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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    HaloPSA

    Score8.1 out of 10
    Enterprise companies (1,001+ employees)
    HaloPSA is a solution designed for MSP's and service providers. With HaloPSA out-of-the-box functionality, the solution aims to provide businesses a Cloud platform that enables users to modernise customer experience and automate service. An integrated PSA platform, it includes features such as time-tracking and billing, advanced reporting, asset management, remote access, integrations, and automation tools. Aligned to the user's requirements and boasting an intuitive UI, users…

    $35

    per month per user

    Oracle CRM On Demand

    Score9.1 out of 10
    N/AThe basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.N/A
    Pricing
    HaloPSAOracle CRM On Demand
    Editions & Modules
    All-inclusive PSA Software
    $35
    per month per user
    All-inclusive PSA Software
    $35
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    HaloPSAOracle CRM On Demand
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details15% discount for all charities, educational institutions and non-profit organisations.—
    More Pricing Information
    Features
    HaloPSAOracle CRM On Demand
    Sales Force Automation
    Comparison of Sales Force Automation features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    8.9
    25 Ratings
    13% above category average
    Customer data management / contact management00 Ratings8.025 Ratings
    Workflow management00 Ratings9.024 Ratings
    Territory management00 Ratings8.024 Ratings
    Opportunity management00 Ratings8.025 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings9.022 Ratings
    Contract management00 Ratings9.024 Ratings
    Quote & order management00 Ratings10.023 Ratings
    Interaction tracking00 Ratings9.024 Ratings
    Channel / partner relationship management00 Ratings10.023 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    9.7
    24 Ratings
    23% above category average
    Case management00 Ratings10.024 Ratings
    Call center management00 Ratings10.023 Ratings
    Help desk management00 Ratings9.024 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    8.5
    24 Ratings
    9% above category average
    Lead management00 Ratings8.024 Ratings
    Email marketing00 Ratings9.022 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    9.0
    24 Ratings
    16% above category average
    Task management00 Ratings9.023 Ratings
    Billing and invoicing management00 Ratings9.022 Ratings
    Reporting00 Ratings9.023 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    8.5
    24 Ratings
    11% above category average
    Forecasting00 Ratings10.024 Ratings
    Pipeline visualization00 Ratings6.623 Ratings
    Customizable reports00 Ratings9.024 Ratings
    Customization
    Comparison of Customization features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    8.2
    24 Ratings
    7% above category average
    Custom fields00 Ratings9.024 Ratings
    Custom objects00 Ratings9.024 Ratings
    Scripting environment00 Ratings5.820 Ratings
    API for custom integration00 Ratings9.023 Ratings
    Security
    Comparison of Security features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    9.5
    25 Ratings
    12% above category average
    Single sign-on capability00 Ratings10.022 Ratings
    Role-based user permissions00 Ratings9.025 Ratings
    Social CRM
    Comparison of Social CRM features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    9.0
    18 Ratings
    18% above category average
    Social data00 Ratings9.018 Ratings
    Social engagement00 Ratings9.018 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    9.0
    22 Ratings
    18% above category average
    Marketing automation00 Ratings9.022 Ratings
    Compensation management00 Ratings9.020 Ratings
    Platform
    Comparison of Platform features of HaloPSA and Oracle CRM On Demand
    Feature
    HaloPSA
    -
    Ratings
    Oracle CRM On Demand
    9.0
    18 Ratings
    17% above category average
    Mobile access00 Ratings9.018 Ratings
    Best Alternatives
    HaloPSAOracle CRM On Demand
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.8 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    HaloPSAOracle CRM On Demand
    Likelihood to Recommend
    9.0
    (4 ratings)
    10.0
    (26 ratings)
    Usability
    -
    (0 ratings)
    9.0
    (2 ratings)
    Support Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    HaloPSAOracle CRM On Demand
    Likelihood to Recommend
    Halo Service Solutions
    Having been in IT for 10+ years and used so many different PSA platforms, I must say working with HaloPSA has been simply amazing. Straight out of the box, it's fast. It's feature-rich. It's easy to set up the basics, and the onboarding team was amazing. The onboarding team actually spends time with you, human on human, walking you through the setup and getting it working how you want. No one else does that included. Yeah, sure, you can pay CW and the other huge amounts of money, and they sort of help you, but HaloPSA helps you from the start; it seems they realise if they help set it up correctly in the first place, it reduces support calls. We can run our business from day one - very customer-centric. We have been using HaloPSA for a year now, and there is still plenty to learn and develop on the platform, but every week we are learning new things that we can do. The support team is great; they are humans who understand the issues we face, so they get things working fast. We have suggested some missing features to the dev team, and so far, they have implemented all of them - WOW. Don't get me wrong, as with all platforms, HaloPSA is not perfect. It's young, but it's maturing fast, very fast, and they are getting integrations built with the major players in the IT industry, which is fantastic. Yes, a few times, the link to Xero broke, which was annoying, but unlike the platforms we used in the past, the support team spoke to us and told us what the problem was and got it fixed, so you can't ask for more than that. Their growth has been fantastic to see, but again this has meant a bit of change around with account managers, support personnel, etc., but everyone they bring on is just as good as the last. All in all, migrating to HaloPSA was the best software/platform decision I have made in our business since I began the business. I would recommend HaloPSA to any IT business. Well done, Team HALO. Keep up the awesome work.
    Read full review
    Oracle
    I think it is well suited for organizations which are large with a lot of users so as to be able to minimize the cost of operations. Also, the organization which interacts mostly with customers can use Oracle CRM on demand.
    Incentivized
    Read full review
    Pros
    Halo Service Solutions
    • Workflows
    • Stock Control
    • Quoting
    Read full review
    Oracle
    • Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
    • It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
    • Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.
    Incentivized
    Read full review
    Cons
    Halo Service Solutions
    • Stock control
    • There are 3-4 different ways to do that same thing
    • Documentation
    Incentivized
    Read full review
    Oracle
    • The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system.
    • The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited.
    Incentivized
    Read full review
    Likelihood to Renew
    Halo Service Solutions
    No answers on this topic
    Oracle
    Because am using oracle last 3 years and it’s great
    Read full review
    Usability
    Halo Service Solutions
    No answers on this topic
    Oracle
    Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.
    Incentivized
    Read full review
    Support Rating
    Halo Service Solutions
    No answers on this topic
    Oracle
    As am using oracle very much satisfy.
    Read full review
    Implementation Rating
    Halo Service Solutions
    No answers on this topic
    Oracle
    With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.
    Incentivized
    Read full review
    Alternatives Considered
    Halo Service Solutions
    We have used and tried several other PSA vendors and HaloPSA was our favorite by far. Many others were either much too overly complicated, clunky, slow to respond to issues, incomplete, or they simply failed to deliver on promises made, especially in terms of integrations.
    Read full review
    Oracle
    MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
    Incentivized
    Read full review
    Return on Investment
    Halo Service Solutions
    • Improve our technicians efficiency
    • Helped improve asset recording
    • Knowledge base
    Read full review
    Oracle
    • This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation.
    Incentivized
    Read full review
    ScreenShots

    HaloPSA Screenshots

    Screenshot of Home PageScreenshot of Asset ManagementScreenshot of Dashboard