What is CloudBlue PSA?
Pros from reviewers
-
Centralized Internal Systems: CloudBlue PSA allows businesses to centralize all their internal systems, streamlining the transition from sales to production, improving client communication, and managing revenue and invoicing
-
Superior Service Desk Workflows: The service desk workflows of CloudBlue PSA are superior to all others, making it a preferred choice for businesses that require efficient and modern workflows
-
Efficient and Intuitive Interface: The software offers an efficient and intuitive interface, making it easy to use and navigate. It also provides excellent customer service, ensuring that the software meets the needs of the business
-
Comprehensive Customer Management: CloudBlue PSA provides a comprehensive view of each customer, including quotes, orders, invoices, tickets, inventory, and projects, facilitating total customer management at all levels
-
User-Friendly: CloudBlue PSA is user-friendly and offers great services. It has a fantastic communication support team, making it a reliable choice for businesses.
Cons from reviewers
-
Limited customization options: Despite the ability to configure the software to suit specific workflows, CloudBlue PSA has limitations in customizing screens for end-users. This can lead to confusion among employees when faced with fields and choices they don't use
-
Poor implementation and support: Some users have reported that the training and implementation were poorly executed, with the implementers appearing clueless. The support was also found to be lacking
-
Deceptive sales tactics: Some users have reported feeling deceived by the sales tactics used by the CloudBlue PSA team. The software was described as having many features during the sales pitch, but the functionality was found to be non-existent once signed up
-
Time-consuming to use all features: While CloudBlue PSA offers extensive capabilities for managing contacts, relationships, and projects, some users find that using all its features can be time-consuming.
-
Inadequate integration with other systems: The integration of Salesforce and ServiceMax did not meet the needs of some users, forcing them to conduct many processes outside the system and resulting in lost valuable information
Main features
Starting Price
Free Plan
Time and expense tracking
Resource management
Project management
Billing and invoicing
Business intelligence
Starting Price
N/A
Free Plan
No
Time and expense tracking
Resource management
Project management
Billing and invoicing
Business intelligence
How CloudBlue PSA compare to similar software?
Product
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
Who is CloudBlue PSA best for according to our reviewers?
Managed IT Services Providers: These providers can use the software for CRM, service desk, sales, purchasing, billing, invoicing, and asset management. The software supports HTML in ticket comments and is compatible with all devices and screen sizes
Companies Seeking Integration: Companies that need a single solution to streamline their IT Helpdesk, accounts team, and sales department can benefit from features like online agreement and order signing, recurring billing schedules, and a self-service portal for their Helpdesk
Businesses Needing Comprehensive Business Process Integration: Businesses that need a system to fully integrate all their business processes and accounting functions can use CloudBlue PSA for its flexibility, efficient and intuitive interface, customizable ticketing system, and comprehensive data upload interface.
Small-Medium Sized Businesses: These businesses can use CloudBlue PSA to streamline their transition from sales to production, improve client communication, and manage revenue and invoicing
Cloud Services Providers: These providers can use CloudBlue PSA to manage customers from opportunity to support, providing a comprehensive view of each customer, including quotes, orders, invoices, tickets, inventory, and projects
CloudBlue PSA Reviews
4.6
CloudBlue PSA rating
4.5
Ease of use
4.5
Customer service
4.3
Value for money
4.8
Likelihood to recommend
4.4
Features
19 CloudBlue PSA Reviews
-
Lisa R
Efficient Time Tracking Enhances Billing and Payroll Accuracy in CloudBlue PSA
The time tracking feature in CloudBlue PSA is another highlight. It has helped us accurately track employee hours, leading to more accurate billing and payroll processing
August 12, 2024
-
Tyler
Comprehensive, Highly-Supported PSA Software with Full Capabilities
I realized the need for a new system that would fully integrate all my business processes and accounting functions. I evaluated several other PSA solutions but found that Harmony surpassed them in several areas. Harmony offers more flexibility and I was particularly impressed with its efficient and intuitive interface. The Harmony Support Team has been outstanding, providing excellent customer service and ensuring that Harmony meets my needs. The ticketing system is highly customizable and the timesheet entry interface is the best I've ever seen. The customer portal delivers exactly what I need and the product modeling is where Harmony truly shines. It supports all the various revenue models, terms, sales units, etc. that I was looking for in a good PSA solution. The data upload interface is comprehensive and provides excellent error checking and validation, making data entry much easier than I anticipated. I've encountered a few minor bugs, but the team at Datalogic is quick to respond and resolve any issues with minimal impact.
August 4, 2024
-
Gary
Exceptional Customer Support from CloudBlue PSA Team
I must mention the excellent customer support provided by the CloudBlue PSA team. They've been responsive and helpful whenever we've had queries or faced issues
July 29, 2024
-
Soren G
Seamless Scalability: CloudBlue PSA's Adaptive Solution for Growing Businesses
I appreciate the software's scalability. As our business has grown, CloudBlue PSA has easily adapted to our changing needs
July 21, 2024
-
Anouk M
Streamlining Managed IT and Cloud Services with Cloudblue-PSA
As a provider of Managed IT Services and Cloud Services at SCC ICT Services, we use a per unit pricing model for our growing client base. We looked into various helpdesk and Professional Service Automation tools to manage our customers and accounts. We considered many products, including top-tier ones, but found their integration challenging. However, HarmonyPSA met most of our needs in a single product, allowing us to manage customers from opportunity to support. Using a single product gives us a comprehensive view of each customer, including quotes, orders, invoices, tickets, inventory, and projects. This facilitates total customer management at all levels - technician, account manager, and director - consistently showing performance and income. HarmonyPSA is a continuously evolving SaaS-based solution, adapting to new requirements as technology changes service delivery methods. They are receptive to feedback, and depending on the changes, it often quickly finds its way into the release schedule.
July 14, 2024
-
Evelyn B
Optimizing Workforce Utilization: A Review of Resource Management Feature
The software's resource management feature has been instrumental in optimizing our workforce utilization. We've been able to allocate resources effectively, avoiding over or under-utilization
July 9, 2024
-
Betty
Integrating HarmonyPSA into Our Business Operations
We needed a system to integrate our entire company as our previous systems were more of a hindrance than a help. We sought a single solution to streamline our IT Helpdesk, accounts team, and sales department. After extensive research, we chose Harmony. It offered features like online agreement and order signing, recurring billing schedules, and a self-service portal for our Helpdesk. The support we received from Steve, James, and Simon during the implementation was exceptional. They were always friendly and willing to assist despite my constant queries. We've already seen improvements in our Accounts department, saving us hours each day. Our Sales department has also seen a significant impact, with a more accurate reflection of costs and profits. The Helpdesk now has more autonomy, allowing for quick and easy communication with customers. Although the implementation process was time-consuming, Harmony has proven to be a great addition. It provides a comprehensive overview of the entire company.
June 29, 2024
-
Elizabeth D
CloudBlue PSA Reporting Boosts Business Performance
The reporting feature in CloudBlue PSA has provided us with valuable insights into our business performance. It has helped us make data-driven decisions that have improved our bottom line
June 22, 2024
-
Orin S
CloudBlue PSA's CRM Module Enhances Customer Relationships
I am particularly impressed with CloudBlue PSA's customer relationship management (CRM) module. It has enabled us to maintain strong relationships with our clients by providing timely and personalized service
June 15, 2024
-
Richard
The PSA That Will Empty Your Wallet
My experience with the cloudblue-psa software was disappointing. It felt like I was dealing with a group of used car salesmen, where deceptive tactics were common. I would advise anyone to stay as far away as possible. The graphical user interface is attractive and they will tell you about all the supposed features. However, in reality, it's nothing more than VaporWare. It looks good during the sales pitch, but once I signed up, the functionality was non-existent. All integrations are import-based and the support is extremely lacking. The training and implementation were poorly executed, with the implementers appearing clueless. The owner seems to know nothing about customer support or service, and seems more focused on getting rich quick.
June 11, 2024
-
Kenneth
Outstanding CloudBlue-PSA: Your Ultimate Helping Hand
I recommend Harmony/CloudBlue PSA because it's user-friendly and offers great services. It has been a huge help to me and has a fantastic communication support team. However, it lacks flexibility and has certain limitations.
June 2, 2024
-
Stephanie R
Exploring the Capabilities of CloudBlue PSA
I appreciate the extensive capabilities of CloudBlue PSA for managing our contacts, relationships, and projects. However, I find using all its features can be time-consuming. I opted for CloudBlue PSA due to its user adoption and additional features. The reasons I switched to this software were its cost and features.
May 25, 2024
-
Jeffrey
Game-Changing Billing and Invoicing Automation
The billing and invoicing feature of this software is a game-changer. It has automated our financial processes, reducing errors and saving us considerable time
May 19, 2024
-
Judith Jones
Boosting Team Productivity with Intuitive Software Features
its intuitive interface and robust features have significantly improved my team's productivity. The software's project management capabilities, for instance, have allowed us to streamline our workflows and deliver projects on time
May 12, 2024
-
Jerry Johnson
Seamless Integration: Enhancing Operational Efficiency with CloudBlue PSA
The integration capabilities of CloudBlue PSA are commendable. We've been able to seamlessly connect it with our existing software systems, enhancing our operational efficiency
May 7, 2024
-
Martinez
Adaptable and Robust APIs with CloudBlue PSA
The integration of Salesforce and ServiceMax didn't meet our needs, forcing us to conduct many processes outside the system and resulting in lost valuable information. Whenever we faced a problem, we had to gather all the facts before addressing the necessary questions to resolve issues, as all information was scattered. However, with Harmony, we can manage multiple quotes, despite our unique sales process, and all this information is readily available without manual input into Salesforce. We appreciate the ease of configuring this to our workflow without altering our business model to suit the product, and the ability to use the APIs. However, there are limitations in customizing screens for end-users, which can confuse some employees when faced with fields and choices they don't use. We chose CloudBlue PSA because its service desk workflows were superior to all others. The API calls demonstrated that the code is modern and efficient, which is crucial for us as we need the ability to make API calls.
April 27, 2024
-
Hannah Jones
CloudBlue PSA: Exceptional Business Process Management Tool
I have found CloudBlue PSA to be an exceptional tool for managing my business processes
April 21, 2024
-
Hollis
HarmonyPSA: A Modern, Agile PSA with Comprehensive Features and Excellent Support
I use HarmonyPSA for Managed IT services and it fulfills all our needs including CRM, service desk, sales, purchasing, billing, invoicing, and asset management. After two decades of using in-house solutions, we finally found a third-party solution that meets all our requirements. HarmonyPSA is the only PSA that met our needs for a modern, powerful service desk. Most other PSA solutions were ruled out because they didn't support HTML in ticket comments. HarmonyPSA uses modern technology and a responsive web design, making it compatible with all devices and screen sizes. Their contract management handles all our recurring billing, including edge cases. The sales, quoting, and purchasing features are flexible and have plenty of approval and release stages to facilitate an organized workflow and delegation of duties among our team. Dynamic URL links and editable HTML templates allow for customization and integrations. Despite having a small team, their staff is very knowledgeable about the product.
April 16, 2024
-
Kenneth E
Innovative, Adaptable, and Tailored: HarmonyPSA Stands Unrivaled in the Market
I chose HarmonyPSA, a fully featured and well-supported PSA software, for my team after extensive research to find the best solution for our unique needs. We were attracted to HarmonyPSA for various reasons and decided to migrate to it. The migration process was challenging, but Harmony's systems facilitated easy upload and their support team was with us throughout. This was impressive given the significant time difference as we are based in Canada. Since switching to HarmonyPSA, we've experienced significant time savings and improved workflow. The innovative culture of Team Datalogic has introduced industry-leading features like kanban boards. The integrated board functionalities have greatly improved our processes and we look forward to more new features and installments. HarmonyPSA is also flexible. The ability to backtrack or download almost anything in .CSV format is a fantastic feature. The customization possibilities are endless!
April 16, 2024