[ HaloPSA Reviews ](https://www.g2.com/products/halopsa/reviews) [ HaloPSA Reviews ](https://www.g2.com/products/halopsa/reviews) # HaloPSA Features ##### ## Customer Management (4) Customer Profiles Maintains a central repository of customer information and communications. Sales Identify sales opportunities and manage leads pipelines by customer or region. Marketing Create and manage marketing campaigns and track their performance Client Portal Provides a portal for clients to view project progress, budgets, resources, project documents, etc. Show More ##### ## Project Management (8) Project Planning Generate plans that define tha main activities and resources needed for a project Project Tracking Monitor the progress or all tasks and activities that are part of a project Resource Definition Contains library of skills and resources to allow project managers to find and assign to projects. Resource Management Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Time Tracking Measure time to completion or hours worked for projects Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Show More ##### ## Accounting (10) Revenue Recognition Automate revenue recogniton by project, portfolio, or milestone and deliverable. Invoice Management Ability to create and send electronic invoices, including templates that can be customized/branded. Payments Accepts multiple types of payments from clients and match with invoices. Project Accounting Deliver features to track and manage costs and revenues by project. Budget Tracking Enables accountants and project managers to track and manage budgets. Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Activity Tracking Track and document all activities across devices, networks, and other systems Billable Items Tracking Track the list of items required to be billed/invoiced to clients Document Management Store, manage, and track all electronic documents in a centralized location Multiple Projects Ability to handle several projects simultaneously Show More ##### ## Portfolio Management (4) Portfolio Definition Define multiple types of portfolios for projects, programs, and services. Portfolio Performance Monitor the performance of different types of portfolios and programs. Risk Identify risks that may negatively impact the performance of a portfolio of projects. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Analytics (4) Forecasting Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. Reporting Access pre-built and custom reports and dashboards that can be configured by users. KPIs Include business and financial KPIs that are specific to project and portfolio management . Real-Time Reporting Active reporting of data and metrics Show More ##### ## Administration (11) Standard Integrations Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. Access Management Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Calendar Management Track and manage schedules and meetings via an integrated calendar Timesheet Management Track the amount of time spent on a job or task Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Platform (5) APIs Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile Allows software to be easily used on multiple mobile devices including phones and tablets. Offline Access Ability to create and access tasks, transactions and reports while not connected to internet. Show More ##### ## Generative AI (4) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Proposal Generation Create proposals based on costs of labor and materials Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Artificial Intelligence - Professional Services Automation (3) Predictive Forecasting Predicts project profitability, revenue, and resource utilization based on historical data and current trends. Smart task suggestions Gives task and resource allocation suggestions based on project context. Automated workflows Automates time-tracking, invoicing, and expense reporting. Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Additional Functionality (18) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Quotes/Estimates Generate quotes or estimates for customers Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Fields Customize data fields to support various needs and use cases CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Billing & Invoicing Create, manage, and send invoices or bills to customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Project Templates Pre-designed project plans that can be customized Task Scheduling Track and manage the scheduling of tasks Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Show More ## Top-Rated Alternatives [ ![Autotask](https://images.g2crowd.com/uploads/product/hd_favicon/9559fdffaf71b8ac31b2e3c064ed8ed7/autotask.svg "Autotask") Autotask 4.3/5(632) ](https://www.g2.com/products/autotask/reviews) [ ![ConnectWise PSA](https://images.g2crowd.com/uploads/product/hd_favicon/f30f7f8a7fd4546eea1a8ddceef59420/connectwise-psa.svg "ConnectWise PSA") ConnectWise PSA 4/5(583) ](https://www.g2.com/products/connectwise-psa/reviews) [ ![Accelo](https://images.g2crowd.com/uploads/product/hd_favicon/60589c683a177a3488b0a63b39ead36d/accelo%282%29.svg "Accelo") Accelo 4.3/5(685) ](https://www.g2.com/products/accelo/reviews) [ View All Alternatives ](https://www.g2.com/products/halopsa/competitors/alternatives) HaloPSA Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9fe68a4b30c295f2cb99e52be20e0e26/autotask.png "Product Avatar Image") Autotask 4.3/5(632) [ Compare Now ](https://www.g2.com/compare/autotask-vs-halopsa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_7dce5599088218a5aa1848e2d98956d0/haloitsm.png "Product Avatar Image") HaloITSM 4.8/5(22) [ Compare Now ](https://www.g2.com/compare/haloitsm-vs-halopsa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71171ec9794b67c115a51f7e9d6b3d0e/connectwise-psa.png "Product Avatar Image") ConnectWise PSA 4/5(583) [ Compare Now ](https://www.g2.com/compare/connectwise-psa-vs-halopsa) ##### Categories on G2 [Professional Services Automation](https://www.g2.com/categories/professional-services-automation) ##### Explore More [Which ERM platforms are rated highest for mid-market organizations looking for a balance between cost and capability?](https://www.g2.com/discussions/which-erm-platforms-are-rated-highest-for-mid-market-organizations-looking-for-a-balance-between-cost-and-capability)[Is The Wild worth it for VR collaboration?](https://www.g2.com/discussions/is-the-wild-worth-it-for-vr-collaboration)[Is Everlaw worth it for government public records management?](https://www.g2.com/discussions/is-everlaw-worth-it-for-government-public-records-management) [What's the best ERP software for service-based business](https://www.g2.com/discussions/what-s-the-best-erp-software-for-service-based-business)[Which event registration platforms integrate well with CRM and email marketing tools so attendee data actually ends up where your team needs it?](https://www.g2.com/discussions/which-event-registration-platforms-integrate-well-with-crm-and-email-marketing-tools-so-attendee-data-actually-ends-up-where-your-team-needs-it)[Pros and Cons Details](https://www.g2.com/products/halopsa/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)