HaloPSA Features

Based on 15 HaloPSA reviews. Maintains a central repository of customer information and communications.

Identify sales opportunities and manage leads pipelines by customer or region. 13 reviewers of HaloPSA have provided feedback on this feature.

Create and manage marketing campaigns and track their performance 11 reviewers of HaloPSA have provided feedback on this feature.

Provides a portal for clients to view project progress, budgets, resources, project documents, etc. 15 reviewers of HaloPSA have provided feedback on this feature.

Based on 14 HaloPSA reviews. Generate plans that define tha main activities and resources needed for a project

Monitor the progress or all tasks and activities that are part of a project This feature was mentioned in 14 HaloPSA reviews.

Contains library of skills and resources to allow project managers to find and assign to projects. 13 reviewers of HaloPSA have provided feedback on this feature.

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. 13 reviewers of HaloPSA have provided feedback on this feature.

Automate revenue recogniton by project, portfolio, or milestone and deliverable. This feature was mentioned in 11 HaloPSA reviews.

Based on 13 HaloPSA reviews. Ability to create and send electronic invoices, including templates that can be customized/branded.

As reported in 12 HaloPSA reviews. Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project. This feature was mentioned in 12 HaloPSA reviews.

Based on 12 HaloPSA reviews. Enables accountants and project managers to track and manage budgets.

Define multiple types of portfolios for projects, programs, and services. This feature was mentioned in 10 HaloPSA reviews.

Monitor the performance of different types of portfolios and programs. This feature was mentioned in 10 HaloPSA reviews.

Based on 10 HaloPSA reviews. Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals. This feature was mentioned in 10 HaloPSA reviews.

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. This feature was mentioned in 10 HaloPSA reviews.

Access pre-built and custom reports and dashboards that can be configured by users. 14 reviewers of HaloPSA have provided feedback on this feature.

Include business and financial KPIs that are specific to project and portfolio management . 11 reviewers of HaloPSA have provided feedback on this feature.

As reported in 13 HaloPSA reviews. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. 13 reviewers of HaloPSA have provided feedback on this feature.

As reported in 13 HaloPSA reviews. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

As reported in 12 HaloPSA reviews. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies. 11 reviewers of HaloPSA have provided feedback on this feature.

As reported in 15 HaloPSA reviews. 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.

Based on 11 HaloPSA reviews. Allows software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting