Kimble PSA Overview

What is Kimble PSA?

Kimble PSA is a cloud-based professional services automation solution which helps professional services organizations run their project-based businesses. The software integrates with customer relationship management (CRM) applications to maximize efficiency & align teams around essential processes.

Kimble PSA’s Foresight Analytics provides users with real-time forecasts for resource demand, cash flow, revenue, and margins. Priority actions, such a resource assignments requiring fulfilment or insufficient purchase order cover, are signposted by Intelligent Insights, and users can drill-down to analyze trends and patterns across multiple performance indicators. Automatic recalculation of revenue and cost forecasts when project schedules change ensures up-to-date reporting at all times.

Kimble’s Proposal Modeler lets users create comprehensive project plans, which factor in elements including resource effort, expenses, and margin. Detailed task plans can be produced using the Project Planner, with predefined template plans and team profiles. The resource planner factors in pipeline capacity to cover both incoming and existing business needs. Kimble PSA also includes a billing engine to ensure all revenue is invoiced, with the ability to configure multiple invoice formats for different customers, project types, and local tax regimes.

Kimble PSA Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Kimble Applications for pricing information.


Kimble PSA Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, Germany
Supported Languages
English, German

Media

Kimble PSA activity assignment requests screenshot
Kimble PSA business unit diagnostics screenshot
Kimble PSA dashboard screenshot
Kimble PSA invoice creation screenshot
Kimble PSA close tracking screenshot
Kimble PSA Gantt chart screenshot
Kimble PSA proposal scope screenshot
Kimble PSA video Kimble PSA screenshot: Kimble PSA activity assignment requests screenshot Kimble PSA screenshot: Kimble PSA business unit diagnostics screenshot Kimble PSA screenshot: Kimble PSA dashboard screenshot Kimble PSA screenshot: Kimble PSA invoice creation screenshot Kimble PSA screenshot: Kimble PSA close tracking screenshot Kimble PSA screenshot: Kimble PSA Gantt chart screenshot Kimble PSA screenshot: Kimble PSA proposal scope screenshot

Kimble PSA Reviews

Kimble PSA Reviews

Overall rating
3.8
/
5
Excellent
5

Very good
7

Average
4

Poor
1

Terrible
1

Value for Money
3.7
Features
4
Ease of Use
3.1
Customer Support
3.9
67% recommended this app
Peter R.

End-to-End Solution

Implementing Kimble helped us with Resource Planning, Revenue Visibility and Forecasting, Increased Utilization, Time Capture. As a small services company, it forced us to really step up our game. But that's what's needed to grow...and not lose sleep due to guessing at resource availability, and also revenue/cost/margin projections.


Laura R.

Kimble gives the visibility of the business while providing a platform for accountability

My experience, and our company's experience, has been good. We learn more all the time, and the ease of visibility of business revenue is amazingly powerful. Our teams have taken initiative to expand their use of the tool and are open to trying new features.


Peter T.

Business management with Kimble

I have used this product for 8 years (and counting) and have seen it grow in power and functionality on a regular basis. From a financial management perspective, it integrates well with Sage, Xero and other leading accounts packages. It is hard to imagine a better solution to professional services management.


Tom A.

Considered view of a relatively new user

Our account managers are really helpful and we are slowly (after some years) getting reliable MI out of the system. However, the licensing costs are crazy and we are paying for far more than we use.


Verified Reviewer

Excellent PSA solution

Since implementing Kimble, we have been able to grow substantially without increasing our back office operation. We are now fully reliant on Kimble as our core system and very happy that it supports our business extremely well.


Peter R.
Industry: Professional Training & Coaching
Company size: 2-10 Employees

End-to-End Solution

Used Daily for 2+ years
Reviewed on 24/09/2018
Review Source: Capterra

Implementing Kimble helped us with Resource Planning, Revenue Visibility and Forecasting, Increased Utilization, Time Capture. As a small services company, it forced us to really step up our game. But that's what's needed to grow...and not lose sleep due to guessing at resource availability, and also revenue/cost/margin projections.

Pros

Kimble lets you create templates for how you sell and deliver your services. You begin using it during the selling phase. Who will be your resources? What skills do they need? When will those resources be scheduled? The process follows all the way from the original proposal, through delivery, time and utilization tracking, and on through to invoicing. The unique thing about Kimble is that it's forward looking and forward planning.

The goal of any consulting company, and how Kimble is designed, is to reduce bench time and feel confident in taking on and planning delivery of products down the road. And as you do all that within Kimble you'll have a forward-looking financial picture as well. For us it's all about balancing the supply and demand. All project time, revenue, and costs for a project are mapped out for as far forward as your projecting. Usually you have extra FTEs doing just that work.

Take the time to do a proper implementation, and you'll need to dedicate plenty of time to testing all your use cases. There is a lot of knowledge transfer that has to happen, and we've had to resist the urge to rush through the implementation.

Cons

Not a dislike, but know that this is a tool to manage your business, and as such you'll want your delivery managers using it daily. You've got to engage with this product and it's process. If you don't, then it's just backward-looking time entry. Since you're reading this review I'm guessing you've had enough of that.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Laura R.
Industry: E-Learning
Company size: 51-200 Employees

Kimble gives the visibility of the business while providing a platform for accountability

Used Daily for 1+ year
Reviewed on 13/04/2020
Review Source: Capterra

My experience, and our company's experience, has been good. We learn more all the time, and the ease of visibility of business revenue is amazingly powerful. Our teams have taken initiative to expand their use of the tool and are open to trying new features.

Pros

The instant visibility of how your company is doing - everything from proposals to invoicing, it shows revenue flow, resource availability, and project status. There is always more to implement, and we have the ability to implement what features we want, when we want it. By doing so, it also requires us to evaluate our business practices and align with best practices based on the way Kimble functions. Our Customer Success Managers have been amazing, responsive, and the team is always willing to help us implement additional functionality.

Cons

The administrator training and resources are lacking, where we need to depend upon ZenDesk and our Customer Success Manager to provide support. Most of the technical resources are based on how the technology functions, but it's difficult to find details on some of the options on the administrative side, and best practices on how customers use different features (such as usage of the Other Activities fields, and such). I think what is missing is the practical usage and governance suggestions around how to setup and use features, particularly as you are implementing them.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Peter T.
Industry: Management Consulting
Company size: 2-10 Employees

Business management with Kimble

Used Daily for 2+ years
Reviewed on 29/09/2020
Review Source: Capterra

I have used this product for 8 years (and counting) and have seen it grow in power and functionality on a regular basis. From a financial management perspective, it integrates well with Sage, Xero and other leading accounts packages. It is hard to imagine a better solution to professional services management.

Pros

This software is the ideal bridge between resource planning and management accounting on a day-to-day basis for project-based professional services organizations of every size and description. Its most practical application from a business management perspective within a small and specialized organization like Felber Consulting is its ability to raise invoices directly from authorized timesheets, track payments and thereby keep finances forever linked to the realities of HR capability and allocation.

Cons

The immense power of this product means that some organizations will need specialist support in particular areas of thier businesses to unleash its full potential.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Tom A.
Industry: Management Consulting
Company size: 2-10 Employees

Considered view of a relatively new user

Used Daily for 2+ years
Reviewed on 7/04/2020
Review Source: Capterra

Our account managers are really helpful and we are slowly (after some years) getting reliable MI out of the system. However, the licensing costs are crazy and we are paying for far more than we use.

Pros

Using Kimble has enabled us to ensure everyone is working accurately under contract, can self bill and be paid easily.

There are also lots of features for reporting and creating your own, bespoke, reports if you have people that can do such things.

The phone app is better now and works well.

The customer service people are always very willing to help and clearly try to resolve issues.

Cons

I have nothing to compare against so some of these issues may be industry-wide, however:
- It is not an intuitive system either as a user or as an administrator. For a SME, we don't tend to have people working full time on the system and so, unless you use it consistently, it is easy to forget odd conventions that lead you in a wrong direction.
- It is too big for what we need. There are so many options, it is bewildering and I do wonder if a paired back 'lite' version at a more reasonable price would help.
- The pricing is terrible. Having to buy packs of licenses is out-of-date and, in the current climate, being told we have no options to spread an annual payment across 12 months means Kimble itself is now on our corporate risk register (the only option offered was a 6 month split but with a 6% premium added because of the tie-in with Salesforce. In the days of pay-as-you-go, this is outdated and unfair.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Verified Reviewer
Industry: Financial Services
Company size: 201-500 Employees

Excellent PSA solution

Used Daily for 2+ years
Reviewed on 20/04/2020
Review Source: Capterra

Since implementing Kimble, we have been able to grow substantially without increasing our back office operation. We are now fully reliant on Kimble as our core system and very happy that it supports our business extremely well.

Pros

Kimble is a fully featured product that is growing in functionality with each release, with much of that led by the user base. Being based on the Salesforce platform, the integration facilities are excellent and the ability to customise the application are also very good. The support team are also very good.

Cons

While the application is fully supported within Lightning, most screens are not fully Lightning-enabled as yet and it is not yet possible to customise them fully.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
7.4/10
Based on 18 user ratings
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Kimble PSA Pricing

Kimble PSA Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Kimble Applications for pricing information.

Contact Kimble Applications for pricing information.

Value for Money
3.7/5
Based on 18 user ratings
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Kimble PSA Features

Kimble PSA Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Prioritising
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Planning
Task Tracking
Third Party Integration
Features
4/5
Based on 18 user ratings
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Categories

Additional information for Kimble PSA

Additional information for Kimble PSA

Key features of Kimble PSA

  • Billing & Invoicing
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Contract Management
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Demand Forecasting
  • Document Management
  • Gantt Charts
  • Issue Management
  • Issue Tracking
  • Job Costing
  • Marketing Management
  • Milestone Tracking
  • Portfolio Management
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Quote Management
  • Resource Allocation
  • Resource Management
  • Skills Tracking
  • Status Tracking
  • Task Management
  • Time & Expense Tracking

Benefits

• Run a proactive business, using Kimble’s diagnostics to drill into factors that are affecting business performance.

• Keep forecasts for possible, probable, and firm work up-to-date.

• View resource supply and demand in interactive views that allow drag-and-drop fulfillment of demand.

• Setup projects during the sales cycle with one click using templates for each type of product sold.

• Ensure deliverable margins using Kimble’s Proposal Modeler, which visualizes the implications of resourcing changes on project cost and revenue in real-time.

• Devolve accountability for project success and profitability to project managers, with Kimble’s Intelligent Insights acting as a guiding hand coaching project managers to make the right decisions.

• Capture time and expense on-the-go using Kimble’s mobile app.

• Ensure accurate billing the first time with invoicing that incorporates approved project data.

• Collaborate with clients in the Kimble Customer Community.

• Unlock unprecedented speed to value with an easy-to-implement cloud solution and one-click integration to Intacct.

Kimble PSA FAQs

Kimble PSA FAQs

Below are some frequently asked questions for Kimble PSA.

Q. What type of pricing plans does Kimble PSA offer?

Kimble PSA offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Contact Kimble Applications for pricing information.

Q. What are the main features of Kimble PSA?

Kimble PSA offers the following features:

  • Billing & Invoicing
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Contract Management
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Demand Forecasting
  • Document Management
  • Gantt Charts
  • Issue Management
  • Issue Tracking
  • Job Costing
  • Marketing Management
  • Milestone Tracking
  • Portfolio Management
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Quote Management
  • Resource Allocation
  • Resource Management
  • Skills Tracking
  • Status Tracking
  • Task Management
  • Time & Expense Tracking

Q. Who are the typical users of Kimble PSA?

Kimble PSA has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Kimble PSA support?

Kimble PSA supports the following languages:

English, German

Q. What type of pricing plans does Kimble PSA offer?

Kimble PSA has the following pricing plans:

Subscription

Q. Does Kimble PSA support mobile devices?

Kimble PSA supports the following devices:

Android, iPhone, iPad

Q. What other apps does Kimble PSA integrate with?

Kimble PSA integrates with the following applications:

MYOB Advanced, MYOB Essentials, QuickBooks Online, QuickBooks Online Advanced, SAP Concur, Sage Intacct, SalesTrip, Salesforce Sales Cloud, Xero

Q. What level of support does Kimble PSA offer?

Kimble PSA offers the following support options:

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