HaloPSA vs Pipedrive: Complete Comparison (2026)
An in-depth comparison of HaloPSA and Pipedrive 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.
Pipedrive
6.9/10
Pipedrive is a sales CRM built around visual deal pipelines, helping small and mid-sized sales teams track deals, contacts, activities and email in one place.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 6.9/10 |
| Customization | 9/10 | 6/10 |
| Analytics | 7/10 | 5/10 |
| Cost | 5/10 | 7/10 |
| Ease of Use | 5/10 | 9/10 |
| Integration | 8/10 | 8/10 |
| Support | 7/10 | 6/10 |
| Scalability | 8/10 | 5/10 |
| Security | 9/10 | 7/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | £66/user/mo Halo (single plan) | $24/user/mo Lite |
| Estimated cost for 10 users | Contact for pricing | $240/mo Lite |
| 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 | |
| Lead Management | Not listed | |
| Integrations | Not listed | |
| Sales Automation | Not listed | |
| Opportunity Management | Not listed | |
| Contact Management | Not listed | |
| Reporting & Analytics | Not listed | |
| Mobile Access | Not listed | |
Which One Should You Choose?
Why choose HaloPSA
- Higher Customization score (9/10 vs 6/10)
- Higher Scalability score (8/10 vs 5/10)
- Better fit for enterprise (7/10 vs 3/10)
- Better fit for mid-market (8/10 vs 6/10)
Why choose Pipedrive
- Higher Ease of Use score (9/10 vs 5/10)
- Higher Cost score (7/10 vs 5/10)
- Better fit for small business (9/10 vs 7/10)
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.
Pipedrive
Pros
- Sales reps can pick up the drag-and-drop pipeline view quickly, and ease of use is the strength reviewers mention most often on G2 and Capterra.
- The marketplace has more than 500 integrations, including telephony apps such as Aircall, CloudTalk and Kixie that log calls as deal activities.
- Lite starts at 14 dollars per seat per month on annual billing, which is cheap for a CRM with pipeline management and AI report generation.
- Premium bundles LeadBooster, e-signature documents and Projects, which cost extra on lower plans.
Cons
- Reviewers often criticize reporting as thin, hard to customize or manual. About 39 percent of reporting-related Capterra reviews are negative.
- Email sync and automations are not available on Lite, so most teams will need Growth or higher.
- Web calling is not built in and needs a third-party Marketplace app, though the mobile apps can place and log calls.
- Email marketing (Campaigns) and Web Visitors are paid add-ons on every plan, so the total cost can rise well above the seat price.
