Why CloudBlue PSA?

Gain full visibility of sales, finance and operations.

CloudBlue PSA, built from the ground up for modern MSPs, provides a comprehensive feature set designed to simplify managed services management with intelligent automation for time consuming and complex business processes, including contract profitability tracking, billing reconciliation and more.

As a managed service provider, you may be experiencing a lack of end-to-end visibility of your business operations, the difficulty of monitoring contract profitability, and the burden of time-consuming and complex billing reconciliation. CloudBlue PSA is packed with features that resolve these challenges and more through the power of intelligent automation.

As all-in-one professional services automation software, CloudBlue PSA provides complete visibility into your entire business from quote to cash—all in a single-pane-of-glass view. Designed for today’s MSPs, this solution integrates sales, finance and operational systems into a single system for enhanced efficiency and communication across departments.

With CloudBlue PSA, you can modernize your business with PSA software purpose-built for tracking contract profitability, rather than only supporting break-fix business models. Plus, you can choose to integrate CloudBlue PSA with all of Ingram Micro and leverage 20+ additional integrations.

Key benefitsIncrease efficiency with intelligent automation from quote to cash.

Improve communication with one integrated system for sales, operations and finance.

Make better decisions with full visibility of your business in a single-pane-of-glass view.

Enhance revenue by integrating purchasing in one place for faster transactions.

Monitor financials with contract profitability tracking software purpose-built for MSPs.

CloudBlue Confidential © 2021 Ingram Micro Cloud. All rights reserved

Automate simplicity.

D A T A S H E E T

Gain visibility from quote to cash

Scale by serving global customers

Enhance productivity by centralizing your tools

Save time on billing reconciliation

Enhance customer service and project management

Monitor the sales cycle with a full CRM

Monitor contract profitability in real time

Extend your solution further with flexible options

Automate contract management

Increase revenue by expanding your offerings

Combine sales, provisioning, billing reconciliation, support systems and more in a single solution to see and work with everything in one place, increasing efficiency and productivity.

Simplify multi-country operations with built-in support for multiple languages, multi-currencies, date formats and decimals, along with the ability to model VAT and sales tax systems.

Streamline work with built-in integrations to some of the top tools for MSPs, including remote monitoring and management software, payment systems, accounting systems and office tools.

Leverage automated invoicing with advanced billing models for both in-advance recurring (committed) billing and in-arrears pay-as-you-go (PAYG) metered billing.

Leverage a world-class service desk and comprehensive project management features, including intelligent ticketing, change orders, budget identification, time recording and more.

Track customers through the sales funnel from leads to opportunities, and automatically create quotes, sales orders and purchase orders for customers.

View customer- and contract-level profit-trend graphs that drill down to transaction level to keep your project performance on track with no additional work.

Enhance your PSA solution even more if you choose with extensive configuration capabilities using the rules engine, custom fields, templating, APIs and webhooks.

Streamline contract lifecycle management with full AR and AP capabilities for support, cloud services, hardware and software sales, projects and professional services, and more.

Choose to integrate with all of Ingram Micro to centralize purchasing in one place for faster and easier transactions.

CloudBlue Confidential © 2021 Ingram Micro Cloud. All rights reserved

How you’ll benefit

Get started nowSee how CloudBlue PSA can help your business save time, reduce costs, improve accuracy and increase profitability. Sign up today for a demo at www.harmonypsa.com/product.