CloudBlue PSA

CloudBlue PSA specializes in professional services automation, contract management, CRM, project management, billing, and timesheets. Put simply, it is about building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. They also list CRM and Project Management, so expect those to show up in the feature set. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

CloudBlue PSA is based in Irvine, California and around since 2021. Their site is cloudbluepsa.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

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