HarmonyPSA

HarmonyPSA

La última generación de automatización de servicios profesionales.

4.5/5 (17 reviews)

HarmonyPSA Overview

HarmonyPSA es una solución PSA con todas las funciones que incorpora un centro de atención completo, CRM y back-end de contabilidad, además de la funcionalidad de PSA central.

La funcionalidad de centro de atención sin compromiso de Harmony tiene una gran capacidad de configuración integrada. Te permite desarrollar tipos de tickets ilimitados con flujos de trabajo personalizados, reglas de enrutamiento y subprocesamiento de correo electrónico sin problemas, además de respaldar husos horarios, supervisión y escalado de SLA. Su portal de cliente totalmente personalizable les permite a las empresas tomar el control completo de su puerta de entrada sin necesidad de gastar más dinero. Todo esto está disponible en una interfaz de usuario independiente del dispositivo: todas las funciones de Harmony están disponibles en la nube, desde una computadora de escritorio hasta un teléfono móvil.

Pero lo que hace que Harmony sea realmente diferente es que, además de gestionar estos flujos de trabajo operativos, cuenta con un back-end de contabilidad inteligente que automatiza el back-office y elimina los errores de facturación y contabilidad. Con acceso fácil a informes completos de inteligencia comercial y administración completa del ciclo de vida empresarial, desde el cliente potencial hasta el cobro y la contabilidad, HarmonyPSA es una solución de PSA de gran tamaño que se parece más a un ERP para empresas de tecnología.

Pricing

Starting from
N/A
Pricing options
Free Trial
Suscripción
Value for money

Devices

Business size

S
M
L

Markets

Australia, Brasil, Canadá, Europa, Alemania and 5 others, Japón, Latinoamérica, México, África y Oriente Medio, Reino Unido

Supported Languages

Neerlandés, Inglés, Francés, Alemán, Portugués, Español

HarmonyPSA Reviews

Overall rating
4.5/5
94% positive reviews
11
Excellent
5
Very good
0
Average
0
Poor
1
Terrible
Natalie T.
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HarmonyPSA intergration into our company

Used Daily for 1-5 months
Reviewed on 18/4/2017
Review Source: Capterra

We wanted a system that integrated the whole company. We were disjointed and our systems were hindering our progress rather than aiding us. So we wanted to be on a one-solution system that allowed us to work as an IT Helpdesk but also as an accounts team eliminating some of the stresses of recurring billing and a sales department that was spending time completing manual quotes with potential errors.

We trialled Harmony and a competitor after doing lots of research into products that would best suit our needs.  We chose Harmony as it felt like the best fit for our needs and ticked a lot of boxes. In particular being able to sign agreements and orders online allows us to have a clear audit trial and stops things getting missed, the recurring billing schedules means that manual invoices every month of the same items are no longer created and the Helpdesk can operate a self-service portal where customers can check on tickets and assign their own priorities to tickets and bring automation onto many of the roles.

The support we have received, in particular from Steve, James and Simon has been fantastic and really helped out whilst I have been implementing the system. They must be sick of all my emails constantly asking them questions but they are always really friendly and happy to assist.

We can already see an improvement to the time spent in Accounts to a point where it is saving hours per day. In Sales, it has had a massive impact on how quotes are sent out. Giving a true reflection on costs and profits and the Helpdesk has a lot more autonomy to hand so that simple tasks like email templates or how to guides can be quickly and easily sent to a customer. There has been a lot of time spent implementing but so far Harmony is a great addition

Pros

The software fits the whole company rather than just a department giving a full overview to the company. The cloud solution means we can access it anywhere and is mobile optimised to be used on the go.

Cons

As the product is an off the shelf solution, there are limitations to what the software can do but we have made adjustments and work arounds to implement into our company.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Dan H.
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HarmonyPSA is a modern, agile PSA with all the features and great support.

Used Daily for 1-5 months
Reviewed on 23/5/2019
Review Source: Capterra

We are using HarmonyPSA for Managed IT services. The CRM, service desk, sales, purchasing, billing, invoicing, asset management are all important to us. We used homegrown solutions for 20 years before we finally found a 3rd party solution that addressed all our requirements.

Pros

A modern, powerful service desk is a priority for us. HarmonyPSA was literally the only PSA we found that met our requirements. Sadly, the simple question, "Can we put HTML in ticket comments?" eliminated almost the whole pack of PSA solutions out there, including the industry leaders.

HarmonyPSA uses a modern technology stack and a responsive web design so it works on all devices and screen sizes.

Their contract management handles all our recurring billing, including the edge cases.

The sales, quoting, and purchasing features are flexible and built with plenty of approval and release stages to facilitate an organized work flow and delegation of duties amongst our team.

Dynamic URL links and editable HTML templates make customization and integrations possible.

They have a relatively small team, but their staff is intimately knowledgeable about the product, and any support requests are fulfilled quickly.

Cons

Documentation and help videos could be better. I get the impression it's not a priority as they are growing and adding features so quickly.

We're in the US and HarmonyPSA is headquartered in Britain, so we had to deal with the time change while onboarding.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jon B.
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Managed and Cloud Services Provider

Used Daily for 1-5 months
Reviewed on 9/9/2016
Review Source

SCC ICT Services provides Managed IT Services and Cloud Services to a growing number of organisations using a per unit pricing model for services. We looked at several helpdesk and Professional Service Automation tools to assist us with managing customers and our accounts. We looked at several products including best of breed in several spaces however integration was going to prove challenging. HarmonyPSA met the majority of our requirements in a single product allowing us to manage customers from opportunity through to support.

Pros

The use of a single product allows for us to see everything about each of our customers including quotes, orders, invoices, tickets, inventory and projects. The single view throughout the system allows total customer management from a technician, account manager and director level showing performance and income consistently. HarmonyPSA is constantly evolving as a SaaS based solution meeting new requirements as technology changes the way that services are delivered.
Feedback is always welcomed and depending on the changes soon finds its way into the release schedule.

Cons

Integration with external tools is new and a little young however hopefully this will mature and extend its reach. The rapid development does lead to some inconsistencies through the solution and documentation can be a little behind the release schedule due to the agile development methods used however this does not impact on the benefits of the approach.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Sophie L.
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A perfect fit, and great customer service.

Reviewed on 6/3/2015
Review Source

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.

Bryan C.
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Innovative, Flexible, and Customizable: HarmonyPSA is the best on the market

Used Daily for 1-5 months
Reviewed on 14/2/2017
Review Source: Capterra

Harmony is a fully featured, and incredibly well supported PSA software.

Our platform team had spent countless hours investigating the best possible solution for our unique requirements. We were drawn to HarmonyPSA for countless reasons, and ultimately made the choice to migrate to Harmony. Migrating from one software to another is no easy task, however, Harmony's systems made for easy upload, while their support team was with us every step of the way. This is impressive given we're a company based out of Canada, and despite there being a large time difference, Harmony's Support Team delivered, with no lapse in service.

Since we've migrated to HarmonyPSA, we've witnessed huge improvements in time savings, and overall workflow. Team Datalogic's innovative culture brings light to some industry leading features, such as kanban boards. Process integrated board functionalities are huge improvements, and we're excited to see more new features and installments such as this one. Harmony is also flexible. The ability to retrace steps, or downloaded almost anything to .CSV format, to name a few, is an amazing feature. Customization? it's limitless! When it comes to how our invoice templates look, time-backing sheets, or email notifications for example, the ability to customize to our brand or tailor and automate them to our needs is an amazing feature that we may very well not had had with other software. So many pros to HarmonyPSA, and we're extremely happy to have migrated.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

HarmonyPSA Pricing

Starting from
N/A
Pricing options
Free Trial
Suscripción
Value for money

HarmonyPSA Features

  • API
  • Auditoría
  • Campos personalizables
  • Creación de informes en tiempo real
  • Creación de informes personalizables
  • Creación de informes y estadísticas
  • Datos en tiempo real
  • Gestión de facturas
  • Gestión de flujos de trabajo
  • Gestión de inventarios
  • Importación y exportación de datos
  • Integración de terceros
  • Notificaciones automáticas
  • Panel de actividades
  • Registro de auditoría
  • Seguimiento de actividades
  • Seguimiento de inventario

  • Almacenamiento de documentos
  • Gestión de la conformidad
  • Supervisión

Categories

Software para análisis predictivo de calificación de clientes potenciales Software para gestión de gastos Software para administración de clientes potenciales Software para gestión de contactos Software para administración de procesos empresariales (BPM) Software para creación de informes financieros Software para gestión del rendimiento empresarial Software para Asistencia al cliente Software para gestión de clientes (CRM) Software para facturación Software para seguimiento de tiempo y gastos Software para gestión de clientes Software para Contabilidad y finanzas Software para gestión y planificación de proyectos Software para atención y asistencia al cliente Software para facturación médica Software para Sanidad y medicamentos Software para facturación jurídica Software para Derecho Software para atención al cliente Software para Gestión de clientes en línea Software para gestión de operaciones Software para Cuentas que pagar Software para gestión de personal Software para Recursos Humanos y relaciones laborales Software para Gestión de TI Software para Venta de entrada y asistencia técnica Software para gestión de servicios informáticos (ITSM) Software para Publicidad Software para Marketing Software para Suite de aplicaciones Software para Colaboración Software para planificación de recursos empresariales (ERP) Software para Gestión de activos informáticos Software para Automatización de servicios profesionales (PSA) Software para gestión de proyectos Software para Ventas Software para Presupuestos Software para consultoría Software para Servicios profesionales Software para otras industrias Software para gestión de contratos Software para Tasa de producción empresarial Software para Proyecto de colaboración Software para gestión de tareas Software para Seguimiento temporal Software para Gestión de cartera de proyectos Software para gestión de suscripciones y facturación recurrente Software para Sitios web y comercio electrónico Software para Seguimiento de problemas Software para gestión de empresas Software para gestión de pedidos Software para gestión de proyectos visuales Software para Publicidad gráfica Software para Proveedores de servicios (MSP) Software para Gestión de clientes de construcción Software para Construcción Software para Gestión de TI Software para gestión de productos Software para gestión de contratistas Software para Gestión de proyectos informáticos Software para Servicio informático Software para gestión financiera Software para gestión de recursos Software para Gestión de clientes para banca

HarmonyPSA FAQs

Below are some frequently asked questions for HarmonyPSA.

Q. What type of pricing plans does HarmonyPSA offer?

HarmonyPSA offers the following pricing plans:

Pricing model: Suscripción

Free Trial: Disponible

Q. What are the main features of HarmonyPSA?

We do not have any information about HarmonyPSA features

Q. Who are the typical users of HarmonyPSA?

HarmonyPSA has the following typical customers:

Empresas Grandes, Empresas medianas, Administraciones públicas, Empresas pequeñas

Q. What languages does HarmonyPSA support?

HarmonyPSA supports the following languages:

Neerlandés, Inglés, Francés, Alemán, Portugués, Español

Q. What type of pricing plans does HarmonyPSA offer?

HarmonyPSA has the following pricing plans:

Suscripción

Q. Does HarmonyPSA support mobile devices?

We do not have any information about what devices HarmonyPSA supports

Q. What other apps does HarmonyPSA integrate with?

HarmonyPSA integrates with the following applications:

G Suite, HubSpot Marketing, JIRA Software, Mailchimp, QuickBooks Online, RingCentral, SYSPRO, Sage Accounting, SharePoint, Xero

Q. What level of support does HarmonyPSA offer?

HarmonyPSA offers the following support options:

Preguntas frecuentes, Base de conocimientos, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo