HaloPSA Reviews & Product Details

We are able to log tickets, update tickets, put them on hold, progress, schedule etc.

If there is a recurring ticket, we are able to create it as schedule so that a ticket is created accordingly with any user interactions.

We are able to create dashboards to see how many tickets were logged, how many were resolved, etc. Easily integrate with other systems such as N-Central, Microsoft Stack (Teams, Outlook, SharePoint etc.) . The HaloPSA team provide the best custumer service Review collected by and hosted on G2.com.

HaloPSA can be slow sometimes. The documentation is not clear sometimes. Review collected by and hosted on G2.com.

We had a medium amount of difficulty implementing and integrating Halo after coming from Zendesk, but it was worth the setup.

Now that we have it set up, we wouldn't go back and it's very easy to use. The cost savings are immense as well!

We use it every day for customer interaction and project management. It does everything we need and more.

The Halo team has also been great help getting us set up and going. Review collected by and hosted on G2.com.

Setup was a bit tricky coming from Zendesk, but beyond that no complaints at all! Review collected by and hosted on G2.com.

I like the reporting structure using SQL. It allows the reporting to be customisable depending on what you are looking Review collected by and hosted on G2.com.

Halo could do with better billing/invoicing systems, some of the systems only take you 90% of the way such as the recurring billing for purchase orders, you can’t create a recurring purchase order for recurring billing Review collected by and hosted on G2.com.

The ability to automate everything as this is a fully api driven system. The potential to easily integrate everything you want and need is just awesome. Review collected by and hosted on G2.com.

There are so many features that you will never know if a button breaks something else you have never tought about. There is a lack of documenation for all these small nice features. You spend alot of time "trial and error" instead knowing what the programmer have thought about this feature. I think it would have so much more potential if there would be an example and explanation for each checkbox. Review collected by and hosted on G2.com.

Its interface and detailing about everything, Quick customer support and Super friendly. Review collected by and hosted on G2.com.

Very clicky when needed to do certain tasks. Too many buttons for Agents with minimum access. Review collected by and hosted on G2.com.

The best thing is its flexibility for incorporating certain features that might vary based on the use-case of customers. Review collected by and hosted on G2.com.

Functionality wise - there's not much that I would like to change, but design wise -- I would like to see a little more intuitive UI because for someone using this tool for the first time, it can be intimidating. Review collected by and hosted on G2.com.

Currently, the best part of Halo happens to be the AI reporting tool. It makes it really easy to create reports on any custom idea. Review collected by and hosted on G2.com.

It's actually difficult to find something to dislike at the moment. Review collected by and hosted on G2.com.

Tool very easy to modify, with good management of tracking, commerce, and technique. Review collected by and hosted on G2.com.

Sometimes variables are not easily accessible during programming Review collected by and hosted on G2.com.

Control of the system, flexibility, constantly evolving with the times, support is good, documentation updated regularly, fantastic community. Review collected by and hosted on G2.com.

The timesheets module is pretty poor, hopefully gets updated. Review collected by and hosted on G2.com.

Lots to configure, easy to implement.

Integrates with everything.

Streamlines our entire workflow, as a daily driver this works.

Strong documentation for initial configuration and best use case scenarios.

Everything is unlocked out of the box no need to buy addons to integrate fully with Quickbooks/Xero

Our account manager and onboarding contacts are always quick to reply and push along a request.

Shout out to Tim Lippa for going the extra mile for making the whole experience a great one. Review collected by and hosted on G2.com.

Lots to configure.

Integrates with everything.

I find myself scouring for obscure integrations just to see how it integrates.

The ability to boil a smart kettle depending on agent calendar is a dangerous beast. Review collected by and hosted on G2.com.