# HaloPSA Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about HaloPSA Software - reviews, pricing plans, popular comparisons to other Help Desk products and more.

Source: https://www.capterra.com/p/20971/HaloPSA

---

# 

 HaloPSA Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

HaloPSA

## What is HaloPSA?

HaloPSA is a professional services automation software that modernizes IT service delivery through an all-inclusive platform. The system features a service desk with specialized ticketing capabilities, sales and CRM functionality for enhanced pipeline visibility, and a self-service portal that streamlines customer interactions. The platform includes comprehensive reporting tools that facilitate data-driven decision making alongside contract management features that track agreements. Billing and invoicing processes are simplified through automation, while stock management centralizes inventory control. Additional capabilities include project management from initiation to completion and time tracking for billing accuracy. The platform integrates with numerous business applications, allowing teams to consolidate workflows in a single environment. Powered by AI technology, HaloPSA delivers a complete solution with all features included as standard.

## What is HaloPSA used for?

[Managed Service Providers (MSP)](https://www.capterra.com/msp-software/)[Help Desk](https://www.capterra.com/help-desk-software/)[Customer Service](https://www.capterra.com/customer-service-software/)

Top alternative

Featured

Overall rating

Based on 36 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

$119

Per User, Per Month

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### HaloPSA

4.9 (36)

VS.

[4.1 (195)](https://www.capterra.com/p/13803/N-central/reviews/)

Starting Price

$119

Per User, Per Month

Starting Price

$1.75

Other

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (36)

Ease Of Use

3.9 (195)

Value For Money

4.5 (32)

Value For Money

3.9 (183)

Customer Service

4.8 (35)

Customer Service

3.9 (185)

## HaloPSA alternatives

[4.3 (194)](https://www.capterra.com/p/163344/N-sight/reviews/)

Starting price

$99.00

Per User, Per Month

Highest Rated

[4.7 (217)](https://www.capterra.com/p/163343/Backup-and-Recovery/reviews/)

Starting price

Contact vendor for pricing

[4.6 (65)](https://www.capterra.com/p/235300/SuperOpsai/#reviews)

Starting price

$79.00

Per User, Per Month

[4.5 (446)](https://www.capterra.com/p/144309/Atera/reviews/)

Starting price

$129.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/20971/HaloPSA/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Ticket Management

5.0 (9)

88.89% of 9 reviewers that rated this feature as important or highly important

Track, manage, or resolve user requests and IT incidents/issues

Support Ticket Management

4.9 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Allow customers/users to submit support queries and service requests

Third-Party Integrations

4.6 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

Access Controls/Permissions

4.5 (6)

66.67% of 6 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Automated Routing

4.7 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Tickets are automatically assigned to specific agents based on predefined rules

CRM

4.8 (6)

100.00% of 6 reviewers that rated this feature as important or highly important

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

HaloPSA 101 features

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Integrates with Active Directory

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Prevents, detects and removes malware

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Manage assets throughout their lifecycle to optimize profit

A record of all activities within the system, including user access, changes made, etc.

Tickets are automatically assigned to specific agents based on predefined rules

Create backups and provide methods to recover deleted/lost data

Track the list of items required to be billed/invoiced to clients

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.

Track and monitor efficient handling of all changes/transitions

Communicate using direct chat or messages within the system

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Identify component attributes like servers, hardware, software, and manage relationships across all services

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

A chronological record of actions or occurrences within a network, software, or process

Monitor and record expenses such as purchases or charges incurred

Form predictions based on past and present data/trends

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Managing service requests, incidents, IT issues & support with a ticketing system

Manage and track all disruptions and incidents

Track interaction history by documenting conversations for contacts

Track and manage inventory levels to maintain proper supply

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Identify and respond to unexpected problems or failures (ie. "negative events")

Monitor the movement of one or more IT assets throughout the organization

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Ability to chat online in real time

Schedule predetermined or ad hoc maintenance services and labor requests

Observe and track the demand, usage, progress or quality of a system, product, or user

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Ability to handle several projects simultaneously

Install software updates and bug fixes remotely

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create, manage, and track policies and procedures within an organization

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Arrange tasks based on the level of priority or urgency

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Reporting on how each user, task or process has advanced since its initiation

Plan and coordinate all the resources, costs and time needed to execute assignments

Organize and schedule projects

Pre-designed project plans that can be customized

Measure time to completion or hours worked for projects

Monitor the progress of projects from start to finish

Create, manage, or update project workflows.

Estimate or forecast of a future scenario based on the study of present trends

Create proposals based on costs of labor and materials

Monitor wait time and abandonment for incoming requests that have not been routed

Generate quotes or estimates for customers

Analyze and gain insights into data in real-time

Engage in direct, instant messaging with customers, users, etc.

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Access work applications remotely, for when working away from the office and/or traveling

Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Assign available resources (human and/or non-human) to various projects and tasks

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Plan availability and assign specific time slots for tasks and resources

Online portal through which end users can access the system, manage tasks, or obtain information

Continuously scan servers on a designated network to monitor health and search for any irregularities or failures

Set and monitor service level agreements to ensure timely response and resolution

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Track the status over time for a request, process, asset, or transaction

Allow customers/users to submit support queries and service requests

Track the status of support tickets/escalations as they move through the service queue

Gauge satisfaction and receive information for improvement and success

Create, manage and track all task activities and progression

Track the status and progress of tasks

Track and manage the scheduling of tasks

Set up connections to third-party platforms to improve business processes

Track, manage, or resolve user requests and IT incidents/issues

Log and record hours worked and costs spent to assist in billing and invoicing

Track the amount of time spent on a job or task

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.7 (36)

4.7

Based on 36 reviews

## Pricing

Value for money

4.5 (32)

Free Trial

[View pricing plan details](https://www.capterra.com/p/20971/HaloPSA/pricing/)

The all-in-one for everyone

$119.00

Per User,Per Month

It includes:

-   Asset Management
-   Auto-Asset Discovery
-   Billing
-   Contract Management
-   CRM
-   Inventory Management
-   Mobile Apps
-   Project Dashboard
-   Reporting
-   Service Desk
-   Stock Management
-   Task Management
-   Thid-Party Integrations
-   Time Tracking

Value for money

4.5 (32)

4.5

Based on 32 reviews

## Integrations

[

Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)[

Calendly](https://www.capterra.com/p/148036/Calendly/)[

AnyDesk](https://www.capterra.com/p/149595/AnyDesk/)[

Adobe Commerce](https://www.capterra.com/p/227129/Magento-Commerce/)[

Harvest](https://www.capterra.com/p/75598/Harvest/)[

3CX](https://www.capterra.com/p/158704/3CX/)[

Atera](https://www.capterra.com/p/144309/Atera/)[

Bright](https://www.capterra.com/p/126242/BrightPay/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (35)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (35)

4.8

Based on 35 reviews

## User reviews

Overall rating

4.9

Based on 36 reviews

Filter by rating

5(31)

4(5)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

TB

Tyler B.

Tier Two Technician

Computer & Network Security

### "Halo - The golden standard for PSA"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 16, 2026

I can't praise HaloPSA enough! We switched over a few years ago and I am extremely happy that we did. This has been one of the best decisions we made to make the move and it has helped our team manage our day to day operations with ease.

Pros

Halo is easily the best PSA we've used. It is highly customizable, easy to use, has great customer support and we can outline our processes directly inside the tool. This is used for our primary ticket management system and it does exactly what we need.

Cons

The set up can certainly take some time, especially if you have a lot of custom workflows. But this can be said about many PSA's.

Switched from

[ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/)

Connectwise is a good product, but it was not keeping up with our demand. It was slow and clunky and did not give us much as far as customization.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CW

Colby W.

Manager

Real Estate

### "Integrated systems over your entire portfolio? Give HALOPSA a try--you won't be disappointed!"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

August 4, 2025

Where to start? It was such a great experience being able to integrate all of the tools that halsopsa supports, we have been able to track sales and projects better than ever before, leading us to be able to streamline how we advertise.

Pros

HaloPSA has everything we need, all in one place with the ability to connect all of our data, it has made the difference in how we perform.

Cons

The analytics were a bit hard to decipher in the beginning, but with a little bit of training, we were able to read the reports and gain a better understanding of where we are at as a company.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BA

Broderick A.

CEO

Information Technology and Services

### "C suite Management "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

July 10, 2025

Easy to configure, gets a little deep in the weeds to make certain function work. However its a very powerful system

Pros

Integrates well with multiple application as IT Glue, Ninja Huntress. Configuration was easy Application developer provide steps

Cons

The minimum 5 seats to use the system. We are small shop everyone will not have access to use the system. I

Alternatives considered

[Autotask PSA](https://www.capterra.com/p/223239/Autotask-PSA/)

Reasons for choosing HaloPSA

Independent of all other system, but integrates with most

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

WS

Will S.

System Engineer

Computer & Network Security

### "HaloPSA for MSPs: An Honest Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

June 17, 2025

My overall experience has been an 8/10. Some of the integrations. Halo really is customizable to whatever you want it to be. I would recommend it to any organization that can invest the manpower to build it out.

Pros

The amount of integrations you can do for one. I also like the ability to build runbooks based on the integrations.

Cons

It comes as a blank slate. If you don't have the manpower in your organization, taking on this can be daunting.

Switched from

[Autotask PSA](https://www.capterra.com/p/223239/Autotask-PSA/)

Autotask has become dated. Lack of features and support.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AB

Adrian B.

personal

Accounting

### "Learning psa review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

5/10

June 6, 2025

Overall, HaloPSA is a powerful and flexible PSA tool. It offers excellent automation, reporting, and integrations, which help streamline IT service management. While there is a learning curve for some advanced features and occasional minor performance issues, the platform greatly improves efficiency and service delivery. Support is responsive, and frequent updates show ongoing product improvement.

Pros

it was really gooIntuitive interface, seamless automation, strong reporting tools, great integration with other apps.

Cons

Limited customization options, occasional performance lags, learning curve for advanced features in my opinion.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MB

Matt B.

IT Project Management

Hospital & Health Care

### "Halo PSA - Customize To Your Hearts Content"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 27, 2025

Overall I am very pleased with Halo PSA. It gave our business a lot more options of flexibility where other similar software's could not.

Pros

What i like most about Halo PSA is the fact you can customize everything you can imagine for your own individual needs. It can be stock, or you can customized to your hearts content.

Cons

To be honest there is not much I don't like about Halo PSA. If I had to be nit picky I would say the mobile version isn't as illuminating as the desktop web version.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CR

Christopher R.

Tier Two

Information Technology and Services

### "An Absolute Powerhouse"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 15, 2025

We were moving away from Zendesk for cost reasons and decided to give HaloPSA a try. We were not disappointed in the least. Absolute powerhouse of a software that does things we could never dream of doing in past software filling the same roles.

Pros

Has absolutely everything you could ever want out of a PSA platform, from user management, asset management, ticketing, automation, you name it.

Cons

At first it was a lot to learn (a million different options, settings, infinitely customizable) but once you put the time in to figure it out you'll be happy to have the option to do anything you can imagine.

Switched from

[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)

At first cost, but we stayed with Halo due to how great it has become after putting in the time to set it up.

Alternatives considered

[ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/)

[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)

Reasons for choosing HaloPSA

At first because it had the best price, but now it feels like we'd never need to try another PSA.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NF

Nick F.

CTO

Information Technology and Services

### "Great product, very customizable, but sometimes complex"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

May 5, 2025

Our overall experience has been positive. Halo is a great product and a great team. It has not been problem free, but it has definitely been positive.

Pros

Halo's customizability is unlike any other software I have used. It allows us to build it to function how we need.

Cons

Halo's greatest strength, its customizability, also plays into its greatest weakness. Its incredibly complex with many different settings that can have large impacts when changed. Sometimes this can be confusing, but I am not sure how else you would provide the incredible customizability otherwise.

Alternatives considered

[ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/)

[Autotask PSA](https://www.capterra.com/p/223239/Autotask-PSA/)

Reasons for choosing HaloPSA

None of these alternate products would allow the custom billing we required.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MM

Mohammad M.

Managed Service Tech

Computer & Network Security

### "Excellent CRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 2, 2025

Ticket trage, scheduling, asset and customer managemnet, asset inventory.

Pros

wide range of capability and enhance customer, asset and software management

Cons

Don't have the option to pick up a specific user. example general user.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

wilson l.

Service Desk Agent

Information Technology and Services

### "un producto recomendable 100%"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 2, 2025

Muy buena utilice durante un buen tiempo utilice Polaris, recientemente la empresa cambio de programa y fue para bien, fue una de las mejores innovaciones del ultimo año, es flexible compacta muy robusta y tiene todas las herramientas que se requeiren para la gestion, planificacion y medición de un proyecto

Pros

Esta aplicacion te ayuda a gestionar procesos en relacion a gestion de Proyectos los beneficios superan con creces los inconvenientes, el portal del cliente es increíble y la gestión de incidencias es más potente y flexible que cualquier cosa que haya usado jamás.

Cons

puede ser algo complejo adaptarse a su infraestructura dependiendo el programa o sistema de gestion que hayas realizado anteriormente

Switched from

[Polaris PSA](https://www.capterra.com/p/214960/Polaris-PSA/)

Campios de los procesos operativos de la compañia

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/20971/HaloPSA/reviews/)

Popular comparisons

[N-central vs HaloPSA](https://www.capterra.com/compare/13803-20971/N-central-vs-HaloPSA) 

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