About HarmonyPSA

HarmonyPSA is a hybrid professional services automation (PSA) solution that helps cloud-based managed service providers and software companies of all sizes to manage their business operations. The solution can be deployed either on-premise or hosted in the cloud.

HarmonyPSA’s product and contract modeling functionality help users automate and manage cloud product sales and purchases. The solution offers a process-integrated CRM, service desk and project management functionality and real-time profitability analysis, indexed by employee, project, contract, client and organization.

HarmonyPSA provides options to model companies that span time zones, deal in multiple currencies, trade through multiple brands and embody multip...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

22 Reviews of HarmonyPSA

Average User Ratings

Overall

4.5 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(15)

15

4 stars

(5)

5

3 stars

(1)

1

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 22 results

March 2015

Sophie from TheGenieLab

Verified Reviewer

Company Size: 11-50 employees

Time Used: Free Trial

Review Source: GetApp


March 2015

A perfect fit, and great customer service.

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.

May 2019

Shawn McGee from Noble1Solutions

Verified Reviewer

Company Size: 11-50 employees

Industry: Computer Hardware

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

May 2019

Flexible with strong APIs

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 Choosing HarmonyPSA

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.

May 2021

Darryl from Ingram Micro

Company Size: 10,000+ employees

Industry: Computer & Network Security

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

May 2021

Software Review

Pros

The software has so many capabilities to manage our contacts, relationships and projects.

Cons

Using the software and all the features takes time.

Reasons for Choosing HarmonyPSA

User adoption and added features

Reasons for Switching to HarmonyPSA

Cost and features

March 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: Less than 6 months

Review Source: GetApp


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

March 2019

The PSA you that will steal you money

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.

May 2021

Alyssa from Ingram Micro

Company Size: 10,000+ employees

Industry: Information Technology and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2021

Great tool to sync our teams internally and provide a better customer experience

On past systems I've used, it was difficult to see what happened with our customers after an initial sale. This tool follows the customer record through the entire contract and service lifecycle, without having to look at another tool or even another module.

Pros

Great to have a single tool to align our teams across a single customer record and be able to track what happens across finance and ops throughout the customer lifecycle. Being able to see profitability in a single system is key.

Cons

Other CRMs I have used have more robust functionality, but having this functionality combined with our PSA makes up for that.