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HaloPSA Reviews & Product Details

GG
Helpdesk Manager
Small-Business(50 or fewer emp.)
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Verified Current User
Review source: G2 invite
Incentivized Review
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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

HaloPSA Overview

What is HaloPSA?

HaloPSA is a single,all-inclusive solution,designed for MSPs.HaloPSA gives you the power to manage your comprehensive service desk with powerful ITIL aligned out-of-the-box functionality. With an integrated PSA platform you will experience features such as time-tracking and billing,advanced reporting, asset management, remote access, seamless integrations, automation tools and more.Tailored to your requirements with an intuitive UI,you can remedy your client issues with an unlimited PSA solution

HaloPSA Details
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Product Description

HaloPSA is a single,all-inclusive solution,designed for MSPs.HaloPSA gives you the power to manage your comprehensive service desk with powerful ITIL aligned out-of-the-box functionality. With an integrated PSA platform you will experience features such as time-tracking and billing,advanced reporting, asset management, remote access, seamless integrations, automation tools and more.Tailored to your requirements with an intuitive UI,you can remedy your client issues with an unlimited PSA solution


Seller Details
Year Founded
1994
HQ Location
Stowmarket, England
LinkedIn® Page
www.linkedin.com
172 employees on LinkedIn®

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Recent HaloPSA Reviews

YB
yannis B.Small-Business (50 or fewer emp.)
5.0 out of 5
"Très bon CRM"
Outil très facile à modifier, avec une bonne gestion de suivis, commerce et technique.
Rich J.
RJ
Rich J.Small-Business (50 or fewer emp.)
5.0 out of 5
"Best things we've ever done"
Control of the system, flexibility, constantly evolving with the times, support is good, documentation updated regularly, fantastic community.
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"It does everything and more!"
Lots to configure, easy to implement. Integrates with everything. Streamlines our entire workflow, as a daily driver this works. Strong do...
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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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26 out of 27 Total Reviews for HaloPSA

4.8 out of 5
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26 out of 27 Total Reviews for HaloPSA
4.8 out of 5
26 out of 27 Total Reviews for HaloPSA
4.8 out of 5

HaloPSA Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for HaloPSAQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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YB
Administrateur système et réseaux
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about HaloPSA?

Outil très facile à modifier, avec une bonne gestion de suivis, commerce et technique. Review collected by and hosted on G2.com.

What do you dislike about HaloPSA?

Parfois les variables ne sont pas accessibles facilement lors de la programmation Review collected by and hosted on G2.com.

What problems is HaloPSA solving and how is that benefiting you?

Créer un suivi pour les commandes clients Review collected by and hosted on G2.com.

Rich J.
RJ
Operations Manager
Information Technology and Services
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
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.

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 Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
(Original )Information
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.

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
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.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Lucas B.
LB
Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

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 Review collected by and hosted on G2.com.

KH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about HaloPSA?

before you even click on a ticket you've got everything you need right there. Review collected by and hosted on G2.com.

What do you dislike about HaloPSA?

the tabs in each ticket are a little out of order. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

SA
Account Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

ML
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about HaloPSA?

Fast, clear and easy to navigate. Works on any device. Review collected by and hosted on G2.com.

What do you dislike about HaloPSA?

Still waiting for full integration with Sage acccounts. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Will Maciver of HaloPSA

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.

Tom Y.
TY
Network Operations Centre Manager
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: Organic
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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Will Maciver of HaloPSA

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.