HaloPSA

HaloPSA

Halo Service Solutions
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About

HaloPSA is a modern and intuitive Professional Services Automation (PSA) solution, designed for Service Providers. With HaloPSA’s cloud platform, manage your entire business, modernise your customer experience and automate your service. As an all-inclusive platform, take advantage of all the features including Billing, Project Management, Reporting, time tracking and much more. Furthermore, take advantage of over 50 integrations to centralise your systems. Overall, HaloPSA is trusted by 100,000+ teams from 50+ countries, including global organisations such as Atos, NEC and Gijima.

About

Scopable is a cloud-based (SaaS) quoting and assessment platform for managed service providers (MSPs). It integrates with the systems MSPs already run (ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, IT Glue) and pulls live client data: endpoints, configurations, security posture, and 365 tenant details. From that data it runs automated assessments, scoring each client environment, flagging security and compliance gaps, and building a prioritized technology roadmap with cost projections. The roadmap feeds a quoting engine that generates margin-protected proposals using the MSP's own pricing, with automated labor and hardware estimates that update as scope changes. Proposals are delivered through a client portal with e-signature, syncing back to the PSA. The platform also includes natural-language client queries, CRM records, GRC tracking, and workflow automation. Currently in limited early-access release.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Service Providers

Audience

Managed Service Providers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$35 per user per month
Free Version
Free Trial

Pricing

$89/month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Halo Service Solutions
Founded: 1994
United Kingdom
halopsa.com

Company Information

Scopable
Founded: 2023
United States
scopable.io

Alternatives

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Thread

Thread

Thread Magic
Quote Roller

Quote Roller

PandaDoc

Categories

Categories

MSP Features

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

Microsoft 365
Microsoft Azure
NinjaOne
BeyondTrust Remote Support
ConnectWise Cybersecurity Management
ConnectWise PSA
Hudu
IT Glue
Microsoft System Center
N-able N‑central
QuickBooks Online
ScalePad Lifecycle Manager
Scopable
Slack
Splunk Enterprise
Support Fusion
Thread
X (Twitter)
Xero

Integrations

Microsoft 365
Microsoft Azure
NinjaOne
BeyondTrust Remote Support
ConnectWise Cybersecurity Management
ConnectWise PSA
Hudu
IT Glue
Microsoft System Center
N-able N‑central
QuickBooks Online
ScalePad Lifecycle Manager
Scopable
Slack
Splunk Enterprise
Support Fusion
Thread
X (Twitter)
Xero
Claim HaloPSA and update features and information
Claim HaloPSA and update features and information
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Claim Scopable and update features and information