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Everyone

Harmony Business Systems

Jelly Bean

HarmonyPSA is the next generation of PSA software, supporting the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform and giving organizations a competitive edge.
 
Our new app gives you instant, easy access to your Harmony instance, allowing you total control over your business wherever you are. You don’t have to be tied to your desk to resolve support issues, update leads or manage quotes.
 
A much wider offering than similar apps in its field, HarmonyPSA is a complete mobile application, rich in features and functionality, ensuring it’s of use to both technicians and salespeople alike.
 
Using HarmonyPSA you can:
Manage your tickets - Create, respond, update and close tickets with ease. Search for tickets with full text search capability, complete check-lists and obtain client sign-off while on site.
Manage your time - View calendar bookings, close actions, start, pause and close timers. Fast and easy time management on the go.
Manage your expenses - Enter expenses, photograph receipts and submit them for approval. Billable, non-billable or overhead expenses in any currency.
Manage your sales leads - Update sales leads, post activity, convert leads to opportunities straight after the meeting.
Manage your sales pipeline - Create opportunities, update deal profiles, change opportunity stages, add activity posts and expenses. Never let opportunities go stale.
Manage your contacts - Add and update contacts, create and amend external users, update counterparty records, add or amend counterpart addresses and document preferences while you meet.
Manage your approvals - Need to approve quotes, expenses etc. while away from your desk, email notifications take you straight to the page while you are travelling.
Manage your client’s assets - Client assets can be found, updated, reviewed for ticket activity and the associated knowledge base articles read and guidance followed without needing desktop access.

Harmony PSA

Ultima versione di Harmony PSA