HaloPSA vs Smartsheet: Complete Comparison (2026)

Why choose HaloPSA

• Higher Cost score (5/10 vs 4/10)
• Higher Customization score (9/10 vs 8/10)
• Better fit for small business (7/10 vs 5/10)
• Better fit for it teams (9/10 vs 7/10)

Why choose Smartsheet

• Higher Ease of Use score (6/10 vs 5/10)
• Higher Scalability score (9/10 vs 8/10)
• Better fit for marketing teams (6/10 vs 2/10)
• Better fit for government (8/10 vs 5/10)

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.

Smartsheet

Pros

• The spreadsheet grid feels familiar to Excel users and supports strong formulas across sheets.
• One sheet can be viewed as a grid, Gantt chart, board or calendar.
• Its compliance record is strong, including SOC 2, ISO 27001, ISO 42001, FedRAMP and HIPAA support under a BAA on Enterprise.
• Dashboards can be shared with stakeholders who cannot open the underlying sheets.
• Bi-directional Jira and Salesforce connectors plus a well-documented API suit larger IT estates.

Cons

• There is no free plan, and reviewers on Capterra repeatedly call pricing high and restrictive for small teams.
• The 2024 to 2025 move to paid Member licensing ended free collaborators and raised costs for many existing customers.
• Advanced automations are complex to set up, according to reviewers.
• Key capabilities such as Dynamic View, Data Shuttle and Resource Management are sold as extra-cost add-ons or held for top tiers.
• Some users report slow dashboards and performance problems on large sheets.
• Pro allows 250 automations per month and caps teams at 10 Members.