CloudBlue PSA Reviews

We like the ability to configure the software for our business and our workflows. Our sales and quoting processes are not standard and we were able to configure the workflows to use our process. The API availability and ease of use is also one of our top items; our dev team raves about the ability to use these APIs as opposed to the other products we connect to.

Limited ability to configure user screens; some of our users get confused with items on their screens they do not use. These users would also benefit from a formal instructor led training which isn't available.

Data transfer from your old system and knowing your current workflows would be the main impediments to a successful implementation. You will need knowledge of your business processes and a good understanding of your data.

We had to leave our current Salesforce implementation because it is a poor fit for our business. In our review we discovered our pain points were lost information from people working outside of our system and a lack of coordination between departments because of systems not working together. Putting Harmony in place has let us gather all information in one place and improve workflows.

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.

Here's a good video: https://www.youtube.com/watch?v=97ko7itkbvs

Though, they've already made a lot of improvements since that came out. Ask for a demo, and you will get a very helpful, personalized tour.

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.

Ease of use, all-in-one solution, customer service, and communication from support team.

There is a lot of information to learn when first starting to use the tool. It can get overwhelming, but once you learn the navigation it's an awesome tool!

Harmony has helped my company become more efficient in daily activities. Whether it's our sales team, operations group, or marketing our entire company has benefited from the switch to Harmony. The feature sets allow us to be more productive under one platform along with the ease of use from a functionality perspective.

We needed a CRM solution that would allow for all customers and prospects to be under one platform. The ability to have all sales reps keep notes within opportunities along with managing their pipeline from one location. The dashboard gives you the ability to manage your customers and calendar all from one location. This has given myself and sales team a great resource for minimizing downtime and pushing forward in a successful manner in day to day activities.

the way it can be integrated with our monitoring tool to generate tickets for a wide range of devices. it is robust and provides integration with our monitoring tool for automation of tickets.

not much to dislike. for now, it completes what is required of it. if for some reason you must dislike something will be the fact that its cloud base and you will have re-occurring expenses

it is very robust, if you are looking to integrate monitoring and generation of tickets automatically you can review this solution as your choice.

Automation of ticket creation, streamlining of clients and departments as well as appropriate ticket assignment solve a lot of the problems we initially had. it benefits us by cutting down the time taken to create tickets, assignments and also providing analytical reporting and views for decision making.

Harmony PSA covers pretty much all management software needs for a managed service provider.

The billing system is difficult to use - very rigid and not well documented.

Get comprehensive training!!!!! Involve all departments that will be using the system in setup. Triple the time you think it will take to implement.

We are using it for ticketing, tech scheduling, software implementation project management, deferred revenue recognition, subscription renewal processing. We have benefited from having all processes and uses in one software package as opposed to spread over several different ones.