Backstop CRM vs HaloPSA: Complete Comparison (2026)
An in-depth comparison of Backstop CRM and HaloPSA to help you choose the right tool for your business.
Last updated: November 2026
Backstop CRM
5.5/10
Backstop CRM is a cloud CRM for investment firms that centralizes contacts, relationships, and meeting notes. Its users include hedge funds, private equity firms, pensions, endowments, and family offices.
HaloPSA
7.1/10
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 | | |
|---|---|---|
| Scores | ||
| Overall Rating | 5.5/10 | 7.1/10 |
| Customization | 6/10 | 9/10 |
| Analytics | 5/10 | 7/10 |
| Integration | 5/10 | 8/10 |
| Support | 7/10 | 7/10 |
| Ease of Use | 6/10 | 5/10 |
| Security | 6/10 | 9/10 |
| Cost | 4/10 | 5/10 |
| Scalability | 6/10 | 8/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | Contact for pricing | £66/user/mo Halo (single plan) |
| Estimated cost for 10 users | Contact for pricing | Contact for pricing |
| Features | ||
| Collaboration | Not listed | |
| Contact Management | Not listed | |
| Integrations | Not listed | |
| Mobile Access | Not listed | |
| Opportunity Management | Not listed | |
| Reporting & Analytics | Not listed | |
| More features | ||
| Scheduling | Not listed | |
| Client collaboration | Not listed | |
| App integrations | Not listed | |
| Task management | Not listed | |
| Time tracking | Not listed | |
| Workflow automation | Not listed | |
| Dashboards | Not listed | |
| Reporting | Not listed | |
| Knowledge base | Not listed | |
Which One Should You Choose?
Why choose Backstop CRM
- Higher Ease of Use score (6/10 vs 5/10)
Why choose HaloPSA
- Higher Customization score (9/10 vs 6/10)
- Higher Integration score (8/10 vs 5/10)
- Better fit for small business (7/10 vs 5/10)
Pros & Cons
Backstop CRM
Pros
- Built for investment firms, with record types such as vehicles, opportunities, and due diligence notes
- The Outlook plug-in saves emails, attachments, and meeting notes to Backstop on web and desktop, PC and Mac
- Reviewers on Capterra and Software Advice rate it about 4.3 out of 5 overall and 4.4 for customer support
- Reviewers say Excel add-ins let them pull data out and build detailed reports
Cons
- Reviewers describe the interface as dated
- The mobile app and mobile responsiveness get poor reviews
- Some reviewers find the reporting features complicated
- Pricing is not published and must be quoted by sales
- There is no marketing automation or built-in calling of the kind general-purpose CRMs offer
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 5.5/10 for Backstop CRM. The largest gap is in Customization: 6/10 for Backstop CRM and 9/10 for HaloPSA.
No, neither Backstop CRM nor HaloPSA lists a free plan.
HaloPSA is the better fit for small business: we rate it 7/10 for them, against 5/10 for Backstop CRM.
