CloudBlue PSA

The next generation of professional services automation.

About CloudBlue PSA

CloudBluePSA is a fully featured PSA solution incorporating full service desk, CRM and accounting back-end in addition to normal core PSA functionality.

CloudBlue’s no-compromise service desk functionality has deep configurability built in. It allows you to develop unlimited ticket types with custom workflows, routing rules and seamless email threading plus, time-zone support, SLA monitoring and escalation. It’s fully brandable client portal enables businesses to take complete control of their front door without the need for customization money. All this is available in a device independent user interface, CloudBlue’s full functionality is available in the cloud from desktop to mobile phone.

But what makes CloudBlue really different is that as well as managing these operational workflows, it has a smart accounting back-end which automates the back-office and eliminates billing and accounting errors. With easy access to full business intelligence reporting, lead to cash to accounting and full business lifecycle management, CloudBluePSA is a super-sized PSA solution that is more like an ERP for technology businesses.

Pricing starting from:

US$65.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of CloudBlue PSA

1. Complete quote to cash cycle
From campaign management through to contract modelling and billing, CloudBlue controls your entire commercial environment, without modules or add-ons. One log-in, one database, one set of reports, one simple price.

2. Rich and clear commercial modelling
CloudBlue’s product descriptions are rich and flexible. If you can sell it, we can model it. No custom code needed, any product can be modelled with configuration tools only. Quotes and orders are self-describing, commercial and contract terms are auto-generated from the product model.

3. Full back-end accounting rules engine
Forget deferred revenue spreadsheets and side processes. CloudBlue has a full accounting rules engine that models your deferred revenue and pre-payments processes automatically. Save back-office time and increase accuracy.

4. Tickets and assets integration
CloudBlue models and tracks the behaviour of your contracts through to asset and ticket management with fully configurable SLA’s. No more data mismatches, your entire business operation available on-line, anytime, in the cloud.

Devices

Business size

S M L

Markets

Australia, Brazil, Canada, Germany, United Kingdom, Japan, Mexico, United States

Supported Languages

Dutch, English, French, German, Portuguese, Spanish

Pricing starting from:

US$65.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

CloudBlue PSA Software - The CloudBlue PSA dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps.
CloudBlue PSA Software - CloudBlue PSA delivers fully configurable and personalised Kanban boards across the entire system, from Sales to Finance. All core business processes can be visualised in seconds, published to teams or kept private.
CloudBlue PSA Software - CloudBlue PSA’s customer and project level profit trend graphs drill down to transaction level will keep your project performance on track, with no additional work
CloudBlue PSA Software - Fully integrated and configurable ticketing connects the entire company workflow into the core control platform.
CloudBlue PSA Software - Fully configurable Sales, Service and Finance Dashboards give you quick and easy access to the information you need to improve performance
CloudBlue PSA Software - CloudBlue PSA’s project functionality contain integrated risk and issue tracking and reporting functionality which allows you to place all of this on-line and manage it alongside the project - using powerful Kanban views.
CloudBlue PSA Software - The CloudBlue PSA dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps.
CloudBlue PSA Software - Full support for projects, timesheets, expenses and subcontractors provided. Pre-pay functionality in addition to standard fixed price and time and materials delivery models.
View 9 more
CloudBlue PSA video CloudBlue PSA Software - The CloudBlue PSA dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps. CloudBlue PSA Software - CloudBlue PSA delivers fully configurable and personalised Kanban boards across the entire system, from Sales to Finance. All core business processes can be visualised in seconds, published to teams or kept private. CloudBlue PSA Software - CloudBlue PSA’s customer and project level profit trend graphs drill down to transaction level will keep your project performance on track, with no additional work CloudBlue PSA Software - Fully integrated and configurable ticketing connects the entire company workflow into the core control platform. CloudBlue PSA Software - Fully configurable Sales, Service and Finance Dashboards give you quick and easy access to the information you need to improve performance CloudBlue PSA Software - CloudBlue PSA’s project functionality contain integrated risk and issue tracking and reporting functionality which allows you to place all of this on-line and manage it alongside the project - using powerful Kanban views. CloudBlue PSA Software - The CloudBlue PSA dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps. CloudBlue PSA Software - Full support for projects, timesheets, expenses and subcontractors provided. Pre-pay functionality in addition to standard fixed price and time and materials delivery models.

Features

Total features of CloudBlue PSA: 307

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Agile Methodologies
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Asset Lifecycle Management
  • Asset Tracking
  • Assignment Management
  • Attendance Tracking
  • Audit Management
  • Audit Trail
  • Auto-Responders
  • Automated Quoting
  • Automated Routing
  • Automated Scheduling
  • Automatic Billing
  • Automatic Time Capture
  • Availability Management
  • Backup and Recovery
  • Bank Reconciliation
  • Batch Processing
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Budget Management
  • Budgeting/Forecasting
  • Bug Tracking
  • Business Process Automation
  • Business Process Control
  • Buy Side (Suppliers)
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Call Centre Management
  • Campaign Analytics
  • Campaign Management
  • Capacity Management
  • Cataloguing/Categorisation
  • Change Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Configuration Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Contractor Database
  • Contractor Management
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Currency Management
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customisable Branding
  • Customisable Dashboard
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Synchronisation
  • Data Visualisation
  • Deadline Management
  • Deferred Billing
  • Discount Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dunning Management
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Employee Database
  • Employee Management
  • Employee Scheduling
  • Enterprise Asset Management
  • Estimating
  • Event Triggered Actions
  • Expense Claims
  • Expense Tracking
  • FAQ
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Forecasting
  • Forms Management
  • Full Text Search
  • Gantt/Timeline View
  • General Ledger
  • Graphical Workflow Editor
  • HR Management
  • Help Desk Management
  • Hourly Billing
  • IT Asset Management
  • IT Asset Tracking
  • Idea Management
  • Incident Management
  • Income & Balance Sheet
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Inventory Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Issue Auditing
  • Issue Management
  • Issue Scheduling
  • Job Management
  • Kanban Board
  • Key Performance Indicators
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Leave Tracking
  • License Management
  • Live Chat
  • Macros/Templated Responses
  • Maintenance Management
  • Maintenance Scheduling
  • Marketing Automation
  • Milestone Tracking
  • Mobile Access
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Multiple Projects
  • Network Monitoring
  • Offline Time Tracking
  • Online Invoicing
  • Online Payments
  • Online Time Clock
  • Online Time Tracking Software
  • Opportunity Management
  • Order Management
  • Overtime Calculation
  • Patch Management
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Planning Tools
  • Portfolio Management
  • Pre-built Templates
  • Predictive Analytics
  • Pricing Management
  • Prioritisation
  • Problem Management
  • Process Change Tracking
  • Process Modeling & Designing
  • Procurement Management
  • Product Catalog
  • Product Configurator
  • Product Roadmapping
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Purchase Order Management
  • Purchasing & Receiving
  • Qualitative Analysis
  • Quantitative Analysis
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Recurring Invoicing
  • Recurring Issues
  • Recurring Orders
  • Recurring Tasks
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reimbursement Management
  • Relationship Tracking
  • Release Management
  • Reminders
  • Remote Access/Control
  • Remote Monitoring & Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Resource Scheduling
  • Revenue Recognition
  • Risk Management
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Schedule Distribution
  • Scheduling
  • Scorecards
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Sell Side (Customers)
  • Service Catalog
  • Service Level Agreement (SLA) Management
  • Service Reporting
  • Shared Contacts
  • Shift Swapping
  • Social Media Integration
  • Source Tracking
  • Specialty Contracts
  • Status Tracking
  • Strategic Planning
  • Subcontractor Management
  • Support Ticket Management
  • Support Ticket Tracking
  • Supports Agile
  • Supports Scrum
  • Surveys & Feedback
  • Task Board View
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Tax Calculation
  • Tax Management
  • Team Assignments
  • Team Collaboration
  • Templates
  • Territory Management
  • Testing/QA Management
  • Third Party Integrations
  • Ticket Management
  • Time & Attendance
  • Time & Expense Tracking
  • Time Clock
  • Time Off Requests
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • To-Do List
  • Traditional Methodologies
  • Utilisation Reporting
  • Vacation/Leave Tracking
  • Vendor Management
  • Version Control
  • Workflow Configuration
  • Workflow Management

Alternatives

ServiceMax

4.2
#1 Alternative to CloudBlue PSA
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Salesforce Sales Cloud

4.4
#2 Alternative to CloudBlue PSA
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Tigerpaw Software

3.8
#3 Alternative to CloudBlue PSA
Tigerpaw One business management software provides everything you need to begin the automation process, increase...

NetSuite CRM

3.9
#4 Alternative to CloudBlue PSA
NetSuite CRM software is the only cloud solution that gives you a true 360 degree view of your customers. Close more...

Reviews

Overall rating

4.5 /5
(22)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.2/5
Customer Support
4.6/5

Already have CloudBlue PSA?

Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 22
Sophie L. Sophie L.
Overall rating
  • Company size: 11-50 Employees
  • Review Source

Overall rating

A perfect fit, and great customer service.

Reviewed on 6/03/2015

We brought in HarmonyPSA to the business as a means to centralise every part of our internal...

We brought in HarmonyPSA to the business as a means to centralise every part of our internal systems. As a small-medium size business that has grown very rapidly through 2014, we needed a solution to smooth the transition from sales to production, and increase and open communications with our clients, all whilst ensuring a firm grasp on revenue and invoicing.
Harmony has fit the bill perfectly. With continuing feature additions, I have no doubt Harmony will continue to provide the solution for our business needs far into the future. Sure, the system has a (very) small number of UX discrepancies, but these do not hinder productivity or efficiency in the slightest - and, the team behind this incredible piece of software are without doubt the most informative, friendly, responsive and helpful team I have had the pleasure to work with. Notably, Emma and Stephen who have guided us from day one.

Knowing that DataLogicSolutions do use their system internally, and having such a fantastic experience thus far, " the proof of the pudding is in the eating" couldn't be more of an appropriate phrase to finish up with.

Pros

Too many!

Notably :
1)Customer Service is exactly what you need - fast, informative, helpful and friendly!
2)Fantastic supporting documentation for implementation and continuing use.
3) Satisfaction - software that actually works!
4) Easy roll out to every staff member
5) Test instances, always useful for training purposes etc.
6) Secure and Reliable

Cons

Slight/minor inconsistencies through UX. (can not emphasise minor enough)
Does require a lot of initial configuration, but any system this rewarding would suffer this same issue.

Shawn mcgee ,. Shawn mcgee ,.
Overall rating
  • Industry: Computer Hardware
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Flexible with strong APIs

Reviewed on 22/05/2019

The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had...

The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had to be done outside of the system and we were losing valuable information. Also, when we had a problem, we had to "get people together" to gather all of the facts before we could answer the questions needed to solve issues since all information was spread out.
Using Harmony, we can keep track of multiple quotes, even though we follow a very different sales process from most companies and all this information is available without someone needing to key it into Salesforce after the fact.

Pros

The ease in which we can configure this to our workflow and not have to change our business model to fit the product as well as the ability to use the APIs.

Cons

Limitations in the ability to customize screens for end-users. Some employees get confused when confronted with fields and choices they do not use.

Reasons for Switching to CloudBlue PSA

The service desk workflows stood out above all the others. The API calls showed that the code is modern and efficient - and we need the ability to make api calls.
Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

The PSA you that will steal you money

Reviewed on 8/03/2019

Nothing more than a group of used car salesman. Bait and switch is the name of the game for this...

Nothing more than a group of used car salesman. Bait and switch is the name of the game for this software company. Stay as far away as you can.

Pros

The GUI is good looking and you will be told all the features it has and things it can do.

Cons

This is nothing more than VaporWare. Looks good during the sale but after you sign up there is nothing for functionality. Integrations are all import based. Support is extremely lacking. Training and implementation the implementers dont know how to do. The owner knows nothing about customer support or service just about trying to get rich quick.

Dan H. Dan H.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

HarmonyPSA is a modern, agile PSA with all the features and great support.

Reviewed on 23/05/2019

We are using HarmonyPSA for Managed IT services. The CRM, service desk, sales, purchasing,...

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.

Pros

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.

Cons

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.

Natalie T. Natalie T.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

HarmonyPSA intergration into our company

Reviewed on 18/04/2017

We wanted a system that integrated the whole company. We were disjointed and our systems were...

We wanted a system that integrated the whole company. We were disjointed and our systems were hindering our progress rather than aiding us. So we wanted to be on a one-solution system that allowed us to work as an IT Helpdesk but also as an accounts team eliminating some of the stresses of recurring billing and a sales department that was spending time completing manual quotes with potential errors.

We trialled Harmony and a competitor after doing lots of research into products that would best suit our needs.  We chose Harmony as it felt like the best fit for our needs and ticked a lot of boxes. In particular being able to sign agreements and orders online allows us to have a clear audit trial and stops things getting missed, the recurring billing schedules means that manual invoices every month of the same items are no longer created and the Helpdesk can operate a self-service portal where customers can check on tickets and assign their own priorities to tickets and bring automation onto many of the roles.

The support we have received, in particular from Steve, James and Simon has been fantastic and really helped out whilst I have been implementing the system. They must be sick of all my emails constantly asking them questions but they are always really friendly and happy to assist.

We can already see an improvement to the time spent in Accounts to a point where it is saving hours per day. In Sales, it has had a massive impact on how quotes are sent out. Giving a true reflection on costs and profits and the Helpdesk has a lot more autonomy to hand so that simple tasks like email templates or how to guides can be quickly and easily sent to a customer. There has been a lot of time spent implementing but so far Harmony is a great addition

Pros

The software fits the whole company rather than just a department giving a full overview to the company. The cloud solution means we can access it anywhere and is mobile optimised to be used on the go.

Cons

As the product is an off the shelf solution, there are limitations to what the software can do but we have made adjustments and work arounds to implement into our company.

Showing 5 reviews of 22 Read all reviews

CloudBlue PSA FAQs

Below are some frequently asked questions for CloudBlue PSA.

CloudBlue PSA offers the following pricing plans:

  • Starting from: US$65.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Simple user-based pricing with no additional modules to buy, no usage limits and no charge for customer log-ins. Available fully hosted or on-premise. The benchmark price is per user monthly price applying to annual SAAS contracts between 10 and 50 users sold in US$. Annual SAAS contracts are billed quarterly in advance. Please make a price enquiry for: GBP and Euro pricing (these will vary slightly due to exchange rate movements). The premium applied to Monthly SAAS and On-Premise options. Accounts outside this size range. Multi-legal entity use (the benchmark price includes the first legal entity).

CloudBlue PSA has the following typical customers:

51-200, 201-500, 501-1,000, 1,001+

CloudBlue PSA supports the following languages:

Dutch, English, French, German, Portuguese, Spanish

CloudBlue PSA supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

CloudBlue PSA integrates with the following applications:

AdRoll, Facebook for Business, Google Calendar, Google Workspace, HubSpot CRM, HubSpot Marketing Hub, HubSpot Sales Hub, Jira, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, Microsoft SharePoint, NinjaOne, PayPal, QuickBooks Online Advanced, Quickbooks Online, RMM, SYSPRO, Sage Business Cloud Accounting, Slack, Unbounce, Xero, Zapier, Zoom Meetings

CloudBlue PSA offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for CloudBlue PSA.