PSA Features | HALO

The only choice for scaling Service Providers

No more scattered tools. No more disconnected data. Just one powerful platform built for organisations ready to grow.

Everything you need, all in one place.

Workflows that scale, automations that save time, and insights that drive growth.

Explore the modules of HaloPSA

Stay in sync with one centralised system.

Work together using HaloPSA’s collaboration tools to stay connected, keep to deadlines, and manage projects effectively.

Integrated PSA Platform

Capture your entire business operations within a single system, so your team can manage with confidence and deliver your services with ease.

Task Management

Stay on top of your workload by organising your projects and tasks. Integrate your apps, connect your calendars and assign users to tasks to track your teams’ work.

Project Management

From basic projects to complex portfolio management–teams, deliver your best work with HaloPSA. Share a live view of all projects on the go to gain clarity and visibility.

Time Tracking & Billing

Automatically capture time for different customer interaction points to ensure billing is 100% accurate for PAYG work.

Asset Management

Track your assets and visualise dependencies between configuration items. Identify and log incidents and problems against assets and identify systemic failings prior to causing major incidents.

Inventory Management

Catalogue and keep track of stock controls and costing analysis for easy traceability and a seamless service. Create items manually, or import them from an existing database.

Contract Management

Control what is sold to your customers. Track dates and documents, or go further and work out what is billed, where and how in accordance with contract data.

Invoicing and Finance

Integrate the tools you provide to your customers to ensure correct, up to date charges and zero touch invoice creation. Easily ensure you are including everything you are paying for.

Gain more control over the assets and items lifecycle.

Take control over all aspects of assets, products and contracts in a single space to give your team transparency and power.

Powering 5,000+ customers across 75+ countries, from startups to Fortune 500 enterprises

Happy customers are the secret to growth.

Deliver an exceptional service with a fast, simple and fully configurable system. Fully tailored to help you run a successful MSP business.

Customer Service

Easily manage incidents and meet SLAs through HaloPSA’s incident management. Automation of workflows and centralising communications has never been easier.

CRM

Organise, manage and track customer accounts with a single cross-business view to help teams stay in-sync and stay focussed on the customer.

Self-Service Portal

Gain freedom with a fully customisable, white label portal to create an extension of your brand. End users can access their requests, raise tickets and find solutions from knowledge base articles.

Sales

Boost your sales teams visibility with integrated opportunity management. Track calls, emails and contact history in one centralised system so you have full visibility and control of your schedule.

Everything you need, all in one place.

Teams and organisations of all sizes use HaloPSA

Create the best customer experiences.

The best helpdesk ticketing system designed for MSP’s and IT service providers. Created to be an easy, simple experience your customers will love.

Gain visibility into your entire sales pipeline.

Close deals and successfully onboard customers faster. Craft the sales workflow so you can establish consistent results.

Help customers help themselves.

The best helpdesk ticketing system designed for MSP’s and IT service providers. Created to be an easy, simple experience your customers will love.

Decisions are always better when they are driven by data.

Create a group of important insights to measure your business success – to stay informed and to empower better decisions.

A smarter way to manage your contracts.

Maintain accurate track of customer agreements and automate subscription adjustments.

There's more to discover.

Easy setup and everything included as standard. Learn more about HaloPSA.

Service Desk

The best helpdesk ticketing system designed for MSPs.

Replaces

ServiceNow

ConnectWise

Autotask

Projects

Enhanced productivity and pipeline visibility for MSPs.

Replaces

ConnectWise

Autotask

Monday

Microsoft

Sales & CRM

Tailor the customer service experience.

Replaces

CPQ™

Autotask

HubSpot

Dynamics

Time Tracking

Stay informed and empower better decisions.

Replaces

ConnectWise

Autotask

Harvest

Calendly

Stock

Track stock levels and sell to customers easily.

Replaces

ConnectWise

Autotask

QuickBooks

Sage

Contracts

Maintain accurate track of agreements and subscriptions.

Replaces

ServiceNow

ConnectWise

Autotask

Billing

Automate and simplify the billing process.

Replaces

WiseSync

ConnectBooster

Reporting

Create important insights to measure business success.

Replaces

Brightgauge

Power BI

Autotask

The new age of AI-first customer service starts here.

See how HaloPSA can help you automate your service and transform your delivery.