HaloPSA vs Maximizer CRM: Complete Comparison (2026)
An in-depth comparison of HaloPSA and Maximizer CRM to help you choose the right tool for your business.
Last updated: November 2026
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.
Maximizer CRM
5.9/10
Maximizer is a Vancouver-built sales CRM for small and mid-sized businesses and financial advisors, available in the cloud or on-premise, with AI deal insights.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 5.9/10 |
| Analytics | 7/10 | 6/10 |
| Cost | 5/10 | 4/10 |
| Customization | 9/10 | 7/10 |
| Ease of Use | 5/10 | 6/10 |
| Integration | 8/10 | 6/10 |
| Scalability | 8/10 | 6/10 |
| Security | 9/10 | 7/10 |
| Support | 7/10 | 6/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | £66/user/mo Halo (single plan) | $65/user/mo Core |
| Estimated cost for 10 users | Contact for pricing | $650/mo Core |
| Features | ||
| Contact Management | Not listed | |
| Customer Support 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 | |
HaloPSA vs Maximizer CRM cost by team size
| Team size | HaloPSA | Maximizer CRM |
|---|---|---|
| 1 user | Contact for pricing | $65/moCore |
| 5 users | Contact for pricing | $325/moCore |
| 10 users | Contact for pricing | $650/moCore |
| 25 users | Contact for pricing | $1,625/moCore |
| 50 users | Contact for pricing | $3,250/moCore |
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 HaloPSA
- Higher Customization score (9/10 vs 7/10)
- Higher Integration score (8/10 vs 6/10)
- Better fit for customer support teams (7/10 vs 4/10)
- Better fit for enterprise (7/10 vs 5/10)
Why choose Maximizer CRM
- Higher Ease of Use score (6/10 vs 5/10)
Pros & Cons
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.
Maximizer CRM
Pros
- One of the few CRMs that still offers an on-premise deployment alongside the cloud, which suits firms that want to control their own data.
- Dedicated Financial Services editions add book-of-business and family-relationship views that advisors need.
- Reviewers who moved from Salesforce say it is easier to learn and cheaper.
- The Zapier connector exposes 49 operations, covering leads, opportunities, cases, and campaigns.
Cons
- The 65 USD per user entry price is high compared with many SMB CRMs, and AI and workflow automation require the 89 USD plus tiers.
- Reviewers repeatedly report Outlook sync errors.
- Some users find the interface unintuitive and say adding custom fields takes many steps.
- Add-on, storage, and service prices are not published and require contact with sales.
Not sold on either?
Frequently Asked Questions
HaloPSA scores higher on our CRM criteria: 7.1/10 against 5.9/10 for Maximizer CRM. The largest gap is in Customization: 9/10 for HaloPSA and 7/10 for Maximizer CRM.
No, neither HaloPSA nor Maximizer CRM lists a free plan.
HaloPSA is the better fit for customer support teams: we rate it 7/10 for them, against 4/10 for Maximizer CRM.
