Item: HaloPSA
Rating: 10
Author: Paul Nixon

Overall Satisfaction with HaloPSA

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 and Cons

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

Key Insights

Do you think HaloPSA delivers good value for the price?

Yes

Are you happy with HaloPSA's feature set?

Yes

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?

Yes

Other Software Used

Xero, Microsoft 365 Business Premium

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.

Comments

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HaloPSA - Quote to Cash