Make better decisions with a 360-degree view of projects, customers and profitability.

Maintenance free, enterprise-wide data

Crucially, CloudBlue PSA owns and holds all of your master data centrally.

Update it once and it's available for a wide variety of tasks across your business functions. And not only is all the PSA data you need housed in one place; maintenance on it is automatically managed by CloudBlue PSA’s normal business process flows. Simply creating the best professional services automation software on the market.

So you do the work - CloudBlue PSA keeps the score.

 

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The most functionally complete PSA solution on the market

Unlike other PSA software, CloudBlue PSA is not a modular system; it's a cloud-based, integrated solution. All of the areas described below are available without restriction - for one affordable price.
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Plus, get full support across the platform

In addition to what’s above, CloudBlue PSA has a wide range of cross-platform support functions to make your life easier and help you differentiate your services. These include:
Rule Engine

A site-wide notification rules engine

document store

Version-able document store

Serive Desk

Unparalleled service desk experience

 Full audit trail

Full audit trail on all user actions

Kanban boards

Unlimited configurable Kanban boards

Customisable

Customisable document formats and colours

Subscription Reporting

Configurable subscription reporting

Published RESTful interfaces

Published RESTful interfaces

Universal dynamic hyper-links

Powerful business systems analysis

Site-wide search

Site-wide search capability

Integrations

Bi-directional email and calendar integration

Multicultural formatting

Multicultural formatting

And CloudBlue PSA also provides integration with other key tools you need to power your company

Supported integration infrastructure

Wide range of enterprise-grade APIs
Zapier endpoints
Dynamic hyperlinks (permitting single click access to Teamviewer, Google Maps etc)
RestFUL interface
Scripted accounting interface

Run a multi-national, multi-currency business with ease

CloudBlue PSA is multi-currency, multi-legal entity, multi-lingual (currently English, German, French and Spanish are supported), multi-brand, multi-tax jurisdiction, multi-culture and multi-time zone. All these options co-exist in a single CloudBlue PSA instance, so no matter how your business grows or evolves over time, you will not need to change your PSA solution.
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Multi Roles
Multi Roles
Multi entity
Multi Entity
Multi currency
Multi currency
Multi lingual
Multi Lingual
Multi Culture
Multi Culture
Multi brand
Multi Brand
Multi Time Zone
Multi Time Zone
multi tax jurisdiction
Multi Tax Jurisdiction

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FAQs

Frequently asked questions

mobile group PSA

First of their kind mobile apps

CloudBlue PSA can go anywhere you go with a mobile optimised interface that is the best on the market.

Because we created our free Android and Apple mobile apps by “wrapping” them around CloudBlue PSA’s existing user interface, they deliver broadly the same comprehensive functionality as the CloudBlue PSA platform and are always up to date with the latest features.


Get it on Google Play    Download on the App Store

Do you support pre-pay?

We know that in the MSP world, getting the right prepay model working is key to business success. We have a world-class prepay offering that satisfies a huge range of requirements in this area. read more

What are the other benefits of CloudBlue PSA?

Build quality into your processes as early as possible read more

Make sure you are billing for everything you can. Are you providing services against lapsed contracts? read more

Do you need SOX Compliance to help win new business? read more

Simplify your support processes. Give your support staff an unparalleled view across the business by using a business-integrated ticketing system read more

Simplify data maintenance by having a single version of the truth read more

Easily be able to manage complex channel reseller arrangements read more

Keep a light touch with straight through processing read more

Time is money so waste as little of it as possible! read more

Specialised PSA features for System Integrators read more

Does CloudBlue PSA support resellers?

By allowing a separation between the business counterparty and the financial counterparty (for both sell and buy side behaviour), we are able to model even the most complex of deals and enable you to decide who to send the invoice to, who to raise the ticket against, who's asset it is. Plus you can sell via a VAR and direct to the same counterparty, you don't need fake accounts or duplicate accounts to achieve this read more

What is the business case for implementing a PSA tool?

PSA Software can quickly pay for itself. Read how here! read more

Are you considering writing your own PSA solution? read more

Technology companies have complex requirements. Harmony provides the most complete solution to get control of your management reporting read more

Harmony will improve your financial effectiveness and enable to you put in place repeatable business processes read more

What is the right functional footprint for a PSA tool?

Harmony is the only PSA solution on the market that delivers the ability to model all your master data in a single non-modular system. With Harmony you will never have to synchronise data across system ever again read more

Does CloudBlue PSA have a report showing customer profitability?

The holy grail of business analysis is client profitability reporting. How much money are you actually making from each of your client accounts? read more

CloudBlue PSA offers the ability to not only model back to back purchases at true cost, but automatically record the cost of time alongside the revenue each time booking earns. Combine this with an in-built pivot capability and you have all the customer contribution tools you need read more

When is the right time to implement a PSA solution?

Here we have outlined 5 key areas you need to get right in order to run a successful technology business read more

If you run a small to medium sized company with offices in more than one country it's a challenge. The SAAS market does not really support your type of business. Harmony provides a solution that targets both global and local requirements which is very hard to find in SAAS PSA software for SME's: read more

Harmony PSA was written to solve the problem of software contracts and billing management in a flexible manner, and without the need for dedicated finance departments read more

Is CloudBlue PSA complex to implement?

Implementing an all-in-one management system which will touch every part of your business is a daunting prospect. However, with careful planning, and the right support from your vendor, it is possible to make it a smooth transition from current systems read more

There are a number of common PSA implementation pitfalls which you should aim to avoid read more

Does CloudBlue PSA integrate with well-known accounting packages?

 

CloudBlue PSA has a direct API integration with many popular accounting software. See our Product page for more details of our integrations. read more


 

Does CloudBlue PSA integrate with any CRM system?

CloudBlue PSA contains its own CRM module that is a complete part of the sales execution process. You actually use CloudBlue PSA to make all your sales, and the data is automatically aligned because it just happens to be the same system. However, if you do want to integrate CloudBlue PSA with your existing CRM system, our open APIs and Zapier integration makes this a simple process read more

How competitive is your pricing?

We believe our pricing to be the most competitive on the market for the software provided. As a benchmark - our per user price aligns with standard service desk software, meaning if you move from a system architecture that has a stand-alone service desk, you get all of the additional benefit of the other 14 functional areas for those users free of charge. Typically, you will pay less overall for Harmony than other PSA offerings. And all this for a solution that is faster, has more functionality and a more modern architecture. It is also less cumbersome to implement and use.

What is your minimum order?

We have a minimum order that allows for up to 10 users to be created. However, this does not mean that we always start with 10 user companies. We have smaller businesses using Harmony because (1) in spite of giving them more users than they need, we still often work out cheaper than our competitors; and (2) some companies need functionality only Harmony has, and the benefits of using Harmony for those items is far cheaper than hiring people to do it. We do not recommend Harmony for start-ups however, it is more functionality than you can usefully deploy.

I’m just getting a new company off the ground, would CloudBlue PSA be a good choice for me?

Starting your own business is a very precious and exciting time, we wish you every success with your venture. All large companies start as small ones and there is nothing more satisfying than viewing a business you have created with your own hands. However, while it may seem logical to buy a system on day one so you get everything straight from the word go, CloudBlue PSA is probably not the right choice for this stage of your venture.

CloudBlue PSA was built to sort out business flows between departments where hand-offs get missed along with actual and opportunity revenue. This model, which correctly identifies the segregation of duties organisations demand, is simply unsuitable when you are wearing all the hats. We respectfully suggest you look to buy an easier and cheaper tool until business growth requires the greater visibility, complexity and automation that CloudBlue PSA delivers.

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