HarmonyPSA

by Harmony Business Systems

Who Uses HarmonyPSA?

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.

What Is HarmonyPSA?

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.

HarmonyPSA Details

Harmony Business Systems

http://www.harmonypsa.com

Founded 2007

HarmonyPSA Pricing Overview

HarmonyPSA does not have a free version but does offer a free trial. HarmonyPSA paid version starts at US$55.00/month.

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HarmonyPSA video
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Starting Price

US$55.00/month

Pricing Details

Benchmark price is per user monthly price applying to annual SAAS contracts

Free Version

No

Free Trial

Yes

Deployment

Installed - Mac

Cloud, SaaS, Web

Installed - Windows

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

Online

HarmonyPSA Features

Accounts Payable Software
1099 Preparation
Aging Tracking
Approval Process Control
Cash Management
Check Writing
Data Extraction
Duplicate Payment Alert
Electronic Funds Transfer
Fraud Detection
Invoice Processing
PO Reconciliation
Recurring Payments
Vendor Management
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
Billing Portal
Contact Database
Contingency Billing
Customizable Invoices
Dunning Management
Hourly Billing
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Performance Metrics
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Access Controls/Permissions
Alerts/Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Designing
Visual Workflow Management
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Generation
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes/Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Call Center Management
Campaign Management
Contact Management
Customer Support
Document Management
Email Marketing
Interaction Tracking
Landing Pages / Web Forms
Lead Management
Lead Scoring
List Management
Marketing Automation
Product Catalog
Project Management
Quotes / Proposals
Referral Tracking
Survey Management
Territory Management
Contact Database
Contact Import/Export
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search/Filter
Segmentation
Shared Contacts
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Bid Management
Budgeting
Compliance Management
Contractor Database
Document Management
Job Management
Qualification Tracking
Reporting/Analytics
Safety Management
Scheduling
Subcontractor Management
Time Tracking
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
CRM
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Warehouse Management
Automated Scheduling
Messaging
Mobile Access
Online Time Clock
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Shift Swapping
Approval Process Control
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time & Expense Tracking
Workflow Management
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
"What If" Scenarios
Access Controls/Permissions
Audit Trail
Balance Sheet
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Data Import/Export
General Ledger
Multi-Company
Profit/Loss Statement
Alerts / Escalation
Automated Routing
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Interaction Tracking
Knowledge Base Management
Multi-Channel Communication
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management
Audit Management
Compliance Tracking
Configuration Management
Contract/License Management
Cost Tracking
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management
Access Controls/Permissions
Capacity Management
Compliance Management
Inventory Management
Issue Auditing
License Management
Maintenance Scheduling
Patch Management
Remote Access/Control
Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking
Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management
Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal
Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base Management
Project Management
Recurring Issues
Task Management
Campaign Management
Interaction Tracking
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client portal
Document Management
Expense Tracking
Time Tracking
Backup and Recovery
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Project Management
Remote Access
Scheduling
Cataloging / Categorization
Customer Service Analytics
Customer Support Tracking
Email Response Control
Knowledge Management
Live Chat
Performance Metrics
Search
Self Service Portal
Collaboration
Idea Management
Milestone Tracking
Prioritization
Product Roadmapping
Release Planning
Requirements Management
Resource Management
Surveys & Feedback
Workflow Management
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Budgeting
Change Management
Collaboration
Dashboard
Milestone Tracking
Portfolio Management
Project Planning
Reporting/Analytics
Requirements Management
Resource Management
Task Management
Time & Expense Tracking
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator
Deferred Billing
Dunning Management
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Invoicing
Recurring/Subscription Billing
Self Service Portal
Capacity Management
Collaboration Tools
Drag & Drop
Forecasting
Reporting/Project Tracking
Resource Scheduling
Search/Filter
Skills Tracking
Utilization Reporting
Collaboration Tools
Create Subtasks
Gamification
Gantt/Timeline View
Mobile Access
Percent-Complete Tracking
Recurring Task Management
Reporting/Analytics
Spreadsheet View
Task Board View
Time Tracking
To-Do List View
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Overtime Calculation
Timesheet Management
Vacation/Leave Tracking
Activity Tracking
Billing & Invoicing
Expense Tracking
Project Tracking
Reimbursement Management
Time Tracking
Time Tracking by Client
Time Tracking by Project
Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Budgeting/Forecasting
Contractor Management
Employee Lifecycle Management
Employee Scheduling
Labor Forecasting
Performance Metrics
Recruitment Management
Skills Tracking
Time & Attendance Management
Variable Workforce

HarmonyPSA Reviews

Showing 5 of 18 reviews

Overall
4.5/5
Ease of Use
4.1/5
Customer Service
4.5/5
Features
4.2/5
Value for Money
4.4/5
Shawn mcgee ,.
Director of IT Governance
Computer Hardware, 13-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 22/05/2019

"Flexible with strong APIs"

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.

  • Reviewer Source 
  • Reviewed on 22/05/2019
Dan H.
Senior Systems Software Engineer
Information Technology & Services, 13-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 23/05/2019

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

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.

  • Reviewer Source 
  • Reviewed on 23/05/2019
Verified Reviewer
CEO
Hospital & Health Care, 13-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    1/5
  • Ease of Use
    1/5
  • Features & Functionality
    1/5
  • Customer Support
    1/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 08/03/2019

"The PSA you that will steal you money"

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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 08/03/2019
Jason V.
COO
Telecommunications, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 15/04/2020

"WAN Dynamics Harmony Review"

Comments: We are now running our entire company on Harmony, and we have been able to reduce costs by rolling the third-party systems we were using into it.

Pros: Harmony PSA is easy to use, and has very nice time tracking, billing, process flow and order management features. It enabled us to implement a company-wide Operational Support System that fits our every need.

Cons: It took a bit of time to integrate with our existing processes.

  • Reviewer Source 
  • Reviewed on 15/04/2020
Natalie T.
Operations Manager
Information Technology & Services, 13-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    4/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 18/04/2017

"HarmonyPSA intergration into our company"

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.

  • Reviewer Source 
  • Reviewed on 18/04/2017