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HaloPSA

by Halo Service Solutions · Since 1994
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorHalo Service Solutions
Year launched1994
StatusActive
LocationGipping Way, Stowmarket, England IP14 1GJ, GB
Countries servedGlobal
Languages16
Integrations21+
Free tier
Free trialYES
Contact sales

About HaloPSA

HaloPSA is a professional services automation software from Halo Service Solutions that supports project management and service delivery. It provides features such as resource management, time tracking, and invoicing so organizations can manage their projects efficiently. HaloPSA helps teams to collaborate effectively and stay on top of deliverables. Additionally, it offers reporting and analytics capabilities for informed decision making. Key capabilities: resource management time tracking invoicing reporting analytics Best for: project managers and service teams that need to simplify service delivery and project tracking.

HaloPSA by Halo Service Solutions is a comprehensive help desk and professional services automation (PSA) software built to meet the complex operational needs of IT service providers, MSPs, cloud solution vendors, and software consultancies. Positioned as an all-in-one platform, HaloPSA combines service desk capabilities with project management, billing, asset tracking, CRM, and reporting into a unified system. Its primary purpose is to centralize and streamline workflows for teams handling technical support, customer service, and business processes, offering a single pane of glass to manage end-to-end client services. The software is tailored for scalability, making it a strong fit for growing businesses looking to replace a fragmented toolset with a cohesive solution. The user interface of HaloPSA is designed with a professional, modern aesthetic that doesn’t overwhelm despite the platform's extensive capabilities. Navigation is straightforward, thanks to an organized layout and customizable dashboards. Users can tailor the interface to fit their role, whether they’re agents managing tickets, technicians overseeing assets, or executives tracking KPIs.

Pros & Cons

What users like
  • +All-in-One Platform: Comprehensive PSA solution covering service desk, CRM, projects, finance, and more.
  • +Transparent Pricing: Single plan with all features included, no hidden fees or locked-away functionalities.
  • +Strong Commitment: 10+ year pledge against mergers/acquisitions offers stability.
  • +Gartner Recognition: Acknowledged as a Representative Vendor in Gartner's 2025 Market Guide for IT Service Management Platforms.
What users flag
  • Specific AI Features Unclear: While "AI-first" is stated, specific AI functionalities aren't detailed in the provided text.

Features

Key features

All-in-One PSA Platform
A unified solution for Service Providers (especially MSPs) that integrates various core business functions into a single dashboard.
Service Desk
A best-in-class helpdesk ticketing system specifically designed for MSP needs.
Sales & CRM
Tools to tailor the customer service experience and manage sales processes.
Project Management
Enhances productivity and provides pipeline visibility for projects.
Comprehensive Financial Management
Includes Contracts, Billing automation, and Stock management.
Analytics & Reporting
Provides powerful tools to create insights and measure business success.
AI Integration
Leverages AI capabilities to enhance various aspects of the platform.
Unified Pricing Model
Offers all features included as standard with one product and one price, eliminating locked-away features or upgrade fees.

Additional features

Service Desk
A top-tier helpdesk ticketing system specifically designed for Managed Service Providers (MSPs) to efficiently manage customer support requests.
Sales & CRM
Tools to customize the customer service experience and manage the entire sales pipeline, from lead to customer.
Portal
Provides a dedicated online portal for customers to submit requests, track progress, and access information, enhancing self-service.
Analytics & Reporting
Generates crucial insights and visual reports to measure business success, performance, and identify areas for improvement.
AI Integration
Incorporates Artificial Intelligence capabilities to enhance various functions within the platform, likely for automation, insights, or efficiency.
Contracts (Agreements) Management
Helps accurately track and manage all agreements, service level agreements (SLAs), and subscriptions with clients.
Finance (Billing Automation)
Automates and simplifies the entire billing process, from service charges to invoices, increasing accuracy and efficiency.
Stock Management
Enables the tracking of stock levels and facilitates the easy sale of products to customers.
Projects Management
Provides tools to enhance productivity, manage tasks, and offer clear visibility into project pipelines.
Time Tracking
Allows for precise tracking of time spent on tasks and projects, informing better decision-making and billing.
Extensive Integrations
Connects with over 250 third-party applications and tools, consolidating all team's work into a single platform.
Seamless Data Import
Facilitates easy migration from other PSA tools by allowing the import of tickets, projects, contracts, customers, assets, products, and knowledge articles.
Easy Setup
Designed for a straightforward and quick implementation process, getting users up and running efficiently.
Unified Pricing Model
Offers all features as standard with one transparent price, avoiding hidden costs or feature tiers.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
16
Interface languages
19
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchSwedishDanishNorwegianFinnishRussianChineseJapaneseKoreanArabic

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇸🇬SGD🇭🇰HKD🇳🇿NZD🇸🇪SEK🇳🇴NOK🇩🇰DKK🇵🇱PLN🇿🇦ZAR🇲🇽MXN🇧🇷BRL

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