

Cons:

This is nothing more than VaporWare. Looks good during the sale but after you sign up there is nothing for functionality. Integrations are all import based. Support is extremely lacking. Training and implementation the implementers dont know how to do. The owner knows nothing about customer support or service just about trying to get rich quick.

Dan H.
Senior Systems Software Engineer in U.S.
Verified LinkedIn User
Information Technology & Services, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

HarmonyPSA is a modern, agile PSA with all the features and great support.

5 3 years ago

Comments: We are using HarmonyPSA for Managed IT services. The CRM, service desk, sales, purchasing, billing, invoicing, asset management are all important to us. We used homegrown solutions for 20 years before we finally found a 3rd party solution that addressed all our requirements.

Pros:

A modern, powerful service desk is a priority for us. HarmonyPSA was literally the only PSA we found that met our requirements. Sadly, the simple question, "Can we put HTML in ticket comments?" eliminated almost the whole pack of PSA solutions out there, including the industry leaders. HarmonyPSA uses a modern technology stack and a responsive web design so it works on all devices and screen sizes. Their contract management handles all our recurring billing, including the edge cases. The sales, quoting, and purchasing features are flexible and built with plenty of approval and release stages to facilitate an organized work flow and delegation of duties amongst our team. Dynamic URL links and editable HTML templates make customization and integrations possible. They have a relatively small team, but their staff is intimately knowledgeable about the product, and any support requests are fulfilled quickly.

Cons:

Documentation and help videos could be better. I get the impression it's not a priority as they are growing and adding features so quickly. We're in the US and HarmonyPSA is headquartered in Britain, so we had to deal with the time change while onboarding.

Natalie T.
Operations Manager in U.K.
Information Technology & Services, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

HarmonyPSA intergration into our company

5 5 years ago

Comments: We wanted a system that integrated the whole company. We were disjointed and our systems were hindering our progress rather than aiding us. So we wanted to be on a one-solution system that allowed us to work as an IT Helpdesk but also as an accounts team eliminating some of the stresses of recurring billing and a sales department that was spending time completing manual quotes with potential errors. We trialled Harmony and a competitor after doing lots of research into products that would best suit our needs.  We chose Harmony as it felt like the best fit for our needs and ticked a lot of boxes. In particular being able to sign agreements and orders online allows us to have a clear audit trial and stops things getting missed, the recurring billing schedules means that manual invoices every month of the same items are no longer created and the Helpdesk can operate a self-service portal where customers can check on tickets and assign their own priorities to tickets and bring automation onto many of the roles. The support we have received, in particular from Steve, James and Simon has been fantastic and really helped out whilst I have been implementing the system. They must be sick of all my emails constantly asking them questions but they are always really friendly and happy to assist. We can already see an improvement to the time spent in Accounts to a point where it is saving hours per day. In Sales, it has had a massive impact on how quotes are sent out. Giving a true reflection on costs and profits and the Helpdesk has a lot more autonomy to hand so that simple tasks like email templates or how to guides can be quickly and easily sent to a customer. There has been a lot of time spent implementing but so far Harmony is a great addition

Pros:

The software fits the whole company rather than just a department giving a full overview to the company. The cloud solution means we can access it anywhere and is mobile optimised to be used on the go.

Cons:

As the product is an off the shelf solution, there are limitations to what the software can do but we have made adjustments and work arounds to implement into our company.