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What is CloudBlue PSA?

Envision an all-encompassing platform that eradicates handoffs, eliminates the need for data re-entry, and mitigates the risk of using outdated information, ensuring that every detail is accounted for. This professional services automation (PSA) software emphasizes process automation, requiring user engagement solely for activities that add value rather than for administrative tasks. By providing the essential data for insightful business systems analysis, it enhances your decision-making capabilities. The cloud-based PSA solution is crafted to be adaptable, meeting your specific needs seamlessly. With our free mobile applications available for both Android and Apple devices, you can conveniently access CloudBlue PSA anytime and anywhere. Improve your customer service experience with a high-quality service desk that empowers your services organization to reach its utmost potential. CloudBlue PSA boasts fully customizable Kanban boards that extend across the entire system, encompassing everything from Sales to Finance. Core business processes can be visualized quickly, whether for sharing with teams or keeping confidential, based on your discretion. With updates aligned with process changes, you can confidently rely on the information being accurate and current, which fosters a more productive working atmosphere. This innovative solution not only revolutionizes the management of your professional services but also simplifies and enhances efficiency like never before, ensuring that you stay ahead in a competitive landscape.

What is Beyond Software?

Manage all stages of your projects, beginning with the initial concept and culminating in final implementation, by leveraging a cloud-based Professional Services Automation (PSA) platform provided by Beyond Software. This cutting-edge solution is designed to help organizations boost both productivity and profitability by merging project management with financial accounting functionalities. Beyond Software offers a wide range of modules that support the expansion of professional services companies, including features for financial management, project accounting, time and expense tracking, invoicing, resource allocation, and comprehensive analytical dashboards and reporting tools. By employing these solutions, businesses can achieve greater visibility into their operations and make strategic decisions that promote growth and efficiency. As organizations navigate their project lifecycles, they can harness the full potential of integrated tools to optimize performance and enhance their competitive edge in the market.

Media

Media

Integrations Supported

AdRoll
Datto RMM
Datto Workplace
Facebook
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
Mesh
Microsoft Outlook
Microsoft SharePoint
N‑able N-sight RMM
QuickBooks Online Advanced
RingCentral RingEX
Sage Business Cloud Accounting
Slack
Unbounce
Xero

Integrations Supported

AdRoll
Datto RMM
Datto Workplace
Facebook
Google Workspace
HubSpot CRM
HubSpot Customer Platform
Jira
Jira Work Management
Mesh
Microsoft Outlook
Microsoft SharePoint
N‑able N-sight RMM
QuickBooks Online Advanced
RingCentral RingEX
Sage Business Cloud Accounting
Slack
Unbounce
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CloudBlue PSA

Date Founded

2007

Company Location

United Kingdom

Company Website

www.cloudbluepsa.com

Company Facts

Organization Name

Beyond Software

Date Founded

2008

Company Location

United States

Company Website

www.beyondsoftware.com

Categories and Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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