Here's why MSPs are upgrading to Halo from ConnectWise
Halo brings everything together in a single, all-inclusive licence, with no-code configuration, transparent pricing, and 24 hour in-house support designed to deliver real results from day one.
One centralised platform instead of multiple bolt-ons
Replace tools like BrightGauge, SmileBack, and Wise-Sync with a single, fully integrated solution in HaloPSA.
Move beyond legacy PSA limitations
Ditch clunky workflows and outdated UX with a modern platform built for speed, flexibility, and ease of use.
Get more included, less to buy
Avoid stacking additional licenses just to achieve core functionality — HaloPSA includes what you need out of the box.
Smarter automation, less effort
Streamline ticketing, billing, and workflows with powerful automation that doesn’t rely on unnecessary external tools.
Everything you need - all in one place.
Unify service, sales, projects, and billing data for real-time insight without separate reporting tools.
Halo vs ConnectWise
Sales & CRM
Lead & Opportunity Management
Sales Pipeline Visualisation
Contact & Account Management
Activity Tracking
Sales Forecasting
Quote Creation
Product & Service Catalog
Recurring Revenue Quoting
E-signature Integration
Advanced CPQ
Workflow Automation
Email Automation
Lead Scoring
Web Form Capture
Campaign Tracking
Email Marketing
Pipeline Reporting
Revenue Forecasting
Advanced Dashboards
Projects
Project Templates
Task Management
Milestones & Dependencies
Resource Allocation
Project Tracking
Time Tracking
Resource Scheduling
Capacity Planning
Timesheet Approvals
Modern Time Capture UX
Project Budgeting
Cost vs Revenue Tracking
Profitability Reporting
Billing Integration
Internal Collaboration
File Sharing
Client Visibility
Billing & Finance
Contract Management
Usage Billing
Time & Materials billing
Invoice Generation
Credit Notes
Automated Invoicing
Billing Rules
Proration
Approval Workflows
Accounting Sync
Payment Reconciliation
Tax Handling
MRR Tracking
Profitability Reporting
Financial Dashboards
Online Payments
Payment Portal
Automated Reminders
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Customer Stories
Join our customers who have already made the switch to Halo
Discover how HALO compares where it counts. Backed by verified Gartner® Peer Insights™ reviews, see how customers rate the platform across implementation, support, product capabilities, and the overall experience to make a more informed decision.
Built on a belief that there’s a better way to do business, we put people first, value long-term partnerships over quick sales, and aren't afraid to challenge convention. Discover the mindset that has helped us become one of the world's fastest-growing software companies while reshaping the way people think about service management.