HaloPSA Reviews & Product Details

HaloPSA is a comprehensive solution to a lot of my team's requirements. You have a great level of customisation and ability to change and develop within Halo to fine tune to exactly what you'd like for your customers and yourselves.

We use Halo for a lot of our day-to-day tasks for our customers. I'd say Halo is easy to pick up from a technician perspective and easy for a customer on the end-user side of things if you decided to make use of it. Like any ticketing system or any system similar to Halo it takes time to understand it's nuanses.

I haven't delt much with Halo's technical support personally, but have been told they are very good. I do know, there is a bounty of information from third parties across linked in and YouTube offering insights and builds for various flows. Review collected by and hosted on G2.com.

Though the customisation is excellent.. it can be complicated to get your head round. Not impossible. But it takes time to understand and make changes with confidence. Review collected by and hosted on G2.com.

I find HaloPSA to be extremely well designed and easy to use. It is easy to train new techs on. It has a great built-in customer portal, allowing our customers one place to manage all their company and personal tickets, view KB articles relevant to their company, and view and pay invoices. The release and feature cadence is great, with new features released at a great pace and continuous improvements to the product. The layout is clean and easy to navigate and is a breath of fresh air compared to ConnectWise Manage. Review collected by and hosted on G2.com.

Support is not the greatest or the most responsive. It could be improved. The HaloPSA KB for the product itself feels half baked and needs some additional work to bring it in line with other companies' KBs. Review collected by and hosted on G2.com.

We are able to log tickets, update tickets, put them on hold, progress, schedule etc.

If there is a recurring ticket, we are able to create it as schedule so that a ticket is created accordingly with any user interactions.

We are able to create dashboards to see how many tickets were logged, how many were resolved, etc. Easily integrate with other systems such as N-Central, Microsoft Stack (Teams, Outlook, SharePoint etc.) . The HaloPSA team provide the best custumer service Review collected by and hosted on G2.com.

HaloPSA can be slow sometimes. The documentation is not clear sometimes. Review collected by and hosted on G2.com.

I like that HaloPSA is simple, clean, and easy to work with. It makes daily tasks feel smoother. Review collected by and hosted on G2.com.

I’d say the main downside is that some settings feel a bit hidden or take time to find, so it can be a little tricky at first. But overall, it’s still a solid and user-friendly tool. Review collected by and hosted on G2.com.

We had a medium amount of difficulty implementing and integrating Halo after coming from Zendesk, but it was worth the setup.

Now that we have it set up, we wouldn't go back and it's very easy to use. The cost savings are immense as well!

We use it every day for customer interaction and project management. It does everything we need and more.

The Halo team has also been great help getting us set up and going. Review collected by and hosted on G2.com.

Setup was a bit tricky coming from Zendesk, but beyond that no complaints at all! Review collected by and hosted on G2.com.

We use Halo primarily for ticketing and asset inventory. It does a great job of organizing and tracking tickets. Review collected by and hosted on G2.com.

I wish it was a little simpler to implement. Review collected by and hosted on G2.com.

I like the reporting structure using SQL. It allows the reporting to be customisable depending on what you are looking Review collected by and hosted on G2.com.

Halo could do with better billing/invoicing systems, some of the systems only take you 90% of the way such as the recurring billing for purchase orders, you can’t create a recurring purchase order for recurring billing Review collected by and hosted on G2.com.

The ability to automate everything as this is a fully api driven system. The potential to easily integrate everything you want and need is just awesome. Review collected by and hosted on G2.com.

There are so many features that you will never know if a button breaks something else you have never tought about. There is a lack of documenation for all these small nice features. You spend alot of time "trial and error" instead knowing what the programmer have thought about this feature. I think it would have so much more potential if there would be an example and explanation for each checkbox. Review collected by and hosted on G2.com.

Its interface and detailing about everything, Quick customer support and Super friendly. Review collected by and hosted on G2.com.

Very clicky when needed to do certain tasks. Too many buttons for Agents with minimum access. Review collected by and hosted on G2.com.

The best thing is its flexibility for incorporating certain features that might vary based on the use-case of customers. Review collected by and hosted on G2.com.

Functionality wise - there's not much that I would like to change, but design wise -- I would like to see a little more intuitive UI because for someone using this tool for the first time, it can be intimidating. Review collected by and hosted on G2.com.