Last Updated
Overview
HaloPSA offers comprehensive service desk management, centralizing ticketing and client interactions for faster resolution. It reduces response times and improves service quality. Although initial configuration demands attention to detail, its all-inclusive tools deliver quick value. Overall, HaloPSA stands out for efficient IT operations.
HaloPSA Specifications
- Omnichannel Support
- CRM Integration
- Canned Responses
- Analytics and Reporting
HaloPSA Features
Service Desk Management
HaloPSA software automatically routes tickets based on rules to ensure they are assigned correctly. This process guarantees timely handling by matching issues to skilled staff, with users tracking progress in real time for accountability. It reduces oversight and speeds up resolution times, helping teams achieve higher satisfaction through more reliable support cycles.
Asset Tracking
The platform catalogs devices and maps connections to identify risks early. Scans automatically update records to reflect changes, and admins can visually view dependencies to make better decisions. This visibility helps prevent downtime caused by missed issues, and operations run more smoothly with proactive maintenance.
Project Planning
HaloPSA features assign tasks and timelines within a shared view for effective coordination. Milestones trigger alerts to maintain momentum, and resources are allocated dynamically to prevent overloads. This structure aligns efforts toward deadlines, enabling groups to complete initiatives faster with clear oversight.
Time Recording
Users log hours against tickets or projects using simple timers. This data is collected for review of billable efforts. Reports show usage patterns for adjustments, and accuracy helps ensure fair invoicing. Leaders can make staffing decisions based on actual workload data.
Pros And Cons of HaloPSA
Pros
Tracks accurate billable hours
Automatically sends renewal alerts
Centralizes ticket management processes
Cons
Requires adjustments in the workflow
Requires conducting asset audits
HaloPSA Reviews
Total 20 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars80%
4
Stars15%
3
Stars5%
2
Stars0%
1
Stars0%
Share your experience
Matt E.
Not Specified, N/A employees
“Limited project management functionality”
Pros
The ticketing system works pretty well for us. It can be a little difficult to tell what people can and cannot see when agent security is a concern but the billing flexibility is great. The billing rules let me get very detailed and create almost any type of contract.
Cons
Project management module is almost useless for us because the projects and tasks are essentially just collections of service tickets. This has made things more complicated for our team and in some cases, we have had to use alternative processes.
Rating Distribution
Ease of use
6
Value for money
6
Customer Support
5
Functionality
6
Kian W.
Not Specified, N/A employees
“Flexible workflow”
Pros
It is easy to use and well laid out and it helps me keep tickets, clients, assets and workflows organized in one place. I like how flexible it is and how much I can customize it for an MSP environment. The automation, ticket tracking and reporting features make our day-to-day support much smoother.
Cons
Some areas take me a little time to get used to especially when I'm setting up workflows and customizing the system. A few settings are not obvious at first but once everything is configured properly, it works very well.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Nils B.
Not Specified, N/A employees
“Highly customizable central system”
Pros
What stands out to me is how flexible and customizable it is. Once configured, it can handle just about anything and works well as a central system for our tickets, billing and operations.
Cons
Documentation does not always keep up with the platform and there is a learning curve. Even simple tasks can require me to understand more about how the system is structured.
Rating Distribution
Ease of use
6
Value for money
8
Customer Support
10
Functionality
10
Frequently Asked Questions
What types of pricing plans does HaloPSA offer?
HaloPSA pricing starts at $85/month for 15 agents, increases with additional agents, and includes a 30-day free trial. Get a personalized HaloPSA cost estimate.
What level of support does HaloPSA offer?
HaloPSA offers ticket-based and community support options.
Who are the typical users of HaloPSA?
HaloPSA primarily serves education and healthcare providers.
Does HaloPSA offer an API?
Yes, HaloPSA provides API access.
Does HaloPSA have a mobile app?
Yes, HaloPSA offers a mobile app.
What other apps does HaloPSA integrate with?
HaloPSA integrates with tools such as Atera, Avalara, and SolarWinds.
What language does HaloPSA support?
HaloPSA supports multiple languages, including English, French, and Chinese.