AI TOOL PROFILE
HaloPSA: Professional Services Automation Software
- Operations
- Professional Services Automation
- Managed Service Providers
- IT Service Providers
- Consultancy Firms
- Telecommunications Companies
Pricing
HaloPSA uses a per-agent monthly pricing model with all features included as standard. A 30-day free trial is available.
At a glance
- Best for
- Managed Service Providers, IT Service Providers, Consultancy Firms, Telecommunications Companies
- Key use cases
- MSP Service Delivery, Billing Automation, Contract Oversight, Professional Project Tracking
- Integrations
- Microsoft, HubSpot, QuickBooks, ConnectWise, Autotask
- Official website
- Visit Halo PSA official website
How AI is used
HaloPSA is a Professional Services Automation (PSA) tool designed for the operational needs of IT service providers and professional firms. It integrates core business functions, including service desk management, sales CRM, and project tracking, into a single platform.
The software is built for Managed Service Providers (MSPs), consultancy firms, and telecommunications companies. It supports the lifecycle of service delivery, from lead management in the CRM to invoicing and billing.
Buyers can use the platform to track billable time, manage client contracts, and oversee stock levels. The platform includes AI capabilities, referred to as Halo AI, designed to support automation within service delivery workflows.
Buyers should confirm how the per-agent pricing model fits their current team size and scaling plans.
Key Features
Service Desk Ticketing
A ticketing system designed for MSPs to manage client requests.
Sales & CRM
Tools for managing the sales pipeline and tracking customer relationship data.
Billing & Invoices
Supports the automation of the customer billing process.
Project Management
Features to oversee projects from start to finish and monitor progress.
Contract Management
Designed to track client agreements and subscriptions.
Time Tracking
Supports the tracking of billable time for invoicing.
Self-Service Portal
A dedicated area where customers can manage their own requests and find information.
Stock Management
Provides a way to centralize and track hardware or software stock levels.
Use Cases
MSP Service Delivery
Managing the lifecycle of IT support tickets from creation to resolution.
Billing Automation
Defining billing configurations and automating invoice reconciliation for managed services.
Contract Oversight
Maintaining a track of active client agreements and recurring subscriptions.
Professional Project Tracking
Monitoring project milestones and resource utilization for consultancy engagements.
Integrations
- Microsoft
- HubSpot
- QuickBooks
- ConnectWise
- Autotask
- Power BI
FAQ
Who is HaloPSA designed for?
- It is designed for Managed Service Providers (MSPs), IT service providers, consultancy firms, and telecommunications companies.
What is the pricing structure for HaloPSA?
- HaloPSA uses a per-agent monthly pricing model and states that all features are included as standard without hidden upgrade fees.
Does HaloPSA offer a trial?
- Yes, the platform offers a 30-day free trial.
Can HaloPSA import data from other tools?
- The platform supports the import of tickets, projects, contracts, customers, assets, and knowledge articles to support service continuity during a transition.
Source category: Operations
Source subcategory: Professional Services Automation
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