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HaloPSA

HaloPSA Review: Is It The Right Project Management Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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What is HaloPSA?

HaloPSA is a Professional Services Automation (PSA) platform for IT managed service providers, covering service desk ticketing, billing, and multi-tenant client management. It offers comparable feature coverage to ConnectWise at a lower cost and with a simpler configuration process.

Pricing

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

GDPR
  • SSO & MFA supported

  • Data residency:🇺🇸

Platform

  • Browser Based (Cloud)

  • Desktop only — no mobile app

HaloPSA Software Demo

HaloPSA was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider HaloPSA

Use cases
IT service providers, Managed service providers (MSPs), Professional services firms
Team types
Service desk teams, IT support teams
Company size
Small Business, Medium Business
Workflow style
Simple and streamlined
Setup complexity
Medium

Why teams choose HaloPSA

  • User-friendly interface compared to competitors

  • Efficient management of service desk operations

  • Supports multiple companies within one platform

Is HaloPSA right for you?

All-in-one PSA software ideal for small to medium IT service providers.

Choose HaloPSA if

  • You need a user-friendly, modern alternative to outdated PSA tools like ConnectWise.
  • You manage multiple companies and require efficient service desk operations in one platform.
  • Your team consists of service desk or IT support professionals seeking streamlined workflows.

Consider alternatives if

  • Your organization demands highly customizable PSA solutions tailored to complex needs.
  • You are a large enterprise requiring extensive legacy system integrations and scalability.
Pros and cons

HaloPSA pros and cons

  • HaloPSA pros
  • User-friendly interface compared to competitors

  • Efficient management of service desk operations

  • Supports multiple companies within one platform

  • HaloPSA cons
  • Limited publicly available pricing information

  • Lack of detailed user reviews and ratings

Free trial available

Ready to try it?

Get started with HaloPSA

Start your free trial — no credit card required.

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See how it stacks up

Compare HaloPSA side-by-side with top Project Management Software alternatives.

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HaloPSA reviews and ratings

Buyer sentiment

Insufficient user feedback available to determine overall sentiment.

What buyers like

  • User-friendly experience
  • Service desk efficiency
  • Multi-company support

Common complaints

  • Lack of pricing transparency
  • Limited user reviews

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How big is your team?

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What are the features of HaloPSA?

20%

Feature coverage

5 of 25 tracked features

An invoice and a bill are documents that convey the same information about the amount owing for the sale of goods or services. Still, a comp…

Client management, also referred to as customer management, is a key aspect of business operations that involves managing and organizing cli…

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…

The service desk, which is the single point of contact for all users dealing with IT, is usually tightly associated with incident management…

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…

Security & Compliance

HaloPSA security and data handling

Key compliance certifications and security features for IT and security teams evaluating HaloPSA.

Certifications

GDPR✓ Certified

Security features

Single Sign-On (SSO)✓ Yes
Multi-Factor Authentication✓ Yes
Data Encryption✓ Yes
Audit Logs✓ Yes

Developer & data

Data residency
🇺🇸

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Help & Contact

HaloPSA Support Options

Customer ServiceOnline
LocationStowmarket, England

Connect with HaloPSA

Frequently Asked Questions About HaloPSA

Common questions buyers ask before choosing HaloPSA.

HaloPSA is a Project Management Software. HaloPSA offers Billing and Invoicing, Client Management (Customer), Incident Management, Customer Support and many more functionalities.

HaloPSA is a strong fit if: You need a user-friendly, modern alternative to outdated PSA tools like ConnectWise.; You manage multiple companies and require efficient service desk operations in one platform.. Consider alternatives if: Your organization demands highly customizable PSA solutions tailored to complex needs.; You are a large enterprise requiring extensive legacy system integrations and scalability..

Buyers commonly note the following limitations of HaloPSA: Limited publicly available pricing information; Lack of detailed user reviews and ratings; Potentially less suitable for very large enterprises.

Some top alternatives to HaloPSA includes Quickbase , Smartsheet, ClickUp, Hive Project Management and Casual.

HaloPSA offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the HaloPSA as of now.

The starting price is not disclosed by HaloPSA. You can visit HaloPSA pricing page to get the latest pricing.

Free buyer scorecard

Evaluate HaloPSA with the project management software buyer scorecard

A weighted project management software scorecard to assess HaloPSA objectively and compare it against the alternatives.

  • Weighted criteria you can edit
  • Score vendors side-by-side
  • Shareable with your buying committee

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Ready to try it?

Get started with HaloPSA

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About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].