--- title: HaloPSA Reviews meta_title: 'HaloPSA Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 46 reviews by the users' company size, role or industry to find out how HaloPSA works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 46 scale: '5' date_modified: '2026-08-07' parent_category: name: ERP url: https://www.g2.com/categories/erp --- # HaloPSA Reviews **Vendor:** Halo Service Solutions **Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) **Average Rating:** 4.6/5.0 **Total Reviews:** 46 ## About HaloPSA HaloPSA is a comprehensive, cloud-based Professional Services Automation (PSA) software tailored for Managed Service Providers (MSPs) and IT service providers. It integrates essential business functions such as service desk management, project planning, billing, and customer relationship management into a unified platform. This consolidation streamlines operations, enhances productivity, and improves service delivery, making it an ideal solution for service-oriented businesses. Key Features and Functionality: - Service Desk: Flexible, automation-driven ticketing system designed specifically for MSPs. - Contracts: Configurable agreements to fit various billing structures and client needs. - Billing & Invoices: Automated invoicing processes to simplify financial operations. - Sales & CRM: Tools to enhance pipeline visibility and manage customer relationships effectively. - Stock Management: Centralized tracking of stock levels to streamline procurement and inventory control. - Project Management: Comprehensive oversight of projects from initiation to completion. - Time Tracking: Accurate logging of billable hours to ensure precise client billing. - Reporting & Analytics: Customizable reports and real-time analytics to monitor performance and inform decision-making. Primary Value and Solutions Provided: HaloPSA addresses the complexities MSPs face by offering an all-in-one platform that reduces the need for multiple disparate tools. Its automation capabilities free up resources by handling repetitive tasks, allowing teams to focus on strategic initiatives. The software's scalability ensures it grows alongside the business, accommodating increasing demands without compromising efficiency. By centralizing various business functions, HaloPSA enhances collaboration, improves service delivery, and drives overall business growth. ## HaloPSA Pros & Cons **What users like:** - Users find HaloPSA's interface to be **simple and intuitive** , significantly enhancing their daily workflow efficiency. (3 reviews) - Users praise the **exceptional customer support** of HaloPSA, enhancing user experience and system efficiency. (2 reviews) - Users love the **easy integrations** of HaloPSA, enabling smooth connectivity with various systems and automation capabilities. (2 reviews) - Users value the **flexibility** of HaloPSA, which adapts to evolving needs and specific customer use-cases. (2 reviews) - Users appreciate the **organization** provided by HaloPSA, which streamlines ticket tracking and daily task management. (2 reviews) - Users value the **project tracking capabilities** of HaloPSA, enhancing ticket management and integration with various systems. (2 reviews) - Users find the **AI reporting tool** of HaloPSA invaluable for easily creating customizable reports with SQL. (2 reviews) - Users value the **customizability** of HaloPSA, particularly enjoying tailored reporting options through SQL. (1 reviews) - Integrations (1 reviews) - Navigation Ease (1 reviews) **What users dislike:** - Users struggle with the **steep learning curve** of HaloPSA due to unclear documentation and potential feature conflicts. (2 reviews) - Users report **billing issues** with HaloPSA, noting limitations in the invoicing and recurring billing systems. (1 reviews) - Users find the **complex usability** of HaloPSA challenging due to insufficient documentation and reliance on trial and error. (1 reviews) - Users find the **difficult setup** of HaloPSA challenging, wishing for a more straightforward implementation process. (1 reviews) - Users find HaloPSA's **billing and invoicing systems lacking** , as recurring billing features do not fully meet their needs. (1 reviews) - Users find the **design unintuitive** , making it intimidating for first-time users to navigate HaloPSA effectively. (1 reviews) - Poor Navigation (1 reviews) - Slow Performance (1 reviews) - Training Deficiency (1 reviews) - Update Issues (1 reviews) ## HaloPSA Reviews ### 1. HaloPSA Review - Zolile Machi **Rating:** 5.0/5.0 stars **Reviewed by:** Zolile M. | Junior Power BI Analytics Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2025 **What do you like best about HaloPSA?** 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 **What do you dislike about HaloPSA?** HaloPSA can be slow sometimes. The documentation is not clear sometimes. **What problems is HaloPSA solving and how is that benefiting you?** It has improved efficiency as it has reduced the admin work, It speeds up the ticket handling. Advance and clear reporting. Helps us to created automated tickets, provides clear updates. ### 2. Effortless and User-Friendly Experience with HaloPSA **Rating:** 5.0/5.0 stars **Reviewed by:** Majd K. | Fach Informatiker für System Integration, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2025 **What do you like best about HaloPSA?** I like that HaloPSA is simple, clean, and easy to work with. It makes daily tasks feel smoother. **What do you dislike about HaloPSA?** 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. **What problems is HaloPSA solving and how is that benefiting you?** helps keep everything organized in one place tickets, tasks, communication, all together. It saves time, reduces confusion, and makes it easier to stay on top of work. ### 3. Effortless Ticket Organization and Tracking **Rating:** 4.0/5.0 stars **Reviewed by:** Beth Anne L. | Business Manager, Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 25, 2025 **What do you like best about HaloPSA?** We use Halo primarily for ticketing and asset inventory. It does a great job of organizing and tracking tickets. **What do you dislike about HaloPSA?** I wish it was a little simpler to implement. **What problems is HaloPSA solving and how is that benefiting you?** It keeps all of our tickets in a central location with the ability to assign to whoever needs to work on the ticket and can also see the history of the ticket. ## HaloPSA Discussions - [What is HaloPSA used for?](https://www.g2.com/discussions/what-is-halopsa-used-for) - [View HaloPSA pricing details and edition comparison](https://www.g2.com/products/halopsa/reviews?filters%5Bsentiment_snippet%5D=1646932&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+15%3A38%3A07+-0500&secure%5Bsession_id%5D=6ed88578-4ff2-448d-9910-3e06d72bd871&secure%5Btoken%5D=8b988cbeb765b68a6fb6dbbbe243aab5bda6b59af98f5705b8f0bc549aa7d6b4&format=llm_user) ## HaloPSA Integrations - [Acronis Cyber Protect](https://www.g2.com/products/acronis-acronis-cyber-protect/reviews) - [Addigy](https://www.g2.com/products/addigy/reviews) - [Adlumin](https://www.g2.com/products/adlumin/reviews) - [Auvik](https://www.g2.com/products/auvik-networks/reviews) - [ConnectSecure Vulnerability and Compliance Manager](https://www.g2.com/products/connectsecure-vulnerability-and-compliance-manager/reviews) - [Harvest](https://www.g2.com/products/harvest/reviews) - [IT Glue](https://www.g2.com/products/it-glue/reviews) - [N-able N-central](https://www.g2.com/products/n-able-n-central/reviews) - [NinjaOne](https://www.g2.com/products/ninjaone/reviews) - [SentinelOne Singularity Cloud Security](https://www.g2.com/products/sentinelone-singularity-cloud-security/reviews) ## HaloPSA Features **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management - Resource Allocation & Planning - Progress Tracking - Project Time Tracking - Project Management **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking - Time & Expense Tracking - Activity Tracking - Billable Items Tracking - Document Management - Multiple Projects **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Analytics** - Forecasting - Reporting - KPIs - Real-Time Reporting **Administration** - Standard Integrations - Workflow - Access Management - Email Management - Workflow Management - Task Management - Portfolio Management - Calendar Management - Timesheet Management - Accounting Integration - Third-Party Integrations **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation - AI Text Summarization - Proposal Generation - Generative AI **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Additional Functionality** - Activity Dashboard - Gantt/Timeline View - Quotes/Estimates - Collaboration Tools - Customizable Fields - CRM - AI Copilot - Customizable Reports - Performance Metrics - Access Controls/Permissions - Billing & Invoicing - Approval Process Control - Reporting & Statistics - Project Templates - Task Scheduling - Real-Time Data - Document Storage - Drag & Drop ## Top HaloPSA Alternatives - [Autotask](https://www.g2.com/products/autotask/reviews) - 4.3/5.0 (621 reviews) - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) - 4.0/5.0 (556 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews)