CloudBlue PSA
About CloudBlue PSA
CloudBluePSA is a fully featured PSA solution incorporating full service desk, CRM and accounting back-end in addition to normal core PSA functionality.
CloudBlue’s no-compromise service desk functionality has deep configurability built in. It allows you to develop unlimited ticket types with custom workflows, routing rules and seamless email threading plus, time-zone support, SLA monitoring and escalation. It’s fully brandable client portal enables businesses to take complete control of their front door without the need for customization money. All this is available in a device independent user interface, CloudBlue’s full functionality is available in the cloud from desktop to mobile phone.
But what makes CloudBlue really different is that as well as managing these operational workflows, it has a smart accounting back-end which automates the back-office and eliminates billing and accounting errors. With easy access to full business intelligence reporting, lead to cash to accounting and full business lifecycle management, CloudBluePSA is a super-sized PSA solution that is more like an ERP for technology businesses.
Key benefits of CloudBlue PSA
1. Complete quote to cash cycle
From campaign management through to contract modelling and billing, CloudBlue controls your entire commercial environment, without modules or add-ons. One log-in, one database, one set of reports, one simple price.
2. Rich and clear commercial modelling
CloudBlue’s product descriptions are rich and flexible. If you can sell it, we can model it. No custom code needed, any product can be modelled with configuration tools only. Quotes and orders are self-describing, commercial and contract terms are auto-generated from the product model.
3. Full back-end accounting rules engine
Forget deferred revenue spreadsheets and side processes. CloudBlue has a full accounting rules engine that models your deferred revenue and pre-payments processes automatically. Save back-office time and increase accuracy.
4. Tickets and assets integration
CloudBlue models and tracks the behaviour of your contracts through to asset and ticket management with fully configurable SLA’s. No more data mismatches, your entire business operation available on-line, anytime, in the cloud.
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Reviews
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- Industry: Government Administration
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Managed and Cloud Services Provider
Reviewed on 09/09/2016
SCC ICT Services provides Managed IT Services and Cloud Services to a growing number of organisation...
SCC ICT Services provides Managed IT Services and Cloud Services to a growing number of organisations using a per unit pricing model for services. We looked at several helpdesk and Professional Service Automation tools to assist us with managing customers and our accounts. We looked at several products including best of breed in several spaces however integration was going to prove challenging. HarmonyPSA met the majority of our requirements in a single product allowing us to manage customers from opportunity through to support.
Pros
The use of a single product allows for us to see everything about each of our customers including quotes, orders, invoices, tickets, inventory and projects. The single view throughout the system allows total customer management from a technician, account manager and director level showing performance and income consistently. HarmonyPSA is constantly evolving as a SaaS based solution meeting new requirements as technology changes the way that services are delivered.
Feedback is always welcomed and depending on the changes soon finds its way into the release schedule.
Cons
Integration with external tools is new and a little young however hopefully this will mature and extend its reach. The rapid development does lead to some inconsistencies through the solution and documentation can be a little behind the release schedule due to the agile development methods used however this does not impact on the benefits of the approach.
- Industry: Computer Hardware
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Flexible with strong APIs
Reviewed on 22/05/2019
The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had...
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.
Reasons for Switching to CloudBlue PSA
The service desk workflows stood out above all the others. The API calls showed that the code is modern and efficient - and we need the ability to make api calls.- Industry: Hospital & Health Care
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
The PSA you that will steal you money
Reviewed on 08/03/2019
Nothing more than a group of used car salesman. Bait and switch is the name of the game for this...
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.
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
HarmonyPSA is a modern, agile PSA with all the features and great support.
Reviewed on 23/05/2019
We are using HarmonyPSA for Managed IT services. The CRM, service desk, sales, purchasing,...
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.
- Company size: 11–50 Employees
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Review Source
Overall rating
A perfect fit, and great customer service.
Reviewed on 06/03/2015
We brought in HarmonyPSA to the business as a means to centralise every part of our internal...
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.
CloudBlue PSA FAQs
Below are some frequently asked questions for CloudBlue PSA.Q. What type of pricing plans does CloudBlue PSA offer?
CloudBlue PSA offers the following pricing plans:
- Starting from: US$65.00/month
- Pricing model: Subscription
- Free Trial: Available
Simple user-based pricing with no additional modules to buy, no usage limits and no charge for customer log-ins. Available fully hosted or on-premise. The benchmark price is per user monthly price applying to annual SAAS contracts between 10 and 50 users sold in US$. Annual SAAS contracts are billed quarterly in advance. Please make a price enquiry for: GBP and Euro pricing (these will vary slightly due to exchange rate movements). The premium applied to Monthly SAAS and On-Premise options. Accounts outside this size range. Multi-legal entity use (the benchmark price includes the first legal entity).
Q. Who are the typical users of CloudBlue PSA?
CloudBlue PSA has the following typical customers:
51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does CloudBlue PSA support?
CloudBlue PSA supports the following languages:
Dutch, English, French, German, Portuguese, Spanish
Q. Does CloudBlue PSA support mobile devices?
CloudBlue PSA supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does CloudBlue PSA integrate with?
CloudBlue PSA integrates with the following applications:
AdRoll, Google Calendar, Google Workspace, HubSpot CRM, HubSpot Marketing Hub, HubSpot Sales Hub, Jira, LinkedIn for Business, Mailchimp, Meta for Business, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, Microsoft SharePoint, N-sight, NinjaOne, PayPal, QuickBooks Online, QuickBooks Online Advanced, SYSPRO, Sage Accounting, Slack, Unbounce, Xero, Zapier, Zoom Workplace
Q. What level of support does CloudBlue PSA offer?
CloudBlue PSA offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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