HarmonyPSA

by Harmony Business Systems

Who Uses HarmonyPSA?

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.

What Is 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 Details

Harmony Business Systems

http://www.harmonypsa.com

Founded 2007

HarmonyPSA video
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HarmonyPSA pricing overview

HarmonyPSA does not have a free version but does offer a free trial. HarmonyPSA paid version starts at $65.00/month.


Starting Price

$65.00/month

Pricing Details

Benchmark price is per user monthly price applying to annual SAAS contracts

Free Version

No

Free Trial

Yes

HarmonyPSA deployment and support

Support

  • Business Hours
  • Online

Deployment

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

HarmonyPSA Features

  • 1099 Preparation
  • Aging Tracking
  • Approval Process Control
  • Cash Management
  • Check Writing
  • Data Extraction
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Fraud Detection
  • Invoice Processing
  • PO Reconciliation
  • Recurring Payments
  • Vendor Management

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  • Campaign Management
  • Collaboration
  • Document Management
  • File Sharing
  • Project Management
  • Task Management
  • Time Tracking

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  • 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

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  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Order Management
  • Performance Metrics
  • Project Management
  • Purchasing
  • Scheduling
  • Time & Expense Tracking
  • Training Management
  • Vendor Management

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  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning

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  • Access Controls/Permissions
  • Alerts/Notifications
  • Business Process Automation
  • Business Rules Management
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  • Process Change Tracking
  • Process Mapping
  • Process Modeling & Designing
  • Visual Workflow Management

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  • Contact Database
  • Contact Import/Export
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  • Lead Management
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  • Sales Pipeline Management
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  • Segmentation
  • Shared Contacts

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  • Buy Side (Suppliers)
  • Completion Tracking
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  • Contract Lifecycle Management
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  • Government Contracts
  • Pre-built Templates
  • Sell Side (Customers)
  • Specialty Contracts
  • Version Control
  • Workflow Management

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  • Compliance Management
  • Contractor Database
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  • Subcontractor Management
  • Time Tracking

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  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Generation
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

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  • Supply Chain Management
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  • Multi-Company
  • Profit/Loss Statement

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  • Alerts / Escalation
  • Automated Routing
  • Call Center Management
  • Customizable Branding
  • Document Storage
  • Email Integration
  • IT Asset Management
  • Interaction Tracking
  • Knowledge Base Management
  • Macros/Templated Responses
  • Multi-Channel Communication
  • Network Monitoring
  • Real-time Chat
  • Remote Access/Control
  • Reporting/Analytics
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Social Media Integration
  • Ticket Management
  • Workflow Configuration

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  • Contract/License Management
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  • Supplier Management

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  • Access Controls/Permissions
  • Capacity Management
  • Compliance Management
  • Inventory Management
  • Issue Auditing
  • License Management
  • Maintenance Scheduling
  • Patch Management
  • Remote Access/Control

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  • Issue Management
  • Milestone Tracking
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  • Portfolio Management
  • Prioritization
  • Product Roadmapping
  • Requirements Management
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  • Status Tracking
  • Supports Agile
  • Supports Scrum
  • Task Management
  • Testing / QA Management
  • Time & Expense Tracking

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  • Contract Management
  • IT Asset Management
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  • Ticket Management

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  • Asset Tracking
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  • Problem Management
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  • Self Service Portal

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  • Campaign Management
  • Interaction Tracking
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  • Lead Nurturing
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  • Source Tracking

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  • Accounting Management
  • Automatic Billing
  • Calendar Management
  • Case Management
  • Client portal
  • Document Management
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  • Remote Access
  • Scheduling

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  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management

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  • Cataloging / Categorization
  • Customer Service Analytics
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  • Idea Management
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  • Time & Expense Tracking

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  • Resource Management
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  • Change Management
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  • Task Management
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  • Automated Quoting
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  • Self Service Portal

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  • Capacity Management
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  • Forecasting
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  • Collaboration Tools
  • Create Subtasks
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  • Spreadsheet View
  • Task Board View
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  • Automatic Time Capture
  • Billable & Non-Billable Hours
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  • Access Controls/Permissions
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  • Budgeting/Forecasting
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HarmonyPSA Reviews

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.1
Customer Service 4.5
Features 4.2
Value for Money 4.4

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Sophie L.
Project Manager
11-50 Employees
  • Overall Rating
    5 /5
  • Ease of Use
    Unrated
  • Features & Functionality
    Unrated
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 06/03/2015

"A perfect fit, and great customer service."

Comments: 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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 06/03/2015
Shawn mcgee ,.
Director of IT Governance
Computer Hardware, 11-50 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 22/05/2019

"Flexible with strong APIs"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 22/05/2019
Verified Reviewer
CEO
Hospital & Health Care, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    1 /5
  • Ease of Use
    1 /5
  • Features & Functionality
    1 /5
  • Customer Support
    1 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 08/03/2019

"The PSA you that will steal you money"

Comments: 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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 08/03/2019
Dan H.
Senior Systems Software Engineer
Information Technology & Services, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 23/05/2019

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

Comments: 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.

  • Reviewer Source 
  • Reviewed on 23/05/2019
Natalie T.
Operations Manager
Information Technology & Services, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 18/04/2017

"HarmonyPSA intergration into our company"

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.

  • Reviewer Source 
  • Reviewed on 18/04/2017