HaloPSA vs Redtail CRM: Complete Comparison (2026)
An in-depth comparison of HaloPSA and Redtail 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.
Redtail CRM
5.8/10
Cloud CRM built for financial advisors and wealth management firms. It covers client records, workflows, compliant texting, document imaging, and email archiving.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 5.8/10 |
| Analytics | 7/10 | 5/10 |
| Cost | 5/10 | 6/10 |
| Customization | 9/10 | 4/10 |
| Ease of Use | 5/10 | 6/10 |
| Integration | 8/10 | 7/10 |
| 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) | $45/user/mo Launch |
| Estimated cost for 10 users | Contact for pricing | $650/mo Growth |
| Features | ||
| Collaboration | Not listed | |
| Contact Management | Not listed | |
| Integrations | 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 Redtail CRM cost by team size
| Team size | HaloPSA | Redtail CRM |
|---|---|---|
| 1 user | Contact for pricing | $45/moLaunch |
| 5 users | Contact for pricing | $225/moLaunch |
| 10 users | Contact for pricing | $650/moGrowth |
| 25 users | Contact for pricing | $1,625/moGrowth |
| 50 users | Contact for pricing | $3,250/moGrowth |
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 4/10)
- Higher Analytics score (7/10 vs 5/10)
- Better fit for mid-market (8/10 vs 6/10)
Why choose Redtail CRM
- Higher Cost score (6/10 vs 5/10)
- Higher Ease of Use score (6/10 vs 5/10)
- Better fit for freelancers (5/10 vs 2/10)
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.
Redtail CRM
Pros
- Built specifically for financial advisors, with seminar management, household records, and compliance-oriented notes.
- Growth includes compliant, archived client texting (Speak) and 200 GB of document imaging without separate add-on fees.
- Advertises 100+ integrations with advisor tools such as Orion, Schwab, eMoney, and Riskalyze.
- Transparent per-user pricing, starting at $39 per user per month on annual billing, plus a 30-day free trial.
- Rated around 4.3 out of 5 on G2 across more than 260 reviews.
Cons
- Reviewers frequently describe the interface as dated.
- Offers less customization than competing CRMs, according to SmartAsset and CRO Club.
- Some G2 reviewers report that integration syncing is unreliable and links break.
- No 24/7 support, and reports of response times and hold periods are mixed.
- Workflows, automation, and AI features require the pricier Growth plan, and Launch is capped at five users.
Not sold on either?
Frequently Asked Questions
HaloPSA scores higher on our CRM criteria: 7.1/10 against 5.8/10 for Redtail CRM. The largest gap is in Customization: 9/10 for HaloPSA and 4/10 for Redtail CRM.
No, neither HaloPSA nor Redtail CRM lists a free plan.
Redtail CRM is the better fit for freelancers: we rate it 5/10 for them, against 2/10 for HaloPSA.
