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Professional services automation (PSA)
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CloudBlue PSA

CloudBlue PSA

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From the vendor's website

HarmonyPSA is now CloudBlue PSA. Integrate sales, operations and finance in one system and see everything in a single pane of glass with a PSA solution purpose-built for the modern MSP.

Our review of CloudBlue PSA

Product highlights

Screenshots of CloudBlue PSA

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Email CloudBlue PSA
Visit CloudBlue PSA's features page

Capabilities and features of CloudBlue PSA

Our software experts have identified these features of the system:

Advertised feature

Manage sales

Advertised feature
Sales probability weighting 🛈
Confidence weighting
Advertised feature
Sales renewal reminders 🛈
Renewal reminders
Advertised feature

Quote customers

Advertised feature

Manage projects

Advertised feature
Project Gantt charts 🛈
Gantt chart showing tasks within a project
Advertised feature
Project budgets 🛈
undefined
Advertised feature
Project labour costs 🛈
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Project change management 🛈
Track changes to project scope and budgets
Not present
Project risks and issues 🛈
A project-level risk log
Not present
Project risks and issues 🛈
A project-level risk log
Advertised feature

Manage tasks

Advertised feature

Schedule workers

Advertised feature
Worker availability 🛈
Resource availability
Advertised feature
Worker utilisation 🛈
Resource utilisation
Advertised feature

Track employee time

Advertised feature
Timesheets 🛈
undefined
Advertised feature

Manage time off

Advertised feature
Time off calendar 🛈
undefined
Advertised feature
Time off requests 🛈
undefined
Advertised feature
Time off approvals 🛈
undefined
Advertised feature

Calculate amounts to bill customers

Advertised feature
Bill for time 🛈
Bill for time spent
Advertised feature
Bill for fixed fees 🛈
undefined
Advertised feature
Subscription billing 🛈
undefined
Advertised feature
Bill by stage 🛈
undefined
Advertised feature
Multi-currency billing 🛈
undefined
Advertised feature

Invoice customers

Advertised feature

Calculate accounting revenue

Advertised feature
Revenue across time period 🛈
Spread revenue across accounting periods
Advertised feature

Maintain company knowledge

Advertised feature
Knowledge base 🛈
undefined
Advertised feature

Provide help desk support

Advertised feature
Support tickets 🛈
undefined
Advertised feature

Integrate with other tools

Advertised feature
Open API 🛈
undefined
Advertised feature
Send to webhooks 🛈
undefined
Visit CloudBlue PSA's integrations page

CloudBlue PSA integrations

Accounting

Advertised feature
QuickBooks 🛈
Integrates with QuickBooks online
Advertised feature
Xero 🛈
Integrates with Xero

Business intelligence (BI)

Advertised feature
Power BI 🛈
Integrates with Microsoft Power BI
Visit CloudBlue PSA's pricing page

CloudBlue PSA pricing overview

CloudBlue does not advertise its pricing. Contact the vendor direct for a quote.

All registered trade marks, company names and brand names used on this website are the property of their respective owners. Information on product features and pricing are taken directly from the vendor's website and marketing materials. Features and prices may change. Please contact us to report any corrections.

We've done our best to make sure this listing is accurate, but we are not liable for any damages arising in contract, tort or otherwise from the use of this site or any material contained in it, or from any action or decision taken as a result of using the site.