Kimble PSA Pricing, Features, Reviews & Comparison of Alternatives

Kimble PSA

Intelligent Professional Services Automation

3.69/5 (16 reviews)

Kimble PSA overview

What is Kimble PSA?

Kimble PSA is a cloud-based professional services automation solution which helps professional services organizations run their project-based businesses. The software integrates with customer relationship management (CRM) applications to maximize efficiency & align teams around essential processes.

Kimble PSA’s Foresight Analytics provides users with real-time forecasts for resource demand, cash flow, revenue, and margins. Priority actions, such a resource assignments requiring fulfilment or insufficient purchase order cover, are signposted by Intelligent Insights, and users can drill-down to analyze trends and patterns across multiple performance indicators. Automatic recalculation of revenue and cost forecasts when project schedules change ensures up-to-date reporting at all times.

Kimble’s Proposal Modeler lets users create comprehensive project plans, which factor in elements including resource effort, expenses, and margin. Detailed task plans can be produced using the Project Planner, with predefined template plans and team profiles. The resource planner factors in pipeline capacity to cover both incoming and existing business needs. Kimble PSA also includes a billing engine to ensure all revenue is invoiced, with the ability to configure multiple invoice formats for different customers, project types, and local tax regimes.
www.kimbleapps.com

Pricing

Pricing options
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, Germany

Supported languages

English, German
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Kimble PSA reviews

Value for money
Features
Ease of use
Customer support
  3.6
  3.9
  3.1
  3.8
Peter Rozek

End-to-End Solution

Used daily for 2+ years
Reviewed 2018-09-24
Review Source: Capterra

Implementing Kimble helped us with Resource Planning, Revenue Visibility and Forecasting, Increased Utilization, Time Capture. As a small services company, it forced us to really step up our game. But that's what's needed to grow...and not lose sleep due to guessing at resource availability, and also revenue/cost/margin projections.

Pros
Kimble lets you create templates for how you sell and deliver your services. You begin using it during the selling phase. Who will be your resources? What skills do they need? When will those resources be scheduled? The process follows all the way from the original proposal, through delivery, time and utilization tracking, and on through to invoicing. The unique thing about Kimble is that it's forward looking and forward planning. The goal of any consulting company, and how Kimble is designed, is to reduce bench time and feel confident in taking on and planning delivery of products down the road. And as you do all that within Kimble you'll have a forward-looking financial picture as well. For us it's all about balancing the supply and demand. All project time, revenue, and costs for a project are mapped out for as far forward as your projecting. Usually you have extra FTEs doing just that work. Take the time to do a proper implementation, and you'll need to dedicate plenty of time to testing all your use cases. There is a lot of knowledge transfer that has to happen, and we've had to resist the urge to rush through the implementation.

Cons
Not a dislike, but know that this is a tool to manage your business, and as such you'll want your delivery managers using it daily. You've got to engage with this product and it's process. If you don't, then it's just backward-looking time entry. Since you're reading this review I'm guessing you've had enough of that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Laura Riskus

Kimble gives the visibility of the business while providing a platform for accountability

Used daily for 1-2 years
Reviewed 2020-04-13
Review Source: Capterra

My experience, and our company's experience, has been good. We learn more all the time, and the ease of visibility of business revenue is amazingly powerful. Our teams have taken initiative to expand their use of the tool and are open to trying new features.

Pros
The instant visibility of how your company is doing - everything from proposals to invoicing, it shows revenue flow, resource availability, and project status. There is always more to implement, and we have the ability to implement what features we want, when we want it. By doing so, it also requires us to evaluate our business practices and align with best practices based on the way Kimble functions. Our Customer Success Managers have been amazing, responsive, and the team is always willing to help us implement additional functionality.

Cons
The administrator training and resources are lacking, where we need to depend upon ZenDesk and our Customer Success Manager to provide support. Most of the technical resources are based on how the technology functions, but it's difficult to find details on some of the options on the administrative side, and best practices on how customers use different features (such as usage of the Other Activities fields, and such). I think what is missing is the practical usage and governance suggestions around how to setup and use features, particularly as you are implementing them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Tom Alexander

Considered view of a relatively new user

Used daily for 2+ years
Reviewed 2020-04-07
Review Source: Capterra

Our account managers are really helpful and we are slowly (after some years) getting reliable MI out of the system. However, the licensing costs are crazy and we are paying for far more than we use.

Pros
Using Kimble has enabled us to ensure everyone is working accurately under contract, can self bill and be paid easily. There are also lots of features for reporting and creating your own, bespoke, reports if you have people that can do such things. The phone app is better now and works well. The customer service people are always very willing to help and clearly try to resolve issues.

Cons
I have nothing to compare against so some of these issues may be industry-wide, however: - It is not an intuitive system either as a user or as an administrator. For a SME, we don't tend to have people working full time on the system and so, unless you use it consistently, it is easy to forget odd conventions that lead you in a wrong direction. - It is too big for what we need. There are so many options, it is bewildering and I do wonder if a paired back 'lite' version at a more reasonable price would help. - The pricing is terrible. Having to buy packs of licenses is out-of-date and, in the current climate, being told we have no options to spread an annual payment across 12 months means Kimble itself is now on our corporate risk register (the only option offered was a 6 month split but with a 6% premium added because of the tie-in with Salesforce. In the days of pay-as-you-go, this is outdated and unfair.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Anonymous

Excellent PSA solution

Used daily for 2+ years
Reviewed 2020-04-20
Review Source: Capterra

Since implementing Kimble, we have been able to grow substantially without increasing our back office operation. We are now fully reliant on Kimble as our core system and very happy that it supports our business extremely well.

Pros
Kimble is a fully featured product that is growing in functionality with each release, with much of that led by the user base. Being based on the Salesforce platform, the integration facilities are excellent and the ability to customise the application are also very good. The support team are also very good.

Cons
While the application is fully supported within Lightning, most screens are not fully Lightning-enabled as yet and it is not yet possible to customise them fully.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Cian Morrissey

Automating our E2E business

Used daily for 2+ years
Reviewed 2018-10-29
Review Source: Capterra

Kimble has been fundamental to our growth. As we've scaled, it's helped us with tasks that were simple when we were only a few people: - Understanding our sales pipeline - Knowing resource availability - Tracking project financials - Month end and billing - Recording client information and conversations

Pros
Kimble supports the bulk of our business, from first conversations with a client, to resourcing and from managing a live project, to invoicing. Kimble automates what would otherwise be laborious manual processes and rewards up front effort. For example, resourcing information entered during the sales process allows you to quickly find the right person for that role based on availability and skill set and consultant's timesheet entries become invoicable items that finance can quickly process.

Cons
The user interface could be improved. Kimble has a complex data structure, which makes it really powerful but somewhat confusing to the standard user. A friendlier, more intuitive interface would help users get up to speed quickly and properly benefit from the tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kimble PSA pricing

Pricing options
Subscription
View Pricing Plans

Contact Kimble Applications for pricing information.

Kimble PSA features

API
Activity Dashboard
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Multiple Projects
Progress Tracking
Project Management
Project Planning
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Tracking
Third Party Integration
Timesheets

Activity Tracking (134 other apps)
Prioritizing (141 other apps)
Project Time Tracking (178 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 Kimble PSA

Key features of Kimble PSA

  • Budget Management
  • CRM Integration
  • Capacity Management
  • Client Database
  • Drag & Drop
  • File Sharing
  • Filtered Search
  • Kanban Board
  • Percent-Complete Tracking
  • Project/Product Planning
  • Risk Management
  • Utilization Management
View All Features

Benefits

• Run a proactive business, using Kimble’s diagnostics to drill into factors that are affecting business performance.

• Keep forecasts for possible, probable, and firm work up-to-date.

• View resource supply and demand in interactive views that allow drag-and-drop fulfillment of demand.

• Setup projects during the sales cycle with one click using templates for each type of product sold.

• Ensure deliverable margins using Kimble’s Proposal Modeler, which visualizes the implications of resourcing changes on project cost and revenue in real-time.

• Devolve accountability for project success and profitability to project managers, with Kimble’s Intelligent Insights acting as a guiding hand coaching project managers to make the right decisions.

• Capture time and expense on-the-go using Kimble’s mobile app.

• Ensure accurate billing the first time with invoicing that incorporates approved project data.

• Collaborate with clients in the Kimble Customer Community.

• Unlock unprecedented speed to value with an easy-to-implement cloud solution and one-click integration to Intacct.