About 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.

Pricing starting from:

USD 65.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of HarmonyPSA

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.

Devices

Business size

S M L

Markets

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

Supported Languages

Dutch, English, French, German, Portuguese, Spanish

Pricing starting from:

USD 65.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

HarmonyPSA Software - The Harmony dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps.
HarmonyPSA Software - 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 Software - Harmony’s customer and project level profit trend graphs drill down to transaction level will keep your project performance on track, with no additional work
HarmonyPSA Software - Fully integrated and configurable ticketing connects the entire company workflow into the core control platform.
HarmonyPSA Software - Fully configurable Sales, Service and Finance Dashboards give you quick and easy access to the information you need to improve performance
HarmonyPSA Software - 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 Software - The Harmony dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps.
HarmonyPSA Software - Full support for projects, timesheets, expenses and subcontractors provided. Pre-pay functionality in addition to standard fixed price and time and materials delivery models.
View 9 more
HarmonyPSA video HarmonyPSA Software - The Harmony dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps. HarmonyPSA Software - 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 Software - Harmony’s customer and project level profit trend graphs drill down to transaction level will keep your project performance on track, with no additional work HarmonyPSA Software - Fully integrated and configurable ticketing connects the entire company workflow into the core control platform. HarmonyPSA Software - Fully configurable Sales, Service and Finance Dashboards give you quick and easy access to the information you need to improve performance HarmonyPSA Software - 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 Software - The Harmony dashboard is designed to organise your, and your team’s, day to day workload. Integrates with all popular calendar apps. HarmonyPSA Software - Full support for projects, timesheets, expenses and subcontractors provided. Pre-pay functionality in addition to standard fixed price and time and materials delivery models.

Features

Total features of HarmonyPSA: 335

  • "What If" Scenarios
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Account Alerts
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Action Item Tracking
  • Action Management
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Agile Methodologies
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Archiving & Retention
  • Asset Management
  • Asset Tracking
  • Assignment Management
  • Attendance Tracking
  • Audit Management
  • Audit Trail
  • Auto-Responders
  • Automated Quoting
  • Automated Routing
  • Automated Scheduling
  • Automatic Billing
  • Automatic Lead Distribution
  • Automatic Time Capture
  • Availability Indicator
  • Availability Management
  • Backup and Recovery
  • Bank Reconciliation
  • Batch Processing
  • Benchmarking
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Budget Control
  • Budget Management
  • Budgeting/Forecasting
  • Bug Tracking
  • Built-In Database
  • Bulk Send
  • Business Process Automation
  • Business Process Control
  • Buy Side (Suppliers)
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Call Center Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Campaign Segmentation
  • Capacity Management
  • Cataloguing/Categorisation
  • Change Management
  • Claims Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • 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 Estimating
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Currency Management
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Profiles
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customisable Branding
  • Customisable Categories
  • Customisable Dashboard
  • Customisable Invoices
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • 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 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
  • 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
  • Manual Time Entry
  • Marketing Automation
  • Match & Merge
  • Milestone Tracking
  • Mobile Access
  • Mobile Payments
  • Mobile Receipt Upload
  • Mobile Time Tracking
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Period Recurring Billing
  • Multiple Billing Rates
  • Multiple Projects
  • Network Monitoring
  • Offline Time Tracking
  • Online Invoicing
  • Online Payments
  • Online Time Clock
  • Online Time Tracking Software
  • 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
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Estimating
  • 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
  • Question Branching
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Comparisons
  • 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
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Resource Scheduling
  • Revenue Recognition
  • Risk Management
  • Routing
  • Sales Automation
  • 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
  • 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
  • Ticket Management
  • Time & Attendance
  • Time & Expense Tracking
  • Time Clock
  • Time Off Requests
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • 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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Reviews

Overall rating

4.5 /5
(22)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.2/5
Customer Support
4.6/5

Already have HarmonyPSA?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 22
Sophie L.
Overall rating
  • Company size: 11-50 Employees
  • Review Source

Overall rating

A perfect fit, and great customer service.

Reviewed on 06/03/2015

We brought in HarmonyPSA to the business as a means to centralise every part of our internal...

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.

Shawn mcgee ,.
Overall rating
  • Industry: Computer Hardware
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Flexible with strong APIs

Reviewed on 22/05/2019

The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had...

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.

Darryl O.
Overall rating
  • Industry: Computer & Network Security
  • Company size: 10,000+ Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Software Review

Reviewed on 26/05/2021

Pros

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

Cons

Using the software and all the features takes time.

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

The PSA you that will steal you money

Reviewed on 08/03/2019

Nothing more than a group of used car salesman. Bait and switch is the name of the game for this...

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.

Alyssa L.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 18/05/2021

On past systems I've used, it was difficult to see what happened with our customers after an...

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. Being able to see profitability in a single system is key.

Cons

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

Showing 5 reviews of 22 Read all reviews

HarmonyPSA FAQs

Below are some frequently asked questions for HarmonyPSA.

HarmonyPSA offers the following pricing plans:

HarmonyPSA has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

HarmonyPSA supports the following languages:

Dutch, English, French, German, Portuguese, Spanish

HarmonyPSA supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

HarmonyPSA integrates with the following applications:

AdRoll, Facebook, Google Calendar, Google Workspace, HubSpot CRM, HubSpot Marketing Hub, HubSpot Sales Hub, Jira, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, Microsoft SharePoint, NinjaRMM, PayPal, QuickBooks Online Advanced, Quickbooks Online, RMM, SYSPRO, Sage Business Cloud Accounting, Slack, Unbounce, Xero, Zapier, Zoom Meetings

HarmonyPSA offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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