HaloPSA Features

HaloPSA

HaloPSA brings everything an MSP needs into one location.

4.79/5 (14 reviews)

HaloPSA Feature Summary

  • Service catalog
  • Service request management
  • Self service password reset tool
  • Accounting Integration
  • Accounting Management
  • Active Directory integration
  • Ad hoc reports
  • Application Integration
  • Automatic Notifications
  • Calendar management
  • Sync calendar with Exchange, Office365 or Google calendar
  • Call recording
  • Change management
  • Client portal
  • Communication management
  • Configurable Workflow
  • Configuration Management
  • Contact history
  • Built-in CRM tools
  • Customer contract management
  • Customer database
  • Customizable Branding
  • Customizable reporting
  • Customizable templates
  • Data import
  • Electronic payments
  • Emailing option
  • Email integration
  • Email notifications
  • Employee portal
  • Employee self service
  • Fixed asset management
  • Help desk management
  • Incident management
  • Instant messaging
  • Mobile integration
  • Multi-channel communication
  • Multi-location
  • Permission management
  • Problem management
  • Project Templates
  • Project Time Tracking
  • Purchase order management
  • QuickBooks Integration
  • Quote management
  • Real time analytics
  • Real time reporting
  • Recurring billing
  • Search functionality
  • Service level management
  • SLA Management
  • Social Media Integration
  • Status Reporting
  • Third party integration
  • Time Tracking by Client
  • Timesheets
  • Sales leads tracking
  • Workflow management
  • Activity Dashboard
  • Escalation management
  • Call tracking
  • Contractor management
  • Prioritizing
  • Trouble ticketing
  • Automated scheduling
  • Call scripting
  • Feedback collection
  • Currency conversion
  • Alerts / Escalation
  • Billing & invoicing
  • One click data migration feature
  • Manage time spent on requests
  • Ratings & reviews
  • Sales Forecasting
  • API
  • Chat
  • Custom fields
  • Knowledge base
  • Professional Services Automation
  • Role-based permissions
  • Sales orders
  • Survey generation & distribution
  • Team calendars
  • Ticket management
  • Asset lifecycle management
  • Room booking
  • Ad hoc Reviews
  • Filtered views
  • Productivity reporting
  • Customizable billing
  • Approval process control
  • Archiving & Retention
  • Contract drafting
  • ACT Integration
  • Reporting & statistics
  • Queue manager
  • Action Item Tracking
  • Print management
  • Hardware Inventory
  • Billable Hours Tracking
  • Support ticket tracking
  • Access Control
  • Monitoring
  • Performance reports
  • Contract management
  • Self Service Portal
  • Project Management
  • Inventory Management
  • Data migration
  • Email alerts
  • Equipment tracking
  • Asset management
  • Customer service analytics
  • Administrative Reporting
  • Multi-department / project

Competitor Feature Comparison

API
Access Control
Accounting Integration
Accounting Management
Action Item Tracking
Active Directory Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Application Integration
Approval Process Control
Archiving & Retention
Asset Lifecycle Management
Asset Management
Audit Trail
Auditing
Automated Billing
Automated Scheduling
Automatic Notifications
Availability Management
Billable Hours Tracking
Billing & Invoicing
Business Analysis
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Scripting
Call Tracking
Change Management
Chat
Client Management
Client Portal
Collaboration Tools
Collaborative Workspace
Communication Management
Configurable Workflow
Configuration Management
Contact Database
Contact History
Contact Management
Contract Drafting
Contract Management
Contractor Management
Currency Conversion
Custom Fields
Customer Accounts
Customer Database
Customer Service Analytics
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Migration
Data Synchronization
Data Visualization
Deadline Management
Drag & Drop Interface
Electronic Payments
Email Alerts
Email Distribution
Email Integration
Email Notifications
Employee Portal
Employee Self Service
Equipment Tracking
Escalation Management
Expense Tracking
Feedback Collection
Filtered Views
Financial Analysis
Financial Management
Fixed Asset Management
Help Desk Management
IT Asset Tracking
Incident Management
Instant Messaging
Inventory Management
Inventory Tracking
Invoice Management
Knowledge Base Management
Mobile Integration
Monitoring
Multi-Channel Communication
Multi-Department / Project
Multi-Location
Opportunity Management
Performance Reports
Permission Management
Planning Tools
Print Management
Prioritizing
Problem Management
Procurement Management
Productivity Reporting
Profitability Analysis
Progress Tracking
Project Management
Project Templates
Project Time Tracking
Projections
Purchase Order Management
Queue Manager
QuickBooks Integration
Quote Management
Ratings & Reviews
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Billing
Reporting & Statistics
Resource Allocation
Resource Management
Role-Based Permissions
Room Booking
SLA Management
Sales Forecasting
Sales Orders
Search Functionality
Self Service Portal
Social Media Integration
Status Reporting
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Task Management
Team Calendars
Third Party Integration
Time & Expense Tracking
Timesheets
Workflow Management
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API
Access Control
Accounting Integration
Accounting Management
Action Item Tracking
Active Directory Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Application Integration
Approval Process Control
Archiving & Retention
Asset Lifecycle Management
Asset Management
Audit Trail
Auditing
Automated Billing
Automated Scheduling
Automatic Notifications
Availability Management
Billable Hours Tracking
Billing & Invoicing
Business Analysis
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Scripting
Call Tracking
Change Management
Chat
Client Management
Client Portal
Collaboration Tools
Collaborative Workspace
Communication Management
Configurable Workflow
Configuration Management
Contact Database
Contact History
Contact Management
Contract Drafting
Contract Management
Contractor Management
Currency Conversion
Custom Fields
Customer Accounts
Customer Database
Customer Service Analytics
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Migration
Data Synchronization
Data Visualization
Deadline Management
Drag & Drop Interface
Electronic Payments
Email Alerts
Email Distribution
Email Integration
Email Notifications
Employee Portal
Employee Self Service
Equipment Tracking
Escalation Management
Expense Tracking
Feedback Collection
Filtered Views
Financial Analysis
Financial Management
Fixed Asset Management
Help Desk Management
IT Asset Tracking
Incident Management
Instant Messaging
Inventory Management
Inventory Tracking
Invoice Management
Knowledge Base Management
Mobile Integration
Monitoring
Multi-Channel Communication
Multi-Department / Project
Multi-Location
Opportunity Management
Performance Reports
Permission Management
Planning Tools
Print Management
Prioritizing
Problem Management
Procurement Management
Productivity Reporting
Profitability Analysis
Progress Tracking
Project Management
Project Templates
Project Time Tracking
Projections
Purchase Order Management
Queue Manager
QuickBooks Integration
Quote Management
Ratings & Reviews
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Billing
Reporting & Statistics
Resource Allocation
Resource Management
Role-Based Permissions
Room Booking
SLA Management
Sales Forecasting
Sales Orders
Search Functionality
Self Service Portal
Social Media Integration
Status Reporting
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Task Management
Team Calendars
Third Party Integration
Time & Expense Tracking
Timesheets
Workflow Management
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Accounting Management
Action Item Tracking
Active Directory Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Application Integration
Approval Process Control
Archiving & Retention
Asset Lifecycle Management
Asset Management
Audit Trail
Auditing
Automated Billing
Automated Scheduling
Automatic Notifications
Availability Management
Billable Hours Tracking
Billing & Invoicing
Business Analysis
CRM Integration
Calendar Management
Calendar Sync with Google
Call Recording
Call Scripting
Call Tracking
Change Management
Chat
Client Management
Client Portal
Collaboration Tools
Collaborative Workspace
Communication Management
Configurable Workflow
Configuration Management
Contact Database
Contact History
Contact Management
Contract Drafting
Contract Management
Contractor Management
Currency Conversion
Custom Fields
Customer Accounts
Customer Database
Customer Service Analytics
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Migration
Data Synchronization
Data Visualization
Deadline Management
Drag & Drop Interface
Electronic Payments
Email Alerts
Email Distribution
Email Integration
Email Notifications
Employee Portal
Employee Self Service
Equipment Tracking
Escalation Management
Expense Tracking
Feedback Collection
Filtered Views
Financial Analysis
Financial Management
Fixed Asset Management
Help Desk Management
IT Asset Tracking
Incident Management
Instant Messaging
Inventory Management
Inventory Tracking
Invoice Management
Knowledge Base Management
Mobile Integration
Monitoring
Multi-Channel Communication
Multi-Department / Project
Multi-Location
Opportunity Management
Performance Reports
Permission Management
Planning Tools
Print Management
Prioritizing
Problem Management
Procurement Management
Productivity Reporting
Profitability Analysis
Progress Tracking
Project Management
Project Templates
Project Time Tracking
Projections
Purchase Order Management
Queue Manager
QuickBooks Integration
Quote Management
Ratings & Reviews
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real Time Updates
Recurring Billing
Reporting & Statistics
Resource Allocation
Resource Management
Role-Based Permissions
Room Booking
SLA Management
Sales Forecasting
Sales Orders
Search Functionality
Self Service Portal
Social Media Integration
Status Reporting
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Task Management
Team Calendars
Third Party Integration
Time & Expense Tracking
Timesheets
Workflow Management
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HaloPSA Feature Reviews

14 reviewers had the following to say about HaloPSA's features:

Robbie Emerson

Top quality Service Desk software

2019-01-15

The team is now logging many more tickets than previously as it is so easy to do so, and we are able to respond much quicker to incoming tickets.

Pros

The dashboard feature has enabled us to show basic helpdesk statistics on a TV in the office which helps everyone keep track of how we're performing.

Cons

The mobile site is okay, but a new app would be a better alternative.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andy Stevens

Great Product !

2019-05-16

This solution has now made it possible for us to use the multi tennant platform, meaning our customers can view their own customised portal / dashboard etc.

Pros

Customisation and branding is easy to do and the help and support from day 1 has been excellent

Cons

Cant Brand the login page, Not everything is available on the web app as yet

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ross Kearns

really good, made things so much easier

2016-11-24

The integration with Microsoft SCCM was another one of the main reasons we chose NetHelpDesk and it seamlessly fits together.

Pros

After sales support cross department use integration with other programs

Cons

haven't found any yet

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 11-50 employees)

Great fit for an MSP

2019-01-08

NetHelpDesk brought our support systems right up-to-date.

Pros

- Affordable - Lots of features - Helpful and responsive team - Easy to use/implement

Cons

A bit more functionality in the reporting suite would be nice, namely dashboards in document form.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Steven de Grijs

Flexible helpdesk software

2019-01-25

We've been able to use Nethelpdesk to improve tracking of our billable hours by making our administration of helpdesk work less of a drag. The option to access the database has also enabled us to expand any functionality with our own tooling where we found the fit to our processes wasn't fully realised. Summarised, it's enabled us to do our work as MSPs better than anything we've tried before.

Pros

The core is a helpdesk solution, but integrated are a small CRM, an asset tracking, sales and po system and (sale) item system that are great supporting tools.

Cons

Fields that might be better on a different position, email history is always the entire ticket and requires you make different tickets if you contact a vendor and want to evade sending other communication to the vendor (you can manually edit old emails out before sending though!).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
peter grange

Review of NetHelpDesk

2017-02-16

I find NethelpDesk as a solution for our ERP Support Teams to be second to none, both the functionality of the system and the responsiveness of the NetHelpDesk team in answering queries have made this an excellent tool for out company.

Pros

Its ease of use and flexibility

Cons

Very little, expect for some gaps in data linking to emails

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering HaloPSA

Great value for money, broad functionality, easily customized to your needs

Source: Capterra
Helpful?   Yes   No
Read more
Colin Smith

Effective Helpdesk System

2019-06-13

Pros

We have used NetHelpDesk for many years, it transformed the way we organised our helpdesk ticketing. After several tries using other software, we installed a trial version of NetHelpDesk which we hosted on our own server, it was up and running in hours, easily integrated into our Exchange mail system.

Cons

At first, we were a little overwhelmed by the many modules available, but we found we could cut out the modules we didn’t need making life a lot simpler for the operators.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
jordan watson

Upgrade to helpdesk

2019-01-15

Pros

It has a vast amount of features that links it to many aspects of a company the support staff are very good and accommodating and reply quickly customization from NetHelpDesk on installation was next to none very willing to accept any changes and make them happen

Cons

take a wee bit of time to get your head round the way things link together from a admin perspective

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Giles McNamara

NetHelpDesk Review

2017-03-07

Response times are always quick and on the occasion an issue isn't resolved on the phone you will be kept upto date throughout the life cycle of the ticket.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Rosenthal

Extremely Customisable

2018-12-06

Pros

Almost anything can be achieved with help from their support team, who are quick to respond and very knowledgeable.

Cons

The features we are not using can get in the way sometimes.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Riffat

The perfect fit

2019-10-03

For a fast-paced growing IT Support provider in the UK, NetHelpDesk has been the perfect fit to deliver our Helpdesk application requirements.

Pros

The ability to grow into it's product as and when required.

Cons

Minor bugs and the very rare slow performance

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 1-10 employees)

Packed full of feautures

2020-06-03

Pros

The customer Support from HaloPSA is fantasic.

Cons

No native way to securely store passwords, but the guys gave us a great workaround

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Colin Hammond

Functional System

2017-02-24

NetHelpDesk is a very functional system that can reliably be used in many ways, and the support is also very comprehensive.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Sarah Hasselberg

Excellent PSA for our business!

2019-05-13

Pros

The software is easy to use, configurable in most ways, and does exactly what we need it to.

Cons

The billing piece is a little challenging, but the other features are well worth this minor inconvenience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more