Who Uses This Software?

IT services and consulting companies, MSPs and ISVs with complex billing models looking for a consolidated system to automate business process, improving efficiency, accuracy and visibility.

Average Ratings

15 reviews
  • Overall 4.5 / 5
  • Ease of Use 4 / 5
  • Customer Service 4.5 / 5
  • Features 4 / 5
  • Value for Money 4 / 5

Product Details

  • Free Version No
  • Free Trial Yes, get a free trial
  • Deployment Installed - Mac
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support Business Hours
    Online

Vendor Details

  • Harmony Business Systems
  • http://www.harmonypsa.com
  • Founded 2007

About HarmonyPSA

HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device.

HarmonyPSA Features

  • Approval Process Control
  • Bank Reconciliation
  • Cash Management
  • Check Printing
  • Duplicate Payment Alert
  • Fraud Detection
  • General Ledger Entry
  • Vendor Management
  • Campaign Management
  • Collaboration
  • Document Management
  • File Sharing
  • Project Management
  • Task Management
  • Time Tracking
  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customizable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator
  • Billing & Invoicing
  • Customer Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Order Management
  • Performance Metrics
  • Project Management
  • Purchasing
  • Scheduling
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Ad Hoc Reports
  • Ad hoc Analysis
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning
  • Access Controls/Permissions
  • Alerts/Notifications
  • Business Process Automation
  • Business Rules Management
  • Collaboration
  • Process Change Tracking
  • Process Mapping
  • Process Modeling & Designing
  • Visual Workflow Management
  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quote Management
  • Sales Management
  • Scheduling
  • Time Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Buy Side (Suppliers)
  • Completion Tracking
  • Compliance Tracking
  • Contract Lifecycle Management
  • Electronic Signature
  • Full Text Search
  • Government Contracts
  • Pre-built Templates
  • Sell Side (Customers)
  • Specialty Contracts
  • Version Control
  • Workflow Management
  • Contractor Database
  • Insurance Tracking
  • License Tracking
  • Permit Tracking
  • Skills & Competencies
  • Task Management
  • Work Hour Tracking
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Alerts / Escalation
  • Appointment Management
  • Call Center Management
  • Email Management
  • Knowledge Base
  • Live Chat
  • Performance Metrics
  • Queue Management
  • Self Service Portal
  • Social Media Integration
  • Surveys & Feedback
  • Virtual Assistant
  • Workflow Management
  • Automated Scheduling
  • Messaging
  • Mobile Access
  • Payroll Management
  • Reporting/Analytics
  • Resource Management
  • Schedule Distribution
  • Shift Swapping
  • Time Clock
  • Accounting Integration
  • CRM
  • Distribution Management
  • Enterprise Asset Management
  • Financial Management
  • HR Management
  • Inventory Management
  • Order Management
  • Project Management
  • Purchase Order Management
  • Reporting/Analytics
  • Supply Chain Management
  • Warehouse Management
  • Approval Process Control
  • Invoice Management
  • Multi-Currency
  • Receipt Management
  • Receipt Upload
  • Reimbursement Management
  • Spend Control
  • Time Tracking
  • Workflow Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Budgeting & Forecasting
  • Cash Management
  • Consolidation / Roll-Up
  • Currency Management
  • Financial Reporting
  • Investment Management
  • Project Management
  • Revenue Recognition
  • Risk Management
  • Tax Management
  • "What If" Scenarios
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Alerts / Escalation
  • Automated Routing
  • Customizable Branding
  • Document Storage
  • Email Integration
  • IT Asset Management
  • Interaction Tracking
  • Knowledge Base Management
  • Multi-Channel Communication
  • Network Monitoring
  • Real-time Chat
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Ticket/Issue Tracking
  • Audit Management
  • Compliance Tracking
  • Configuration Management
  • Contract/License Management
  • Cost Tracking
  • Inventory Management
  • Maintenance Management
  • Procurement Management
  • Requisition Management
  • Supplier Management
  • Capacity Monitoring
  • Compliance Management
  • Event Logs
  • Hardware Inventory
  • IT Budgeting
  • License Management
  • Patch Management
  • Remote Access
  • Scheduling
  • Software Inventory
  • User Activity Monitoring
  • Bug Tracking
  • Issue Management
  • Milestone Tracking
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Product Roadmapping
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Supports Agile
  • Supports Scrum
  • Task Management
  • Testing / QA Management
  • Time & Expense Tracking
  • Contract Management
  • IT Asset Management
  • Incident Management
  • Knowledge Management
  • Release Management
  • Self Service Portal
  • Service Catalog
  • Service Reporting
  • Ticket Management
  • Asset Tracking
  • Availability Management
  • Change Management
  • Configuration Management
  • Contract/License Management
  • Incident Management
  • Problem Management
  • Project Management
  • Release & Deployment Management
  • Self Service Portal
  • Assignment Management
  • Dashboard
  • Escalation Management
  • Issue Auditing
  • Issue Scheduling
  • Knowledge Base Management
  • Project Management
  • Recurring Issues
  • Task Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Account Tracking
  • Calendar Management
  • Case Management
  • Client Statements
  • Document Management
  • Expense Tracking
  • Retainer Billing
  • Time Tracking
  • Backup Management
  • Billing & Invoicing
  • CRM
  • Dashboard
  • Help Desk
  • Issue Management
  • Live Chat
  • Patch Management
  • Project Management
  • Remote Access
  • Remote Systems Monitoring
  • Scheduling
  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management
  • Claims Management
  • Code & Charge Entry
  • Compliance Tracking
  • Customizable Dashboard
  • Dunning Management
  • Invoice History
  • Patient Eligibility Checks
  • Payment Processing
  • Practice Management
  • Quotes/Estimates
  • Remittance Advice
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Collaboration
  • Feedback Collection
  • Idea Management
  • Milestone Tracking
  • Prioritization
  • Product Roadmapping
  • Release Management
  • Requirements Management
  • Resource Management
  • Workflow Management
  • Billing & Invoicing
  • CRM
  • Client Portal
  • Collaboration Tools
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking
  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies
  • Budget Management
  • Collaboration
  • Dashboard
  • Issue Management
  • Milestone Tracking
  • Portfolio Management
  • Project Planning
  • Requirements Management
  • Resource Management
  • Status Tracking
  • Task Management
  • Time & Expense Tracking
  • Automated Quoting
  • Catalog Management
  • Client Portal
  • Contact Management
  • Customizable Branding
  • Discount Management
  • Pricing Management
  • Product Configurator
  • Deferred Billing
  • Dunning Management
  • Multi-Currency
  • Multi-Period Recurring Billing
  • Payment Processing
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Self Service Portal
  • Capacity Management
  • Data Visualization
  • Demand Forecasting
  • Drag & Drop
  • Employee Scheduling
  • Filtered Search
  • Resource Allocation
  • Skills Tracking
  • Utilization Management
  • Collaboration Tools
  • Create Subtasks
  • Gamification
  • Gantt/Timeline View
  • Mobile Access
  • Percent-Complete Tracking
  • Recurring Task Management
  • Reporting/Analytics
  • Spreadsheet View
  • Task Board View
  • Time Tracking
  • To-Do List View
  • Automatic Time Capture
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Employee Database
  • Mobile Time Tracking
  • Multiple Billing Rates
  • Offline Time Tracking
  • Overtime Calculation
  • Timesheet Management
  • Vacation/Leave Tracking
  • Activity Tracking
  • Billing & Invoicing
  • Expense Tracking
  • Project Tracking
  • Reimbursement Management
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Customizable Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • Task Management
  • Third Party Integrations
  • Workflow Configuration
  • Budgeting & Forecasting
  • Contractor Management
  • Employee Lifecycle Management
  • Labor Projection
  • Performance Appraisal
  • Recruiting Management
  • Scheduling
  • Skills Tracking
  • Time & Attendance
  • Variable Workforce

HarmonyPSA Most Helpful Reviews

HarmonyPSA intergration into our company

Reviewed on 4/18/2017
Natalie T.
Operations Manager
Information Technology & Services, 13-50 Employees
Used the Software for: 1-5 months
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Managed and Cloud Services Provider

Reviewed on 9/9/2016
Jon B.
Corporate Infrastructure Architect
Government Administration, 10,001+ Employees
Used the Software for: 1-5 months
Reviewer Source 
Source: GetApp
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

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