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/A
The 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
HaloPSA
Oracle 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
HaloPSA
Oracle CRM On Demand
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
15% discount for all charities, educational institutions and non-profit organisations.
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More Pricing Information
Features
HaloPSA
Oracle 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 management
00 Ratings
8.025 Ratings
Workflow management
00 Ratings
9.024 Ratings
Territory management
00 Ratings
8.024 Ratings
Opportunity management
00 Ratings
8.025 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
9.022 Ratings
Contract management
00 Ratings
9.024 Ratings
Quote & order management
00 Ratings
10.023 Ratings
Interaction tracking
00 Ratings
9.024 Ratings
Channel / partner relationship management
00 Ratings
10.023 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 management
00 Ratings
10.024 Ratings
Call center management
00 Ratings
10.023 Ratings
Help desk management
00 Ratings
9.024 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 management
00 Ratings
8.024 Ratings
Email marketing
00 Ratings
9.022 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 management
00 Ratings
9.023 Ratings
Billing and invoicing management
00 Ratings
9.022 Ratings
Reporting
00 Ratings
9.023 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
Forecasting
00 Ratings
10.024 Ratings
Pipeline visualization
00 Ratings
6.623 Ratings
Customizable reports
00 Ratings
9.024 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 fields
00 Ratings
9.024 Ratings
Custom objects
00 Ratings
9.024 Ratings
Scripting environment
00 Ratings
5.820 Ratings
API for custom integration
00 Ratings
9.023 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 capability
00 Ratings
10.022 Ratings
Role-based user permissions
00 Ratings
9.025 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 data
00 Ratings
9.018 Ratings
Social engagement
00 Ratings
9.018 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 automation
00 Ratings
9.022 Ratings
Compensation management
00 Ratings
9.020 Ratings
Platform
Comparison of Platform features of HaloPSA and Oracle CRM On Demand
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info