Close vs HaloPSA: Complete Comparison (2026)
An in-depth comparison of Close and HaloPSA to help you choose the right tool for your business.
Last updated: November 2026
Close
6.3/10
Sales CRM with built-in calling, email, SMS and AI notes, made for small and growing inside sales teams that do a lot of outreach.
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 | 6.3/10 | 7.1/10 |
| Scalability | 6/10 | 8/10 |
| Analytics | 6/10 | 7/10 |
| Cost | 5/10 | 5/10 |
| Customization | 5/10 | 9/10 |
| Ease of Use | 8/10 | 5/10 |
| Integration | 7/10 | 8/10 |
| Security | 6/10 | 9/10 |
| Support | 8/10 | 7/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | $19/user/mo Solo | £66/user/mo Halo (single plan) |
| Estimated cost for 10 users | $490/mo Essentials | Contact for pricing |
| Features | ||
| Built-in Calling | Not listed | |
| Collaboration | Not listed | |
| Contact Management | Not listed | |
| Integrations | Not listed | |
| Lead Management | Not listed | |
| Mobile Access | Not listed | |
| Opportunity Management | Not listed | |
| Reporting & Analytics | Not listed | |
| Sales Automation | 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 | |
Close vs HaloPSA cost by team size
| Team size | Close | HaloPSA |
|---|---|---|
| 1 user | $19/moSolo | Contact for pricing |
| 5 users | $245/moEssentials | Contact for pricing |
| 10 users | $490/moEssentials | Contact for pricing |
| 25 users | $1,225/moEssentials | Contact for pricing |
| 50 users | $2,450/moEssentials | Contact for pricing |
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?
Why choose Close
- Higher Ease of Use score (8/10 vs 5/10)
- Higher Support score (8/10 vs 7/10)
- Better fit for freelancers (6/10 vs 2/10)
- Better fit for startups (8/10 vs 4/10)
Why choose HaloPSA
- Higher Customization score (9/10 vs 5/10)
- Higher Security score (9/10 vs 6/10)
- Better fit for customer support teams (7/10 vs 2/10)
- Better fit for enterprise (7/10 vs 3/10)
Pros & Cons
Close
Pros
- Calling, email and SMS run inside the CRM, so reps do not need a separate dialer and every conversation is logged on the lead.
- G2 and Capterra reviewers often praise the support team and how quickly reps get comfortable with the interface.
- The Scale tier includes a predictive dialer and live call coaching, which suits high-volume outbound teams.
- The 14-day trial needs no credit card and includes 5 dollars in calling and enrichment credits, and there is a 30-day money-back guarantee.
Cons
- Workflows and the power dialer only start at the Growth tier, which costs 99 dollars per user per month on annual billing.
- Total cost runs well above the seat price once you add carrier calling fees, phone numbers and the Call Assistant add-on.
- Reviewers report limited reporting and customization, which pushes some teams to third-party tools.
- The data model files everything under Leads, which takes new users time to learn, and high-volume teams complain about inbox management.
- There is no free plan, unlike HubSpot.
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 Close. The largest gap is in Customization: 5/10 for Close and 9/10 for HaloPSA.
No, neither Close nor HaloPSA lists a free plan.
HaloPSA is the better fit for customer support teams: we rate it 7/10 for them, against 2/10 for Close.
