HaloPSA
7.1/10HaloPSA is a professional services automation platform for managed service providers and IT service teams. It combines ticketing, projects, time tracking, billing and reporting.
Data last updated November 2026 · Our methodology
Overview
HaloPSA is the professional services automation product from Halo Service Solutions, a UK company founded in 1994. It is built mainly for managed service providers and IT service businesses that need ticketing, contracts and SLAs, project delivery, time tracking and billing in one system. Its project management module covers project delivery, resourcing and profitability. Time entries flow into invoicing, and pre-built live dashboards can be edited. It also includes a knowledge base, a self-service client portal, calendars and appointments, and workflow automation with AI-assisted workflows. Halo uses a single plan. Every module goes to every agent at a per-agent price, with no tiers or paid add-ons. End users and portal customers are free. The published UK rate is 66 GBP per agent per month on annual billing. Onboarding packages are required and quoted separately. Charities get a 15 percent discount, and a 30-day free trial is available. Halo says more than 250 integrations come at no extra cost, including accounting and RMM tools. Its security page lists ISO 27001, SOC 2 Type II, SSO through SAML and OIDC, role-based access and audit logs. The main limitation is complexity. Reviewers say configuration menus are convoluted, setup takes significant time, and a consultant often helps. Third-party reviewers also note that the project features suit IT service delivery better than large or complex professional services engagements. It is not a general-purpose project tool for marketing or creative teams.
Our Rating
Project Management7.1/10
CRM7.1/10
Who HaloPSA is best for
Good fit
It is built for managed service providers and IT service teams, with ticketing, SLAs and RMM integrations.
- Mid-Market8/10
Mid-sized MSPs and IT service providers are the core market for its billing, contract and project tooling.
Ticketing, a knowledge base and a self-service portal support service desks.
An enterprise package and certifications such as ISO 27001, SOC 2 and FedRAMP support large deployments.
Small MSPs benefit from all-inclusive per-agent pricing, but setup effort is significant.
Less suited
It suits IT consultancies, but reviewers say it is less suited to complex professional services engagements.
FedRAMP is listed in its compliance coverage.
- Healthcare4/10
HIPAA appears in its compliance coverage.
- Nonprofits4/10
Charities get a 15 percent discount.
Paid onboarding and complexity raise the entry cost.
Per-agent pricing plus a mandatory onboarding package and complex configuration do not suit solo users.
It is built around IT service delivery, not marketing project work.
Pros & Cons
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.
Key Features
HaloPSA Pricing
Enterprise Package
- Fixed annual fee
- Unlimited licences
- Funded implementation
Halo (single plan)
or £792/user/year
- 30-day free trial
- Halo AI features included
- End users and portal customers free
- 66 GBP per agent per month on annual billing
- Named or concurrent licences at the same price
- Onboarding package required and priced separately
- All modules for every agent, including projects, ITSM, billing, assets and reporting
Frequently Asked Questions
Yes. Halo offers a 30-day free trial with all features and no credit card required.
No. Halo sells a single plan with every module included for each agent, and it lists no paid add-ons. Onboarding is priced separately.
No. Pricing is per agent only. End users and portal customers are free.
Halo lists ISO 27001, SOC 2 Type II, FedRAMP, GDPR, Cyber Essentials Plus, IRAP and HIPAA, along with SSO, RBAC and audit logs.
Charities and non-profits get 15 percent off for the contract term. Standard customers also receive a 5 percent discount as Halo reaches revenue milestones.
Third-party reviews list both cloud and on-premises deployment.
Yes. SourceForge lists mobile apps for Android, iPhone and iPad.
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