CloudBlue PSA (formerly HarmonyPSA)
Professional services automation software providing the maximum degree of process automation.
Overview
CloudBlue PSA (formerly HarmonyPSA) is a comprehensive professional services automation platform designed for modern MSPs and technology businesses. It incorporates a full service desk, CRM, and an accounting back-end, aiming to automate the entire business lifecycle from lead generation to contract renewal in a single, cloud-based system.
✨ Key Features
- Service Desk & Ticketing
- Contract Management
- Project Management
- Billing & Invoicing
- CRM & Quoting
- Procurement & Inventory
🎯 Key Differentiators
- All-in-one platform with built-in accounting back-end.
- Contract-centric architecture designed for complex billing.
- High degree of process automation.
Unique Value: Delivers a single, end-to-end platform that automates business processes from lead to cash, eliminating the need for multiple, disparate systems.
🎯 Use Cases (4)
✅ Best For
- Automating complex billing models for recurring and consumption-based contracts.
- Managing the entire service delivery process from ticketing to project completion.
- Gaining a 360-degree view of customers, contracts, and profitability.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies looking for a very simple, standalone ticketing tool.
- Businesses that do not have complex contract or billing requirements.
🏆 Alternatives
Provides a more integrated and automated solution, particularly for complex contract and billing management, compared to other PSA tools that may require more manual intervention or third-party accounting software.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
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