# 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:** 42 ## 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 value the **ease of use** of HaloPSA, making daily tasks and ticket management seamless and efficient. (3 reviews) - Users commend the **excellent customer support** from HaloPSA, noting its responsiveness and helpfulness in resolving issues. (2 reviews) - Users value the **easy integrations** of HaloPSA with systems like Microsoft Stack, enhancing their ticket management experience. (2 reviews) - Users value the **flexibility** of HaloPSA, allowing customization to fit diverse customer use-cases effectively. (2 reviews) - Users appreciate the **effective organization** in HaloPSA, making ticketing and asset management seamless and efficient. (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 face a significant **learning curve** due to unclear documentation and extensive features, leading to trial and error. (2 reviews) - Users find HaloPSA's **billing issues** frustrating, particularly with limitations in recurring billing and invoicing capabilities. (1 reviews) - Users find the **complex usability** of HaloPSA frustrating due to insufficient documentation and unclear feature interactions. (1 reviews) - Users find the **difficult setup** of HaloPSA to be a frustrating barrier to efficient implementation. (1 reviews) - Users find that HaloPSA has **invoicing issues** , especially with recurring billing and purchase order limitations. (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 - A Comprehensive Solution **Rating:** 4.0/5.0 stars **Reviewed by:** max . | IT Helpdesk Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about HaloPSA?** 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. **What do you dislike about HaloPSA?** 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. **What problems is HaloPSA solving and how is that benefiting you?** The biggest problem Halo solves for me is the Ticketing and CRM side of things. Its allowed us to create canned text, build out ticket flows to make things faster for the end customer and us too. ### 2. Feature-Rich, Intuitive Tool For MSP Business Management **Rating:** 5.0/5.0 stars **Reviewed by:** Alex B. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2026 **What do you like best about HaloPSA?** 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. **What do you dislike about HaloPSA?** 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. **What problems is HaloPSA solving and how is that benefiting you?** HaloPSA solves helpdesk ticketing, client billing, client contracts, invoicing, time tracking, and project management issues. ### 3. HaloPSA: The Best Ticketing System We’ve Found **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **What do you like best about HaloPSA?** As a cybersecurity and IT company, the ticketing system we use is at the heart of our company. HaloPSA is far and away the best ticketing software that we have found, and we actually migrated to it from Zendesk. **What do you dislike about HaloPSA?** We are still navigating how to best integrate the time-tracking features in HaloPSA into our time tracking software for our hourly employees. **What problems is HaloPSA solving and how is that benefiting you?** We saw a significant improvement in our ticket SLAs after switching to HaloPSA. It allows us to handle a high ticket volume, escalate tickets appropriately across our team, and as an admin, it lets me confirm the clients we are billing and the work we have performed at-a-glance with ease. ### 4. Fast Feature Releases but weak Documentation **Rating:** 1.5/5.0 stars **Reviewed by:** Laurence S. | Directeur des opérations TI, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about HaloPSA?** Halo rapidly adds features, at a fast pace and listens to the community (MSPs) **What do you dislike about HaloPSA?** Features are often half-baked or half-tested and the documentation is either non present, minimal, outdated and often of low quality. **What problems is HaloPSA solving and how is that benefiting you?** We needed an innovative ticketing system to automate tasks, Halo delivered on the ticketing aspect. ### 5. Best CRM is at your finger Tips! **Rating:** 5.0/5.0 stars **Reviewed by:** Hitesh A. | IT support and Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2025 **What do you like best about HaloPSA?** Its interface and detailing about everything, Quick customer support and Super friendly. **What do you dislike about HaloPSA?** Very clicky when needed to do certain tasks. Too many buttons for Agents with minimum access. **What problems is HaloPSA solving and how is that benefiting you?** Its a ticketing and knowledgebase solution for us, it also handles billing. ### 6. Fantastic Automation and Fast Performance **Rating:** 4.0/5.0 stars **Reviewed by:** Andy S. | N, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2026 **What do you like best about HaloPSA?** Automation capabilities are fantastic. Performance is very quick as well. **What do you dislike about HaloPSA?** The configuration menus are rather convoluted and not laid out well. **What problems is HaloPSA solving and how is that benefiting you?** It provides ticketing for us as an MSP. ### 7. 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. ### 8. Great Microsoft 365 Integration, but Slow Servers and a Disappointing Sales & Onboarding Experience **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2026 **What do you like best about HaloPSA?** Web login and integration with Microsoft 365. **What do you dislike about HaloPSA?** Development, server responsiveness, lack of real API, the sales process included bait-and-switch tactics and an onboarding with an engineer who didn’t actually understand Halo. **What problems is HaloPSA solving and how is that benefiting you?** It doesn’t solve any problems. It actually creates more than it even comes close to fixing. It is perpetually slow, logs-out, and refreshes pages losing data/notes. ### 9. 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. ### 10. Tricky At First But Worth It **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher R. | Information Technology, Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2025 **What do you like best about HaloPSA?** 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. **What do you dislike about HaloPSA?** Setup was a bit tricky coming from Zendesk, but beyond that no complaints at all! **What problems is HaloPSA solving and how is that benefiting you?** Halo is a great platform for ticketing, project management, user management, and more. ### 11. 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. ### 12. Great PSA tool, very versatile and customisable **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew K. | Support Team Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2025 **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 **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 **What problems is HaloPSA solving and how is that benefiting you?** It allows us to customise workflows for our help desk staff and also our sales staf, we are able to complete in depth data analysis on different metrics if the sales and Helpdesk data thanks for the customised reports ### 13. HaloPSA is awesome for MSP, if you are willing to spend some time setting it up. **Rating:** 4.5/5.0 stars **Reviewed by:** Michael S. | Senior Techniker, Small-Business (50 or fewer emp.) **Reviewed Date:** May 12, 2025 **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. **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. **What problems is HaloPSA solving and how is that benefiting you?** Unifiy Workflows. ### 14. Amazing centralized tool with a lot of functionalities. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2025 **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. **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. **What problems is HaloPSA solving and how is that benefiting you?** 1. Centralized Ticketing System -- Makes it easy to perform the automation of services in a single place. 2. Easy Integrations with various apps -- Easy to link it with certain apps in the MS Office 365 suite. 3. Wide Array of Services -- Various teams within our organization have migrated to Halo. Be it security, IT, development or engineering. ### 15. Fast and easy ticketing system **Rating:** 4.0/5.0 stars **Reviewed by:** Joel G. | Service Desk Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **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. **What do you dislike about HaloPSA?** It's actually difficult to find something to dislike at the moment. **What problems is HaloPSA solving and how is that benefiting you?** Creating custom reports to track KPIs on Service Desk. Having a proper ticket workflow. ### 16. Very good CRM **Rating:** 5.0/5.0 stars **Reviewed by:** yannis B. | Administrateur système et réseaux, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about HaloPSA?** Tool very easy to modify, with good management of tracking, commerce, and technique. **What do you dislike about HaloPSA?** Sometimes variables are not easily accessible during programming **What problems is HaloPSA solving and how is that benefiting you?** Create a tracking system for customer orders ### 17. Best things we've ever done **Rating:** 5.0/5.0 stars **Reviewed by:** Rich J. | Operations Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 03, 2024 **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. **What do you dislike about HaloPSA?** The timesheets module is pretty poor, hopefully gets updated. **What problems is HaloPSA solving and how is that benefiting you?** The best PSA i've ever used, a joy to configure and really helps manage our customer base ### 18. It does everything and more! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2024 **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. **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. **What problems is HaloPSA solving and how is that benefiting you?** HaloPSA solves so many issues it is hard to not write a paragraph about every feature. It has streamlined our entire process to one easy to use portal that can be tailored for every department. ### 19. Powerful Ticketing and Billing Solution for Growing MSPs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2022 **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. **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. **Recommendations to others considering HaloPSA:** Plan to actually spend some real-time with it. Most systems are very surface level in terms of what they offer. Halo requires you to dig in to reveal its true benefits and value. **What problems is HaloPSA solving and how is that benefiting you?** Halo has made us a more fluid and dynamic company from day one and lightened the load across the service desk by enabling collaboration and coordination across tickets and customers. IT Asset Management (ITAM) Incident and Change Management Knowledge Base management for internal and user-facing information Service Request forms for purchases and re-occurring issues like access changes, PW reset, etc. ### 20. Powerful PSA but with a learning curve **Rating:** 4.0/5.0 stars **Reviewed by:** Lucas B. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2023 **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. **What do you dislike about HaloPSA?** Documentation hasnt kept pace with their develiopment and us such alot fo the docs are outdated. **What problems is HaloPSA solving and how is that benefiting you?** We came from a All in One PSA/RMM tool and felt were just werent getting enough from it. Moving to HaloPSA allowed us to really refine and tinker with out processes and workflows around ticket handling ### 21. Great Ticketing software **Rating:** 5.0/5.0 stars **Reviewed by:** Kane H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about HaloPSA?** before you even click on a ticket you've got everything you need right there. **What do you dislike about HaloPSA?** the tabs in each ticket are a little out of order. **What problems is HaloPSA solving and how is that benefiting you?** It's got everything you need in it, from the SLA time next to each ticked, to who wrote the ticket. You can also reply within the ticket and it will email the customer so they can be kept up to date whilst you're resolving their issue. ### 22. Great software, helpful support team **Rating:** 5.0/5.0 stars **Reviewed by:** Grant G. | Helpdesk Manager, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 28, 2022 **What do you like best about HaloPSA?** Great support from the Halo team, meaning queries are generally replied to ver quickly. In some instances, the software hasn't quite done what we required, however the Halo support team have been able to make suggestions or modifications to make this work to suit our needs. Software is quite customisable **What do you dislike about HaloPSA?** The Halo knowledge base is quite limited, with only the basics from within Halo itself covered. However, the support team are happy to fill in the gaps via email or telephone. There was some confusion during initial sales, and some features we required were unavailable once we went live, however the developers were able to make modifications so our required functionality was available after a few emails. **What problems is HaloPSA solving and how is that benefiting you?** A smoother helpdesk experience for both our customers and our technicians. The ability to add things like canned responses, and knowledge base articles that automatically appear for customers whilst logging a ticket makes common questions easier to resolve for customers and technicians alike. ### 23. Great product for an IT company! **Rating:** 4.5/5.0 stars **Reviewed by:** Savannah A. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2022 **What do you like best about HaloPSA?** You can make the platform whatever fits your organization best! We plan to completely roll it out in Oct! **What do you dislike about HaloPSA?** There are so many options that sometimes it is hard to create things to be what you want within your organization. **What problems is HaloPSA solving and how is that benefiting you?** It has almost anything you could want to use for a ticketing system. We are excited to begin using the asset management and hopefully better our workflow! ### 24. Just gets better and better! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2020 **What do you like best about HaloPSA?** We have gone through several different tickets solutions for our MSP business as they are extremely rigid and can't be customised. With Halo, it can be customised to do everything you need it to do. The possibilities are endless as the support team are fantastic and they will implement what ever you need. We couldn't live without Dashboards and we now have 3 large screens in the office displaying data on tickets, deliveries and now projects. Stop wasting your time on other solutions. **What do you dislike about HaloPSA?** Some functionality still only available on the legacy Windows program but with every new update more and more is coming across. We are just waiting for Xero integration to be moved across and then we will not use the Windows app. **What problems is HaloPSA solving and how is that benefiting you?** We had data in several different systems that didn't talk with each other. With Halo everything talks to each other with interactions and customisations. Everything is automated. ### 25. We couldn’t run our business without Halo. **Rating:** 4.5/5.0 stars **Reviewed by:** Mark L. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2020 **What do you like best about HaloPSA?** Fast, clear and easy to navigate. Works on any device. **What do you dislike about HaloPSA?** Still waiting for full integration with Sage acccounts. **What problems is HaloPSA solving and how is that benefiting you?** Having been a long term user of the Windows client the help desk software has become a key part of our business for management of customer support requests and billing. The Windows software got the job done but it wasn’t the most modern piece of software - the new web client has transformed our experience. It is faster and far more intuitive. The support team are always on hand to resolve any queries, and despite this being a rapidly developing product we’ve found hardly any bugs at all - it just works! Almost all of the suggestions we’ve put forward to improve the product have been adopted. Our new team members take to it very quickly and the management team find it easy to keep an eye on open tickets to make sure we are delivering our usual high levels of service, If you’re looking for help desk software I strongly recommend that you give Halo a test drive, you won’t be disappointed. **Official Response from Will Maciver:** > Hi Mark, thanks for the fantastic review! Glad to hear you are enjoying the Halo web application . We expect to have the Sage suite integration ready by the end of 2020, please reach out to our team if you need further details on this. ### 26. HaloPSA (NetHelpDesk) **Rating:** 5.0/5.0 stars **Reviewed by:** Tom Y. | Network Operations Centre Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2020 **What do you like best about HaloPSA?** The system is feature rich, and although it's not a turn-key solution, it doesn't take many tweaks for it to be a setup in a way which allows you a very quick ROI. Configuration from within the Web App is relatively straight forward, and on-boarding new clients takes less than an hour for a full setup and asset CMDB import once you've got the knack of things. Workflow management is also very good. We have multiple Change Management workflows depending on who the client is, what type of request it is, what CAB it should go to etc. Their support is one of the most responsive teams I've come across from a SaaS provider, and no matter who you speak to they are all extremely knowledgeable about the platform and able to assist with even the 'out of the box' ideas. In addition, there are constantly updates to the platform to improve and add features. The fact that their development team are willing to listen to ideas for future releases is also great - not many companies actually listen to client feedback even though they may market that they do! **What do you dislike about HaloPSA?** There are still a few legacy features in the Windows Application, but in the c.14 months we've been using the product around 60% of them have come across to the Web App. Although there are lots of reports built in to the system, there is a requirement for SQL skills in order to create them yourselves. You can ask for the support team to create them, but it would be great if you were able to create your own reports & filter criteria from a GUI instead of having to code the report. **Recommendations to others considering HaloPSA:** It's definitely worth looking at no matter if you are looking for a basic Ticket management tool, or full ITSM capabilities **What problems is HaloPSA solving and how is that benefiting you?** Our previous tool was very clunky, and it felt like you were continually clicking things but not actually getting anything done. Halo is very streamlined, and we've already seen a significant improvement in efficiency by being able to automate a lot of the tasks that previously took time. The Change Management functionality allowed us to move away from an old, inefficient process to one that is managed from within the same platform where engineers resolve tickets. This coupled with a report to show how many changes have been processed each month gives greater Management Information than we previously had. **Official Response from Will Maciver:** > Hi Tom, thanks for the excellent feedback, we really appreciate it. We are actively looking at making our reporting suite much more user friendly later this year, so please keep an eye on the release notes or feel free to reach out to our team if you have any questions. ### 27. Impressive Support, Less Cluttered Cloud Interface but Stop Keeping Those Features A Secret! **Rating:** 4.5/5.0 stars **Reviewed by:** Nick S. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2020 **What do you like best about HaloPSA?** Support has been great as was on-boarding compared to rivals with actually coming to our office for a day and working with my colleagues. The new cloud version's interface is really good and clear and in improvement on the older windows version. It feels fresher and easier to see what is going on, especially with tickets/incidents which is where we mainly work. They are also responsive to questions and suggestions and the software is continually being developed and updated so you feel new features are coming out at least quarterly and that you are not just working on a dead or neglected product as you can with other systems. **What do you dislike about HaloPSA?** As my title hints at, there are lots of things in HaloPSA that we don't know about. I've checked back on my emails and I don't see a monthly or weekly bulletin being sent to me that could inform me on sections of Halo (that I probably don't use but could possibly help me). You could theme each month to highlight a section, have a top 5 "most asked questions this month". Everyone in business that I know about still uses email and they don't necessarily use Facebook or Twitter or go to websites to get news on their company software. This isn't a massive negative but could be a great positive. **Recommendations to others considering HaloPSA:** Speak to them! They are very helpful. Get a demo and push a bit as they are willing, flexible and accommodating. It is at least as good as anything else out there but their human side really makes a difference. **What problems is HaloPSA solving and how is that benefiting you?** Easier ticket creation and monitoring. Great "Unassigned" area to see what's needs putting where. Visual indicators in most places to give quick view on situations without having to drill down in to tickets. More clarity in ticket conversations with customers. **Official Response from Will Maciver:** > Hi Nick. Thank you very much for the in-depth review! We really appreciate it. We are actively looking at producing a regular product bulletin like you suggested as we think this will be a great addition to our service. Keep an eye out as this should be ready soon. ### 28. Great product, been using Halo since it's launch and their previous application for 10 years **Rating:** 5.0/5.0 stars **Reviewed by:** Joel B. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2020 **What do you like best about HaloPSA?** The latest release of Halo has taken away the need to have an application installed locally on your PC, making the application truly capable across multiple platforms. The application is completely customizable allowing you to adapt it to suit your requirements. Unlike many other HelpDesk applications, the team at Halo are keen to continue the development cycle, pushing to improve and evolve their application providing more integration with third party applications each time. **What do you dislike about HaloPSA?** Sometimes the customization requires assistance. Some of the screen layouts could be improved, but I guess this will happen as the application evolves. I would like to see more integration with third party applications. I know the team are already working on this ! **What problems is HaloPSA solving and how is that benefiting you?** Having used Halo and it's previous product for so long, I think we forget the issues we have resolved. For one, the clients can see how many tickets they have raised, as well as response times. Another benefit is the ability for a technician to see what issues have been resolved recently by other technicians for the same customer or end user. **Official Response from Will Maciver:** > Hi Joel, thanks for the great review! Thanks also for the product feedback, please do let the Halo support team know of any improvements to the interface or integrations you would like added in. As you mentioned we are more than happy to help improve the user experience! ### 29. Great product, implementation and support! **Rating:** 4.5/5.0 stars **Reviewed by:** Olrik L. | Techneut/Eigenaar, Small-Business (50 or fewer emp.) **Reviewed Date:** November 26, 2020 **What do you like best about HaloPSA?** The flexibility and the support. In the 2 months we've been using it so far we've already offered a couple of improvements to the product which they greatfully accepted and added to the product, which is now benefitting other customers too! **What do you dislike about HaloPSA?** You do notice that they transitioned over from an old .NET application. But they are working on turning it all into SaaS. **What problems is HaloPSA solving and how is that benefiting you?** My MSP business has the need to have everything in one place, so that everyone knows what is going on at any time. ### 30. Great product, great support. **Rating:** 5.0/5.0 stars **Reviewed by:** Robbie E. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2020 **What do you like best about HaloPSA?** Halo is fast - like really fast. Clicking between tickets/areas is very fast and smooth, which makes working in the system a breeze. You never feel as though you are just sat waiting for it to do something you've told it to do. **What do you dislike about HaloPSA?** The lack of a mobile app - I am aware it's in the development roadmap, but it would be great to have their modern UI brought over to a new mobile app, which would allow engineers to sign site visits off etc, as well as just closing off tickets when they're on site. **Recommendations to others considering HaloPSA:** Get a trial, and then speak to their implementation team. The product can be a little confusing/overwhelming if you don't have someone to talk through the basics with you. But this is a good thing, as it means it's very powerful. **What problems is HaloPSA solving and how is that benefiting you?** We integrated our phone system with Halo, which meant we are now capturing far more of our engineers work. We are looking to integrate our RMM as well to get all of our alerts centralised. The reporting in Halo is also fantastic and we've used this to predict demand over the year, allowing us to understand our busy times much better. **Official Response from Will Maciver:** > Thanks Robbie. We are currently optimising the HaloPSA web app for mobile browsers and will be rolling out some great improvements shortly. Long term we are going to focus on building a native mobile app so stay tuned to our Roadmap for further updates. ### 31. Great PSA with a promising development road-map **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew R. | Technical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2020 **What do you like best about HaloPSA?** A very feature-rich PSA that's highly customisable. The modular design of the product is great, as it allows you to disable features at the start, and build into them at a later date as/when you require them. Perfect for a growing MSP's that wants to start out small, but also know the product will equate for their needs in the future. The UK based support team is excellent and very helpful when assistance is required. Fantastic roadmap for future features that will be beneficial to MSP's. **What do you dislike about HaloPSA?** Whiles the product out the box does contain some pre-made workflows/templates, I wouldn't say the product is a turn-key solution for most and does take time to learn and configure the product, however you will reap the rewards if you do so. **What problems is HaloPSA solving and how is that benefiting you?** None currently ### 32. Flexible Helpdesk Program with Responsive Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** November 23, 2020 **What do you like best about HaloPSA?** Because this software is continually evolving it is extremely flexible in getting it to do exactly what we want Any support required is extremely responsive and of a high level and escalated quickly when an issue cannot be fixed immediately Issues are easy to see in a compact dashboard and sla's are visible all in one place **What do you dislike about HaloPSA?** Whilst we have been using this there have been no real issues **What problems is HaloPSA solving and how is that benefiting you?** Seeing all technical tickets easily in a single dashboard and managing workflow much more efficiency ### 33. Our experience working with HaloPSA for a year and a half now has been a postive one **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2020 **What do you like best about HaloPSA?** Key for us has been the ability to work closely with the HaloPSA team to influence the development of the product. Equally important has been the opportunity to work directly with developers to tailor the product to our specific requirements with the assurance that costs will not spiral out of control. Implementation of the product has enabled us to work in a more structured way and ultimately to provide a better service to our customers. **What do you dislike about HaloPSA?** It would be useful if the product could be configured so that it integrates more fully with our phone system so that we could produce call stats reports directly from HaloPSA rather than having to use third party software to do this. **What problems is HaloPSA solving and how is that benefiting you?** HaloPSA has enabled us to on-board additional customers without having to proportionally increase our staffing levels because we are able to work in a more effective way, taking advantage of features such as canned text. As our customers needs have changed we have been able to harness the flexibility of HaloPSA to capture additional information and to amend reports as required. ### 34. Very positive - we have used NHD/Halo for approx 8 years **Rating:** 5.0/5.0 stars **Reviewed by:** David B. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2020 **What do you like best about HaloPSA?** A very flexible system which can meet with bespoke contract requirements whilst being user friendly. Halo support is very good and we have not had any issues getting help when we require it. **What do you dislike about HaloPSA?** I dont dislike anything about the latest web based version of halo **What problems is HaloPSA solving and how is that benefiting you?** We are achieving better contract management & better visibility across our portfolio of clients and how we are performing for our clients. ### 35. Powerful PSA Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Clive B. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2020 **What do you like best about HaloPSA?** We've been using Halo (formally NetHelpDesk) for almost a year and in that time it has made excellent progress in terms of functionality & features. Firstly, the main drawcard for us was that Halo looks fresh. While a lot of other PSA's on the market are old & clunky looking, Halo is what the future looks like. Well laid out, easy to follow the flow of information and extremely responsive. So much so, that there's no real need for a mobile app since the browser version works fine on mobile resolutions. Support has been excellent and extremely responsive, something that can't be said for other competitors on the market. The development cycle is also very aggressive, meaning new features are being rolled out nearly every week and bugs actually get fixed. There's also no pressure to upgrade to new versions either, you have complete control over the upgrade cycle. All in all, very happy with the product and looking forward to seeing it get better with time. **What do you dislike about HaloPSA?** There is a bit of a learning curve and while there is some documentation, some aspects could be covered in more detail, such as "this setting does this" rather than general setup guides. Some features are still being migrated into the new version and are only accessible via a windows app. Not a huge inconvenience, however something to keep in mind if you use more than one machine. **What problems is HaloPSA solving and how is that benefiting you?** The main choice for us choosing it are the integrations between our RMM tool (Solarwinds) and accounting package (Xero). Being able to generate tickets based on RMM alerts, log time against them, and then turn those tickets into invoices was ultimately what we wanted and Halo ticks all those boxes. Having all these integrations available for free is an added bonus, since some competitor products charge more for integrations into accounting software. **Official Response from Will Maciver:** > Many thanks for the great feedback Clive. We are always looking to improve our online documentation and will expanding this in the near future. ### 36. This runs rings around ConnectWise!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Alan S. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2020 **What do you like best about HaloPSA?** The functionality of this product is amazing. We service multiple companies from our helpdesk and have used ConnectWise for many years at stupid money. We have lost NO functionality and have a solution that is far easier to use than the old Connectwise dinosaur. The support has been fantastic and cannot be faulted. On face value, HaloPSA looks very basic (this is by design to keep usability easy) - when you scratch below the surface it seems that there is nothing it cannot do! In these troubled times, we are all looking for more cost-efficient ways to operate. HaloPSA has provided that for us and cannot believe how simple it is to use compared to what we have had in the past. Highly Recommended!! **What do you dislike about HaloPSA?** Needs more work on documentation of features but the excellent support more than makes up for this. **Recommendations to others considering HaloPSA:** Do it!! you will never look back!!! **What problems is HaloPSA solving and how is that benefiting you?** Complex helpdesk workflows, team management and problem management. At the same time about 1/4 of the price of ConnectWise. **Official Response from Will Maciver:** > Thanks for the great feedback Alan. We are always looking to improve our online documentation and will expanding this in the near future. ### 37. Flexible and effective control for customer service requests **Rating:** 5.0/5.0 stars **Reviewed by:** Colin M. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2020 **What do you like best about HaloPSA?** Flexibility and the depth of choice . **What do you dislike about HaloPSA?** No Real Issues . **Recommendations to others considering HaloPSA:** Very comprehensive support system to control and manage service requests and customer assets - excellent technical support - we only use a fraction of the capabilities of a system which has much more to offer. Would definitely recommend **What problems is HaloPSA solving and how is that benefiting you?** Customer communication and service control ### 38. Halo PSA **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 03, 2020 **What do you like best about HaloPSA?** The speed of the system is fantastic and is very simple to use. **What do you dislike about HaloPSA?** The reporting functionality appears to be very powerful but i do not yet know how to edit existing and create custom reports. **Recommendations to others considering HaloPSA:** Would recommend to anyone coming from a bespoke ticket system or even something like connectwise as i find it easier to use and faster to work with. **What problems is HaloPSA solving and how is that benefiting you?** Reduced time to resolution for our customers and better collaboration accross teams. ### 39. Review of HaloPSA **Rating:** 5.0/5.0 stars **Reviewed by:** peter g. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2020 **What do you like best about HaloPSA?** How responsive the software is and the fact that it is always moving forward in terms of improvements. The team also take on requests for new functionality and many have been included in the standard product **What do you dislike about HaloPSA?** The fact that certain functionality in the Windows App has not been reflected in the Web App **What problems is HaloPSA solving and how is that benefiting you?** We run an IT Service Company ERP help desk using HaloPSA to support 90 customers. We now have a database of knowledge and a sources of call numbers /KPIs which enable the management of support more effective ### 40. HaloPSA **Rating:** 5.0/5.0 stars **Reviewed by:** James C. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2020 **What do you like best about HaloPSA?** Ease of use, all modules included. Cost. Ticketing system is excellent, billing module likewise. **What do you dislike about HaloPSA?** Not all modules in new UI yet, but will be. SQL skills required to write custom reports. **What problems is HaloPSA solving and how is that benefiting you?** We looked for one product to amalgamate all of our separate existing systems, HaloPSA gave us this feature set from the start. We reviewed many, but most were cost prohibitive. HaloPSA has simplified and standardised our working practices. ### 41. Halo review **Rating:** 5.0/5.0 stars **Reviewed by:** Ayden P. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2020 **What do you like best about HaloPSA?** Intuitive UX with impressive logic allows for a great overall experience. Integrations are fantastic, as is support. Highly recommend. **What do you dislike about HaloPSA?** Some business modules require manual workflows, however there are regular releases that are improving this. **What problems is HaloPSA solving and how is that benefiting you?** Ticket management and integrations into AAD/AD, Teamviewer allow us to manage everything from a single pane. ### 42. Great system, great service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2020 **What do you like best about HaloPSA?** The dashboards give a great snapshot of how the team are doing. They're highly configurable so we can easy tailor them to meet our needs. **What do you dislike about HaloPSA?** Reports/ widgets can take a little time to set up/ configure. **What problems is HaloPSA solving and how is that benefiting you?** Wanted real time reporting on how we were tracking against contractual SLAs and overall team performance. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-15+00%3A50%3A03+-0500&secure%5Bsession_id%5D=d8579e37-52fc-4d2c-9832-3df5c09267dd&secure%5Btoken%5D=74ad3a68ae0f6ea347e5e4eeb151d60c94069ce52a030027ad9838a6f6d7b75e&format=llm_user) ## HaloPSA Integrations - [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) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [N-able N-central](https://www.g2.com/products/n-able-n-central/reviews) - [NinjaOne](https://www.g2.com/products/ninjaone/reviews) - [Paessler PRTG](https://www.g2.com/products/paessler-prtg/reviews) - [SAP Business One](https://www.g2.com/products/sap-business-one/reviews) - [SentinelOne Singularity Cloud Security](https://www.g2.com/products/sentinelone-singularity-cloud-security/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Sophos Central](https://www.g2.com/products/sophos-central-2022-06-17/reviews) ## HaloPSA Features **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Analytics** - Forecasting - Reporting - KPIs **Administration** - Standard Integrations - Workflow - Access Management **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## Top HaloPSA Alternatives - [Autotask](https://www.g2.com/products/autotask/reviews) - 4.3/5.0 (555 reviews) - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) - 3.9/5.0 (500 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.4/5.0 (538 reviews)