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HaloPSA Reviews & Product Details

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Value at a Glance

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

12 months

HaloPSA Media

HaloPSA Demo - Service Desk
Easily manage tickets and meet SLAs through HaloPSA’s ITIL-aligned incident management. Automation of workflows and centralising communications has never been easier.
HaloPSA Demo - Asset Management
Use HaloPSA’s Asset Management to track your configuration items and visualise dependencies between assets. Log incidents and problems against assets and identify systematic failings before they cause major incidents.
HaloPSA Demo - Customer Relationship Management (CRM)
Track, plan, and execute organisational changes of any scale with HaloPSA’s outstanding change management capability. Ensure deadlines are met and practices remain standardised throughout your entire company.
HaloPSA Demo - Real-Time Project Dashboard
Share a live view of all projects on the go to gain clarity and visibility. This simple dashboard updates automatically, so you can keep track of projects and make resource spend transparent.
HaloPSA Demo - Extend HaloPSA with Apps
HaloPSA helps streamline your workflow with our integration capabilities. We slot into your existing practices with our wide range of applications available.
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HaloPSA Reviews (42)

Reviews

HaloPSA Reviews (42)

4.6
42 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the ease of use and flexibility of HaloPSA, highlighting its ability to adapt to various business needs and streamline workflows. The responsive support team is frequently mentioned as a key factor in enhancing user experience, although some users note that the documentation could be improved to better assist with the learning curve.

Pros & Cons

Generated from real user reviews
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MK
Support Team Leader
Small-Business (50 or fewer emp.)
"Great PSA tool, very versatile and customisable"
What do you like best about HaloPSA?

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.

What do you dislike about HaloPSA?

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.

MS
Senior Techniker
Small-Business (50 or fewer emp.)
"HaloPSA is awesome for MSP, if you are willing to spend some time setting it up."
What do you like best about HaloPSA?

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.

What do you dislike about HaloPSA?

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.

HA
IT support and Project Manager
Small-Business (50 or fewer emp.)
"Best CRM is at your finger Tips!"
What do you like best about HaloPSA?

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

What do you dislike about HaloPSA?

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

Verified User in Computer & Network Security
IC
Mid-Market (51-1000 emp.)
"Amazing centralized tool with a lot of functionalities."
What do you like best about HaloPSA?

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.

What do you dislike about HaloPSA?

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.

JG
Service Desk Team Lead
Small-Business (50 or fewer emp.)
"Fast and easy ticketing system"
What do you like best about HaloPSA?

Currently, the best part of Halo happens to be the AI reporting tool. It makes it really easy to create reports on any custom idea. Review collected by and hosted on G2.com.

What do you dislike about HaloPSA?

It's actually difficult to find something to dislike at the moment. Review collected by and hosted on G2.com.

YB
Administrateur système et réseaux
Small-Business (50 or fewer emp.)
"Very good CRM"
What do you like best about HaloPSA?

Tool very easy to modify, with good management of tracking, commerce, and technique. Review collected by and hosted on G2.com.

What do you dislike about HaloPSA?

Sometimes variables are not easily accessible during programming Review collected by and hosted on G2.com.

Rich J.
RJ
Operations Manager
Information Technology and Services
Small-Business (50 or fewer emp.)
"Best things we've ever done"
What do you like best about HaloPSA?

Control of the system, flexibility, constantly evolving with the times, support is good, documentation updated regularly, fantastic community. Review collected by and hosted on G2.com.

What do you dislike about HaloPSA?

The timesheets module is pretty poor, hopefully gets updated. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Small-Business (50 or fewer emp.)
"It does everything and more!"
What do you like best about HaloPSA?

Lots to configure, easy to implement.

Integrates with everything.

Streamlines our entire workflow, as a daily driver this works.

Strong documentation for initial configuration and best use case scenarios.

Everything is unlocked out of the box no need to buy addons to integrate fully with Quickbooks/Xero

Our account manager and onboarding contacts are always quick to reply and push along a request.

Shout out to Tim Lippa for going the extra mile for making the whole experience a great one. Review collected by and hosted on G2.com.

What do you dislike about HaloPSA?

Lots to configure.

Integrates with everything.

I find myself scouring for obscure integrations just to see how it integrates.

The ability to boil a smart kettle depending on agent calendar is a dangerous beast. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Small-Business (50 or fewer emp.)
"Powerful Ticketing and Billing Solution for Growing MSPs"
What do you like best about HaloPSA?

We are an MSP of 5 agents supporting around 40 customers ranging in size from 10 - to 150 users. We initially looked to switch ticketing systems to address clients' compliance needs but didn't realize how impactful the change would be for us as agents and our business's day-to-day management and growth potential.

We moved to Halo from N-Able's MSP-Manager solution. We tested what felt like every available ITIL-aligned solution on the market. Most were targeted at SMBs and enterprises and not MSPs supporting multi-tenant environments or with complex billing requirements. While many larger platforms support the ITIL foundations around self-service, change management, incident management, escalation, etc., few systems I've seen have an ethos of continuous improvement, like Halo. They release updates at a weekly clip, and these are not just minor tweaks but full-fledged feature add-ons, integrations, etc. This has spilled over into our team, and we feel empowered to approach our work with this same mindset.

Halo is a very customizable ITSM sandbox. Almost everything within the system can be tweaked, changed, or modified to match your needs. Don't like what something is named? Change it. Want to automate a process? Create it.

The action and information-oriented workflows make it easy for agents to work any ticket for any customer. Halo also meets us where our customers are. Many of the ITIL functions of other systems are not friendly to small SMBs who may want to track Change Requests or Major Incidents but don't require a massive series of documentation or approval sequences. Halo allows us to tweak these workflows and outcomes at a customer level and ensures a "just right" experience.

The day-to-day ticketing experience pulls all of these customizations into a central hub of information, creating actionable insights for your agents as they solve customer issues. I'm not sure enjoyable or fun would ever be the right word to describe work, but using Halo is never frustrating, and it feels like everyone on our team's quality of work has improved simply because of how the system functions. We've also seen our active queue decrease by about 30% because we can easily assign, track, and close tickets.

Halo's support and professional services team understands the product and your needs as a business and will work with you to guarantee the configuration meets your expectations.

Our customer's comments from day one have all been highly positive. We see that the system enables a level of collaborative support that we previously didn't have nor realized we needed to improve. This is especially important as we follow the industry trend and have more and more co-managed customers, where our coordination with their in-house IT is key to the relationship's success.

My original review called out issues with the ticket timer. Halo worked with us to address the issue.

We are very happy with this product and its impact on our business. Review collected by and hosted on G2.com.

What do you dislike about HaloPSA?

The high level of customization also means you should expect a longer onboarding process than with competing products.

While they've improved their documentation, no master user manual breaks down every small check box or option and its outcome. A full-time person dedicated to documentation would be a significant win for Halo and customers! Expect to work with the onboarding team to gain this understanding and tweak the system where you need it to be. Review collected by and hosted on G2.com.

Lucas B.
LB
Director
Small-Business (50 or fewer emp.)
"Powerful PSA but with a learning curve"
What do you like best about HaloPSA?

The amount of customisation that can be had with HaloPSA is unreal, however the deeper the rabbithole and longer it takes. Review collected by and hosted on G2.com.

What do you dislike about HaloPSA?

Documentation hasnt kept pace with their develiopment and us such alot fo the docs are outdated. Review collected by and hosted on G2.com.

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What is HaloPSA used for?

Pricing Insights

Averages based on real user reviews.

Time to Implement

3 months

Return on Investment

12 months

Perceived Cost

$$$$$
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Customer Profiles
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Client Portal
Project Planning
Project Tracking
Resource Definition
Invoice Management
Reporting
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