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4,6/5

CloudBlue PSA Reviews

19 reviews

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CloudBlue PSA is a robust business management software tailored for tech and service firms. It provides project management, time tracking, billing, resource management, and customer relationship management features. The software's goal is to enhance operations, boost efficiency, and raise profitability. Being cloud-based, it can be accessed from anywhere.
  • 01 What is CloudBlue PSA?
  • 02 Pros and cons from reviewers
  • 03 Main features
  • 04 How CloudBlue PSA compare to similar software?
  • 05 Who is CloudBlue PSA best for according to our reviewers?
  • 06 CloudBlue PSA Reviews

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01 What is CloudBlue PSA?

CloudBlue PSA is a cloud-based professional services automation software designed to streamline business operations and boost productivity. It offers features such as project management, time and expense tracking, billing and invoicing, resource management, and business intelligence. The software provides real-time insights into project performance and financials, and integrates with popular accounting systems and CRM tools. Its user-friendly interface and customizable dashboards make it adaptable to specific business needs. CloudBlue PSA is a valuable tool for businesses aiming to optimize service delivery and increase profitability. Special promotions are available for CloudBlue PSA and similar software.

02 Pros and cons from reviewers

Pros from reviewers

  • User-Friendly
    CloudBlue PSA is user-friendly and offers great services. It has a fantastic communication support team, making it a reliable choice for businesses.

  • Comprehensive Customer Management
    CloudBlue PSA provides a comprehensive view of each customer, including quotes, orders, invoices, tickets, inventory, and projects, facilitating total customer management at all levels

  • Centralized Internal Systems
    CloudBlue PSA allows businesses to centralize all their internal systems, streamlining the transition from sales to production, improving client communication, and managing revenue and invoicing

  • Superior Service Desk Workflows
    The service desk workflows of CloudBlue PSA are superior to all others, making it a preferred choice for businesses that require efficient and modern workflows

  • Efficient and Intuitive Interface
    The software offers an efficient and intuitive interface, making it easy to use and navigate. It also provides excellent customer service, ensuring that the software meets the needs of the business

Cons from reviewers

  • Time-consuming to use all features
    While CloudBlue PSA offers extensive capabilities for managing contacts, relationships, and projects, some users find that using all its features can be time-consuming.

  • Inadequate integration with other systems
    The integration of Salesforce and ServiceMax did not meet the needs of some users, forcing them to conduct many processes outside the system and resulting in lost valuable information

  • Limited customization options
    Despite the ability to configure the software to suit specific workflows, CloudBlue PSA has limitations in customizing screens for end-users. This can lead to confusion among employees when faced with fields and choices they don't use

  • Poor implementation and support
    Some users have reported that the training and implementation were poorly executed, with the implementers appearing clueless. The support was also found to be lacking

  • Deceptive sales tactics
    Some users have reported feeling deceived by the sales tactics used by the CloudBlue PSA team. The software was described as having many features during the sales pitch, but the functionality was found to be non-existent once signed up

03 Main features

N/A

Free Plan

No

Resource management

Project management

Business intelligence

Billing and invoicing

Time and expense tracking

04 How CloudBlue PSA compare to similar software?

05 Who is CloudBlue PSA best for according to our reviewers?

  • Managed IT Services Providers
    These providers can use the software for CRM, service desk, sales, purchasing, billing, invoicing, and asset management. The software supports HTML in ticket comments and is compatible with all devices and screen sizes

  • Businesses Needing Comprehensive Business Process Integration
    Businesses that need a system to fully integrate all their business processes and accounting functions can use CloudBlue PSA for its flexibility, efficient and intuitive interface, customizable ticketing system, and comprehensive data upload interface.

  • Companies Seeking Integration
    Companies that need a single solution to streamline their IT Helpdesk, accounts team, and sales department can benefit from features like online agreement and order signing, recurring billing schedules, and a self-service portal for their Helpdesk

  • Cloud Services Providers
    These providers can use CloudBlue PSA to manage customers from opportunity to support, providing a comprehensive view of each customer, including quotes, orders, invoices, tickets, inventory, and projects

  • Small-Medium Sized Businesses
    These businesses can use CloudBlue PSA to streamline their transition from sales to production, improve client communication, and manage revenue and invoicing

06 CloudBlue PSA Reviews

4,6/5

CloudBlue PSA rating

4,5/5

Ease of use

4,5/5

Customer service

4,3/5

Value for money

9,54/5

Likelihood to recommend

4,4/5

Features

Leave a review
  • Lisa R

    Efficient Time Tracking Enhances Billing and Payroll Accuracy in CloudBlue PSA

    The time tracking feature in CloudBlue PSA is another highlight. It has helped us accurately track employee hours, leading to more accurate billing and payroll processing

    August 12, 2024

  • Tyler

    Comprehensive, Highly-Supported PSA Software with Full Capabilities

    I realized the need for a new system that would fully integrate all my business processes and accounting functions. I evaluated several other PSA solutions but found that Harmony surpassed them in several areas. Harmony offers more flexibility and I was particularly impressed with its efficient and intuitive interface. The Harmony Support Team has been outstanding, providing excellent customer service and ensuring that Harmony meets my needs. The ticketing system is highly customizable and the timesheet entry interface is the best I've ever seen. The customer portal delivers exactly what I need and the product modeling is where Harmony truly shines. It supports all the various revenue models, terms, sales units, etc. that I was looking for in a good PSA solution. The data upload interface is comprehensive and provides excellent error checking and validation, making data entry much easier than I anticipated. I've encountered a few minor bugs, but the team at Datalogic is quick to respond and resolve any issues with minimal impact.

    August 4, 2024

  • Gary

    Exceptional Customer Support from CloudBlue PSA Team

    I must mention the excellent customer support provided by the CloudBlue PSA team. They've been responsive and helpful whenever we've had queries or faced issues

    July 29, 2024

  • Soren G

    Seamless Scalability: CloudBlue PSA's Adaptive Solution for Growing Businesses

    I appreciate the software's scalability. As our business has grown, CloudBlue PSA has easily adapted to our changing needs

    July 21, 2024

  • Anouk M

    Streamlining Managed IT and Cloud Services with Cloudblue-PSA

    As a provider of Managed IT Services and Cloud Services at SCC ICT Services, we use a per unit pricing model for our growing client base. We looked into various helpdesk and Professional Service Automation tools to manage our customers and accounts. We considered many products, including top-tier ones, but found their integration challenging. However, HarmonyPSA met most of our needs in a single product, allowing us to manage customers from opportunity to support. Using a single product gives us a comprehensive view of each customer, including quotes, orders, invoices, tickets, inventory, and projects. This facilitates total customer management at all levels - technician, account manager, and director - consistently showing performance and income. HarmonyPSA is a continuously evolving SaaS-based solution, adapting to new requirements as technology changes service delivery methods. They are receptive to feedback, and depending on the changes, it often quickly finds its way into the release schedule.

    July 14, 2024

  • Evelyn B

    Optimizing Workforce Utilization: A Review of Resource Management Feature

    The software's resource management feature has been instrumental in optimizing our workforce utilization. We've been able to allocate resources effectively, avoiding over or under-utilization

    July 9, 2024

  • Betty

    Integrating HarmonyPSA into Our Business Operations

    We needed a system to integrate our entire company as our previous systems were more of a hindrance than a help. We sought a single solution to streamline our IT Helpdesk, accounts team, and sales department. After extensive research, we chose Harmony. It offered features like online agreement and order signing, recurring billing schedules, and a self-service portal for our Helpdesk. The support we received from Steve, James, and Simon during the implementation was exceptional. They were always friendly and willing to assist despite my constant queries. We've already seen improvements in our Accounts department, saving us hours each day. Our Sales department has also seen a significant impact, with a more accurate reflection of costs and profits. The Helpdesk now has more autonomy, allowing for quick and easy communication with customers. Although the implementation process was time-consuming, Harmony has proven to be a great addition. It provides a comprehensive overview of the entire company.

    June 29, 2024

  • Elizabeth D

    CloudBlue PSA Reporting Boosts Business Performance

    The reporting feature in CloudBlue PSA has provided us with valuable insights into our business performance. It has helped us make data-driven decisions that have improved our bottom line

    June 22, 2024

  • Orin S

    CloudBlue PSA's CRM Module Enhances Customer Relationships

    I am particularly impressed with CloudBlue PSA's customer relationship management (CRM) module. It has enabled us to maintain strong relationships with our clients by providing timely and personalized service

    June 15, 2024

  • Richard

    The PSA That Will Empty Your Wallet

    My experience with the cloudblue-psa software was disappointing. It felt like I was dealing with a group of used car salesmen, where deceptive tactics were common. I would advise anyone to stay as far away as possible. The graphical user interface is attractive and they will tell you about all the supposed features. However, in reality, it's nothing more than VaporWare. It looks good during the sales pitch, but once I signed up, the functionality was non-existent. All integrations are import-based and the support is extremely lacking. The training and implementation were poorly executed, with the implementers appearing clueless. The owner seems to know nothing about customer support or service, and seems more focused on getting rich quick.

    June 11, 2024

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