HarmonyPSA

HarmonyPSA

The next generation of professional services automation.

4.5/5 (17 reviews)

HarmonyPSA Overview

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

Harmony’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, Harmony’s full functionality is available in the cloud from desktop to mobile phone.

But what makes Harmony 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, HarmonyPSA is a super-sized PSA solution that is more like an ERP for technology businesses.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Brazil, Canada, Europe, Germany and 5 others, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported Languages

Dutch, English, French, German, Portuguese, Spanish

HarmonyPSA Reviews

Overall rating
4.5/5
94% positive reviews
11
Excellent
5
Very good
0
Average
0
Poor
1
Terrible
Dan H.

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

Used Daily for 1-5 months
Reviewed on 23/05/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Shawn mcgee ,.

Flexible with strong APIs

Used Daily for 6-12 months
Reviewed on 22/05/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Natalie T.

HarmonyPSA intergration into our company

Used Daily for 1-5 months
Reviewed on 18/04/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jon B.

Managed and Cloud Services Provider

Used Daily for 1-5 months
Reviewed on 09/09/2016
Review Source: GetApp

SCC ICT Services provides Managed IT Services and Cloud Services to a growing number of organisations using a per unit pricing model for services. We looked at several helpdesk and Professional Service Automation tools to assist us with managing customers and our accounts. We looked at several products including best of breed in several spaces however integration was going to prove challenging. HarmonyPSA met the majority of our requirements in a single product allowing us to manage customers from opportunity through to support.

Pros

The use of a single product allows for us to see everything about each of our customers including quotes, orders, invoices, tickets, inventory and projects. The single view throughout the system allows total customer management from a technician, account manager and director level showing performance and income consistently. HarmonyPSA is constantly evolving as a SaaS based solution meeting new requirements as technology changes the way that services are delivered.
Feedback is always welcomed and depending on the changes soon finds its way into the release schedule.

Cons

Integration with external tools is new and a little young however hopefully this will mature and extend its reach. The rapid development does lead to some inconsistencies through the solution and documentation can be a little behind the release schedule due to the agile development methods used however this does not impact on the benefits of the approach.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Sophie L.

A perfect fit, and great customer service.

Reviewed on 06/03/2015
Review Source: GetApp

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.

HarmonyPSA Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

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.

HarmonyPSA Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

  • Compliance Management
  • Document Storage
  • Monitoring

Categories

CRM Software Invoicing Software Time & Expense Software Customer Management Software Finance & Accounting Software Project Planning Tools Customer Service & Support Software Medical Billing Software Healthcare Software Legal Billing Software Legal Software Customer Service Software Online CRM Software Operations Management Software Accounts Payable Software Workforce Management Software HR Management Software IT Software Help Desk Software ITSM Tools Advertising Software Marketing Software Software Suites Collaboration Software ERP Systems IT Asset Management Software Professional Services Automation Software Project Management Software Sales Software Quoting Software Consulting Software Professional Services Software Industry Specific Software Contract Management Software Business Workflow Software Project Collaboration Software Task Management Software Time Tracking Software Project Portfolio Management Software Issue Tracking Software Business Management Software Order Management Software Visual Project Management Software Display Advertising Software MSP Software Construction CRM Software Construction Software IT Management Software Product Management Software Contractor Software IT Project Management Software IT Service Software Financial Management Software Resource Management Software Financial CRM Software Recurring Billing Software Customer Support Software Business Performance Management Software Reporting Tools BPM Software Contact Management Software Lead Management Software Expense Management Software Predictive Lead Scoring Software

Additional information for HarmonyPSA

Key features of HarmonyPSA

  • Automated billing and invoicing
  • Automated quotes and proposals
  • Back-to-back purchasing and matched-period accounting
  • Brand-able customer portal
  • Business intelligence reporting
  • CRM
  • CRM Email Integration
  • Contract management
  • Contractor self-billing support
  • Deferred revenue management
  • Integrated Service Desk
  • Integrated time recording
  • Multi-currency expense management
  • On-line order approval
  • Rich and customisable asset management
  • Sales campaign management
  • Service task scheduling
  • Site-wide search capability
  • Universal journal interface to ledger
  • WIP project accounting

Benefits

1. Complete quote to cash cycle
From campaign management through to contract modelling and billing, Harmony 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
Harmony’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. Harmony 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
Harmony 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.

HarmonyPSA FAQs

Below are some frequently asked questions for HarmonyPSA.

Q. What type of pricing plans does HarmonyPSA offer?

HarmonyPSA offers the following pricing plans:

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.

Q. What are the main features of HarmonyPSA?

HarmonyPSA offers the following features:

  • Automated billing and invoicing
  • Automated quotes and proposals
  • Back-to-back purchasing and matched-period accounting
  • Brand-able customer portal
  • Business intelligence reporting
  • CRM
  • CRM Email Integration
  • Contract management
  • Contractor self-billing support
  • Deferred revenue management
  • Integrated Service Desk
  • Integrated time recording
  • Multi-currency expense management
  • On-line order approval
  • Rich and customisable asset management
  • Sales campaign management
  • Service task scheduling
  • Site-wide search capability
  • Universal journal interface to ledger
  • WIP project accounting

Q. Who are the typical users of HarmonyPSA?

HarmonyPSA has the following typical customers:

Large Enterprises, Mid Size Business, Public Administrations, Small Business

Q. What languages does HarmonyPSA support?

HarmonyPSA supports the following languages:

Dutch, English, French, German, Portuguese, Spanish

Q. What type of pricing plans does HarmonyPSA offer?

HarmonyPSA has the following pricing plans:

Subscription

Q. Does HarmonyPSA support mobile devices?

We do not have any information about what devices HarmonyPSA supports

Q. What other apps does HarmonyPSA integrate with?

HarmonyPSA integrates with the following applications:

G Suite, HubSpot Marketing, JIRA Software, Mailchimp, QuickBooks Online, RingCentral, SYSPRO, Sage Accounting, SharePoint, Xero

Q. What level of support does HarmonyPSA offer?

HarmonyPSA offers the following support options:

FAQs, Knowledge Base, Knowledge Base, Online Support, Phone Support, Video Tutorials