Pros from reviewers
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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
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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
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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
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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
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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.
Cons from reviewers
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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
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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
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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
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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
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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.
Main features
Starting Price
Free Plan
Project management
Time and expense tracking
Billing and invoicing
Resource management
Business intelligence
Starting Price
N/A
Free Plan
No
Project management
Time and expense tracking
Billing and invoicing
Resource management
Business intelligence
What is CloudBlue PSA?
How CloudBlue PSA compare to similar software?
Product
CloudBlue PSA
4.8
CloudBlue PSA reviews
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
Who is CloudBlue PSA best for according to our reviewers?
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
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
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
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.
CloudBlue PSA reviews
4.8
CloudBlue PSA rating
4.5
Ease of use
4.5
Customer service
4.3
Value for money
4.8
Likelihood to recommend
4.4
Features
6 CloudBlue PSA reviews
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Judith Jones
Boosting Team Productivity with Intuitive Software Features
its intuitive interface and robust features have significantly improved my team's productivity. The software's project management capabilities, for instance, have allowed us to streamline our workflows and deliver projects on time
May 12, 2024
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Jerry Johnson
Seamless Integration: Enhancing Operational Efficiency with CloudBlue PSA
The integration capabilities of CloudBlue PSA are commendable. We've been able to seamlessly connect it with our existing software systems, enhancing our operational efficiency
May 7, 2024
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Martinez
Adaptable and Robust APIs with CloudBlue PSA
The integration of Salesforce and ServiceMax didn't meet our needs, forcing us to conduct many processes outside the system and resulting in lost valuable information. Whenever we faced a problem, we had to gather all the facts before addressing the necessary questions to resolve issues, as all information was scattered. However, with Harmony, we can manage multiple quotes, despite our unique sales process, and all this information is readily available without manual input into Salesforce. We appreciate the ease of configuring this to our workflow without altering our business model to suit the product, and the ability to use the APIs. However, there are limitations in customizing screens for end-users, which can confuse some employees when faced with fields and choices they don't use. We chose CloudBlue PSA because its service desk workflows were superior to all others. The API calls demonstrated that the code is modern and efficient, which is crucial for us as we need the ability to make API calls.
April 27, 2024
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Hannah Jones
CloudBlue PSA: Exceptional Business Process Management Tool
I have found CloudBlue PSA to be an exceptional tool for managing my business processes
April 21, 2024
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Hollis
HarmonyPSA: A Modern, Agile PSA with Comprehensive Features and Excellent Support
I use HarmonyPSA for Managed IT services and it fulfills all our needs including CRM, service desk, sales, purchasing, billing, invoicing, and asset management. After two decades of using in-house solutions, we finally found a third-party solution that meets all our requirements. HarmonyPSA is the only PSA that met our needs for a modern, powerful service desk. Most other PSA solutions were ruled out because they didn't support HTML in ticket comments. HarmonyPSA uses modern technology and a responsive web design, making it compatible with all devices and screen sizes. Their contract management handles all our recurring billing, including edge cases. The sales, quoting, and purchasing features are flexible and have plenty of approval and release stages to facilitate an organized workflow and delegation of duties among our team. Dynamic URL links and editable HTML templates allow for customization and integrations. Despite having a small team, their staff is very knowledgeable about the product.
April 16, 2024
