HaloPSA - Quote to Cash
January 17, 2022

HaloPSA - Quote to Cash

Paul Nixon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HaloPSA

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.
  • Workflows
  • Stock Control
  • Quoting
  • Integration breakdown into Xero
  • Quoting
  • Ticketing
  • Projects
  • Supply Chain
  • Being able to track events
  • Reporting

Do you think HaloPSA delivers good value for the price?


Are you happy with HaloPSA's feature set?


Did HaloPSA live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of HaloPSA go as expected?

I wasn't involved with the implementation phase

Would you buy HaloPSA again?


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.