HaloPSA vs TaskRay: Complete Comparison (2026)
An in-depth comparison of HaloPSA and TaskRay 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.
TaskRay
6.4/10
TaskRay is a Salesforce-native project management app that helps post-sale teams run customer onboarding, implementations, and installations inside Salesforce.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 6.4/10 |
| Cost | 5/10 | 4/10 |
| Ease of Use | 5/10 | 6/10 |
| Analytics | 7/10 | 7/10 |
| Customization | 9/10 | 7/10 |
| Scalability | 8/10 | 7/10 |
| Support | 7/10 | 8/10 |
| Integration | 8/10 | 7/10 |
| Security | 9/10 | 7/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | £66/user/mo Halo (single plan) | Contact for pricing |
| Estimated cost for 10 users | Contact for pricing | Contact for pricing |
| Features | ||
| App integrations | ||
| Client collaboration | ||
| Dashboards | ||
| Reporting | ||
| Scheduling | ||
| Task management | ||
| Time tracking | ||
| Workflow automation | ||
| Collaboration tools | Not listed | |
| Gantt charts | Not listed | |
| Kanban boards | Not listed | |
| Knowledge base | Not listed | |
| Spreadsheet interface | Not listed | |
| Task lists | Not listed | |
| Timeline view | Not listed | |
Which One Should You Choose?
Why choose HaloPSA
- Higher Customization score (9/10 vs 7/10)
- Higher Security score (9/10 vs 7/10)
- Better fit for small business (7/10 vs 4/10)
Why choose TaskRay
- Higher Ease of Use score (6/10 vs 5/10)
- Higher Support score (8/10 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.
TaskRay
Pros
- It runs natively in Salesforce, so project work sits next to account and opportunity data and teams re-enter less data.
- Teams can clone templates for each new customer, which keeps onboarding consistent.
- Reviewers praise the customer support, and a free Standard support tier comes with every license.
- Higher tiers include detailed resource management, such as capacity, utilization, and forecasting.
Cons
- It requires an existing Salesforce org, so teams outside the Salesforce ecosystem can't use it.
- No prices are published for any tier, so buyers must contact sales for a quote.
- Reviewers report a steep learning curve for staff who don't know Salesforce.
- Some users say it feels slower than standalone project tools because of Salesforce platform latency.
Not sold on either?
Frequently Asked Questions
HaloPSA scores higher on our Project Management criteria: 7.1/10 against 6.4/10 for TaskRay. The largest gap is in Customization: 9/10 for HaloPSA and 7/10 for TaskRay.
No, neither HaloPSA nor TaskRay lists a free plan.
HaloPSA is the better fit for small business: we rate it 7/10 for them, against 4/10 for TaskRay.
