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Assembly vs HaloPSA: Complete Comparison (2026)

An in-depth comparison of Assembly and HaloPSA to help you choose the right tool for your business.

Last updated: November 2026

Assembly logo

Assembly

6.3/10

Assembly, formerly Copilot, is a branded client portal for service businesses. It combines messaging, a lightweight CRM, billing, files, tasks and an AI app builder.

HaloPSA logo

HaloPSA

7.1/10

Winner

HaloPSA is a professional services automation platform for managed service providers and IT service teams. It combines ticketing, projects, time tracking, billing and reporting.

Feature-by-Feature Comparison

Feature
Assembly logo
Assembly
HaloPSA logo
HaloPSA
Scores
Overall Rating6.3/107.1/10
Customization6/109/10
Analytics4/107/10
Integration6/108/10
Support7/107/10
Ease of Use8/105/10
Security8/109/10
Cost5/105/10
Scalability6/108/10
Pricing
Free planYesNo
Cheapest paid plan$49/mo
Starter
£66/user/mo
Halo (single plan)
Estimated cost for 10 usersContact for pricingContact for pricing
Features
Team messagingNot listed
File sharingNot listed
Client collaboration
App integrations
Task listsNot listed
Gantt chartsNot listed
Task management
Time tracking
Workflow automation
Collaboration toolsNot listed
SchedulingNot listed
DashboardsNot listed
ReportingNot listed
Knowledge baseNot listed

Assembly vs HaloPSA cost by team size

The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.

Which One Should You Choose?

Assembly logo
Why choose Assembly

  • Has a free plan (HaloPSA does not)
  • Higher Ease of Use score (8/10 vs 5/10)
  • Better fit for freelancers (6/10 vs 2/10)
  • Better fit for consultancies (8/10 vs 6/10)

HaloPSA logo
Why choose HaloPSA

  • Higher Customization score (9/10 vs 6/10)
  • Higher Analytics score (7/10 vs 4/10)
  • Better fit for mid-market (8/10 vs 5/10)
  • Better fit for enterprise (7/10 vs 5/10)
  • Includes Time tracking, which Assembly lacks

Pros & Cons

Assembly logo
Assembly

Pros

  • Reviewers say a non-technical team can launch a polished, branded client portal quickly.
  • Messaging, a CRM, invoicing, contracts, forms and files share one client login.
  • A free plan and no-contract self-serve billing make it easy to test.
  • SOC 2 Type II, AES-256 encryption at rest and a HIPAA BAA on Advanced suit regulated firms.

Cons

  • Project management is basic, with no Gantt charts or dependencies.
  • There is no native time tracking or scheduling.
  • Automations lack conditional branching, and there is no native mobile app.
  • Reviewers report a high cost and friction with international invoicing.

HaloPSA logo
HaloPSA

Pros

  • One per-agent plan includes every module and the AI features, with no paid add-ons.
  • Portal customers and end users are free, so client collaboration does not add licence cost.
  • More than 250 integrations, including accounting and RMM tools, are included at no extra charge.
  • Broad compliance coverage includes ISO 27001, SOC 2 Type II, FedRAMP and HIPAA, plus SSO and audit logs.
  • Reviewers describe the browser interface as modern and fast.

Cons

  • Reviewers say the configuration menus are convoluted, and a consultant is often needed to get the most out of it.
  • A paid onboarding package is mandatory and its price is not published.
  • The project features are oriented toward IT service delivery rather than complex professional services projects.
  • Some users report slowness and weaker calendar, notification and stock-control features.
  • Per-agent costs add up for larger teams.

Not sold on either?

Frequently Asked Questions

HaloPSA scores higher on our CRM criteria: 7.1/10 against 6.3/10 for Assembly. The largest gap is in Analytics: 4/10 for Assembly and 7/10 for HaloPSA.

Assembly has a free plan; HaloPSA does not list one.

Assembly is the better fit for freelancers: we rate it 6/10 for them, against 2/10 for HaloPSA.

HaloPSA has Time tracking, which Assembly lacks.

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