HarmonyPSA Features

HarmonyPSA

The next generation of professional services automation.

4.5/5 (22 reviews)

Competitor Feature Comparison

"What If" Scenarios
ACH Payment Processing
API
Access Controls/Permissions
Account Alerts
Account Reconciliation
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Analysis
Ad hoc Reporting
Agile Methodologies
Alerts / Escalation
Alerts/Notifications
Appointment Management
Approval Process Control
Asset Management
Asset Tracking
Assignment Management
Attendance Tracking
Audit Management
Audit Trail
Auto-Responders
Automated Quoting
Automated Routing
Automated Scheduling
Automatic Billing
Automatic Time Capture
Availability Management
Bank Reconciliation
Batch Processing
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Billing Portal
Budget Management
Budgeting/Forecasting
Bug Tracking
Business Process Automation
Business Process Control
Buy Side (Suppliers)
CRM
Calendar Management
Calendar/Reminder System
Call Center Management
Campaign Analytics
Campaign Management
Capacity Management
Cataloging/Categorization
Change Management
Client Management
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Completion Tracking
Compliance Management
Compliance Tracking
Configurable Workflow
Configuration Management
Consolidation/Roll-Up
Contact Database
Contact Management
Contingency Billing
Contract Drafting
Contract Lifecycle Management
Contract/License Management
Contractor Database
Contractor Management
Cost Tracking
Cost-to-Completion Tracking
Create Subtasks
Currency Management
Customer Accounts
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Extraction
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Deferred Billing
Discount Management
Document Management
Document Storage
Drag & Drop
Dunning Management
Electronic Signature
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Employee Activity Monitoring
Employee Database
Employee Management
Employee Scheduling
Enterprise Asset Management
Estimating
Event Triggered Actions
Expense Claims
Expense Tracking
FAQ
File Sharing
File Transfer
Financial Analysis
Financial Management
Financial Reporting
Forecasting
Forms Management
Full Text Search
Gantt/Timeline View
General Ledger
Graphical Workflow Editor
HR Management
Help Desk Management
Hourly Billing
IT Asset Management
IT Asset Tracking
Idea Management
Incident Management
Income & Balance Sheet
Interaction Tracking
Internal Chat Integration
Inventory Management
Inventory Tracking
Invoice History
Invoice Management
Invoice Processing
Issue Auditing
Issue Management
Issue Scheduling
Issue Tracking
Job Management
Kanban Board
Key Performance Indicators
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Leave Tracking
License Management
List Management
Live Chat
Macros/Templated Responses
Maintenance Management
Maintenance Scheduling
Marketing Automation
Milestone Tracking
Mobile Access
Mobile Payments
Mobile Receipt Upload
Mobile Time Tracking
Multi-Channel Communication
Multi-Company
Multi-Currency
Multi-Period Recurring Billing
Multiple Billing Rates
Multiple Projects
Network Monitoring
Offline Time Tracking
Online Invoicing
Online Payments
Online Time Clock
Online Time Tracking
Opportunity Management
Order Management
Overtime Calculation
Patch Management
Payment Processing
Payroll Management
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Planning Tools
Portfolio Management
Pre-built Templates
Predictive Analytics
Pricing Management
Prioritization
Problem Management
Process Change Tracking
Process Modeling & Designing
Procurement Management
Product Catalog
Product Configurator
Product Roadmapping
Profit/Loss Statement
Progress Tracking
Project Accounting
Project Billing
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Projections
Proposal Generation
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Qualitative Analysis
Quantitative Analysis
Queue Management
QuickBooks Integration
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Recurring Invoicing
Recurring Issues
Recurring Orders
Recurring Tasks
Recurring/Subscription Billing
Referral Tracking
Reimbursement Management
Relationship Tracking
Release Management
Reminders
Remote Access/Control
Remote Monitoring & Management
Remote Support
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Request Escalation
Requirements Management
Resource Allocation & Planning
Resource Management
Resource Scheduling
Revenue Recognition
Risk Management
Routing
Sales Forecasting
Sales Pipeline Management
Schedule Distribution
Scheduling
Scorecards
Search/Filter
Segmentation
Self Service Portal
Sell Side (Customers)
Service Catalog
Service Level Agreement (SLA) Management
Service Reporting
Shared Contacts
Shift Swapping
Skills Tracking
Social Media Integration
Source Tracking
Specialty Contracts
Status Tracking
Strategic Planning
Subcontractor Management
Support Ticket Management
Support Ticket Tracking
Supports Agile
Supports Scrum
Surveys & Feedback
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Tax Calculation
Tax Management
Team Assignments
Team Collaboration
Templates
Territory Management
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Off Requests
Time Tracking
Time Tracking by Client
Time Tracking by Project
Time Zone Tracking
Timer
Timesheet Management
To-Do List
Traditional Methodologies
Utilization Reporting
Vacation/Leave Tracking
Vendor Management
Version Control
Visual Workflow Management
Workflow Configuration
Workflow Management
Visit WebsiteCompare App
"What If" Scenarios
ACH Payment Processing
API
Access Controls/Permissions
Account Alerts
Account Reconciliation
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Analysis
Ad hoc Reporting
Agile Methodologies
Alerts / Escalation
Alerts/Notifications
Appointment Management
Approval Process Control
Asset Management
Asset Tracking
Assignment Management
Attendance Tracking
Audit Management
Audit Trail
Auto-Responders
Automated Quoting
Automated Routing
Automated Scheduling
Automatic Billing
Automatic Time Capture
Availability Management
Bank Reconciliation
Batch Processing
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Billing Portal
Budget Management
Budgeting/Forecasting
Bug Tracking
Business Process Automation
Business Process Control
Buy Side (Suppliers)
CRM
Calendar Management
Calendar/Reminder System
Call Center Management
Campaign Analytics
Campaign Management
Capacity Management
Cataloging/Categorization
Change Management
Client Management
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Completion Tracking
Compliance Management
Compliance Tracking
Configurable Workflow
Configuration Management
Consolidation/Roll-Up
Contact Database
Contact Management
Contingency Billing
Contract Drafting
Contract Lifecycle Management
Contract/License Management
Contractor Database
Contractor Management
Cost Tracking
Cost-to-Completion Tracking
Create Subtasks
Currency Management
Customer Accounts
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Extraction
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Deferred Billing
Discount Management
Document Management
Document Storage
Drag & Drop
Dunning Management
Electronic Signature
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Employee Activity Monitoring
Employee Database
Employee Management
Employee Scheduling
Enterprise Asset Management
Estimating
Event Triggered Actions
Expense Claims
Expense Tracking
FAQ
File Sharing
File Transfer
Financial Analysis
Financial Management
Financial Reporting
Forecasting
Forms Management
Full Text Search
Gantt/Timeline View
General Ledger
Graphical Workflow Editor
HR Management
Help Desk Management
Hourly Billing
IT Asset Management
IT Asset Tracking
Idea Management
Incident Management
Income & Balance Sheet
Interaction Tracking
Internal Chat Integration
Inventory Management
Inventory Tracking
Invoice History
Invoice Management
Invoice Processing
Issue Auditing
Issue Management
Issue Scheduling
Issue Tracking
Job Management
Kanban Board
Key Performance Indicators
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Leave Tracking
License Management
List Management
Live Chat
Macros/Templated Responses
Maintenance Management
Maintenance Scheduling
Marketing Automation
Milestone Tracking
Mobile Access
Mobile Payments
Mobile Receipt Upload
Mobile Time Tracking
Multi-Channel Communication
Multi-Company
Multi-Currency
Multi-Period Recurring Billing
Multiple Billing Rates
Multiple Projects
Network Monitoring
Offline Time Tracking
Online Invoicing
Online Payments
Online Time Clock
Online Time Tracking
Opportunity Management
Order Management
Overtime Calculation
Patch Management
Payment Processing
Payroll Management
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Planning Tools
Portfolio Management
Pre-built Templates
Predictive Analytics
Pricing Management
Prioritization
Problem Management
Process Change Tracking
Process Modeling & Designing
Procurement Management
Product Catalog
Product Configurator
Product Roadmapping
Profit/Loss Statement
Progress Tracking
Project Accounting
Project Billing
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Projections
Proposal Generation
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Qualitative Analysis
Quantitative Analysis
Queue Management
QuickBooks Integration
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Recurring Invoicing
Recurring Issues
Recurring Orders
Recurring Tasks
Recurring/Subscription Billing
Referral Tracking
Reimbursement Management
Relationship Tracking
Release Management
Reminders
Remote Access/Control
Remote Monitoring & Management
Remote Support
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Request Escalation
Requirements Management
Resource Allocation & Planning
Resource Management
Resource Scheduling
Revenue Recognition
Risk Management
Routing
Sales Forecasting
Sales Pipeline Management
Schedule Distribution
Scheduling
Scorecards
Search/Filter
Segmentation
Self Service Portal
Sell Side (Customers)
Service Catalog
Service Level Agreement (SLA) Management
Service Reporting
Shared Contacts
Shift Swapping
Skills Tracking
Social Media Integration
Source Tracking
Specialty Contracts
Status Tracking
Strategic Planning
Subcontractor Management
Support Ticket Management
Support Ticket Tracking
Supports Agile
Supports Scrum
Surveys & Feedback
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Tax Calculation
Tax Management
Team Assignments
Team Collaboration
Templates
Territory Management
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Off Requests
Time Tracking
Time Tracking by Client
Time Tracking by Project
Time Zone Tracking
Timer
Timesheet Management
To-Do List
Traditional Methodologies
Utilization Reporting
Vacation/Leave Tracking
Vendor Management
Version Control
Visual Workflow Management
Workflow Configuration
Workflow Management
Visit WebsiteCompare App
"What If" Scenarios
ACH Payment Processing
API
Access Controls/Permissions
Account Alerts
Account Reconciliation
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Analysis
Ad hoc Reporting
Agile Methodologies
Alerts / Escalation
Alerts/Notifications
Appointment Management
Approval Process Control
Asset Management
Asset Tracking
Assignment Management
Attendance Tracking
Audit Management
Audit Trail
Auto-Responders
Automated Quoting
Automated Routing
Automated Scheduling
Automatic Billing
Automatic Time Capture
Availability Management
Bank Reconciliation
Batch Processing
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Billing Portal
Budget Management
Budgeting/Forecasting
Bug Tracking
Business Process Automation
Business Process Control
Buy Side (Suppliers)
CRM
Calendar Management
Calendar/Reminder System
Call Center Management
Campaign Analytics
Campaign Management
Capacity Management
Cataloging/Categorization
Change Management
Client Management
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Completion Tracking
Compliance Management
Compliance Tracking
Configurable Workflow
Configuration Management
Consolidation/Roll-Up
Contact Database
Contact Management
Contingency Billing
Contract Drafting
Contract Lifecycle Management
Contract/License Management
Contractor Database
Contractor Management
Cost Tracking
Cost-to-Completion Tracking
Create Subtasks
Currency Management
Customer Accounts
Customer Database
Customer History
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Extraction
Data Import/Export
Data Synchronization
Data Visualization
Deadline Management
Deferred Billing
Discount Management
Document Management
Document Storage
Drag & Drop
Dunning Management
Electronic Signature
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Employee Activity Monitoring
Employee Database
Employee Management
Employee Scheduling
Enterprise Asset Management
Estimating
Event Triggered Actions
Expense Claims
Expense Tracking
FAQ
File Sharing
File Transfer
Financial Analysis
Financial Management
Financial Reporting
Forecasting
Forms Management
Full Text Search
Gantt/Timeline View
General Ledger
Graphical Workflow Editor
HR Management
Help Desk Management
Hourly Billing
IT Asset Management
IT Asset Tracking
Idea Management
Incident Management
Income & Balance Sheet
Interaction Tracking
Internal Chat Integration
Inventory Management
Inventory Tracking
Invoice History
Invoice Management
Invoice Processing
Issue Auditing
Issue Management
Issue Scheduling
Issue Tracking
Job Management
Kanban Board
Key Performance Indicators
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Leave Tracking
License Management
List Management
Live Chat
Macros/Templated Responses
Maintenance Management
Maintenance Scheduling
Marketing Automation
Milestone Tracking
Mobile Access
Mobile Payments
Mobile Receipt Upload
Mobile Time Tracking
Multi-Channel Communication
Multi-Company
Multi-Currency
Multi-Period Recurring Billing
Multiple Billing Rates
Multiple Projects
Network Monitoring
Offline Time Tracking
Online Invoicing
Online Payments
Online Time Clock
Online Time Tracking
Opportunity Management
Order Management
Overtime Calculation
Patch Management
Payment Processing
Payroll Management
Percent-Complete Tracking
Performance Metrics
Pipeline Management
Planning Tools
Portfolio Management
Pre-built Templates
Predictive Analytics
Pricing Management
Prioritization
Problem Management
Process Change Tracking
Process Modeling & Designing
Procurement Management
Product Catalog
Product Configurator
Product Roadmapping
Profit/Loss Statement
Progress Tracking
Project Accounting
Project Billing
Project Management
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Projections
Proposal Generation
Prospecting Tools
Purchase Order Management
Purchasing & Receiving
Qualitative Analysis
Quantitative Analysis
Queue Management
QuickBooks Integration
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Updates
Receipt Management
Recurring Invoicing
Recurring Issues
Recurring Orders
Recurring Tasks
Recurring/Subscription Billing
Referral Tracking
Reimbursement Management
Relationship Tracking
Release Management
Reminders
Remote Access/Control
Remote Monitoring & Management
Remote Support
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Request Escalation
Requirements Management
Resource Allocation & Planning
Resource Management
Resource Scheduling
Revenue Recognition
Risk Management
Routing
Sales Forecasting
Sales Pipeline Management
Schedule Distribution
Scheduling
Scorecards
Search/Filter
Segmentation
Self Service Portal
Sell Side (Customers)
Service Catalog
Service Level Agreement (SLA) Management
Service Reporting
Shared Contacts
Shift Swapping
Skills Tracking
Social Media Integration
Source Tracking
Specialty Contracts
Status Tracking
Strategic Planning
Subcontractor Management
Support Ticket Management
Support Ticket Tracking
Supports Agile
Supports Scrum
Surveys & Feedback
Task Board View
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Task Tagging
Tax Calculation
Tax Management
Team Assignments
Team Collaboration
Templates
Territory Management
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Off Requests
Time Tracking
Time Tracking by Client
Time Tracking by Project
Time Zone Tracking
Timer
Timesheet Management
To-Do List
Traditional Methodologies
Utilization Reporting
Vacation/Leave Tracking
Vendor Management
Version Control
Visual Workflow Management
Workflow Configuration
Workflow Management
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Mobile apps

iOS App


0 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

HarmonyPSA Feature Reviews

19 reviewers had the following to say about HarmonyPSA's features:

Jason V.

WAN Dynamics Harmony Review

2020-04-15

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.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dan H.

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

2019-05-23

We used homegrown solutions for 20 years before we finally found a 3rd party solution that addressed all our requirements.

Pros

HarmonyPSA uses a modern technology stack and a responsive web design so it works on all devices and screen sizes.

Cons

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

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Natalie T.

HarmonyPSA intergration into our company

2017-04-18

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.

Pros

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

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jon B.

Verified Reviewer

Managed and Cloud Services Provider

2016-09-09

We looked at several products including best of breed in several spaces however integration was going to prove challenging.

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.

Cons

Integration with external tools is new and a little young however hopefully this will mature and extend its reach.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering HarmonyPSA

If you are running a managed IT or Cloud services business HarmonyPSA should be on your list of tools to review.

Source: GetApp
Helpful?   Yes   No
Read more
Chris G.

Very flexible Ticketing system and great team behind

2014-06-24

After researching and demo-ing around 40 other systems, we came across Harmony, and only 3 months after Go Live we are seeing serious improvements in time-saving, workflow, and our customers could not be happier with the customer-facing portal, customised to our brand I might add!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Shawn McGee ,.

Flexible with strong APIs

2019-05-22

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

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua J.

Verified Reviewer

Full features, well supported PSA software

2015-04-15

We also liked the feel of the interface, its efficient and intuitive.

Pros

It support all of the various revenue models, terms, sales units, etc that people are looking for in a good PSA solution. The data upload interface is very comprehensive and provides very good error checking and validation which makes getting data into the system much easier than we expected.

Cons

We have come across a couple of small bugs but the team at Datalogic are so quick to respond that problems are sorted out straight away with little or no impact.

Source: GetApp
Helpful?   Yes   No
Read more
Bryan C.

Innovative, Flexible, and Customizable: HarmonyPSA is the best on the market

2017-02-14

Migrating from one software to another is no easy task, however, Harmony's systems made for easy upload, while their support team was with us every step of the way.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joshua J.

Full featured, well supported PSA software

2015-04-16

We also liked the feel of the interface, its efficient and intuitive.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Cheryl W.

Verified Reviewer

Great system for complex billings, dealing with finance functionality and report building

2015-03-12

I have also found out recently ways to create our own reports which can help with many different tasks, cash flow forecasting being the most important of all.

Source: GetApp
Helpful?   Yes   No
Read more
Belen A.

Great tool

2021-05-27

Good experience although there are a few things that should be improved.

Pros

the tickets are very useful because you can filter different fields

Cons

there is one thing that is not working for me. For example when creating a ticket in the comment section I'm not able to delete any comment made.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Networking company, 11-50 employees)

Cross Industry PSA

2019-03-25

Excellent. Their delivery model is unique in that you are guided through with video conference sessions and email support so that you can get the best out of the system.

Pros

The interface is very responsive, no awaiting for drop downs to populate or screen refreshes.

Cons

You need to invest your time and work with the implementation team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mike H.

Verified Reviewer

Harmony PSA

2015-11-11

Harmony has helped evolve our processes and is making us more and more efficient every day, while providing rich data and insight into our operations.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Anonymous
CEO (Hospital & Health Care company, 11-50 employees)
Verified Reviewer

The PSA you that will steal you money

2019-03-08

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

Integrations are all import based.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

0/10
Source: GetApp
Helpful?   Yes   No
Read more
Darryl O.

Software Review

2021-05-26

Pros

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

Cons

Using the software and all the features takes time.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Alyssa L.

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

2021-05-18

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.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex F.

Verified Reviewer

Awesome Product - Saves Us Countless Hours

2014-05-14

I am honestly not sure how we ever did business before the introduction of Harmony. It has helped us in every part of our business, previously we were loosing so much £ due to incorrect invoicing, Harmony is awesome and captures everything :) I must have spent countless days looking for the "right" PSA tool and I just kept coming back to Harmony, I love it. Happy to share my experience with anybody thinking about a new PSA

Pros

Too many Pros to mention, this biggest and most important is how much time Harmony has saved us in every part of the business, from the initial "first contact" right through to invoicing and payments.

Cons

None

Source: GetApp
Helpful?   Yes   No
Read more
Sophie L.

Verified Reviewer

A perfect fit, and great customer service.

2015-03-06

With continuing feature additions, I have no doubt Harmony will continue to provide the solution for our business needs far into the future.

Pros

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.

Source: GetApp
Helpful?   Yes   No
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Anonymous
(Computer Software company, 1001-5000 employees)

Ticket Management with Ease

2021-05-18

Pros

It's cloud-based and easy to get going quickly.

Cons

I would like more a more WYSIWG admin module. It takes a bit of getting used to in super user mode, but once you know how things are setup it flow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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