CUSTOMER RELATIONSHIP MANAGEMENT
Gain visibility into your entire sales pipeline.
Sales CRM to enhance productivity, processes and pipeline visibility for MSP’s.
The worlds best MSP’s trust HaloPSA to deliver industry-leading service.
Request fulfilment is the process responsible for managing the life cycle of all service requests from the users. It is the process for dealing with service requests, many of them are actually smaller, or low risk. The purpose needed to fulfil a request will vary depending upon exactly what is being requested.
ITIL Service Catalogue Management aims to ensure that a service catalogue is produced and maintained, containing accurate information on all operational services and those being prepared to be run operationally. This process provides vital information for all other ITIL service management processes: service details, current status and the services’ inter-dependencies.
SPEED UP TIME TO CLOSE
Define the sales process to keep your team in sync.
Close deals and successfully onboard customers faster. Craft the sales workflow so you can establish consistent results.
TRACK ALL THE DETAILS
Bring information together to stop sales stalling.
Ensure your sales teams get the information they need to respond to customer requests and questions as quickly as possible.
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 cloud-based system, so your team can manage and track all assets, projects and tickets with ease.
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.
Stay on top of your workload by organising your projects and tasks in one centralised system. Integrate your apps, connect your calendar to sync all your meetings and appointments and assign users to tasks to track your teams’ work.
A Single Organisational Service Desk
Take advantage of HaloPSA’s all-inclusive nature, roll out across the entire organisation to create a single system to allow you to create a centralised mission control for business operations.
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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.
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.
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.
Automate the identification of the assets in your company with HaloPSA. Simplify the process of maintaining assets by automating the collection process.
Gain more control over the assets and items lifecycle.
Take control over all aspects of assets, items and contacts in a single space to give your team transparency and power.
Demand more from your PSA.
The fast and simple way to manage your entire MSP business.
Extend HaloPSA with Apps
Connect HaloPSA with the tools you already use to have all your team’s work in one place.
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Easy setup and everything as standard. Learn more about HaloPSA.
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