HaloPSA Overview

HaloPSA

By Halo Service Solutions

4.9★★★★★(39 Ratings)Write review

What is HaloPSA?

HaloPSA is a modern, all-encompassing Professional Services Automation platform tailored for Managed Service Providers and IT service companies. It integrates a wide array of critical business functions into a single system, including service desk ticketing, project management, time tracking, billing and invoicing, CRM, asset management, and reporting. Designed with an intuitive user interface, it offers powerful out-of-the-box workflows and extensive customization options. HaloPSA emphasizes seamless integrations with other tools (like RMM and accounting software) and provides automation capabilities to streamline service delivery and business operations.

Who it's for:

Managed Service Providers (MSPs) and IT service businesses seeking a comprehensive, scalable, and user-friendly PSA platform to unify their service delivery, project management, and financial operations.

Our verdict:

HaloPSA is a feature-rich and well-designed PSA solution that successfully consolidates multiple business-critical functions, offering MSPs the tools they need to enhance efficiency, profitability, and client satisfaction.

HaloPSA Details

HaloPSA Platforms supported

Cloud, SaaS, Web-Based

Desktop Linux

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

Desktop Chromebook

HaloPSA Support options

24/7 Live Rep

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

HaloPSA Training options

Documentation

In-Person

Live Online

Videos

Webinars

HaloPSA Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

HaloPSA Pricing

Tiered pricing system

HaloPSA Features

Most valued HaloPSA features by users

Backup and Recovery

Billing & Invoicing

CRM

Dashboard

Help Desk Management

Issue Management

Live Chat

Patch Management

Project Management

Remote Access/Control

Scheduling

Client Portal

Collaboration Tools

Document Management

Portfolio Management

Proposal Generation

Quotes/Estimates

Resource Management

Time & Expense Tracking

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