Who Uses Kimble PSA?

We serve professional services organizations in the following sectors: IT services, management consulting, software & hi-tech, advertising & marketing, and architecture, engineering, & construction.

What Is Kimble PSA?

Kimble is the only leading software vendor that focuses exclusively on professional services automation (PSA), innovating a best-in-class SaaS platform that works seamlessly with CRM. Kimbles Intelligent PSA drives a forward-looking focus and more timely decision making. Recommended by global leaders in consulting, software and hi-tech, Kimble helps professional services organizations run their businesses better, optimizing resource utilization, profitability and business scalability.

Kimble PSA Details

Kimble Applications

http://www.kimbleapps.com

Founded 2010

Kimble PSA video
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Kimble PSA pricing overview

Kimble PSA does not have a free version and does not offer a free trial.


Free Version

No

Free Trial

No

Kimble PSA deployment and support

Support

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

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Kimble PSA Features

  • Billing & Invoicing
  • CRM
  • Client Portal
  • Collaboration Tools
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

View full list of Professional Services Automation Software

  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Customisable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Portfolio Management
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies

View full list of Project Management Software

  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Gantt Charts
  • Kanban Board
  • Milestone Tracking
  • Percent-Complete Tracking
  • Prioritisation
  • Status Tracking
  • Time & Expense Tracking

View full list of Project Tracking Software

  • Capacity Management
  • Collaboration Tools
  • Drag & Drop
  • Forecasting
  • Reporting/Project Tracking
  • Resource Scheduling
  • Search/Filter
  • Skills Tracking
  • Utilisation Reporting

View full list of Resource Management Software

Kimble PSA Alternatives

More Kimble PSA alternatives

Kimble PSA Reviews

Read all reviews

Overall rating

3.8/5

Average score

Ease of Use 3.1
Customer Service 3.8
Features 4
Value for Money 3.6

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Peter R.
Founder/President
Professional Training & Coaching, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 24/9/2018

"End-to-End Solution"

Comments: Implementing Kimble helped us with Resource Planning, Revenue Visibility and Forecasting, Increased Utilization, Time Capture. As a small services company, it forced us to really step up our game. But that's what's needed to grow...and not lose sleep due to guessing at resource availability, and also revenue/cost/margin projections.

Pros: Kimble lets you create templates for how you sell and deliver your services. You begin using it during the selling phase. Who will be your resources? What skills do they need? When will those resources be scheduled? The process follows all the way from the original proposal, through delivery, time and utilization tracking, and on through to invoicing. The unique thing about Kimble is that it's forward looking and forward planning. The goal of any consulting company, and how Kimble is designed, is to reduce bench time and feel confident in taking on and planning delivery of products down the road. And as you do all that within Kimble you'll have a forward-looking financial picture as well. For us it's all about balancing the supply and demand. All project time, revenue, and costs for a project are mapped out for as far forward as your projecting. Usually you have extra FTEs doing just that work. Take the time to do a proper implementation, and you'll need to dedicate plenty of time to testing all your use cases. There is a lot of knowledge transfer that has to happen, and we've had to resist the urge to rush through the implementation.

Cons: Not a dislike, but know that this is a tool to manage your business, and as such you'll want your delivery managers using it daily. You've got to engage with this product and it's process. If you don't, then it's just backward-looking time entry. Since you're reading this review I'm guessing you've had enough of that.

  • Reviewer Source 
  • Reviewed on 24/9/2018
Laura R.
Director of Learning Strategy
E-Learning, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 13/4/2020

"Kimble gives the visibility of the business while providing a platform for accountability"

Comments: My experience, and our company's experience, has been good. We learn more all the time, and the ease of visibility of business revenue is amazingly powerful. Our teams have taken initiative to expand their use of the tool and are open to trying new features.

Pros: The instant visibility of how your company is doing - everything from proposals to invoicing, it shows revenue flow, resource availability, and project status. There is always more to implement, and we have the ability to implement what features we want, when we want it. By doing so, it also requires us to evaluate our business practices and align with best practices based on the way Kimble functions. Our Customer Success Managers have been amazing, responsive, and the team is always willing to help us implement additional functionality.

Cons: The administrator training and resources are lacking, where we need to depend upon ZenDesk and our Customer Success Manager to provide support. Most of the technical resources are based on how the technology functions, but it's difficult to find details on some of the options on the administrative side, and best practices on how customers use different features (such as usage of the Other Activities fields, and such). I think what is missing is the practical usage and governance suggestions around how to setup and use features, particularly as you are implementing them.

  • Reviewer Source 
  • Reviewed on 13/4/2020
Peter T.
Business Manager
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 29/9/2020

"Business management with Kimble"

Comments: I have used this product for 8 years (and counting) and have seen it grow in power and functionality on a regular basis. From a financial management perspective, it integrates well with Sage, Xero and other leading accounts packages. It is hard to imagine a better solution to professional services management.

Pros: This software is the ideal bridge between resource planning and management accounting on a day-to-day basis for project-based professional services organizations of every size and description. Its most practical application from a business management perspective within a small and specialized organization like Felber Consulting is its ability to raise invoices directly from authorized timesheets, track payments and thereby keep finances forever linked to the realities of HR capability and allocation.

Cons: The immense power of this product means that some organizations will need specialist support in particular areas of thier businesses to unleash its full potential.

  • Reviewer Source 
  • Reviewed on 29/9/2020
Tom A.
Chief Operating Officer
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    1 /5
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 7/4/2020

"Considered view of a relatively new user"

Comments: Our account managers are really helpful and we are slowly (after some years) getting reliable MI out of the system. However, the licensing costs are crazy and we are paying for far more than we use.

Pros: Using Kimble has enabled us to ensure everyone is working accurately under contract, can self bill and be paid easily. There are also lots of features for reporting and creating your own, bespoke, reports if you have people that can do such things. The phone app is better now and works well. The customer service people are always very willing to help and clearly try to resolve issues.

Cons: I have nothing to compare against so some of these issues may be industry-wide, however:
- It is not an intuitive system either as a user or as an administrator. For a SME, we don't tend to have people working full time on the system and so, unless you use it consistently, it is easy to forget odd conventions that lead you in a wrong direction.
- It is too big for what we need. There are so many options, it is bewildering and I do wonder if a paired back 'lite' version at a more reasonable price would help.
- The pricing is terrible. Having to buy packs of licenses is out-of-date and, in the current climate, being told we have no options to spread an annual payment across 12 months means Kimble itself is now on our corporate risk register (the only option offered was a 6 month split but with a 6% premium added because of the tie-in with Salesforce. In the days of pay-as-you-go, this is outdated and unfair.

  • Reviewer Source 
  • Reviewed on 7/4/2020
Verified Reviewer
Chief Technology Officer
Financial Services, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 20/4/2020

"Excellent PSA solution"

Comments: Since implementing Kimble, we have been able to grow substantially without increasing our back office operation. We are now fully reliant on Kimble as our core system and very happy that it supports our business extremely well.

Pros: Kimble is a fully featured product that is growing in functionality with each release, with much of that led by the user base. Being based on the Salesforce platform, the integration facilities are excellent and the ability to customise the application are also very good. The support team are also very good.

Cons: While the application is fully supported within Lightning, most screens are not fully Lightning-enabled as yet and it is not yet possible to customise them fully.

  • Reviewer Source 
  • Reviewed on 20/4/2020