CloudBlue PSA Reviews & Pricing

by CloudBlue | Acquired 2021, London, England

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PSA Software
MSP Software
Work Management Software
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What is CloudBlue PSA?

Industry Specialties: Serves all industries

CloudBlue PSA, formerly HarmonyPSA, is a professional services automation software. It provides simplified catalog management and expanded product reach. Manage product lifecycles from sales leads to contract renewals, on-premise or in the cloud.

Incorporate different time zones, currencies and tax jurisdictions for seamless international operations. Gain time by automating administrative tasks and integrating with existing workflows. With adaptive subscriptions and market-ready solutions, retain subscribers and brand the customer experience. Supply vendors with preconfigured tools while accessing new selling verticals.

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User Sentiment i

Based on 47 reviews:

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#8

CloudBlue PSA is ranked #8 on the top 10 PSA Software leaderboard based on a comprehensive analysis performed by SelectHub research analysts. Compare the leaders with our In-Depth Report.

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CloudBlue PSA Pricing

Based on our most recent analysis, CloudBlue PSA pricing starts at $9,000 (Monthly).

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Starting From: $9,000
Pricing Model: Monthly
Free Trial: No

Training Resources

CloudBlue PSA is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for CloudBlue PSA:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

CloudBlue PSA Benefits and Insights

Why use CloudBlue PSA?

Key differentiators & advantages of CloudBlue PSA

Streamlined Operations: CloudBlue PSA automates routine tasks, allowing businesses to focus on strategic initiatives rather than getting bogged down in day-to-day operations.
Enhanced Collaboration: The platform fosters teamwork by providing a centralized space for project management, ensuring all team members are on the same page and reducing the likelihood of miscommunication.
Improved Financial Management: With integrated time tracking and billing features, CloudBlue PSA simplifies the invoicing process and provides real-time visibility into financial performance, helping businesses manage their cash flow more effectively.
Increased Customer Satisfaction: By streamlining service delivery and enabling faster response times, CloudBlue PSA helps businesses improve their customer service, leading to higher satisfaction rates and repeat business.
Scalability: CloudBlue PSA supports businesses as they grow, easily adapting to increased workloads and more complex projects without the need for significant additional investment in IT infrastructure.
Data-Driven Decision Making: The software offers comprehensive reporting and analytics tools, giving businesses the insights they need to make informed decisions and optimize their operations.
Enhanced Resource Management: CloudBlue PSA provides tools for more effective resource allocation, ensuring that the right people are working on the right projects at the right time, thereby maximizing productivity.
Reduced IT Complexity: Being a cloud-based solution, CloudBlue PSA reduces the need for on-premise IT infrastructure and the associated maintenance, leading to lower IT costs and complexity.
Improved Project Visibility: The platform offers real-time updates on project progress, making it easier for managers to monitor deadlines, budgets, and overall project health, and to intervene promptly when necessary.
Customization and Integration: CloudBlue PSA can be customized to fit the unique needs of a business and integrates seamlessly with other tools and systems, enhancing workflow and productivity.
Security and Compliance: With robust security measures in place, CloudBlue PSA ensures that sensitive data is protected, helping businesses comply with regulatory requirements and giving them peace of mind.
Global Accessibility: Being cloud-based, CloudBlue PSA can be accessed from anywhere, at any time, enabling remote work and ensuring that team members can stay connected and productive regardless of their location.

CloudBlue PSA Reviews

Average customer reviews & user sentiment summary for CloudBlue PSA:

47 reviews

92%

of users would recommend this product

CloudBlue PSA has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

Synopsis of User Ratings and Reviews

Based on an aggregate of CloudBlue PSA reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Streamlined Billing: CloudBlue PSA helps automate recurring billing, invoicing, and payments, which can save time and reduce errors. It also offers usage-based billing capabilities, which can be helpful for businesses that sell cloud-based services.
Improved Project Management: The platform provides tools for managing projects, including task management, time tracking, and resource allocation. This can help businesses to stay on top of their projects and ensure that they are completed on time and within budget.
Enhanced Customer Support: CloudBlue PSA includes a ticketing system that can help businesses to track and resolve customer issues. It also offers a self-service portal that allows customers to submit tickets and track the status of their requests.
Integrations: CloudBlue PSA integrates with a variety of other business applications, such as accounting software, CRM systems, and marketing automation tools. This can help businesses to streamline their operations and improve efficiency.

Cons

Clunky UI: The user interface can feel outdated and cumbersome, making navigation and task completion less efficient than it could be. The platform's visual design and layout may appear dated compared to more modern software options.
Customization Challenges: Adapting the platform to specific workflows or unique business requirements can be difficult due to limitations in customization options. Users may find it challenging to tailor the system to their exact needs, potentially leading to workarounds or compromises in their processes.
Reporting Limitations: Generating reports or extracting meaningful insights from data may be hindered by limitations in the reporting capabilities. Users might encounter challenges in creating custom reports or accessing the specific data they need for analysis, potentially impacting decision-making processes.

Researcher's Summary:

CloudBlue PSA emerges as a compelling contender, particularly for tech and service-oriented companies. User feedback from the past year paints a picture of a platform celebrated for its user-friendly interface and robust feature set, encompassing project management, time tracking, billing, resource management, and customer relationship management. Reviewers frequently highlight the software's ability to centralize internal systems, streamlining operations from sales to production, enhancing client communication, and simplifying revenue and invoicing processes. The service desk workflows receive consistent praise for their efficiency and modern design, making CloudBlue PSA a top choice for businesses prioritizing streamlined operations.

However, no software is without its drawbacks. Some users note limitations in customizing screens for end-users, potentially leading to confusion among employees navigating unfamiliar fields and options. Additionally, while CloudBlue PSA offers integration capabilities, some reviewers express a desire for more extensive integration options with other systems. Despite these limitations, CloudBlue PSA stands out for its comprehensive customer management features, providing a holistic view of each client, including quotes, orders, invoices, tickets, inventory, and projects. This 360-degree perspective empowers businesses to manage customer relationships effectively at all levels. Ultimately, CloudBlue PSA appears best suited for small to medium-sized tech and service businesses seeking an affordable, user-friendly, and feature-rich solution to manage their operations and elevate customer satisfaction.

Key Features

Holistic Overview: Determine beneficial solutions through 360 degree views of tasks, clients and revenue. Use real-time updates of project pipelines or expenses to scale capability and examine customer metrics to track profitability.
Lead Analyzer: Generate leads automatically using website traffic data. Manage marketing analytics and track revenue from lead generation to contract renewal in one dashboard.
Adaptive Billing: Create flexible subscription plans or incentivize bundling products. Secure revenue by using auto-renewal and monitoring contractual changes. Automate billing processes and manage sales, finance and operational processes.
Public Supply Chain: Publish items on AWS, Azure and Google Cloud platforms. Maximize profit by offering XaaS bundles and set order parameters to streamline fulfillment and increase product availability.
Marketplace Management: Equip partners with a branded storefront and customized catalogs. Manage global sellers through unified onboarding and provide product training on co-sell items. Create shareable tools and network with new partners to expand customer segments.
Vendor Management: Collaborate with suppliers and enroll new vendors from one centralized place. Offer flexible contract options, create promotional packages and customize offer plans with existing distributors to drive engagement.
Inventory Management: Distribute product information with consistency across all channels. Align with competition by offering market-based price points.
RMM Functionality: Perform system analyses, sync assets or automatically manage tickets using integrated MSP software. Access reports or set system-wide policies such as alerts and canned responses to resolve concerns faster.

Suite Support

Email: [email protected]

Phone: (833) 228-5600.

Training: Train with designated experts for continued implementation and system updates.

Tickets: Information not specified.

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Awards

SelectHub research analysts have evaluated CloudBlue PSA and concluded it earns best-in-class honors for Customer Relationship Management (CRM). CloudBlue PSA stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Customer Relationship Management (CRM) Award