HarmonyPSA Pricing, Features, Reviews & Comparison of Alternatives

HarmonyPSA

The next generation of professional services automation.

4.5/5 (18 reviews)

HarmonyPSA overview

What is HarmonyPSA?

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.


www.harmonypsa.com

Pricing

Starting from
$55/month
Pricing options
Subscription
Free trial
 
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, Japan and 3 other markets, Germany, Brazil, Mexico

Supported languages

English, Dutch, French, German, Portuguese, Spanish
HarmonyPSA screenshot: Fully integrated and configurable ticketing connects the entire company workflow into the core control platform.Harmony PSA - OverviewHarmonyPSA screenshot: Fully configurable Sales, Service and Finance Dashboards give you quick and easy access to the information you need to improve performanceHarmonyPSA screenshot: The Harmony dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps.HarmonyPSA screenshot: Harmony delivers fully configurable and personalised Kanban boards across the entire system, from Sales to Finance. All core business processes can be visualised in seconds, published to teams or kept private. HarmonyPSA screenshot: Harmony’s customer and project level profit trend graphs drill down to transaction level will keep your project performance on track, with no additional workHarmonyPSA screenshot: Harmony’s project functionality contain integrated risk and issue tracking and reporting functionality which allows you to place all of this on-line and manage it alongside the project - using powerful Kanban views.HarmonyPSA screenshot: The Harmony dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps.HarmonyPSA screenshot: Full support for projects, timesheets, expenses and subcontractors provided. Pre-pay functionality in addition to standard fixed price and time and materials delivery models.

HarmonyPSA reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.2
  4.1
  4.5
Shawn McGee , PMP, CISSP

Flexible with strong APIs

Used daily for 6-12 months
Reviewed 2019-05-22
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
Features
Customer support

Likelihood to recommend: 10/10

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Dan Hollingshead

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

Used daily for less than 6 months
Reviewed 2019-05-23
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
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

The PSA you that will steal you money

Used daily for less than 6 months
Reviewed 2019-03-08
Review Source: GetApp

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Jason Valore

WAN Dynamics Harmony Review

Used daily for 6-12 months
Reviewed 2020-04-15
Review Source: Capterra

We are now running our entire company on Harmony, and we have been able to reduce costs by rolling the third-party systems we were using into it.

Pros
Harmony PSA is easy to use, and has very nice time tracking, billing, process flow and order management features. It enabled us to implement a company-wide Operational Support System that fits our every need.

Cons
It took a bit of time to integrate with our existing processes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Natalie Tite

HarmonyPSA intergration into our company

Used daily for less than 6 months
Reviewed 2017-04-18
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
Features
Customer support

Likelihood to recommend: 10/10

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HarmonyPSA pricing

Starting from
$55/month
Pricing options
Subscription
Free trial
 
View Pricing Plans

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.

The benchmark price is per user monthly price applying to annual SAAS contracts between 10 and 50 users sold in US$. Annual SAAS contracts are billed quarterly in advance.
Please make a price enquiry for:
GBP and Euro pricing (these will vary slightly due to exchange rate movements).
The premium applied to Monthly SAAS and On-Premise options.
Accounts outside this size range.
Multi-legal entity use (the benchmark price includes the first legal entity).

HarmonyPSA features

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

Compliance Management (385 other apps)
Document Management (316 other apps)
Document Storage (312 other apps)
Monitoring (301 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for HarmonyPSA

Key features of HarmonyPSA

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

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.