HaloPSA
An all-in-one solution for Managed Service Providers
A highly configurable service platform
Halo software is a suite of powerful business tools developed by Halo Service Solutions, designed to streamline operations across IT service management (ITSM), professional services automation (PSA), and customer relationship management (CRM).
Professional Services Automation
HaloPSA helps managed service providers (MSPs) automate billing, projects, and support. It brings together tickets, contracts, SLAs, reports, documentation, and projects into a single integrable service desk for both customers and service providers.
Customer Relationship Management
HaloCRM centralizes customer interactions for better engagement. This browser-based software is described as “omni-channel”, as it unifies customer data across sales, marketing, team communications, customer service and more.
IT Service Management
HaloITSM manages IT services, incidents, resources, and assets with intuitive workflows. End users are provided with a clean self-service portal which integrates with common software such as Azure DevOps, Microsoft Teams, Gmail and Outlook.
Integrations
Halo integrations can provide the following:
- Itemized billing
- Customer specific rates and surcharges
- Minimum billing time
- Multiple charge rates
- Out of hours multiplier
- Recurring billing items
- Complex contract management billing
- PrePay and PAYG
- Fixed-price balance checking
- Alerts for contract expiry dates
- Asset and device-based billing
- Advanced reporting
- Rounding of time
- Fully customizable PDF templates for invoices
The Best Platform for Customer Service
Halo provides a world class end-to-end help desk system with Sage Intacct Integration. The integration with Sage Intacct allows you to bill for Time, Materials and Contracts. The integration works two-ways and with the one-click Sage setup wizard clients can easily import their data.
HaloPSA’s versatile billing configuration allows you to define exactly how you want to bill your customers. With this automation suite at your fingertips, billing reconciliation has never been easier .
Halo knows exactly where to inject data back out into Sage invoices. This kind of integration is second to none and allows you and your team to bill for Time, Materials and Contracts in a single billing report run that you execute at your own discretion.
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