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HaloPSA- Features, Pricing & Deals

HaloPSA offers a comprehensive Professional Services Automation (PSA) software specifically tailored for Managed Service Providers (MSPs). This robust platform equips MSPs with a wide array of tools to streamline their operations, optimize service delivery, and enhance client satisfaction. Utilized by over 125,000 teams across more than 75 countries, HaloPSA stands out for its intuitive interface, cost-effectiveness, and extensive feature set.

Key features of HaloPSA include a dynamic Service Desk with advanced ticket management options, customizable ticket types, and ITIL-aligned processes for efficient incident, problem, and change management. The platform also excels in Contract and Asset Management, enabling users to track contracts and visualize dependencies between configuration items for better asset management.

HaloPSA simplifies the billing and invoicing process through integrated billing management, ensuring accurate and transparent invoicing on a customer-by-customer basis. Its Stock and Inventory Management features offer robust stock control and costing analysis, aiding in seamless service delivery. Integration capabilities are equally impressive, with multi-tool integration supporting platforms like ITGlue, Datto RMM, QuickBooks, and Microsoft M365, along with API access for further customization.

Beyond these core functionalities, HaloPSA provides powerful reporting and analytics, role-based access for user and team management, and easy onboarding with implementation support. Despite not listing specific pricing plans, HaloPSA offers a free 30-day trial, encouraging prospective users to explore its capabilities without initial commitment.

With its extensive features, user-friendly interface, and cost-effective approach, HaloPSA is a trusted PSA solution for MSPs looking to enhance their operational efficiency and service delivery on a global scale.

Features

  • Service Desk: HaloPSA allows for the creation, assignment, and tracking of tickets, supporting ITIL-aligned processes for efficient incident, problem, and change management. Users can create custom ticket types and define fields like summary, details, priority, urgency, and impact.
  • Contract and Asset Management: Manage and track all contracts throughout their lifecycle, including software licenses and maintenance contracts. Track and visualize dependencies between configuration items for better asset management and service delivery.
  • Billing and Invoicing: Integrate billing with service level plans on a customer-by-customer basis for accurate invoicing. Streamline the invoicing process to ensure efficiency and transparency.
  • Stock and Inventory Management: Features for stock control and costing analysis enable easy traceability and seamless service delivery.
  • Integration Capabilities: Integrates with various tools and platforms such as ITGlue, Datto RMM, TD Synnex, QuickBooks, and Microsoft M365 and CSP. Supports API integrations for connecting with other services like Lumu for SecOps integration.
  • Reporting and Analytics: Includes robust reporting features to help analyze performance, track time entries, and manage billing and contracts effectively.
  • User and Team Management: Supports role-based access and team setup, allowing for co-managed environments. Define permissions and access levels for different users.
  • Onboarding and Support: Offers easy onboarding and implementation assistance to ensure service continuity when switching from other PSA solutions.
  • User-Friendly Interface: An intuitive interface makes it easier for users to navigate and manage their MSP operations compared to other PSA solutions.
  • Cost-Effective: More cost-effective than some competitors while retaining or enhancing functionality.
  • Global Adoption: Used by over 125,000 teams across more than 75 countries, indicating widespread acceptance and reliability.
  • Pricing: Pricing details are not explicitly provided. Users are encouraged to try HaloPSA for free for 30 days without requiring a credit card and request a quote for detailed pricing information.

Pricing

  • HaloPSA offers a 30-day free trial without requiring a credit card, allowing potential users to explore its features and capabilities at no cost.
  • To get detailed pricing information for HaloPSA, users need to contact HaloPSA directly or request a quote through their website, as specific pricing plans or costs are not listed on the webpage.
Last Updated
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September 3, 2024 15:25

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