HarmonyPSA Pricing, Reviews and Features (June 2023)

HarmonyPSA Features Show All Features

Project Management Features

Recurring Task ManagementRecurring task management involves ensuring that the recurring tasks (that happen over and over again on a regular basis) are properly managed by the project manager to ensure efficiency and productivity.
Time & Expense TrackingTime and expense tracking is the process of recording and tracking hours worked and expenses as they relate to projects. Time and expense tracking may provide multiple timesheet and expense views, configurable work time, overtime, approval, and expense reporting policies to allow organizations to effectively collect and manage time and expenses based on their unique requirements. It enables companies to reduce errors, duplicate entries, and administrative overhead. It can also reduce the amount of time it takes to collect and report project data, manage timesheets and remote data entry.
Task ManagementTask management is the method of tracking the progress of your project's activities from start to finish. This entails constantly making choices for your tasks in order to accommodate adjustments that might arise in real-time, with the end goal of completing your tasks successfully.
Status TrackingThe term status tracking is used in most CRM systems to describe the process of tracking email delivery within the CRM. The most basic form of email status tracking is determining whether or not a recipient has opened an email. Some software also keep track of which of the email's individual URLs is clicked.
Resource ManagementResource management refers to the process of obtaining, allocating, and managing resources for a project, such as people and their expertise, budgets, technology, materials, machinery, and natural resources. Internal and external resources are used efficiently, on schedule, and under budget, thanks to resource management.
Requirement ManagementThe process of recording, reviewing, tracing, prioritizing, and deciding on specifications, as well as controlling change and interacting with relevant stakeholders, is known as requirement management. It is a continuous process that occurs over the duration of a project. A capacity to which a project result should adhere is referred to as a prerequisite.
Project PlanningProject planning is a phase in project management where the necessary paperwork is generated to ensure that the project is completed successfully. All activities taken to identify, schedule, integrate, and organize additional plans are recorded.
Portfolio ManagementPortfolio management is described as the process of managing an individual's assets in order to maximize earnings over a set period of time.
Percent-Complete TrackingPercent complete tracking is a way to track project progress and is an important part of how to manage a project. A project's percent complete refers to how far along you are with any given mission (or the project overall).
Milestone TrackingA project is only considered a success if all of the client's objectives are met. These are usually articulated in terms of the complexity of what needs to be delivered, its consistency, the costs involved, and the timeframes involved. The most effective way to manage the timescale factor is to monitor milestones. Effective project preparation concentrates on the most important deliverables, with assignments outlining how the job will be structured to meet the deadlines. Milestones are used to classify these main completion dates so that projected dates can be compared to committed dates as the project progresses. This is what's referred to as milestone tracking.
IT Project ManagementThe planning, scheduling, execution, tracking, and reporting of IT projects is known as IT project management (ITPM). Although many industries concentrate solely on IT ventures, IT is unique in that it is present in almost all, if not all, industries.
Issue ManagementThe practice of finding and addressing problems is known as issue management. Problems with employees or vendors, technological glitches, and supply shortages can all wreak havoc on your project. If the problem isn't fixed, you risk causing needless friction, delays, or even failure to meet the deadline.
Budget ManagementThe method of administering and controlling the finances associated with business ventures is known as budget management. It’s not only about coming up with a single overall number for a particular project but also about understanding the individual cost elements and the logistics of budget tracking.
Timeline ViewA project timeline is a visual list of tasks or activities placed in chronological order, which lets project managers view the entirety of the project in one place. A project timeline typically takes the form of a horizontal bar chart, where each task is given a name and a corresponding start and end date.
Project TemplatesA project template is a project that includes work packages and actions that you know you will frequently apply to various projects.
Idea ManagementIdea management is a structured process of generating, capturing, discussing and improving, organizing, evaluating and prioritizing valuable insight or alternative thinking that would otherwise not have emerged through normal processes.
Kanban BoardA kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow). A kanban board helps make your work visible so you can show it to others and keep everyone on the same page.

Contract Management Features

Specialty ContractsHelps managing specialty or formal contracts that mainly are written agreements, as a deed.
Sell Side (Customers)Sell-side is the part of the financial industry that is involved with the creation, promotion, and sale of stocks, bonds, foreign exchange, and other financial instruments to the public market.
Lifecycle ManagementThe project life cycle is a 4-step framework designed to help project managers guide their projects successfully from start to finish. The purpose of the project life cycle is to create an easy to follow framework to guide projects.
Full Text SearchA Full text search is that which compares every word in a document, as opposed to searching an abstract or a set of keywords associated with the document. Word processors and text editors contain full-text search functions that let you find a word or phrase anywhere in the document.
Digital SignatureA digital signature is a mathematical scheme for demonstrating the authenticity of digital messages or documents. Digital signatures can provide proof of origin, time, identity, and status of a digital document. A signature confirms that the data emanated from the signer and has not been tampered with during transit.
Contract TemplatesThe Contract is the legal document which provides you and your customer a definition and Scope of Work, as well as expectations and responsibilities for all parties, schedule and terms, and procedures that are to be followed if either party breaches the terms of the Contract.
Contract DraftingContract drafting is the act of writing down the terms and conditions of an agreement. The parties to a contract may go through several drafts and negotiation sessions before the official contract is finalized.
Completion TrackingHelps in setting certain completion criteria for any activity within a contract management process
Buy Side (Suppliers)The financial institutions of a free-market economy include a segment called the buy-side: firms that purchase investment securities. These include insurance firms, mutual funds, hedge funds, and pension funds, that buy securities for their own accounts or for investors with the goal of generating a return.
Milestone TrackingA project is only considered a success if all of the client's objectives are met. These are usually articulated in terms of the complexity of what needs to be delivered, its consistency, the costs involved, and the timeframes involved. The most effective way to manage the timescale factor is to monitor milestones. Effective project preparation concentrates on the most important deliverables, with assignments outlining how the job will be structured to meet the deadlines. Milestones are used to classify these main completion dates so that projected dates can be compared to committed dates as the project progresses. This is what's referred to as milestone tracking.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Version ControlThe process of monitoring and handling changes to software code is known as version control, also known as source control. Version control systems are automated tools that aid software development teams in managing source code changes over time. Version control systems help software teams operate quicker and smarter as development environments have accelerated.
Government ContractsA government contractor is a private company that produces goods and services for public government agencies. Contractors become employed by the government by winning contracts that are out for bid.
Auto ExtractionHelps in conducting auto scanning of data and extract the required piece of information from a contract document
Approval WorkflowThe approval workflow is a common business process that requires someone to sign off on the data at a certain stage. Approval workflows require multiple checks throughout the process and from a variety of different stakeholders. Most workflows require some kind of approval built into them.
Document ManagementDocument management, also known as Document Management Systems (DMS), is the process of storing, managing, and tracking electronic records and electronic images of paper-based/material collected by a document scanner using a computer device and software. Document management is the process used by organizations to store, manage, and track electronic documents.

Contact Management Features

Shared ContactsShared contacts allow contacts and contact groups to be shared across any or all users. This allows the selected users to access the shared contact details via any platform or device.
Search (Filter)The search action allows you to quickly and easily narrow down a list of records and show only those that include the data you're looking for.
Prospecting ToolsThe tools used for prospecting are known as prospecting tools. Prospecting is the first step in the sales process, which consists of identifying potential customers, aka prospects.
Customer PipelineA sales pipeline is the combination of the different stages leads move through, from the first contact you make with them until they’re closed as paying customers.
Contact Import-ExportYou may want to import addresses, leads, or other record forms into the software from other sources, such as an email program, a spreadsheet, or your phone, to keep track of all your customer data in one location. If you want to do additional calculations or run your own reports, you can export your data to Excel or create a static Excel spreadsheet if you want to capture all of the data at a single point in time.
Contact HistoryContact history is a perfect way to keep track of all of your contacts with a client, which can be extremely useful in solidifying your relationship with them. So, whether you've sent an email, made or received a phone call, or even sent a letter, this is where you can record it, as it allows you to keep track of all messages while still allowing other people to see it.
Activity ManagementActivity management is used to administer the activities assigned to employees in an organization. The data in an activity is a very important source of information for all the employees that are relevant for that information.
Email MarketingEmail marketing is a form of marketing that can make the customers on your email list aware of new products, discounts, and other services.
Appointment ManagementAppointment management makes it easy for organizations to reach out to their customers by enabling them to book meeting with their team at the click of a button. Appointment scheduling allows customers to schedule appointments by booking a time by viewing your published calendar.
Lead ManagementLead Management is the process of acquiring and managing leads (potential customers) until the point where they make a purchase. Lead management should not be confused with lead nurturing, which is a specific part of lead management that takes place towards the end of the process.
Group ManagementGroup Management enables a Group Admin to organize contacts into groups so that anyone using a Business or Enterprise plan can quickly share and send information to all of the people in the group. You must be designated as a Group Admin on a Business or Enterprise plan to create and manage groups. Once a group is set up, anyone on the Business or Enterprise plan will be able to share and send information to that group. If you don't want to share with an entire group, you can use the drop-down arrow next to the group's name and click Expand. When you do this, you'll replace the group name with the email addresses of the group's members. You can remove individuals as needed.

Help Desk Features

Incident ManagementIncident management is the process that focuses solely on handling and escalating incidents as they occur to restore defined service levels. Incident management does not deal with root cause analysis or problem resolution.
Multi-Channel CommunicationMulti-channel communication simply means communicating with customers via multiple channels such as print, SMS, e-mail, web portals, and mobile applications. From an internal management perspective, multi-channel communication involves sending out material and information via multiple channels.
Macros (Templated Responses)You can use macros to avoid performing repetitive actions. For example, macros enable you to create templates with attachments so that you don't have to remember to include a specific file every time you write a specific type of message. You should add information to the message body and fill in the Bcc, Cc, and Subject email fields.
Document StorageThe act of storing a document, usually a digital document, in a document management system (DMS) is known as document storage. We now use electronic storage instead of filing cabinets. It conserves both space and time. When a document is saved, it is often tagged with a collection of metadata to identify it as belonging to a certain category or classification. Then it's saved as a digital file.
Customizable BrandingBrands allow consumers to personalize both packaging and product. By allowing buyers to customize flavor, food form and even the actual packing design of products, brands are putting more power than ever before into the hands of the consumer, ultimately trusting them to create a meaningful experience.
Ticket ManagementThe method of handling issues and requests is known as ticket management. Tickets are basic data entities that are used to monitor anything that must be done. Ticket management is a very useful business method that is integrated into most communication software.
Surveys & FeedbackSurveys and feedback are a type of research methodologies that involve gathering data from a predetermined group of people in order to obtain information and insights into a variety of topics. They can serve a variety of purposes depending on the methods used.
Known Issue ManagementKnown issue management is the process of resolving known issues within the project. Problems with employees or vendors, technological glitches, and supply shortages can all wreak havoc on your project. If the problem isn't fixed, you risk causing needless friction, delays, or even failure to meet the deadline.
Knowledge BaseA knowledge base is an online library of information about a product, service, agency, or subject that can be accessed at any time. Answers to commonly asked questions, how-to guides, and troubleshooting instructions are usually included in this published set of documentation. Its goal is to make it simple for people to solve problems without having to ask for assistance.
Contract (SLA Management)Contract management (or SLA management) software is a digital tool (or collection of tools) that aids in the creation, storage, and retrieval of legal agreements and data. Contract management improves the efficiency of the whole contracting process. As a result, contract delivery times are faster and more reliable, and clients are happier.
Automated RoutingAutomated routing guides customers to appropriate resources based on their current needs. Since customers expect prompt and efficient service when they call, getting the right resource to them at the right time is critical to achieving business goals.
Alerts (Escalation)Escalation alerts allow users to build notification rules for both primary and custom entities. Escalation rules may include a few requirements that cause alerts via email or on-screen messages. Escalation rules are typically more complex than notifications, and they can be used inside or outside of a workflow. In general, escalation rules are used to generate notifications of more than five conditions or a complex trigger SQL clause. If one or more of the conditions are met, or the clause is activated, a message is displayed on screen or sent via email, values are changed, or SQL is run.
Self Service PortalA self-service portal is a website that offers information and resources to help users find answers and resolve their issues. The job of any self-service portal is to help users address common needs efficiently and without outside help.
Social Media IntegrationSocial media integration is a marketing technique that allows you to use social media platforms to supplement your current branding and marketing strategies. By providing ways for your customers to connect or exchange information about your website and social media on different social networks, social media integration helps foster brand recognition and enhances the reach of your marketing campaigns.
Community ForumsA community forum is an online platform provided by a company or a brand where members, consumers, and fans can come together to ask questions, receive peer-to-peer support, discuss brand preferences, and form social connections.
Live ChatLive chat is a medium that allows the employees to interact with website visitors or with each other in real-time. It can be either text, voice, or video-based chat that team members can use to get in touch with each other to discuss or resolve any ongoing issues.

Accounting Features

PurchasingProcurement or purchasing is the act of obtaining goods, supplies, and/or services. Therefore, project procurement is obtaining all of the materials and services required for the project.
Multi-CurrencyMulti-currency means using more than one currency (such as Canadian currency and American currency) in a multi currency bank account.
General LedgerA general ledger represents the record-keeping system for a company's financial data with debit and credit account records validated by a trial balance. The general ledger provides a record of each financial transaction that takes place during the life of an operating company.
Expense TrackingBeing able to manage and track expenses is what keeps the project within a budget. Expense tracking means to track the expense that each project has.
Billing and InvoicingBilling and invoicing feature allows you to bill project services directly to customers, employees and external service providers. Invoices can be created based on milestones, partial payments and final payments as well as at cost (time and material). Timesheets required in many industry sectors are generated by the system.
Bank ReconciliationA bank reconciliation statement is a summary of banking and business activity that reconciles an entity’s bank account with its financial records. The statement outlines the deposits, withdrawals, and other activities affecting a bank account for a specific period. A bank reconciliation statement is a useful financial internal control tool used to thwart fraud.
Accounts PayableAccounts payable include all of the company's short-term debts or obligations. For example, if a restaurant owes money to a food or beverage company, those items are part of the inventory, and thus part of its trade payables.
Tax ManagementThe aim of tax management is to ensure that the provisions of the Income Tax Act and related laws are followed. Through the tax management function of various tools, you can handle local and foreign tax rates.
Spend ManagementThe end-to-end management of an organization's spend is referred to as spend management. Spend analysis, spend categorization/classification, spend data management, and spend performance management are all covered. Spend management is a continuous and ongoing mechanism that aims to improve a company's bottom line by managing and maximizing its spending.
Revenue RecognitionRevenue recognition is a generally accepted accounting principle (GAAP) that identifies the specific conditions in which revenue is recognized and determines how to account for it. The revenue recognition principle, a feature of accrual accounting, requires that revenues are recognized on the income statement in the period when realized and earned—not necessarily when cash is received. Having a standard revenue recognition guideline helps to ensure that an apples-to-apples comparison can be made between companies when reviewing line items on the income statement. Revenue recognition principles within a company should remain constant over time as well, so historical financials can be analyzed and reviewed for seasonal trends or inconsistencies.
Project AccountingProject accounting is a type of managerial accounting oriented toward the goals of project management and delivery. It involves tracking, reporting, and analyzing financial results and implications, and sometimes the creation of financial reports designed to track the financial progress of projects; the information generated by this analysis is used to aid project management. While project accounting was traditionally used for large construction, engineering, and government projects, it has now expanded into several other sectors. It is commonly used by government contractors, where the ability to account for costs by contract can be a requirement for interim payments. A specialized form of project accounting, production accounting, is used by production studios to track an individual movie or television episode's costs.
PayrollPayroll is defined as the process of paying salary to a company’s employees. It starts with preparing a list of employees to be paid and ends with recording those expenses. It’s a tangled process that needs different teams such as payroll, HR and finance to work together. But, businesses can manage all the complexities effortlessly by choosing modern technology. Simply put, the process involves arriving at what is due to the employees for a particular payroll cycle after adjusting the necessary deductions like TDS, employees’ PF contribution, meal coupons, etc. A payroll cycle is the time gap between two salary disbursements. Businesses can opt to pay salaries on a weekly, bi-weekly, or monthly basis. Generally, it is processed every month in India.
Fixed Asset ManagementFixed asset management is the process of tracking and maintaining an organization’s physical assets and equipment. Asset types include vehicles, computers, furniture and machinery. Fixed asset management enables organizations to monitor equipment and vehicles, assess their condition, and keep them in good working order. In this way, they minimize lost inventory, equipment failures and downtime — and improve an asset’s lifetime value. Fixed assets such as servers, transport trucks and elevators require a large capital investment. They may comprise a large portion of a company’s net worth. In some businesses, as much as 40 percent of investment goes to buying equipment and vehicles. The better and more effectively a company manages its assets, the greater the prospect of maximizing value from these investments.
CPA FirmsA Certified Public Accountant Firm (CPA firm) is simply a firm that is licensed in the state in which they operate and owned, at least in part by a Certified Public Accountant. CPA firms are comprised of auditors who conduct both public and private audit engagements. Apart from the auditors CPA firm usually consists of people at various levels in their accounting career. Hence, CPA firm consist of staff accountants and seasoned accountants who are experienced in all aspects of accounting. Most CPA firms, are auditing firms and seldom provide tax and accounting for the general public. While remaining CPA firms provide only tax and accounting services.
CollectionsCollections is a term used by a business when referring to money owed to that business by a customer. When a customer does not pay the business within the terms specified, the amount of the bill becomes past due and is sometimes submitted to a collection agency. When a business sells a product or service to a customer, payment is expected either at the time of the transaction or within a defined period of time such as 30 days. Unfortunately, some customers do not pay the business within those set terms and, at this point, the account can be considered in collections.
Cash ManagementThe method of gathering and handling cash flows is known as cash management. Individuals and businesses alike benefit from good cash management. It is an important part of a company's financial stability in business.
Accounts ReceivableAccounts receivable refers to the outstanding invoices a company has or the money clients owe the company. The phrase refers to accounts a business has the right to receive because it has delivered a product or service. Accounts receivable, or receivables represent a line of credit extended by a company and normally have terms that require payments due within a relatively short time period. It typically ranges from a few days to a fiscal or calendar year. Companies record accounts receivable as assets on their balance sheets since there is a legal obligation for the customer to pay the debt. Furthermore, accounts receivable are current assets, meaning the account balance is due from the debtor in one year or less.

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.

Billing and Invoicing Features

Recurring (Subscription Billing)Billing consumers on a time determined basis for products or services received
Project BillingProject billing is the ability to quickly generate invoices based on project details and design billing schedules meeting your customer demands is the final piece in maximizing the profitability of your projects.
Online PaymentsOnline payment refers to money that is exchanged electronically. Online payment usually is the transaction that results in transfer of monetary funds from the customer bank or credit card account to your bank account.
Online InvoicingOnline Invoicing is performed using an Online Invoicing and billing Software, which automates all kinds of invoicing operations for your business. It is user-administered and therefore can be easily customized by your in-house staff according to your business needs.
Mobile PaymentsA mobile payment is a payment made for a product or service through a portable electronic device such as a tablet or cell phone. Mobile payment technology can also be used to send money to friends or family members, such as with the applications PayPal and Venmo.
Invoice HistoryThe Invoice History Report is needed to justify the balance for a given range of invoices. It helps you to quickly identify and review a detailed list of all activities pertaining to a specific invoice including all payments, gain/loss, credit/debit memos, and discounts.
Hourly BillingHourly billing is the most common billing method across service industries. It involves dynamic generation of billing records for projects, bringing together time, expenses, retainer balances, amounts owed and paid, and other information.
Customizable InvoicesThe information on the invoices you make is shown using a template. Customizing the templates allows you to change the way invoice information is presented. Some software offer customizable invoices that allow you to put details like contact information, due amount, due date, product description, payment details, additional notes, terms & conditions, etc. as per your need.
Customer PortalA customer portal is a website designed to give current customers access to services and information they need. It's usually private and secure, requiring log-on.
Multi-CurrencyMulti-currency means using more than one currency (such as Canadian currency and American currency) in a multi currency bank account.
Offline PaymentsHelps to record cash and credit payments on retail operations
Tax CalculatorAutomatically calculates the detailed tax amount at the latest tax slab rate
Dunning ManagementHelps to manage complications of credit card payment decline and inform the customer of failed charges.
Payment RemindersHelps to chase payments as they come due with automated payment reminders
Quotes (Estimates)An estimate, as the name implies, is a rough estimate of how much anything would cost. A construction contractor, for example, may collaborate with the customer to determine their requirements. They'll then go over the resources and materials required to complete the project. Finally, they'll allocate prices, which they normally do by soliciting quotes from other vendors.
Payment ProcessingHelps to manage automated transactions across various online channels
Contact DatabaseA contact database allows a company to handle and coordinate information about its clients, customers, and other contacts more efficiently. Due to a large number of contacts and workers dealing with these contacts, many organizations often encounter duplicate data or incomplete details on contacts. When contact information is collected in a single, easy-to-use database, it provides a central location and a straightforward way to locate this type of information.
Contingency BillingHandling of bills related to contingencies

Time Tracking Features

Overtime CalculationOvertime calculation is the calculation of the extra hours for which the employees have worked.
Offline Time TrackingOffline time tracking is the time tracking feature that is used to track the time at work, productive time, and idle time when the employee is working without an internet connection.
Multiple Billing RatesMultiple Billing rate means a temporary indirect cost rate applicable to a specified period that is used for funding, interim reimbursement, and reporting indirect costs on federal or federal pass-through awards pending the establishment of a final rate for the period.
Mobile Time TrackingMobile time tracking is the process of recording working time with mobile devices. Employees can clock in and out using a dedicated mobile app. Some mobile time tracking tools offer GPS tracking and geofencing as well.
Billable & Non-billable HoursBillable hours are the hours you spend doing tasks for a particular project. On the other hand, whenever you're doing tasks that are important for the overall success of your business, such as bookkeeping or looking for new clients, you will mark these hours as non-billable.
Automatic Time CaptureAutomatic trackers completely remove the need to manage timers or manually input data, accurately recording all your work activity for you in the background. Some even use artificial intelligence to create your daily time sheets.
Employee DatabaseAn employee database contains critical information, such as each employee's personal information, as well as company-related information such as their payscale, hire date, and more. That database can be used to help you better understand your employees and make data-based decisions that push your company forward.
Leave Tracking (Vacation)A leave management system, also known as LMS, is a platform that enables a company to easily and correctly allocate, track and grant leave as well as allow for employees to request and track their own leave.
Billing and InvoicingBilling and invoicing feature allows you to bill project services directly to customers, employees and external service providers. Invoices can be created based on milestones, partial payments and final payments as well as at cost (time and material). Timesheets required in many industry sectors are generated by the system.
Timesheet ManagementA timesheet is a physical or virtual tool that allows you to record and keep track of your worked time. That means that, as an employer, you'll be able to see exactly how many hours each employee has worked for. Timesheets were formerly known as time books.

Task Management Features

Time TrackingTime tracking allows you to keep track of the hours spent on individual tasks and on the project as a whole. Time tracking should allow your team members to add time entries to tasks easily.
Task TrackingTask tracking or task management is the process where one identifies, monitors, and progresses the work that needs to be done during the day. In terms of project management, task tracking is how the workflow is efficiently organized. It’s task-oriented, detailed, and part of the larger scheduling of a project.
Task SchedulingTask scheduling is the process of assigning start and end times to a series of tasks while keeping certain constraints in mind. Time constraints or resource constraints are the most common constraints.
Task AssigningTask assigning is when you send someone a task request in an email message. When you assign a task, you give the ownership of it (unless the assignee declines it) to one of your team members. The task's assigner will receive updates on the task's progress.
Reporting (Analytics)The process of arranging data into informational summaries in order to track how various aspects of a company are performing is known as reporting. This includes measuring key metrics and displaying them — whether in an email, a slide deck, or an online dashboard.
Recurring Task ManagementRecurring task management involves ensuring that the recurring tasks (that happen over and over again on a regular basis) are properly managed by the project manager to ensure efficiency and productivity.
Progress TrackingProgress tracking is the method used to track the progress of tasks in the OKR software. By tracking your progress, you can compare actual to planned progress, and identify issues that may prevent the project from staying on schedule and within budget.
Gantt ChartsA Gantt chart is a bar chart that displays the progression of tasks over time. A Gantt map is a helpful way to indicate what work is planned to be completed on a particular day and is used for organizing projects of all sizes. It can also be used to display a project's start and end dates in a single graph.
AlertsAlerts are actionable and content-rich push notifications sent by the collaboration software. These notifications can be for anything from messages from teammates, reporting managers, or work updates.
Collaboration ToolsCollaboration tools make it easier for people to work together. A collaboration tool's aim is to assist a group of two or more people in achieving a shared goal or objective. Paper, flipcharts, post-it notes, and whiteboards are examples of non-technical collaboration tools. Collaboration software, on the other hand, is a technological tool.
Percent-Complete TrackingPercent complete tracking is a way to track project progress and is an important part of how to manage a project. A project's percent complete refers to how far along you are with any given mission (or the project overall).
GamificationGamification is the process of incorporating game elements into nongame environments, like a website, online community, learning management system, or a company’s intranet to increase participation. Gamification aims to involve customers, staff, and collaborators in order to encourage them to cooperate, share, and communicate.

ERP Features

SalesCreate attractive looking quotes and convert into actual sales
HR ManagementHuman Resource Management (HRM) is the term used to describe formal systems devised for the management of people within an organization. Essentially, the purpose of HRM is to maximize the productivity of an organization by optimizing the effectiveness of its employees.
Financial ManagementFinancial management is a process which brings together planning, budgeting, accounting, financial reporting, internal control, auditing, procurement, disbursement and the physical performance of the project with the aim of managing project resources properly.
Asset ManagementAsset management is the process of planning and controlling the acquisition, operation, maintenance, renewal, and disposal of organizational assets. This process improves the delivery potential of assets and minimizes the costs and risks involved. Adequate maintenance and proper deployment of systems, people, and processes ensure a positive enhancement of capital over the asset lifecycle.
CRMCustomer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers.
Accounting ManagementHandling all your accounting functions like Bills payable, Bills Receivables, Payments, Receipts etc.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
PurchasingProcurement or purchasing is the act of obtaining goods, supplies, and/or services. Therefore, project procurement is obtaining all of the materials and services required for the project.
Warehouse ManagementA warehouse management system (WMS) consists of tools and processes that allow organizations to control and administer warehouse operations from the time goods or materials enter a warehouse until they move out. Warehouses sit at the center of manufacturing and supply chain operations because they hold all of the material used or produced in those processes, from raw materials to finished goods. The purpose of a WMS is to help ensure that goods and materials move through warehouses in the most efficient and cost-effective way. A WMS handles many functions that enable these movements, including inventory tracking, picking, receiving and put away.
Supply Chain ManagementSupply chain ecosystem typically consists of manufacturers, suppliers, distributors, retailers, and customers. Supply chain management (SCM) involves planning, execution, control, and monitoring of supply activities. An ERP solution takes care of physical aspects of supply that includes storage and transportation and the market aspect of effectively managing demand and supply to meet customer demands. Feature-rich ERP software adds value to the entire chain starting from material procurement to end- customer product delivery. An efficient ERP solution coordinates and integrates three key flows: material flows, information flows and financial flows. An ERP solution in SCM improves the accuracy of demand forecasting and ensures that the cost of inventory is minimized in case of large-batch production process.
Stock ManagementEnterprise Resource Planning (ERP) stock management is a system that allows businesses to manage all aspects of their business on a single platform, including: stock, finance, planning, logistics and operations. An ERP stock management system provides real-time stock information to the entire organization. This is an important capability for businesses that plan to expand, have complex workflows or supply chains, need advanced automation, operate in “just in time” mode, sell many products or simply wish to maximize their investments in stock. Managing operations using a centralized system not only cuts down on double-handling but also allows for automation of daily tasks.
DashboardA dashboard is a data visualization tool that tracks, analyzes, and displays key performance indicators (KPI), metrics, and critical data points to track the progress of specific OKRs.

HarmonyPSA Technical details

HarmonyPSA Pricing

Pricing ModelFree Trial , Subscription

SaaS

Custom

1. Monthly SaaS :

Monthly flexibility
Monthly payments

2. Annual SaaS :

Annual commitment
Quarterly payments
3-level data backups

All the Plans includes these Features

Dedicated virtual machine
3-level data backups
Fully scripted deployments
Centrally managed upgrades
Unlimited external users
Minimum order applies

Contact the vendor to get the latest pricing information.

Annual On-Premise

Custom

And if you require extra security

Features

Annual commitment
Annual payments
Operate your environment
Own your data
Remote managed deployment
Automated upgrades
Unlimited external users
Minimum order applies

Contact the vendor to get the latest pricing information.

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Disclaimer: The pricing details were last updated on 02/07/2018 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Videos on HarmonyPSA

Harmony PSA - Overview

HarmonyPSA Screenshots

Harmony PSA Dashboard on Desktop

HarmonyPSA FAQs

Q. What is HarmonyPSA used for?

HarmonyPSA is Project Management Software. HarmonyPSA offers the following functionalities:

Recurring Task Management
Time & Expense Tracking
Task Management
Status Tracking
Resource Management
Requirement Management
Project Planning
Portfolio Management
Percent-Complete Tracking
Milestone Tracking
IT Project Management
Issue Management
Budget Management

Learn more about HarmonyPSA features.

Q. What are the top alternatives for HarmonyPSA?

Here`s a list of the best alternatives for HarmonyPSA:

Q. Does HarmonyPSA provide API?

Yes, HarmonyPSA provides API.

HarmonyPSA Integration

(711 RATINGS) NinjaOne (NinjaRMM) New SaaS Software

98%

(6503 RATINGS) Expensify Expense Management Software

89%

(209 RATINGS) BlueSnap Payment Gateway Software

Support	Business Hours Online	Customer Type	Large Enterprises Medium Business Small Business
API		Location / Phone Number	London, United Kingdom / +44 203 327 0460
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	Official Website	https://www.harmonypsa.com/
Deployment		Category	Project Management Software Contract Management Software Contact Management Software Help Desk Software Accounting Software CRM Software Billing and Invoicing Software Time Tracking Software Task Management Software ERP Software

HarmonyPSA

HarmonyPSA Features Show All Features

Project Management Features

Contract Management Features

Contact Management Features

Help Desk Features

Accounting Features

CRM Features

Billing and Invoicing Features

Time Tracking Features

Task Management Features

ERP Features

HarmonyPSA Technical details