TrustRadius Insights for HaloPSA are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Customizability: Users have praised the product for its extreme customizability, with many stating that it allows for growth and scalability as their organizations expand. Some users felt that the flexibility of the software allowed them to operate according to their original workflows instead of conforming to predefined structures. The customization and branding options were highly regarded, enabling organizations to tailor the software to their specific needs and branding.
User-friendly interface: The layout of the product has been consistently praised for being simple and easy to use, providing users with all the necessary information at their fingertips. Many reviewers have highlighted the intuitive interface and modern look of the system, which enhances the overall user experience. They appreciated how actions and information-oriented workflows make it easy for agents to work on any ticket for any customer.
Responsive support: Users have expressed high satisfaction with the support provided by Halo's team, describing it as exceptional. Reviewers frequently mentioned quick response times from support staff who are knowledgeable about both the product and users' business needs. The willingness of Halo's team to listen to client feedback and ideas for future releases was also highly appreciated by several reviewers.
We use HaloPSA as our PSA and perform a number of tasks from ticketing, opportunity tracking, sales and involving. We have built many automations within it to streamline and automate a lot of task that would normally be a manual process.
We came from an All-in-One RMM/PSA tool that promised alot but didnt quite deliver. HaloPSA delivers on its promises,.
Pros
Ticketing
Automation
Invoicing
Cons
Stock control
There are 3-4 different ways to do that same thing
Documentation
Likelihood to Recommend
Ticketing automation is the biggest advantage we have got from moving to HaloPSA. Being able to have tickets sit in queues and be assigned based on rules or SLA or ticket types have reduced the time it takes to triage and get the right tickets to the right team.
Stock control is an issue in my opinion and needs some work. Its clunky and the way items can be assets etc isnt very clearly defined.
We use HaloPSA to run our IT MSP business. It compliments everything we do in our business and is so flexible we can make it do whatever we like with a support, onboarding, and account team like no other in the industry.
Pros
Ticketing
Managing assets
Integrations with other platforms
Invoicing
Cons
A few tweaks to how items are organised/grouped and listed
Documentation
Likelihood to Recommend
Having been in IT for 10+ years and used so many different PSA platforms, I must say working with HaloPSA has been simply amazing. Straight out of the box, it's fast. It's feature-rich. It's easy to set up the basics, and the onboarding team was amazing. The onboarding team actually spends time with you, human on human, walking you through the setup and getting it working how you want. No one else does that included. Yeah, sure, you can pay CW and the other huge amounts of money, and they sort of help you, but HaloPSA helps you from the start; it seems they realise if they help set it up correctly in the first place, it reduces support calls. We can run our business from day one - very customer-centric. We have been using HaloPSA for a year now, and there is still plenty to learn and develop on the platform, but every week we are learning new things that we can do. The support team is great; they are humans who understand the issues we face, so they get things working fast. We have suggested some missing features to the dev team, and so far, they have implemented all of them - WOW. Don't get me wrong, as with all platforms, HaloPSA is not perfect. It's young, but it's maturing fast, very fast, and they are getting integrations built with the major players in the IT industry, which is fantastic. Yes, a few times, the link to Xero broke, which was annoying, but unlike the platforms we used in the past, the support team spoke to us and told us what the problem was and got it fixed, so you can't ask for more than that.
Their growth has been fantastic to see, but again this has meant a bit of change around with account managers, support personnel, etc., but everyone they bring on is just as good as the last. All in all, migrating to HaloPSA was the best software/platform decision I have made in our business since I began the business. I would recommend HaloPSA to any IT business. Well done, Team HALO. Keep up the awesome work.
We use HaloPSA extensively within our business, from Ticketing, Sales Pipeline Management, Quoting, Projects, Stock Control, Procurement, etc. The experience has been nothing but exceptional for everyone we deal with from Sales right through to the Development teams. We have recently launched the self-service portal for client interaction. The system is easy to use and has all integration add-on at no additional costs.
Pros
Workflows
Stock Control
Quoting
Cons
Integration breakdown into Xero
Likelihood to Recommend
Quote to cash. Workflows throughout the entire process are simple and easy to amend/change if needed. Reporting is easy and can be scheduled to our needs.
We use HaloPSA across our entire business for PSA, support tickets, admin, invoices, quotes, CRM, knowledgebase, suppliers, and much more. It's a very comprehensive product that covers all areas of the business.
Pros
Support ticket system--Very comprehensive and configurable
Great user interface--Modern, intuitive, and fast
Fantastic array of integrations available at no extra charge
Very competitive price
Cons
Notifications
Settings navigation
Likelihood to Recommend
We have tried several PSA providers, some well known and others not so much, and HaloPSA was the only one that we found to have the right balance between functionality, usability, and price. The system is really easy to use, comprehensive, very clean and responsive, and what also really pushed it ahead is the excellent support they provide--fast, thorough, and very approachable.
