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HaloPSA

HaloPSA

Overview

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…

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Learn from top reviewers

Great PSA tool with amazing features

Rating: 9 out of 10
May 1, 2024
IncentivizedVetted ReviewVerified User
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 a...
Continue reading
Lucas Burnett
Director - Sales
Sales Director
Impact ICT
HaloPSA2 years of experience

HaloPSA - it's just better.

Rating: 10 out of 10
February 11, 2022
Vetted ReviewVerified User
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, an...
Continue reading
James Vincent
Director - Information Technology
Managing Director
JMV Solutions
HaloPSA1 year of experience

HaloPSA - Quote to Cash

Rating: 10 out of 10
January 17, 2022
Vetted ReviewVerified User
We use HaloPSA extensively within our business, from Ticketing, Sales Pipeline Management, Quoting, Projects, Stock Control, Procurement, etc. The experience has been nothing ...
Continue reading
Paul Nixon
Manager - Sales
Head of Sales and Pre-sales
Converged Group
HaloPSA2 years of experience

The right balance between functionality, usability, and price

Rating: 10 out of 10
August 18, 2021
Vetted ReviewVerified User
We use HaloPSA across our entire business for PSA, support tickets, admin, invoices, quotes, CRM, knowledgebase, suppliers, and much more. It's a very comprehensive product th...
Continue reading
Michael Rubin
Director - Professional Services
Director
Tech Gloves
HaloPSA1 year of experience
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Pricing

View all pricing

All-inclusive PSA Software

$35

On Premise
per month per user

All-inclusive PSA Software

$35

Cloud
per month per user

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://halopsa.com/pricing/?utm_medium…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $35 per month per user
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Product Demos

HaloPSA Liongard Webinar August 2022

YouTube

HaloPSA Demo walkthrough

YouTube
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Product Details

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.

HaloPSA Features

  • Supported: Self-Service Portal
  • Supported: CRM
  • Supported: Asset Management
  • Supported: Inventory Management
  • Supported: Contract Management
  • Supported: Auto-Asset Discovery
  • Supported: Billing & Invoicing
  • Supported: Dashboard
  • Supported: Livechat
  • Supported: Script Library
  • Supported: Remote Access
  • Supported: Project Management
  • Supported: Backup Management
  • Supported: Patch Management
  • Supported: Scheduling
  • Supported: Helpdesk

HaloPSA Screenshots

Screenshot of Home PageScreenshot of Asset ManagementScreenshot of Dashboard

HaloPSA Video

HaloPSA in a Nutshell

HaloPSA Integrations

HaloPSA Competitors

HaloPSA Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported CountriesGlobal
Supported LanguagesEnglish, French, Dutch, German, Spanish, Italian, Swedish, Polish, Mandarin and more

HaloPSA Customer Size Distribution

Consumers5%
Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)25%
Enterprises (more than 500 employees)50%
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Reviews From Top Reviewers

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

HaloPSA, an all-in-one IT service management solution, has proven to be a highly effective and competitively priced software, according to users and customers. The comprehensive ticketing system with features like SLA time tracking, ticket author identification, and email communication has made it a valuable tool for various organizations. Users have found the software relatively easy to learn, allowing their team to quickly adapt and work smoothly after just a few days of consistent use.

One of the key use cases for HaloPSA is IT Asset Management. The asset management feature is highly anticipated and expected to significantly improve workflow efficiency. Additionally, the software's incident and change management capabilities have replaced old, inefficient processes and provided valuable management information.

Another important use case is knowledge base management. HaloPSA enhances the helpdesk experience for both customers and technicians with features like canned responses and an automatically appearing knowledge base during ticket logging. This not only facilitates faster issue resolution but also improves collaboration across teams.

Moreover, the software's service request forms for various recurring issues enable streamlined processes and efficient support management. The integration capabilities of HaloPSA have allowed users to connect various systems and automate processes, resulting in improved communication with customers and better service control.

Clients have provided positive feedback on their experience with HaloPSA, particularly highlighting features such as ticket submission and tracking, documentation, as well as a custom service catalog. The reporting capabilities of HaloPSA have also been instrumental in predicting demand and understanding busy times.

Overall, HaloPSA offers a versatile solution for IT service management with its extensive features that can be customized to fit any type of business. From ticketing and sales pipeline management to stock control and quoting, the software covers all areas of the business process effectively.

Customizability: Users have praised the product for its extreme customizability, with many stating that it allows for growth and scalability as their organizations expand. Some users felt that the flexibility of the software allowed them to operate according to their original workflows instead of conforming to predefined structures. The customization and branding options were highly regarded, enabling organizations to tailor the software to their specific needs and branding.

User-friendly interface: The layout of the product has been consistently praised for being simple and easy to use, providing users with all the necessary information at their fingertips. Many reviewers have highlighted the intuitive interface and modern look of the system, which enhances the overall user experience. They appreciated how actions and information-oriented workflows make it easy for agents to work on any ticket for any customer.

Responsive support: Users have expressed high satisfaction with the support provided by Halo's team, describing it as exceptional. Reviewers frequently mentioned quick response times from support staff who are knowledgeable about both the product and users' business needs. The willingness of Halo's team to listen to client feedback and ideas for future releases was also highly appreciated by several reviewers.

Complicated User Interface: Some users have found the user interface of HaloPSA to be complicated and confusing. They have mentioned that there are multiple ways to perform the same tasks and elements that are not consistently located. Additionally, some users have stated that there is a learning curve to understand where everything is located within the interface.

Limited Knowledge Base: Another common con mentioned by users is the limited knowledge base in HaloPSA. While the support team has been helpful in filling in the gaps through email or telephone, some users have expressed their desire for a more comprehensive knowledge base which would provide detailed information on various settings and features.

Difficult Report Customization: Several users feel that customizing reports in HaloPSA can be challenging. They mention that SQL skills are necessary to create custom reports and they would prefer a GUI interface for report creation. Although the reporting functionality is seen as powerful, this difficulty in customization has been perceived as a drawback by some users.

View all reviews
(1-4 of 4)

Great PSA tool with amazing features

Rating: 9 out of 10
Incentivized
May 01, 2024
LB
Lucas Burnett
Sales Director
Impact ICT (Information Technology & Services, 1-10 employees)
Vetted Review
Verified User
HaloPSA
2 years of experience
View profile
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
Likelihood to Recommend
Ticketing automation is the biggest advantage we have got from moving to HaloPSA. Being able to have tickets sit in queues and be assigned based on rules or SLA or ticket types have reduced the time it takes to triage and get the right tickets to the right team.

Stock control is an issue in my opinion and needs some work. Its clunky and the way items can be assets etc isnt very clearly defined.
Return on Investment
  • We can triage 70% more tickets in the same time as we did before
Alternatives Considered
HaloPSA is far more polished, cleaner, quicker and has way more features.
Other Software Used

HaloPSA - it's just better.

Rating: 10 out of 10
February 11, 2022
JV
James Vincent
Managing Director
JMV Solutions (Computer & Network Security, 1-10 employees)
Vetted Review
Verified User
HaloPSA
1 year of experience
View profile
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
Likelihood to Recommend
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.
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
Against the other platforms used, HaloPSA is faster, simpler, and easier to use. It might not yet have all of the features of the other platforms, but they are coming fast. The support is second to none.

HaloPSA - Quote to Cash

Rating: 10 out of 10
January 17, 2022
PN
Paul Nixon
Head of Sales and Pre-sales
Converged Group (Telecommunications, 11-50 employees)
Vetted Review
Verified User
HaloPSA
2 years of experience
View profile
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
Likelihood to Recommend
Quote to cash. Workflows throughout the entire process are simple and easy to amend/change if needed. Reporting is easy and can be scheduled to our needs.
Most Important Features
  • Quoting
  • Ticketing
  • Projects
  • Supply Chain
Return on Investment
  • Being able to track events
  • Reporting
Other Software Used

The right balance between functionality, usability, and price

Rating: 10 out of 10
August 18, 2021
MR
Michael Rubin
Director
Tech Gloves (Information Technology & Services, 1-10 employees)
Vetted Review
Verified User
HaloPSA
1 year of experience
View profile
Use Cases and Deployment Scope
We use HaloPSA across our entire business for PSA, support tickets, admin, invoices, quotes, CRM, knowledgebase, suppliers, and much more. It's a very comprehensive product that covers all areas of the business.
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
Likelihood to Recommend
We have tried several PSA providers, some well known and others not so much, and HaloPSA was the only one that we found to have the right balance between functionality, usability, and price. The system is really easy to use, comprehensive, very clean and responsive, and what also really pushed it ahead is the excellent support they provide--fast, thorough, and very approachable.
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
Alternatives Considered
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.
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