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Mavenlink vs CloudBlue PSA

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Our analysts compared Mavenlink vs CloudBlue PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Mavenlink Software Tool
CloudBlue PSA Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

81 Detailed Analysis

User Sentiment

Great User Sentiment (2530 Reviews)

Analyst Rating

85 Detailed Analysis

User Sentiment

Excellent User Sentiment (47 Reviews)
Mavenlink merged with Kimble PSA in 2021 to become the Kantata Professional Services Cloud. For more information, visit our Kantata review.

It enables services businesses to manage and execute projects at each stage of the lifecycle. By uniting project and resource management, team collaboration, accounting, and business intelligence, it enables organizations to streamline planning and delivery.

Includes the option to purchase expert services that cater to companies in the professional services space. When choosing the primary package, businesses work with a team comprised of a manager, a business consultant, a BI consultant, a technical consultant and a training expert.
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CloudBlue PSA, formerly HarmonyPSA, is a professional services automation software. It provides simplified catalog management and expanded product reach. Manage product lifecycles from sales leads to contract renewals, on-premise or in the cloud.

Incorporate different time zones, currencies and tax jurisdictions for seamless international operations. Gain time by automating administrative tasks and integrating with existing workflows. With adaptive subscriptions and market-ready solutions, retain subscribers and brand the customer experience. Supply vendors with preconfigured tools while accessing new selling verticals.
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$45/User, Monthly
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Tailored to your specific needs
$9,000 Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
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Knowledge Base
24/7 Live Support
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Product Insights

  • Gain Pipeline Insights: Connect your CRM of choice with Mavenlink to get a complete view of your pipeline and estimate the forecasted gap between demand and capacity. This facilitates better project planning. 
  • Leverage Project Data: More than 60 reports provide a complete, data-rich view of your projects. They remove data silos, enhance the strategic decision-making process and offer a tailored overview. Reports include project status, margin projections and utilization metrics. 
  • Access Cloud Apps: Mavenlink integrates with leading cloud-based apps, giving you capabilities such as single sign-on (SSO), user authentication and document collaboration. As the most popular project management application for G Suite, Mavenlink connects with all Google apps for a seamless, collaborative workspace. 
  • View Resource Capacity and Demand: Forecasting tools, availability charts, utilization metrics and profitability reports equip managers with the insight necessary to drive successful projects. Run what-if analysis, fill in staffing gaps and identify resource areas where action is needed. These tools allow you to consistently hit targets and maximize profits. 
  • React to Project Resource Changes: Gain a comprehensive view across project details like resource schedules and a visual dashboard that highlights which projects need attention in order to succeed. The activity feed facilitates collaboration between resource and project managers, so there’s always alignment between project and resource needs. 
  • Allow and Restrict Access: Nested permissions ensure you can share project information with the collaborators who need to see it — and no one else. Role-based settings determine what team members, clients and contractors can see. 
  • Speed Up Review and Approval: The software removes versioning issues by allowing direct file sharing. The interface also has a split-screen view so changes are accurate. Users can add feedback quickly, even on video and audio files. 
  • Ensure Accurate Billing: Rate cards allow you to standardize rates or create custom options. This capability helps set client expectations, accelerates billing and provides accurate numbers for forecasting. You can also differentiate between your bill rates and the cost rate for an employee or contractor. 
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  • Streamlined Operations: CloudBlue PSA automates routine tasks, allowing businesses to focus on strategic initiatives rather than getting bogged down in day-to-day operations.
  • Enhanced Collaboration: The platform fosters teamwork by providing a centralized space for project management, ensuring all team members are on the same page and reducing the likelihood of miscommunication.
  • Improved Financial Management: With integrated time tracking and billing features, CloudBlue PSA simplifies the invoicing process and provides real-time visibility into financial performance, helping businesses manage their cash flow more effectively.
  • Increased Customer Satisfaction: By streamlining service delivery and enabling faster response times, CloudBlue PSA helps businesses improve their customer service, leading to higher satisfaction rates and repeat business.
  • Scalability: CloudBlue PSA supports businesses as they grow, easily adapting to increased workloads and more complex projects without the need for significant additional investment in IT infrastructure.
  • Data-Driven Decision Making: The software offers comprehensive reporting and analytics tools, giving businesses the insights they need to make informed decisions and optimize their operations.
  • Enhanced Resource Management: CloudBlue PSA provides tools for more effective resource allocation, ensuring that the right people are working on the right projects at the right time, thereby maximizing productivity.
  • Reduced IT Complexity: Being a cloud-based solution, CloudBlue PSA reduces the need for on-premise IT infrastructure and the associated maintenance, leading to lower IT costs and complexity.
  • Improved Project Visibility: The platform offers real-time updates on project progress, making it easier for managers to monitor deadlines, budgets, and overall project health, and to intervene promptly when necessary.
  • Customization and Integration: CloudBlue PSA can be customized to fit the unique needs of a business and integrates seamlessly with other tools and systems, enhancing workflow and productivity.
  • Security and Compliance: With robust security measures in place, CloudBlue PSA ensures that sensitive data is protected, helping businesses comply with regulatory requirements and giving them peace of mind.
  • Global Accessibility: Being cloud-based, CloudBlue PSA can be accessed from anywhere, at any time, enabling remote work and ensuring that team members can stay connected and productive regardless of their location.
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  • Project Collaboration: Mavenlink centralizes task management and project communication for a unified workspace that team members can take mobile. The system collects messages in a single feed for quick access while also providing private messages. Create tasks, milestones and other details; then assign them to different members. Statuses can be updated collaboratively, and the drag-and-drop interface makes it easy to rearrange items. 
  • Project Plans: The software uses Gantt charts to build visual layouts of project details, including task dependencies and the critical path. You can combine items like tasks, issues, milestones and other details into a fully-fledged work breakdown structure. 
  • Portfolio Management: Project cards let managers sort active projects and view critical details to see the overall portfolio’s health, along with the status of each project. A global project list offers greater detail, with fields for budget, burn rate, completion percentage and the next phase. Project leaders can also view a visual schedule that includes project in progress as well as those on the roadmap. 
  • Resource Management: This feature allows you to more effectively manage project resources. Tools like the scenario builder and profit margin modeler enable estimation. A resource matching engine and live-view resource pool let managers plan roles and workloads accurately. There are also separate views for project managers and resource managers, giving each the right data while allowing them to remain synced on overall needs. 
  • Templates: Create templates based on past successful projects. After cloning the current project, you can customize the details to fit the current project. Project plan template elements include checklists, schedules, tasks, dependencies, budgets and resource assignments. 
  • Project Accounting: Track time and expense information with tools like timesheets, universal time entry and expense reports. Generate customized invoices using different inputs or combine multiple projects into a single invoice. The system automatically calculates sales tax and supports weighted milestones. Mavenlink also supports multiple currencies. 
  • Business Intelligence: This feature provides deep insight into key project metrics such as project status, time and expenses, profit margins, actual vs. scheduled fees, and many more. You can filter based on certain criteria like specific projects or clients and then drill down for granular examination. Use more than 35 interactive, pre-built reports from experts or use the ad hoc reporting engine for customization. That option lets you modify existing reports or create your own, with access to more than 300 metrics. 
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  • Holistic Overview: Determine beneficial solutions through 360 degree views of tasks, clients and revenue. Use real-time updates of project pipelines or expenses to scale capability and examine customer metrics to track profitability. 
  • Lead Analyzer: Generate leads automatically using website traffic data. Manage marketing analytics and track revenue from lead generation to contract renewal in one dashboard. 
  • Adaptive Billing: Create flexible subscription plans or incentivize bundling products. Secure revenue by using auto-renewal and monitoring contractual changes. Automate billing processes and manage sales, finance and operational processes. 
  • Public Supply Chain: Publish items on AWS, Azure and Google Cloud platforms. Maximize profit by offering XaaS bundles and set order parameters to streamline fulfillment and increase product availability. 
  • Marketplace Management: Equip partners with a branded storefront and customized catalogs. Manage global sellers through unified onboarding and provide product training on co-sell items. Create shareable tools and network with new partners to expand customer segments.  
  • Vendor Management: Collaborate with suppliers and enroll new vendors from one centralized place. Offer flexible contract options, create promotional packages and customize offer plans with existing distributors to drive engagement. 
  • Inventory Management: Distribute product information with consistency across all channels. Align with competition by offering market-based price points.  
  • RMM Functionality: Perform system analyses, sync assets or automatically manage tickets using integrated MSP software. Access reports or set system-wide policies such as alerts and canned responses to resolve concerns faster. 
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Product Ranking

#4

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PSA Software

#123

among all
PSA Software

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Analyst Rating Summary

81
85
54
100
100
100
44
78
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Dashboard and Reporting
Resource Management
Time and Expense Management
Project Collaboration
Project Financials
Customer Relationship Management (CRM)
Dashboard and Reporting
Time and Expense Management
Project Collaboration
Project Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Mavenlink
CloudBlue PSA
+ Add Product + Add Product
Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 54 100 44 85 90 86 83 100 92 100 100 78 86 90 84 90 90 92 0 25 50 75 100
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86%
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86%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%
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45%
65%
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35%

User Sentiment Summary

Great User Sentiment 2530 reviews
Excellent User Sentiment 47 reviews
84%
of users recommend this product

Mavenlink has a 'great' User Satisfaction Rating of 84% when considering 2530 user reviews from 7 recognized software review sites.

92%
of users recommend this product

CloudBlue PSA has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

5.0 (18)
n/a
4.1 (672)
4.6 (4)
4.18 (554)
4.65 (20)
4.2 (561)
n/a
4.2 (574)
4.5 (22)
4.5 (71)
n/a
4.2 (80)
5.0 (1)

Awards

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SelectHub research analysts have evaluated CloudBlue PSA and concluded it earns best-in-class honors for Customer Relationship Management (CRM). CloudBlue PSA stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Customer Relationship Management (CRM) Award

Synopsis of User Ratings and Reviews

User-Friendly Interface: Precisely 53% of users stated that Mavenlink has a user-friendly interface with a smooth implementation process.
Variety of Features: Mavenlink has a plethora of features such as real-time analytics, reporting, project status and more. Nearly 57% of users approved the features.
Flexible: Approximately 66% of users said Mavenlink is pliable and customizable to their specific business needs.
Team-Oriented: Mavenlink enables users to properly share and communicate with team members. The solution offers effective communication and collaboration tools according to 100% of reviewers.
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Streamlined Billing: CloudBlue PSA helps automate recurring billing, invoicing, and payments, which can save time and reduce errors. It also offers usage-based billing capabilities, which can be helpful for businesses that sell cloud-based services.
Improved Project Management: The platform provides tools for managing projects, including task management, time tracking, and resource allocation. This can help businesses to stay on top of their projects and ensure that they are completed on time and within budget.
Enhanced Customer Support: CloudBlue PSA includes a ticketing system that can help businesses to track and resolve customer issues. It also offers a self-service portal that allows customers to submit tickets and track the status of their requests.
Integrations: CloudBlue PSA integrates with a variety of other business applications, such as accounting software, CRM systems, and marketing automation tools. This can help businesses to streamline their operations and improve efficiency.
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Steep Learning Curve: Of the users who commented on learning Mavenlink, roughly 46% of users said the learning curve is difficult.
Customer Support: Approximately 63% of users say getting in touch with Mavenlink's customer support team is challenging.
Feature Limitations: Of the users who discussed Mavenlink's features, 42% reported that some features have limitations or some extra features are needed.
Mobile App Deficiencies: Mavenlink's mobile app capabilities are limited in comparison to the desktop software as stated by nearly 83% of users.
Limited Integrations: Although Mavenlink can integrate with QuickBooks and Google Docs, it does not integrate with certain CRM software according to 57% of users.
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Clunky UI: The user interface can feel outdated and cumbersome, making navigation and task completion less efficient than it could be. The platform's visual design and layout may appear dated compared to more modern software options.
Customization Challenges: Adapting the platform to specific workflows or unique business requirements can be difficult due to limitations in customization options. Users may find it challenging to tailor the system to their exact needs, potentially leading to workarounds or compromises in their processes.
Reporting Limitations: Generating reports or extracting meaningful insights from data may be hindered by limitations in the reporting capabilities. Users might encounter challenges in creating custom reports or accessing the specific data they need for analysis, potentially impacting decision-making processes.
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Mavenlink offers a potent project management platform that the majority of users say has an effective interface and a multitude of tools such as time tracking, instant analytics, project status, collaboration, budgeting and adjustable dashboards. Users also find that the system is flexible to their company requirements. However, some users believe the learning curve is difficult and Mavenlink doesn't merge with particular CRM applications. Customer support may also lag in extending exemplar resources. Overall, users believe Mavenlink is the proper tool to streamline their project management needs.

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CloudBlue PSA emerges as a compelling contender, particularly for tech and service-oriented companies. User feedback from the past year paints a picture of a platform celebrated for its user-friendly interface and robust feature set, encompassing project management, time tracking, billing, resource management, and customer relationship management. Reviewers frequently highlight the software's ability to centralize internal systems, streamlining operations from sales to production, enhancing client communication, and simplifying revenue and invoicing processes. The service desk workflows receive consistent praise for their efficiency and modern design, making CloudBlue PSA a top choice for businesses prioritizing streamlined operations. However, no software is without its drawbacks. Some users note limitations in customizing screens for end-users, potentially leading to confusion among employees navigating unfamiliar fields and options. Additionally, while CloudBlue PSA offers integration capabilities, some reviewers express a desire for more extensive integration options with other systems. Despite these limitations, CloudBlue PSA stands out for its comprehensive customer management features, providing a holistic view of each client, including quotes, orders, invoices, tickets, inventory, and projects. This 360-degree perspective empowers businesses to manage customer relationships effectively at all levels. Ultimately, CloudBlue PSA appears best suited for small to medium-sized tech and service businesses seeking an affordable, user-friendly, and feature-rich solution to manage their operations and elevate customer satisfaction.

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Screenshots

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