HarmonyPSA Features List

HarmonyPSA Reviews

HarmonyPSA

The next generation of professional services automation.

4.62/5 (13 reviews)
1,813

HarmonyPSA Feature Summary

  • 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

Operations Management Feature Comparison

Most popular features of all Operations Management apps

API (367 other apps)
Activity Dashboard (234 other apps)
Activity Tracking (149 other apps)
Auditing (206 other apps)
Automatic Notifications (252 other apps)
Compliance Management (157 other apps)
Custom Fields (142 other apps)
Customizable Reporting (198 other apps)
Data Import/Export (197 other apps)
Document Storage (141 other apps)
Inventory Management (170 other apps)
Inventory Tracking (160 other apps)
Invoice Management (151 other apps)
Monitoring (159 other apps)
Multi-Location (132 other apps)
Real Time Data (163 other apps)
Real Time Reporting (135 other apps)
Reporting & Statistics (151 other apps)
Third Party Integration (170 other apps)
Workflow Management (163 other apps)

Competitor Feature Comparison

HarmonyPSA Feature Reviews

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

Jon Burt

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
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Bryan Chapman

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

2017-02-14

When it comes to how our invoice templates look, time-backing sheets, or email notifications for example, the ability to customize to our brand or tailor and automate them to our needs is an amazing feature that we may very well not had had with other software.

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
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Chris Grunwell

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
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Joshua Johnson

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
2 of 2 people found this review helpful
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Joshua Johnson

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
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Natalie Tite

HarmonyPSA intergration into our company

2017-04-18

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.

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
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Cheryl Warren

Verified Reviewer

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

2015-03-12

This function is fantastic as it allows us to create multiple schedules with different billing cycles and the system auto generates all our recurring invoices! In addition to this, as most of our invoicing is billed in advance the system also deals with the deferred income element of the process which saves a load of time at month end when the pressure is on to meet deadlines!

Source: GetApp
3 of 3 people found this review helpful
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Alex Foster

Verified Reviewer

Awesome Product - Saves Us Countless Hours

2014-05-14

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.

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
4 of 4 people found this review helpful
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Mike Henton

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
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Alex Cousins

Verified Reviewer

Great product and team to work with

2015-10-21

Harmony is a great product that caters for the numerous commercial and contractual requirements of projects and frameworks. Its flexibility ensures it can meet with customer expectations of delivery to can be tailored on a case by case basis. It is a pleasure to work with the team at Harmony who provide excellent support and are always open to discuss additional features so the product is getting better every day.

Pros

- Flexible - Full life cycle support (Leads,Sales,Projects,Invoicing and Support) - All features open to all (not licence limited)

Cons

- Its a big product with many features and can appear quite daunting but the support offsets this.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
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Sophie Lewis

Verified Reviewer

A perfect fit, and great customer service.

2015-03-06

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.

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
4 of 4 people found this review helpful
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Peter Bowers

Verified Reviewer

Great business tool

2015-02-11

Highly recommend anyone looking for a CRM, invoicing, contract admin style solution give these guys a call.

Pros

The team are there at the end of the phone. Find a bug, or need anything developing, the team are there on the phone, they just get what you're asking of the system and more than capable of turning items around quickly. Great customer service, and knowledgeable around the product and the sector. You can talk to any level of person, customer services, developer, director, they are there and willing to listen.

Cons

The only con we have ever come across is that although the functionality is there, the logic behind the layout isn't always as you may expect. Just a case of getting used to the system, and also putting requests in to have things moved around a little. Lots of development goes on and version releases help sort these out.

Source: GetApp
1 of 1 people found this review helpful
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