HarmonyPSA vs ProTrak CRM

Starting Price

$55.00/month/user

Not provided by vendor

Best For

IT services and consulting companies, MSPs and ISVs with complex billing models looking for a consolidated system to automate business process, improving efficiency, accuracy and visibility.

ProTrak CRM caters to Institutional Asset Managers, Hedge Funds, Private Equity, Funds of Funds, Wealth Managers, Family Offices, Consultants and Intermediaries servicing the Financial Industry.

Rating


4.5 / 5
(17)
Read All Reviews

5 / 5
(3)

Ideal number of Users

10 - 999

2 - 1000+

Ease of Use


4 / 5



5 / 5


Customer Support


4.5 / 5



5 / 5


Features & Functionality


4.2 / 5


  • "Harmony is a great product that caters for the numerous commercial and contractual requirements of projects and frameworks."

  • "They have a relatively small team, but their staff is intimately knowledgeable about the product, and any support requests are fulfilled quickly."



Value for Money


4.3 / 5




Product Features

  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • close Account Alerts
  • check Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management

Screenshots

View 5 screenshots 87500 thumb
View 2 screenshots 99031 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

share Share Your Comparison of ProTrak CRM vs HarmonyPSA

HarmonyPSA vs ProTrak CRM

Share

share Share Your Comparison of ProTrak CRM vs HarmonyPSA