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HaloPSA

Score8 out of 10

17 Reviews and Ratings

What is HaloPSA?

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 can remedy client issues with an unlimited PSA solution.

Categories & Use Cases

Media

Home Page
Asset Management
Dashboard

1 / 3

Great PSA tool with amazing features

Use Cases and Deployment Scope

We use HaloPSA as our PSA and perform a number of tasks from ticketing, opportunity tracking, sales and involving. We have built many automations within it to streamline and automate a lot of task that would normally be a manual process.

We came from an All-in-One RMM/PSA tool that promised alot but didnt quite deliver. HaloPSA delivers on its promises,.

Pros

  • Ticketing
  • Automation
  • Invoicing

Cons

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

Return on Investment

  • We can triage 70% more tickets in the same time as we did before

Alternatives Considered

Syncro and N-able MSP Manager

Other Software Used

NinjaOne, Hudu, Huntress

HaloPSA - it's just better.

Use Cases and Deployment Scope

We use HaloPSA to run our IT MSP business. It compliments everything we do in our business and is so flexible we can make it do whatever we like with a support, onboarding, and account team like no other in the industry.

Pros

  • Ticketing
  • Managing assets
  • Integrations with other platforms
  • Invoicing

Cons

  • A few tweaks to how items are organised/grouped and listed
  • Documentation

Most Important Features

  • Ticketing
  • Invoicing
  • Management of time
  • Management of assets
  • Reporting

Return on Investment

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

Alternatives Considered

ConnectWise Manage, SyncroMSP and Datto Autotask PSA

HaloPSA - Quote to Cash

Use Cases and Deployment Scope

We use HaloPSA extensively within our business, from Ticketing, Sales Pipeline Management, Quoting, Projects, Stock Control, Procurement, etc. The experience has been nothing but exceptional for everyone we deal with from Sales right through to the Development teams. We have recently launched the self-service portal for client interaction. The system is easy to use and has all integration add-on at no additional costs.

Pros

  • Workflows
  • Stock Control
  • Quoting

Cons

  • Integration breakdown into Xero

Most Important Features

  • Quoting
  • Ticketing
  • Projects
  • Supply Chain

Return on Investment

  • Being able to track events
  • Reporting

Other Software Used

Xero, Microsoft 365 Business Premium

The right balance between functionality, usability, and price

Pros

  • Support ticket system--Very comprehensive and configurable
  • Great user interface--Modern, intuitive, and fast
  • Fantastic array of integrations available at no extra charge
  • Very competitive price

Cons

  • Notifications
  • Settings navigation

Most Important Features

  • Clean, modern, and fast interface
  • Huge array of integrations
  • Fantastic support
  • Competitive price

Return on Investment

  • Our teams have been brought closer together
  • We are more accessible to our clients thanks to HaloPSA
  • All aspects of the business are covered under one system