HaloPSA vs Sage CRM: Complete Comparison (2026)
An in-depth comparison of HaloPSA and Sage 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.
Sage CRM
5.6/10
Sage CRM is a modular sales, marketing and customer service CRM for small and midsize businesses, designed to integrate closely with Sage accounting and ERP products.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 5.6/10 |
| Customization | 9/10 | 7/10 |
| Analytics | 7/10 | 5/10 |
| Integration | 8/10 | 6/10 |
| Support | 7/10 | 6/10 |
| Ease of Use | 5/10 | 5/10 |
| Security | 9/10 | 5/10 |
| Cost | 5/10 | 5/10 |
| Scalability | 8/10 | 5/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | £66/user/mo Halo (single plan) | $45/user/mo Sage CRM (cloud, as reported by third parties) |
| Estimated cost for 10 users | Contact for pricing | $450/mo Sage CRM (cloud, as reported by third parties) |
| Features | ||
| Contact Management | Not listed | |
| Customer Support Management | Not listed | |
| Integrations | Not listed | |
| Lead Management | Not listed | |
| Marketing Automation | 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 Sage CRM cost by team size
| Team size | HaloPSA | Sage CRM |
|---|---|---|
| 1 user | Contact for pricing | $45/moSage CRM (cloud, as reported by third parties) |
| 5 users | Contact for pricing | $225/moSage CRM (cloud, as reported by third parties) |
| 10 users | Contact for pricing | $450/moSage CRM (cloud, as reported by third parties) |
| 25 users | Contact for pricing | $1,125/moSage CRM (cloud, as reported by third parties) |
| 50 users | Contact for pricing | $2,250/moSage CRM (cloud, as reported by third parties) |
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 Security score (9/10 vs 5/10)
- Higher Scalability score (8/10 vs 5/10)
- Better fit for enterprise (7/10 vs 4/10)
Why choose Sage CRM
- Better fit for marketing teams (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.
Sage CRM
Pros
- Integrates tightly with Sage accounting and ERP products (Sage 50 to X3 and Intacct), which reviewers value for shared customer and financial data.
- Its modular licensing lets buyers pay only for the sales, marketing or service module they need.
- The service module is fairly complete, with SLAs, a knowledge base and a self-service portal.
- Recent releases added Microsoft Graph Exchange Online sync, OAuth 2.0 and outbound webhooks.
Cons
- Sage publishes no pricing, so buyers have to go through sales or partners to get a quote.
- Third-party sources put the starting price (about 39 to 45 USD per user per month) above many modern cloud CRMs.
- Development is slow: SSO and MFA had only been under exploration since 2024, and classic dashboards are deprecated.
- Some reviewers find tasks such as loading client accounts complicated.
Not sold on either?
Frequently Asked Questions
HaloPSA scores higher on our CRM criteria: 7.1/10 against 5.6/10 for Sage CRM. The largest gap is in Security: 9/10 for HaloPSA and 5/10 for Sage CRM.
No, neither HaloPSA nor Sage CRM lists a free plan.
HaloPSA is the better fit for enterprise: we rate it 7/10 for them, against 4/10 for Sage CRM.
