HaloPSA for MSPs: Features, Pricing, and How It Compares to ConnectWise and Autotask

Key takeaways

• HaloPSA puts your service desk, contracts, billing, projects, CRM, and client portal in one system, and it works with the RMM you already have.
• You pay one per-agent rate with every module included, plus an onboarding package that Halo quotes separately. The license fee is only part of the cost. Your billing rules, integrations, and migration effort decide whether a switch pays off.
• ConnectWise PSA and Autotask PSA are usually the easier choice if you're already deep in their RMM ecosystems.

If ConnectWise and Autotask haven't clicked for your team, HaloPSA is probably already on your shortlist. This guide covers what Halo actually does, what it costs, how it stacks up against the alternatives, and what a switch involves.

LTVplus offers managed technical support for MSPs. Our technicians work inside our MSP clients' own PSAs, so we pay close attention to how these platforms hold up at the service desk.

What is HaloPSA?

HaloPSA is Halo's professional services automation (PSA) platform for managed service providers. Think of it as the system that runs the business side of your MSP: what comes in, who works on it, and what gets billed.

You'll see it spelled both HaloPSA and Halo PSA. On Halo's own website, it's now called Managed Services (PSA). Halo also sells ITSM, CRM, and customer service products on the same platform, so it's easy to land on the wrong product page while you research.

What does a PSA do for an MSP?

Your RMM watches the endpoints, and your PSA takes over once something needs a human.

If a client's server stops responding, the RMM catches it and fires an alert. The PSA then turns that alert into a ticket, applies the client's SLA, sends it to the right technician, ties it to the right asset, and logs the time so you can bill for it.

When that handoff is slow or patchy, you feel it in missed SLAs and unbilled hours.

Related reading: Not sure you need a separate PSA at all? See our guide to RMM built-in helpdesks vs. separate ticketing tools.

Why are MSPs shortlisting HaloPSA?

All-inclusive licensing

• Halo charges one rate per agent, and that rate covers everything, from automation and AI to reporting and integrations. There are no tiers and no paid add-ons.
• If you've ever had to upgrade a plan just to unlock one feature, you'll see the appeal in this pricing model.

Configurability

• Halo is built to be shaped around your MSP. Custom fields, custom objects, workflows, and per-client portals are all fair game.
• However, there is still a lot to set up. G2 reviewers praise the customization and modern interface, but others say configuration felt overwhelming and took longer than they expected.

Ownership

• Plenty of MSP software vendors are owned by private equity firms. Halo has committed not to be. In June 2023, it announced that it was adding a rolling 10-year commitment to its contracts which means no mergers, acquisitions, or private equity deals. ChannelE2E covered the pledge, too.
• Just keep in mind that the pledge is about ownership. It doesn't promise anything about future pricing or the product roadmap.

Multi-tenant ticketing

• Halo is built for MSPs that support many clients from one system. Each client's tickets and data stay separate, but your techs work across all of them from a single queue instead of jumping between client environments.
• This also means you can set different SLAs and rules for each client without building a separate setup every time. For a closer look at why this matters, check out our guide to multi-tenant software for MSPs.

What features does HaloPSA include for MSPs?

Ticketing and service desk

• Requests can come in by email, phone, the client portal, Microsoft Teams, API, or straight from monitoring alerts. They all land in one queue, where routing and SLA rules decide who picks them up and how fast.
• Halo's AI can also handle the first sort. It categorizes and prioritizes new tickets, routes them, and suggests knowledge articles or past fixes to whoever picks up the ticket.

Project management

• Projects get tasks, milestones, and dependencies on a timeline, with Gantt, list, and calendar views. Your project manager can watch the whole schedule while your engineers only see their own tasks.
• Provides visibility across the entire portfolio, making it easy to spot delays and address issues in real time.
• Rather than creating every project task manually, you can use a project template or AI-assisted workflow to establish the project structure, then assign people, dates, milestones, and dependencies.

Billing, contracts, and finance

• Halo bills each client on the cycle you choose (monthly, quarterly, or annually) and captures billable time automatically. That means fewer hours slip through unbilled, and your techs spend less time logging time by hand.
• License billing stays accurate without manual checks. Halo connects to your distributor and Microsoft CSP, so invoices update automatically when a client's license count changes.
• Invoices can sync with more than 15 accounting tools, including QuickBooks, Xero, Sage, Business Central, and Stripe. Clients can also pay due invoices right in the Halo portal through gateways like GoCardless.

Client portal and self-service

• Clients get one portal for tickets, quotes, projects, and invoices. You can embed it in Microsoft Teams or Slack with SSO, so they don't need another login.
• You can set up a service catalog globally, per client, or per client type, and filter what each user sees by their role.
• While a client is filling out a ticket, Halo suggests knowledge base fixes, so simple issues can get solved before they reach your desk.

Related reading: Comparing portals specifically? See our roundup of the best MSP ticketing tools with client portals.

CRM and sales

• Deals move through custom pipeline stages that you can drag and drop. You can also run separate pipelines for different services, and every deal keeps its full activity history. AI scores each new lead and flags deals at risk of stalling, with a suggested next step and a drafted follow-up.
• Automated email sequences handle follow-ups for you, triggered by events in the CRM. Weighted forecasts and one-click sales reports help you see what's likely to close, and the same reporting can produce QBRs.
• You can send proposals from the deal record, collect e-signatures inside Halo, and turn a won quote into an invoice in one click.
• Say you're selling a network upgrade to an existing managed-services customer. The opportunity contains the commercial information and SOW. Once the deal progresses, that information can feed the project process, giving the delivery team a structured starting point.

Assets, reporting, and automation

• You can build as many dashboards as you need: per team, per project, or per client. Charts, tables, workloads, and time tracking sit on one canvas that you drag and resize to fit how you work.
• Halo's AI writes summaries and portfolio reports, and it raises risk alerts. That way, you catch a slipping project or a struggling client before it turns into an escalation.
• QBRs come with AI-generated summaries, so clients see their progress and priorities without you building a deck by hand.

How much does HaloPSA cost in 2026?

HaloPSA costs $99 per agent per month for US MSPs licensing 5–24 named agents on annual billing, based on Halo's pricing calculator. The rate drops as you add agents, and all features are included. You'll also pay a one-time onboarding fee, which Halo quotes based on scope.

Number of agents	Price per agent, per month (US)
5–24	$99
25–49	$95
50–99	$89
100–250	$85

At the five-agent minimum, that's $495 a month, or $5,940 a year, before onboarding. Halo also lists rates for other regions, including the UK, Europe, Canada, Australia, New Zealand, Latin America, Asia Pacific, and South Africa.

What should you know before budgeting for HaloPSA?

• You'll pay for at least five agents, even if you need fewer.
• Only agents need licenses. Your clients and their users access the portal for free.
• You can choose named licenses (one per person) or concurrent licenses (a shared pool counted by who's logged in at once).
• Halo gives customers on standard pricing compounding license discounts as the company hits its own revenue milestones.
• The free trial runs 30 days, with every feature unlocked and no credit card needed.

What doesn't the license price tell you?

The license gets your team logged in, but getting Halo set up the way you work costs more. Plan for:

• The onboarding package
• Data migration and configuration
• Integration setup
• Training and ongoing admin time

How does HaloPSA pricing compare with ConnectWise and Autotask?

ConnectWise and Autotask don't publish their pricing, so you'll definitely need to request a quote.

	HaloPSA	ConnectWise PSA	Autotask PSA
Pricing model	Per agent	Quote-based	Quote-based
Public starting price	$99/agent/month (5–24 US named agents, annual)	Not published	Not published
Volume pricing	Per-agent rate drops as you add agents	By quote	By quote
Minimum shown publicly	5 agents	Not published	Not published
Integrations	250+ native integrations, included	Certified partner integrations through ConnectWise Invent	Tight integration with Datto RMM and the Kaseya stack, plus third-party tools
Free trial	30 days, all features	Not stated publicly	Not stated publicly
Best way to compare cost	Cost per PSA agent	PSA plus the wider ConnectWise stack	PSA plus the wider Kaseya/Datto stack

Planning a PSA migration? LTVplus can provide dedicated technical support coverage while you switch, so your internal team can focus on the move. See how LTVplus supports MSPs through a PSA migration.

What does HaloPSA integrate with?

Halo lists more than 250 native integrations. For most MSPs, these are the ones that matter:

• RMM: Datto RMM, NinjaOne, N-able N-central, ConnectWise RMM, ConnectWise Automate, and Atera
• Accounting: QuickBooks Online, Xero, and Sage
• Microsoft and cloud distribution: Azure AD (Entra ID), Microsoft CSP, Pax8, and CloudBlue, which feed subscription and license data into billing
• Remote support: BeyondTrust and similar tools, which techs can launch straight from a ticket

What should you ask about any PSA integration?

A logo on an integrations page doesn't really tell you much. Before you rely on one, ask:

1. Who built it, and who fixes it when it breaks? Native integrations are maintained by the vendor. API integrations may be yours to build, and third-party connectors add another company to the chain.
2. Does data flow one way or both ways?
3. Which fields and events sync? Syncing customer names is a long way from syncing assets and alerts.
4. How often does it sync? Real-time and once-a-night feel very different on a busy Monday.

Pro tip: Ask for a live demo of the exact RMM integration you use, with your own alert types. A connector that looks complete on paper can still miss the fields your dispatch rules depend on.

Which PSA fits your MSP?

Here's the short version:

• HaloPSA if you have complex contracts or custom workflows, or you want to keep your current RMM.
• ConnectWise PSA if you already run ConnectWise RMM, Automate, or ScreenConnect.
• Autotask PSA if Datto RMM and the Kaseya stack are central to how you work.

What should you plan for before switching PSAs?

Most of the risk in a PSA switch sits in two places: billing and your team's bandwidth. Work through these steps before you cut over.

1. Audit your billing rules

Write down every rule you bill by, including the exceptions you handle by hand. Block hours, per-device charges, overages, discounts, tax rules, and invoice timing all need a home in the new system.

These are often harder to rebuild than ticket workflows. And a billing mistake is the fastest way for clients to notice you've migrated.

2. Decide how much ticket history to move

Do your techs need every old ticket, only open work, or just a searchable archive? Settle this before mapping starts, because old attachments and custom fields can balloon the scope.

3. Document every integration

Run each connected tool through the integration questions above, and write the answers down before you rebuild any workflows.

4. Run a parallel billing cycle

Bill at least one cycle in both systems and compare the invoices line by line. It's much easier to fix gaps while the old PSA is still there to check against.

5. Protect client support during cutover

Your techs will be learning Halo while the queue keeps filling up. Adding people isn't easy right now, either. In Kaseya's 2026 State of the MSP Report, a survey of more than 1,000 MSPs, the share reporting difficulty hiring skilled technicians nearly doubled year over year, from 9% to 16%.

If you're already near capacity, arrange extra coverage before go-live.

Match your PSA to where you are today

HaloPSA definitely earns its spot with transparent pricing, modern interface, and wide feature coverage. But no PSA is perfect. The integration ecosystem is still catching up, advanced capabilities require some configuration work, and the customization depth may be a bit lacking for large, complex operations.

Pick the tool that fits where you are today with enough wiggle room for where you'll be in two years.

A good PSA makes the work visible. Yet, someone still has to do it. LTVplus is the managed technical support partner MSPs trust to handle their most important clients. Our dedicated technicians work inside your PSA and follow your help desk processes and escalation rules, backed by AI and automation that keep queues moving.

Talk to LTVplus about coverage options.

Frequently asked questions

How much does HaloPSA cost in 2026?

HaloPSA starts at $99 per agent per month for US MSPs with 5–24 named agents on annual billing. All features are included, but you'll need to budget separately for onboarding, data migration, integrations, training, and ongoing administration.

What is the difference between a PSA and an RMM?

An RMM (remote monitoring and management) tool monitors endpoints and identifies technical issues, while a PSA (professional services automation) platform manages the service desk workflows that follow. A PSA handles ticketing, SLAs, technician assignments, time tracking, contracts, and billing.

Does HaloPSA work with existing RMM tools?

Yes. HaloPSA integrates with several RMM platforms, including Datto RMM, NinjaOne, N-able N-central, ConnectWise RMM, ConnectWise Automate, and Atera. Before switching, confirm that your specific integration supports the alerts, fields, and data flows your workflows depend on.

Is HaloPSA better than ConnectWise PSA or Autotask PSA?

It depends on your MSP's existing tools and workflows. HaloPSA is worth considering if you want transparent per-agent pricing, extensive customization, and the flexibility to keep your current RMM. ConnectWise PSA may be a better fit for teams already invested in the ConnectWise ecosystem, while Autotask PSA suits MSPs that rely on Datto RMM and the wider Kaseya stack.

What should MSPs consider before migrating to HaloPSA?

Before migrating, review your billing rules, decide how much ticket history to transfer, document your integrations, and test the new setup. Run at least one parallel billing cycle to catch discrepancies before switching over. You should also arrange sufficient technical support coverage so the migration doesn't disrupt client service.