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CloudBlue PSA

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CloudBlue PSA Evaluation Snapshot

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User RatingNot rated yet
Starting PriceContact Vendor
Free TrialAvailable
Free VersionNot available
APINot available
DeploymentCloud Hosted, Deployment Type
HeadquartersUnited States
✎
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Product Overview

CloudBlue PSA Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About CloudBlue PSA

CloudBlue PSA (Professional Services Automation) is a comprehensive contract management software designed to streamline and automate service contracts within businesses. This platform allows businesses to manage the entire contract lifecycle, from creation to execution and renewal, all within a single, unified system. With CloudBlue PSA, users can easily track contract milestones, manage compliance, and ensure timely renewals, minimizing the risk of missed deadlines or penalties. The software includes tools for document management, contract analytics, and reporting, allowing teams to quickly assess contract performance and identify areas for improvement. CloudBlue PSA also integrates with other business systems, including CRM, accounting, and project management tools, providing a holistic view of contract status across departments. With automated reminders, customizable workflows, and secure storage, CloudBlue PSA ensures that businesses can efficiently manage service contracts and enhance collaboration, ultimately leading to improved contract governance and better business outcomes.
Company Ingram Micro
Founded 2006
Headquarters United States
Employees NA

Support

Email Phone Chat Knowledge Base FAQs/Forum

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted On-Premise Web-Based iPhone Android Windows Linux

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 3 languages available
English German Spanish
Industries Served 3 industries available
Computer Hardware Hospital & Health Care Information Technology & Services
Category-Based Capabilities

CloudBlue PSA Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Accounts Payable Software 17 selected features Open category ↗ ⌄
Invoice Processing Approval Process Control Electronic Payments Vendor Management Expense Tracking Tax Calculation Compliance Management Fraud Detection Document Management Multi-Currency Receipt Management ACH Payment Processing Recurring Payments Duplicate Payment Alert Purchase Order Management PO Reconciliation Supplier Management
Business Performance Management Software 21 selected features Open category ↗ ⌄
Scorecards Visual Analytics Key Performance Indicators Trend Analysis Budgeting/Forecasting Reporting/Analytics Progress Tracking Predictive Analytics Performance Metrics Financial Management Ad hoc Reporting Dashboard Data Visualization Strategic Planning Goal Setting/Tracking Data Management Collaboration Tools Data Extraction KPI Monitoring Benchmarking Activity Planning
Business Management Software 28 selected features Open category ↗ ⌄
Performance Metrics Inventory Management Purchasing & Receiving Calendar Management Quotes/Estimates Contact Management Customizable Fields Employee Management Training Management Workflow Management Accounting Financial Management Marketing Automation Task Management Client Management Project Management Billing & Invoicing Third Party Integrations Access Controls/Permissions CRM Point of Sale (POS) Document Management Email Management Purchase Order Management Order Management Time & Expense Tracking Invoice Management Client Portal
Order Management Software 30 selected features Open category ↗ ⌄
Order Fulfillment Shipping Management Returns Management Cataloging/Categorization Reporting/Analytics Recurring Orders Special Order Management Contact Database Backorder Management Order Entry Order Tracking Barcode/Ticket Scanning Shipping Labels Multi-Currency Warehouse Management Billing & Invoicing Real Time Reporting Inventory Management Multi-Location eCommerce Management Customer History Sales Orders Discount Management Purchase Order Management Multi-Channel Management Supplier Management Accounting Integration Product Catalog Quotes/Estimates Forecasting
Time Tracking Software 31 selected features Open category ↗ ⌄
Billable & Non-Billable Hours Reporting/Analytics Approval Process Control Payroll Management Vacation/Leave Tracking Employee Scheduling Attendance Tracking Calendar Management Employee Time Tracking Online Time Tracking Mobile Time Tracking Time & Expense Tracking Task Management Clock In/Out Timesheet Management Offline Time Tracking Alerts/Notifications Leave Tracking Project Tracking Employee Database Reminders Sick Leave Tracking Overtime Calculation Project Management Real Time Updates Automatic Time Capture Employee Management Billing & Invoicing Time Off Requests Accounting Integration Online Time Clock
Workforce Management Software 30 selected features Open category ↗ ⌄
Performance Metrics Compliance Tracking Attendance Management Sick Leave Tracking Recruitment Management Reporting/Analytics Real Time Notifications Employee Management Time & Attendance Employee Scheduling Reminders Clock In/Out Approval Process Control Timesheet Management Employee Database Calendar Management Performance Management Shift Swapping Time Off Management Payroll Management Budgeting/Forecasting Self Service Portal Activity Tracking Vacation/Leave Tracking Skills Tracking Time Off Requests Document Storage Labor Forecasting Automated Scheduling Employee Onboarding
Product Management Software 32 selected features Open category ↗ ⌄
Surveys & Feedback Product Lifecycle Management Single Sign On Real Time Updates Communication Management Deadline Management Release Planning Activity Dashboard Projections Document Storage Idea Management Customer Journey Mapping Task Management Multiple Projects Product Roadmapping Reporting/Analytics Project Workflow Project Time Tracking Resource Management Status Tracking Project Tracking Calendar Management Prioritization Gantt/Timeline View Planning Tools Milestone Tracking Requirements Management Project Management Collaboration Tools Real Time Data @mentions Email Management
Professional Services Automation Software 29 selected features Open category ↗ ⌄
Portfolio Management Quotes/Estimates Gantt/Timeline View Activity Tracking Multiple Projects Proposal Generation Billing & Invoicing Task Management Real Time Reporting Project Management Document Management Forecasting Approval Process Control Performance Metrics Resource Management Project Planning Billable Items Tracking Collaboration Tools Task Scheduling Email Management CRM Project Time Tracking Project Tracking Client Portal Timesheet Management Progress Tracking Time & Expense Tracking Calendar Management Accounting Integration
Project Management Software 32 selected features Open category ↗ ⌄
Milestone Tracking Testing/QA Management Time & Expense Tracking Projections Alerts/Notifications Calendar Management Project Planning Project Scheduling Issue Management Billing & Invoicing Gantt/Timeline View Client Portal Kanban Board Collaboration Tools File Sharing Prioritization Risk Management Traditional Methodologies Task Management Status Tracking Resource Management Budget Management Task Progress Tracking Commenting/Notes Document Management Portfolio Management Agile Methodologies Activity Dashboard Idea Management Project Tracking Multiple Projects Real Time Updates
MSP Software 29 selected features Open category ↗ ⌄
Help Desk Management Event Logs CRM Activity Tracking Server Monitoring Issue Management Self Service Portal Billing & Invoicing Configuration Management Dashboard Compliance Management Real Time Updates Project Management Patch Management SLA Management Remote Monitoring & Management Backup and Recovery Inventory Management Support Ticket Management Incident Management Maintenance Scheduling Policy Management Anti Virus IT Asset Tracking Task Management Real Time Analytics Performance Metrics Active Directory Integration Contract/License Management
Business Process Management Software 26 selected features Open category ↗ ⌄
Business Process Automation Drag & Drop Access Controls/Permissions Reporting/Analytics Configurable Workflow Process Change Tracking Business Process Control Forms Management Customizable Templates Workflow Management No-Code Third Party Integrations Approval Process Control Collaboration Tools Document Storage Process Modeling & Designing Task Management Audit Trail Customizable Fields Monitoring Email Management Data Visualization Calendar Management User Management Graphical Workflow Editor Forms Automation
Workflow Management Software 29 selected features Open category ↗ ⌄
Approval Process Control Reporting/Analytics Activity Dashboard Activity Tracking Role-Based Permissions Calendar Management Compliance Tracking Alerts/Notifications No-Code Email Management Real Time Notifications Collaboration Tools Document Storage Real Time Reporting Rules-Based Workflow Graphical Workflow Editor Task Management Search/Filter Monitoring Progress Tracking Document Management Drag & Drop Template Management Workflow Configuration Business Process Automation Commenting/Notes Access Controls/Permissions Forms Management Project Workflow
Enterprise Resource Planning (ERP) Software 23 selected features Open category ↗ ⌄
Enterprise Asset Management Purchase Order Management Integrated Business Operations Accounting Order Management Inventory Management Bills of Material Time & Expense Tracking HR Management Distribution Management Task Management Financial Analysis Billing & Invoicing Forecasting Project Management Workflow Management Multi-Location Customer Database Reporting/Analytics Supply Chain Management CRM Document Management Payroll Management
Customer Service Software 25 selected features Open category ↗ ⌄
Performance Metrics Appointment Management Real Time Notifications Customer Segmentation Employee Management Queue Management Virtual Assistant Customer History Call Routing SMS Messaging Email Management Voice Mail Call Center Management Knowledge Base Management Multi-Channel Communication Live Chat Activity Tracking Self Service Portal Alerts/Escalation Auto-Responders Support Ticket Management Engagement Tracking Surveys & Feedback Social Media Integration Contact Management
Help Desk Software 26 selected features Open category ↗ ⌄
Automated Routing Call Center Management Real-Time Chat Performance Metrics Customer Database Self Service Portal SLA Management CRM Real Time Notifications Multi-Channel Communication Support Ticket Management Surveys & Feedback Document Storage Social Media Integration Alerts/Escalation Prioritization Workflow Configuration Ticket Management Reporting/Analytics Access Controls/Permissions IT Asset Management Email Management Customer History Interaction Tracking Knowledge Base Management Remote Access/Control
ITSM Software 30 selected features Open category ↗ ⌄
Service Catalog Alerts/Escalation Multi-Channel Communication Configuration Management Inventory Management Approval Process Control Contract/License Management Asset Tracking Prioritization Activity Tracking Change Management Knowledge Base Management Self Service Portal Incident Management Alerts/Notifications Chat/Messaging Project Management SLA Management Access Controls/Permissions Problem Management Availability Management Support Ticket Management Surveys & Feedback Help Desk Management Capacity Management Release Management Asset Lifecycle Management Task Management Audit Trail Remote Access & Monitoring
IT Management Software 29 selected features Open category ↗ ⌄
Change Management SLA Management Activity Tracking Knowledge Management Dashboard Audit Management Self Service Portal Patch Management Capacity Management Configuration Management License Management Alerts/Notifications Inventory Management Compliance Management Remote Access/Control Server Monitoring Event Logs Task Management Incident Management SSL Security Audit Trail Access Controls/Permissions Ticket Management Maintenance Scheduling Chat/Messaging Issue Auditing IT Asset Tracking IT Risk Management Network Security
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Expense Management Software 24 selected features Open category ↗ ⌄
Mileage Tracking Corporate Card Budgeting/Forecasting Audit Trail Reimbursement Management Credit Card Management Policy Management Multi-Currency Real Time Notifications Timesheet Management Compliance Management Expense Claims Real Time Updates Reporting & Statistics Fraud Detection Receipt Management Electronic Payments Financial Analysis Spend Control Time & Expense Tracking Invoice Management Approval Process Control Accounting Integration Activity Dashboard
Task Management Software 30 selected features Open category ↗ ⌄
Task Scheduling Task Editing/Updating Task Progress Tracking Commenting/Notes Calendar Management Real Time Notifications Gantt/Timeline View Create Subtasks Gamification Activity Tracking Prioritization Collaboration Tools To-Do List Project Planning Reporting/Analytics Document Management Task Board View Alerts/Notifications Assignment Management Status Tracking Email Management Recurring Tasks Project Tracking Time Tracking Task Tagging Deadline Management File Management Spreadsheet View Parent Task Search/Filter
IT Project Management Software 29 selected features Open category ↗ ⌄
Requirements Management Commenting/Notes Access Controls/Permissions Milestone Tracking Issue Management Project Planning Calendar Management Status Tracking Scrum Project Management Drag & Drop Document Management Portfolio Management Collaboration Tools Real Time Reporting Product Roadmapping Time & Expense Tracking Real Time Notifications Prioritization Gantt/Timeline View Search/Filter Testing/QA Management Resource Management Task Management Project Tracking Agile Methodologies Budget Management Kanban Board Change Management Release Management
Project Portfolio Management Software 30 selected features Open category ↗ ⌄
Milestone Tracking Time & Expense Tracking Portfolio Management Change Management Dashboard Collaboration Tools Resource Management Risk Management Budgeting/Forecasting Requirements Management Reporting/Analytics Prioritization Task Scheduling Planning Tools Project Planning Projections Progress Tracking Project Tracking Commenting/Notes Task Management Document Management Project Time Tracking Deadline Management Timesheet Management Calendar Management Gantt/Timeline View Resource Allocation & Planning Assignment Management Kanban Board Agile Methodologies
Issue Tracking Software 27 selected features Open category ↗ ⌄
Issue Scheduling Customizable Reports Real Time Notifications Chat/Messaging Help Desk Management Assignment Management Task Management Collaboration Tools Role-Based Permissions Commenting/Notes Ticket Management Alerts/Notifications Projections Multi-Channel Communication Recurring Issues Issue Tracking Knowledge Base Management Email Management Support Ticket Tracking Monitoring Project Management Issue Auditing Prioritization Task Progress Tracking Self Service Portal Surveys & Feedback SLA Management
Resource Management Software 27 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Resource Allocation Progress Tracking Real Time Updates Resource Scheduling Approval Process Control Collaboration Tools Project Planning Timesheet Management Time & Expense Tracking Skills Tracking Gantt/Timeline View Multiple Projects Document Management Forecasting Utilization Reporting Calendar Management Assignment Management Resource Request Project Management Task Management Prioritization Capacity Management Projections Real Time Data Commenting/Notes
Advertising Agency Software 19 selected features Open category ↗ ⌄
Calendar Management Collaboration Tools File Sharing Prioritization Project Management Project Tracking Task Management Task Progress Tracking Task Scheduling Time Tracking Campaign Management Commenting/Notes Email Management Reminders Status Tracking Deadline Management Billing & Invoicing Client Management Resource Management
Employee Scheduling Software 27 selected features Open category ↗ ⌄
Vacation/Leave Tracking Employee Scheduling Sick Leave Tracking Messaging Reporting/Analytics Clock In/Out Reminders Mobile Alerts Schedule Distribution Payroll Management Timesheet Management Employee Portal Shift Swapping Calendar Management Self Service Portal Availability Management Real Time Updates GPS Employee Management Multi-Location Task Scheduling Overtime Calculation Access Controls/Permissions Employee Database Compliance Management Activity Tracking Attendance Management
Billing and Invoicing Software 18 selected features Open category ↗ ⌄
Mobile Payments Billing Portal Project Billing Tax Calculation Multi-Currency Reporting & Statistics Contact Database Third-Party Integrations Credit Card Processing Customizable Invoices Time & Expense Tracking Invoice Processing Reminders Payment Processing Document Management Hourly Billing Contingency Billing Quotes/Estimates
Contract Management Software 17 selected features Open category ↗ ⌄
Version Control Completion Tracking Team Collaboration Audit Trail Contact Management Compliance Tracking Electronic Signature Workflow Management Digital Signature Data Extraction Customizable Branding Pre-built Templates Approval Process Control Full Text Search Document Storage Reminders CRM
Contractor Management Software 13 selected features Open category ↗ ⌄
Subcontractor Management Contractor Database Safety Management Qualification Tracking Scheduling Job Management Document Management Budgeting/Forecasting Timesheet Management Multiple Projects Bid Management Compliance Management Project Tracking
Display Advertising Software 8 selected features Open category ↗ ⌄
A/B Testing Heatmaps Behavior Analytics Cross Channel Attribution Personalization Retargeting Ads Dynamic Content Audience Targeting
Financial Management Software 15 selected features Open category ↗ ⌄
Tax Management Financial Reporting Data Visualization Financial Analysis Compliance Management Bank Reconciliation Consolidation/Roll-Up Dashboard Creation Budgeting/Forecasting Revenue Recognition Cash Management Accounting Investment Management Real-Time Data Data Import/Export
Financial Reporting Software 19 selected features Open category ↗ ⌄
Cash Management Expense Tracking Multi-Currency What If Scenarios Customizable Reports Billing & Invoicing Data Import/Export Financial Management Consolidation/Roll-Up Activity Dashboard Bank Reconciliation Audit Trail Forecasting Third-Party Integrations Budgeting/Forecasting Data Visualization Reporting/Analytics Multi-Company Financial Analysis
IT Asset Management Software 16 selected features Open category ↗ ⌄
Contract/License Management Compliance Tracking Cost Tracking Procurement Management Supplier Management Configuration Management Asset Tracking Maintenance Management Reporting/Analytics Audit Management Inventory Management Change Management Requisition Management Support Ticket Management Barcode/Ticket Scanning Alerts/Notifications
IT Service Software 19 selected features Open category ↗ ⌄
Release Management Contract/License Management Knowledge Management Activity Dashboard Self Service Portal Workflow Management Service Catalog Third-Party Integrations Configuration Management Alerts/Notifications Inventory Management Change Management Problem Management Compliance Management Task Management Support Ticket Management Real-Time Monitoring Resource Allocation & Planning Service Request Management
Legal Billing Software 18 selected features Open category ↗ ⌄
Calendar Management Collaboration Tools Task Management Contact Database Automatic Billing Third-Party Integrations Accounting Activity Dashboard Customizable Templates Client Portal Client Management Electronic Payments Case Management Document Management Reporting & Statistics Billing Rate Management Expense Tracking Activity Tracking
Predictive Lead Scoring Software 11 selected features Open category ↗ ⌄
AI/Machine Learning Alerts/Notifications Predictive Analytics Lead Distribution Lead Qualification Data Enrichment Demographic/Firmographic Data Customizable Scoring Prioritization Process/Workflow Automation Multiple Scoring Models
Project Accounting Software 9 selected features Open category ↗ ⌄
Accounting Activity Dashboard Billing & Invoicing Budget Management Forecasting Reporting/Analytics Resource Scheduling Revenue Recognition Time & Expense Tracking
Quoting Software 19 selected features Open category ↗ ⌄
Client Portal Pricing Management CRM Electronic Signature Contract/License Management Discount Management Document Management Cataloging/Categorization Reminders Customizable Branding Third-Party Integrations Proposal Generation Electronic Payments Contact Management Activity Dashboard Billing & Invoicing Drag & Drop Automated Quoting Estimating
Recurring Billing Software 18 selected features Open category ↗ ⌄
Multiple Payment Options Dunning Management Revenue Recognition Payment Processing Multi-Period Recurring Billing Reporting & Statistics Invoice Processing Contact Database Deferred Billing Third-Party Integrations Bank Reconciliation Refund Management Multi-Currency Subscription Management PCI Compliance Self Service Portal Billing & Invoicing Tax Calculation
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
Time and Expense Software 16 selected features Open category ↗ ⌄
Project Tracking Approval Workflow Time Tracking by Project Reimbursement Management Mobile App Employee Management Time Tracking Billing & Invoicing Payroll Management Invoice Management Vacation/Leave Tracking Timesheet Management Activity Tracking Expense Tracking Time Tracking by Client Reporting/Analytics
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
IT Ticketing Systems Software 31 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Alerts/Escalation Asset Lifecycle Management Automated Responses Automated Routing Change Management Collaboration Tools Configurable Workflow Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Help Desk Management Incident Management IT Asset Management Knowledge Base Management Macros/Templated Responses Multi-Channel Communication Multi-Language Prioritization Problem Management Release Management Reporting/Analytics Self Service Portal Service Catalog Service Reporting Support Ticket Management Support Ticket Tracking Task Management
Pricing Information

CloudBlue PSA Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial Available
Free Version Not available
Payment Frequency Monthly Subscription
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Frequently Asked Questions

CloudBlue PSA FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

CloudBlue PSA (Professional Services Automation) is a comprehensive contract management software designed to streamline and automate service contracts within businesses. This platform allows businesses to manage the entire contract lifecycle, from creation to execution and renewal, all within a single, unified system. With CloudBlue PSA, users can easily track contract milestones, manage compliance, and ensure timely renewals, minimizing the risk of missed deadlines or penalties. The software includes tools for document management, contract analytics, and reporting, allowing teams to quickly assess contract performance and identify areas for improvement. CloudBlue PSA also integrates with other business systems, including CRM, accounting, and project management tools, providing a holistic view of contract status across departments. With automated reminders, customizable workflows, and secure storage, CloudBlue PSA ensures that businesses can efficiently manage service contracts and enhance collaboration, ultimately leading to improved contract governance and better business outcomes.

  • No, CloudBlue PSA does not offer a free version.

  • Yes, CloudBlue PSA offers a free trial.

  • No, Credit Card details are not required for the CloudBlue PSA trial.

  • CloudBlue PSA supports the following payment frequencies:

    • Monthly Subscription

  • No, CloudBlue PSA does not offer an API.

  • CloudBlue PSA offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • CloudBlue PSA offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • CloudBlue PSA supports the following languages:
    • German , English , Spanish

  • Following are the typical users of the CloudBlue PSA:
    • Self-Employed , Small-Business , Midsize-Business

  • CloudBlue PSA supports the following deployment:
    • Cloud Hosted , On-Premise

  • CloudBlue PSA supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Linux
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