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.
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Reviews of CloudBlue PSA
A perfect fit, and great customer service.
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.
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
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.
Flexible with strong APIs
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.
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.
Limitations in the ability to customize screens for end-users. Some employees get confused when confronted with fields and choices they do not use.
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.
The GUI is good looking and you will be told all the features it has and things it can do.
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.
Harmony/CloudBlue PSA easy to use, great services my helping hand indeed, best communication support team.
Not too flexible there limitations to what the software can do.
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.
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.
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.