HaloPSA vs. evergreen by sa.global

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.

It's great for general research, including case law and secondary sources. I find that it's very comprehensive.

Incentivized

• Workflows
• Stock Control
• Quoting

• Finds relevant case law quickly
• Has comprehensive secondary sources/treatises
• Provides timely news and law-related information
• Allows me to do a targeted search with any useful parameters

Incentivized

• Stock control
• There are 3-4 different ways to do that same thing
• Documentation

Incentivized

• Sometimes, I find it difficult to receive a finite list of targeted search results

Incentivized

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.

It does a better job of aggregating information than Westlaw. And, it has a better secondary source library.

Incentivized

• Improve our technicians efficiency
• Helped improve asset recording
• Knowledge base

• It has saved time in getting answers to specific question.
• I can bill a client more efficiently to get an answer to a question.

Incentivized