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About HarmonyPSA

HarmonyPSA is a cloud-based project management software that comes stuffed with a myriad of other useful features as well. The feature list contains CRM features, business management features, customer service features, IT service features, ITSM, IT management features, workflow management features, etc. to mention just a few. This software can facilitate systematically doing diverse tasks. Also, it can automate and support your entire software or service business lifecycle. HarmonyPSA has unlimited configurability with maintenance free and provides a diverse range of cross-platform support functionalities.

Pricing

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)
  • Desktop App (Windows, Mac)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Business Hours, Online

HarmonyPSA Features

Project Management Features

Unique Features

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Idea Management

Facility to receive insights from internal and external stakeholders

Standard Features

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Budget Management

Analyzing financial information to ensure all operations are within budget

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Contact Management Features

Shared Contacts

Facilitates keeping shared phone list/book with a different team or with specific user groups

Search (Filter)

Provides with advance and efficient search/ filter tools to get more refined findings or results

Prospecting Tools

Provides tools to help spotting prospects or potential customers and convert them into actual buyers

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Contact Import-Export

Helps to input and share important contacts from the application with others

Contact History

Helps to store and logging all types of important contacts and reveals the time and duration as well

Activity Management

Helps to organize and prioritize the tasks and activities of the team to enhance productivity

Email Marketing

Helps to do email marketing and customizes emails to make a good impression to audiences

Appointment Management

Helps to manage patient-doctor appointments in an orderly manner

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Group Management

Helps to create multiple group types for managing a set of common records

Contract Management Features

Specialty Contracts

Helps managing specialty or formal contracts that mainly are written agreements, as a deed.

Sell Side (Customers)

Helps in managing the contracts related to the firms that sell investment services to asset management firms/organizations

Lifecycle Management

Helps in automating and managing all the critical phases of a contract, starting from its initiation until its compliance and renewal.

Full Text Search

Allows and helps in searching for a single or a collection of computer-stored documents in a full-text database.

Digital Signature

A facility to capture digital signature in a secure format

Contract Templates

Provides ready-made beautiful templates for writing different types of contracts

Contract Drafting

Helps in drafting a reliable and secure contract for understanding properly the terms of the agreement

Completion Tracking

Helps in setting certain completion criteria for any activity within a contract management process

Buy Side (Suppliers)

Helps managing contracts of firms that buy investment services like securities

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Government Contracts

Helps taking care of Government contracts that allows you to sell your goods/services to the Government and its different agencies

Auto Extraction

Helps in conducting auto scanning of data and extract the required piece of information from a contract document

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Document Management

Ability to store and manage various information and documents in electronic format.

Accounting Features

Purchasing

Acquiring goods or services required for the business at minimal cost

Multi-Currency

Enables payment and collection in multiple currencies.

General Ledger

Maintaining and recording all the accounting related transactions.

Expense Tracking

Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Bank Reconciliation

Matching the balances of an entity's accounting records with the corresponding information on a bank statement.

Accounts Payable

Handling the money owed by a business to its suppliers.

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Spend Management

Managing the expenditure of a business in order to build its product or services

Revenue Recognition

Determining the specific conditions under which revenue is recognized or accounted for

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Payroll

Handling the salary payable to the employees

Fixed Asset Management

Helps in tracking fixed assets for the purposes of financial accounting, preventive maintenance, and theft deterrence.

CPA Firms

Offers collaboration with a professional expert for financial and consulting services.

Collections

Recovery of cash from a business or individual.

Cash Management

Collection and management of cash.

Accounts Receivable

Handling the money the client owes to the company.

Help Desk Features

Incident Management

Helps in identifying, analyzing and rectifying a bad incident or issues to ensure it does not reoccur in future

Multi-Channel Communication

Helps in receiving queries and offering help through multiple channels

Macros (Templated Responses)

It helps to store, create, and send pre-written responses to maintain the flow of the conversation.

Document Storage

Helps in storing the documents electronically and in a systematic way

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Ticket Management

Facilitates in recording and organizing customer complaints into tickets and systematically track their progress until they are resolved

Surveys & Feedback

Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback

Known Issue Management

Helps to tackle and to manage familiar issues or routine challenges

Knowledge Base

Helps to compile repetitive customer queries and structures them into retrievable how-to articles or FAQs.

Contract (SLA Management)

Helps to manage, automating and organizing important aspects concerning a service-level agreement

Automated Routing

It helps in automatically directing queries and data to the appropriate agent.

Alerts (Escalation)

Helps to route critical tickets to the boss or in-house experts and alerting against them when such come

Self Service Portal

Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions

Multi-brand Help desk

Allows to manage multiple support portals on a single platform by offering product differentiation and branding features

Concurrent Calling

Allows to place more calls simultaneously without reducing call quality.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Social Media Integration

Enables integrating the software with social media for better reach and coverage

Community Forums

Provides an online discussion site that includes a panel of experts who give expert advice and satisfy queries of any kind relevant to the company

Multi-language Support

Available in multiple languages to support global customers

Live Chat

Allows you to instantly communicate with your customers and/or exchange chat messages online

CRM Features

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Customization

Helps to customize the system for use in industry-specific use cases

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing Features

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Multi-Currency

Enables payment and collection in multiple currencies.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes (Estimates)

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Contingency Billing

Handling of bills related to contingencies

Task Management Features

Time Tracking

Helps in tracking the task assigned to different team members or teams

Task Tracking

Helps in tracking the task assigned to different team members or teams

Task Scheduling

Helps in scheduling various tasks for proper implementation of the same

Task Assigning

Helps in assigning the tasks to a team member individually or the team collectively

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Gantt Charts

Helps in providing an overall glimpse of your work to adjust your plans in a calendar view quickly

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Percent-Complete Tracking

Percentage of work done on estimated items.

Gamification

Helps in applying game mechanics to the work environment for better collaboration and engagement

Time Tracking Features

Overtime Calculation

Simplifies the process of calculating extra hours worked for by staff or team members

Offline Time Tracking

Enables one to track time in offline mode as well

Multiple Billing Rates

Helps in creating customized billable rates for different team members at job

Mobile Time Tracking

Allows tracking time using a mobile device

Billable & Non-billable Hours

Tracks billable and non-billable hours to help in better estimate making and quote clients accordingly

Automatic Time Capture

Employs data mining tactics to index, cleanse and derive meanings of time-related information on the basis of timestamps

Employee Database

Helps in providing an organized collection of employee data

Leave Tracking (Vacation)

Assist in keeping track of leave and holidays for easing the payment calculation process

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Timesheet Management

Helps to accurately manage timesheet information for easy accessibility

ERP Features

Sales

Create attractive looking quotes and convert into actual sales

HR Management

Offers tools and features that lets you effectively manage your present employees and hiring process

Financial Management

Handles functions like management of cash and utilisation of funds

Asset Management

Manages the entire lifecycle of the physical assets of your organization

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Accounting Management

Handling all your accounting functions like Bills payable, Bills Receivables, Payments, Receipts etc.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing

Acquiring goods or services required for the business at minimal cost

Warehouse Management

Keep your stock safe by using barcodes or serial/lot numbers

Supply Chain Management

A detailed overview of materials and finances as your goods exchange hands

Stock Management

Keep a track of your inventory throughout the production cycle

Dashboard

A digital insight of reports and other workings on a single screen
HarmonyPSA Pricing

Free Trial

Not available

Pricing Plans

Disclaimer: The pricing details were last updated on 28/09/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about HarmonyPSA Pricing.

HarmonyPSA Alternatives

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HarmonyPSA Reviews

User Rating

4.5/5 (Based on 23 Ratings)

Rating Distribution

  • Excellent

    69.6%
  • Very Good

    21.7%
  • Average

    4.3%
  • Poor

    0%
  • Terrible

    4.3%

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HarmonyPSA FAQs

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.

What are the top alternatives for HarmonyPSA?

Does HarmonyPSA provide API?

Yes, HarmonyPSA provides API.

HarmonyPSA Contact

Vendor Details

London, United Kingdom

Contact Details

+44 203 327 0460

https://www.harmonypsa.com/

Social Media Handles

Not available

Grid Report for HarmonyPSA

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HarmonyPSA Integrations

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