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CloudBlue PSA

The Most Complete PSA, Purpose-Built for Modern Cloud-Based MSPs.

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Overview

CloudBlue PSA (formerly HarmonyPSA) is a professional services automation solution designed for modern service providers. Built on the Salesforce platform, it provides a comprehensive suite of tools for managing the entire service lifecycle, from quoting and project management to billing and support, with a strong focus on cloud service delivery.

✨ Key Features

  • Quote-to-Cash Automation
  • Project Management
  • Service Desk (Tickets & SLAs)
  • Contract & Subscription Billing
  • Asset Management
  • Built on Salesforce Platform

🎯 Key Differentiators

  • Natively built on the Salesforce platform, offering deep CRM integration
  • Strong capabilities for managing subscription and consumption-based billing
  • Highly scalable and customizable

Unique Value: Delivers a complete, quote-to-cash PSA solution on the world's leading cloud platform, enabling unparalleled customization, scalability, and integration with sales processes.

🎯 Use Cases (4)

Managing complex, multi-stage projects Automating billing for cloud and subscription services Leveraging the Salesforce ecosystem for CRM and sales Scaling operations for enterprise-level service providers

✅ Best For

  • Integrated sales and service delivery workflows
  • Advanced subscription billing management

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small MSPs who do not need the power and complexity of the Salesforce platform.

🏆 Alternatives

FinancialForce PSA ConnectWise PSA Accelo

Leverages the full power of the Salesforce platform, which is a significant advantage for businesses that want a single, unified system for sales, service, and finance.

💻 Platforms

Web

🔌 Integrations

Salesforce QuickBooks Xero Microsoft 365 DocuSign

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Available tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ Salesforce Platform Certifications

💰 Pricing

Contact for pricing

✓ 30-day free trial

Free tier: N/A

Visit CloudBlue PSA Website →