Current is AI-first MSP project management, dashboarding and CRM built for HaloPSA. The two-way HaloPSA integration keeps projects, time, customers and sales in step, so your team plans and sells in Current while Halo stays the source of truth for billing.

What the HaloPSA integration does

• Two-way sync of projects, phases, tasks, time entries, companies, contacts, sites, opportunities, contracts, quotes and CSAT
• Time entry flows to HaloPSA for billing, guarded so an entry Halo can't accept is never created
• Won Halo quotes become projects in a few clicks, with tasks, hours and charges
• Halo surveys feed CSAT into customer health and reports
• Changes in Current write back to Halo: status, assignee, dates, notes, companies, contacts and opportunities
• Nightly reconcile catches anything deleted in Halo

Project management for MSPs

• Dependency-aware scheduling with a critical path, Kanban and Gantt boards
• Time-off-aware timelines and project playbooks
• My Day: every engineer's tasks, tickets and calendar in one place

CRM and sales for MSPs

• Companies, contacts, opportunities and custom pipelines
• Campaigns, sequences and website lead forms
• Account profitability, whitespace and AI-written business reviews
• Commissions based on won quotes

Dashboards and reports

• AI-built dashboards with TV mode and leaderboards
• One report engine for delivery, team, finance, service and sales, with scheduled PDF emails

AI built in everywhere

• Ask Current: ask anything about your workspace and get cited answers
• Dictate and Enhance in every text box

Set up in minutes

1. Create an API application in HaloPSA (client credentials)
2. Paste the details into Current
3. The first sync starts automatically

Learn more

• Connect HaloPSA
• Prepare HaloPSA before onboarding
• Field-mapping reference
• What Current writes back to HaloPSA
• HaloPSA quotes to projects
• Pricing
• See it live