HarmonyPSA

HarmonyPSA

The next generation of professional services automation.

4.4/5 (15 reviews)

HarmonyPSA Overview

HarmonyPSA is a fully featured PSA solution incorporating full service desk, CRM and accounting back-end in addition to normal core PSA functionality.

Harmony’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, Harmony’s full functionality is available in the cloud from desktop to mobile phone.

But what makes Harmony 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, HarmonyPSA is a super-sized PSA solution that is more like an ERP for technology businesses.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Brazil, Canada, Europe, Germany and 5 others, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported Languages

Dutch, English, French, German, Portuguese, Spanish

HarmonyPSA Reviews

Overall rating
4.4/5
93% positive reviews
9
Excellent
5
Very good
0
Average
0
Poor
1
Terrible

HarmonyPSA intergration into our company

Used Daily for 1-5 months
Reviewed on 4/18/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Managed and Cloud Services Provider

Used Daily for 1-5 months
Reviewed on 9/9/2016
Review Source

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

A perfect fit, and great customer service.

Reviewed on 3/6/2015
Review Source

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.

Innovative, Flexible, and Customizable: HarmonyPSA is the best on the market

Used Daily for 1-5 months
Reviewed on 2/14/2017
Review Source: Capterra

Harmony is a fully featured, and incredibly well supported PSA software.

Our platform team had spent countless hours investigating the best possible solution for our unique requirements. We were drawn to HarmonyPSA for countless reasons, and ultimately made the choice to migrate to Harmony. Migrating from one software to another is no easy task, however, Harmony's systems made for easy upload, while their support team was with us every step of the way. This is impressive given we're a company based out of Canada, and despite there being a large time difference, Harmony's Support Team delivered, with no lapse in service.

Since we've migrated to HarmonyPSA, we've witnessed huge improvements in time savings, and overall workflow. Team Datalogic's innovative culture brings light to some industry leading features, such as kanban boards. Process integrated board functionalities are huge improvements, and we're excited to see more new features and installments such as this one. Harmony is also flexible. The ability to retrace steps, or downloaded almost anything to .CSV format, to name a few, is an amazing feature. Customization? it's limitless! When it comes to how our invoice templates look, time-backing sheets, or email notifications for example, the ability to customize to our brand or tailor and automate them to our needs is an amazing feature that we may very well not had had with other software. So many pros to HarmonyPSA, and we're extremely happy to have migrated.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Full features, well supported PSA software

Reviewed on 4/15/2015
Review Source

We recognized the need for new system that would fully integrate all of our business processes and accounting functions. We looked at several other PSA solutions alongside Harmony but found that Harmony came out on top in several areas. Harmony has more flexibility. We also liked the feel of the interface, its efficient and intuitive. And we knew that we could work well with the Harmony Support Team, who have been there every step of the way, providing amazing customer service, listening to our requests and making sure Harmony delivers. I can't say enough about how well they support this product.

Pros

Almost too many to mention. The ticketing system is awesome, it can be customised extensively. The timesheet entry interface is the "best we have ever seen", which is a quote from one of our consultants who has used many different PSA systems. The customer portal delivers exactly what we need. And the product modelling is where Harmony really shines. It support all of the various revenue models, terms, sales units, etc that people are looking for in a good PSA solution.

The data upload interface is very comprehensive and provides very good error checking and validation which makes getting data into the system much easier than we expected.

Cons

We have come across a couple of small bugs but the team at Datalogic are so quick to respond that problems are sorted out straight away with little or no impact.

User Recommendation
9.6/10
Based on 15 reviews
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HarmonyPSA Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

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.

Value for Money
4.1/5
Based on 15 reviews
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HarmonyPSA Features

  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Real Time Data
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

  • Compliance Management
  • Document Storage
  • Monitoring
Features
4.2/5
Based on 15 reviews
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Categories

Predictive Lead Scoring Software Expense Management Software Lead Management Software Contact Management Software Business Process Management (BPM) Software Financial Reporting Software Business Performance Management Software Customer Support Software CRM Software Billing & Invoicing Software Time & Expense Software Customer Management Software Finance & Accounting Software Project Management & Planning Software Customer Service & Support Software Medical Billing Software Healthcare & Pharmaceuticals Software Legal Billing Software Legal & Law Software Customer Service Software Online CRM Software Operations Management Software Accounts Payable Software Workforce Management Software HR & Employee Management Software IT Management Software Help Desk & Ticketing Software IT Service Management (ITSM) Software Advertising Software Marketing Software Applications Suite Software Collaboration Software Enterprise Resource Planning (ERP) Software IT Asset Management Software Professional Services Automation (PSA) Software Project Management Software Sales Software Quoting Software Consulting Software Professional Services Software Industry Specific Software Contract Management Software Business Workflow Software Project Collaboration Software Task Management Software Time Tracking Software Project Portfolio Management Software Recurring Billing & Subscription Management Software Website & eCommerce Software Issue Tracking Software Business Management Software Employee Scheduling Software Order Management Software Visual Project Management Software Display Advertising Software Managed Service Providers (MSP) Software Construction CRM Software Construction Software IT Management Software Product Management Software Contractor Management Software IT Project Management Software IT Service Software Financial Management Software Resource Management Software Financial CRM Software

Additional information for HarmonyPSA

Key features of HarmonyPSA

  • Automated billing and invoicing
  • Automated quotes and proposals
  • Back-to-back purchasing and matched-period accounting
  • Brand-able customer portal
  • Business intelligence reporting
  • CRM
  • CRM Email Integration
  • Contract management
  • Contractor self-billing support
  • Deferred revenue management
  • Integrated Service Desk
  • Integrated time recording
  • Multi-currency expense management
  • On-line order approval
  • Rich and customisable asset management
  • Sales campaign management
  • Service task scheduling
  • Site-wide search capability
  • Universal journal interface to ledger
  • WIP project accounting

Benefits

1. Complete quote to cash cycle
From campaign management through to contract modelling and billing, Harmony 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
Harmony’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. Harmony 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
Harmony 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.

HarmonyPSA FAQs

Below are some frequently asked questions for HarmonyPSA.

Q. What type of pricing plans does HarmonyPSA offer?

HarmonyPSA offers the following pricing plans:

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.

Q. What are the main features of HarmonyPSA?

HarmonyPSA offers the following features:

  • Automated billing and invoicing
  • Automated quotes and proposals
  • Back-to-back purchasing and matched-period accounting
  • Brand-able customer portal
  • Business intelligence reporting
  • CRM
  • CRM Email Integration
  • Contract management
  • Contractor self-billing support
  • Deferred revenue management
  • Integrated Service Desk
  • Integrated time recording
  • Multi-currency expense management
  • On-line order approval
  • Rich and customisable asset management
  • Sales campaign management
  • Service task scheduling
  • Site-wide search capability
  • Universal journal interface to ledger
  • WIP project accounting

Q. Who are the typical users of HarmonyPSA?

HarmonyPSA has the following typical customers:

Large Enterprises, Mid Size Business, Public Administrations, Small Business

Q. What languages does HarmonyPSA support?

HarmonyPSA supports the following languages:

Dutch, English, French, German, Portuguese, Spanish

Q. What type of pricing plans does HarmonyPSA offer?

HarmonyPSA has the following pricing plans:

Subscription

Q. Does HarmonyPSA support mobile devices?

We do not have any information about what devices HarmonyPSA supports

Q. What other apps does HarmonyPSA integrate with?

HarmonyPSA integrates with the following applications:

G Suite, HubSpot Marketing, JIRA Software, Mailchimp, QuickBooks Online, RingCentral, SYSPRO, Sage Accounting, SharePoint, Xero

Q. What level of support does HarmonyPSA offer?

HarmonyPSA offers the following support options:

FAQs, Knowledge Base, Knowledge Base, Online Support, Phone Support, Video Tutorials