While traditional professional services automation (PSA) solutions have evolved from ticketing tools that support break/fix business models, CloudBlue PSA was designed from the ground up for contract profitability tracking and provides a comprehensive set of automated features for managed services.
CloudBlue PSA, formerly known as HarmonyPSA, is an all-in-one software solution that provides full visibility of your entire business from quote to cash in a single-pane-of-glass view. The solution integrates sales, finance and operational systems into one source for enhanced efficiency and communication across departments.
Gain visibility across your entire business by combining sales, provisioning, projects, contracts, billing and support in a single system for better decision-making.
Automate your manual processes such as billing reconciliation, and never worry about a product or service going unbilled again.
Add value to your business with every keystroke with no extra administration needed, saving time and avoiding complexity.
Seamlessly transact with all of Ingram Micro and access 20+ additional integrations to expand your offerings and increase revenue.
Streamline your business operations with intelligent automation
• Manage everything in one system from quote to cash for maximum efficiency with a range of automated features.
• Quickly set budgets and margins and let the solution automatically track contract profitability to save time and ensure accuracy.
• Access a world-class service desk with advanced, automated ticketing and routing to improve workflows and save time.
Simplify complex billing and financial processes with one system
• Let the system analyze procurement and invoicing to verify everything gets paid using complex billing models, including in-advance recurring billing or in-arrears PAYG metered billing.
• Replace manual and inefficient invoicing tasks with automated processes to increase accuracy and save days of time spent on billing reconciliation.
• Use multiple languages, multiple currencies, VAT/tax regimes and local date/decimal formats to serve customers across the globe.
Manage your sales cycle and integrate multiple purchasing sources
• Access a full CRM system for complete visibility of your customers, and easily track your sales pipeline and activities, including leads, opportunities and campaigns.
• Choose to integrate with all of Ingram Micro to centralize purchasing in one place for faster and easier transactions.
• Automate quotes, sales orders and purchase orders to save time, and create complex, full solution bundles in minutes to meet customer needs and increase profit.
For more information about how you can run a more efficient and profitable business with CloudBlue PSA, sign up for a demo today.