Engineering, support, sales, and finance each move to a different beat, and most PSAs were never designed to keep them in step. Halo connects software development, customer support, and recurring billing in one place, so every team ships faster without losing sight of what's happening across the business.
One platform from prospect to product
Connect sales, onboarding, releases, support, and billing in a single view, so customer history follows them from first demo through every release.
Engineering work, reflected business-wide
Sync work items from your dev tools into Halo, turning team data into business-wide visibility without duplicating effort.
Subscriptions and usage, billed automatically
Automate recurring licence fees, seat-based pricing, and usage charges, so finance never has to chase what's been shipped.
Support that scales with your roadmap
Centralise customer issues into a single ticketing view and link them directly to the engineering work that resolves them.
Customer support and bug triage
Centralise every customer issue, regardless of source - chat, email, portal, or community - into a single ticketing view inside of Halo. Use Halo's AI to classify Tickets, separate true bugs from configuration questions, and surface similar past Tickets so Agents can resolve common issues without escalating. When an issue does need engineering attention, link the Ticket directly to the work item, so support and engineering stay in sync.
Onboarding and implementation projects
Run customer onboarding, data migrations, and configuration projects through Halo's Project Management feature, with every implementation following a repeatable process, tasks, dependencies, and consultant assignments mapped from kick-off. Implementation leads see every project on a single board, with blockers, ready-to-go items, and customer comms tied to the Project Ticket rather than fragmented across email and Slack.
Subscription and usage billing
Automate the entire billing cycle for SaaS subscriptions, seat-based licensing, and usage-based charges by feeding consumption data directly into Halo, so every monthly invoice reflects actual usage without manual reconciliation. Recurring fees, professional services charges, and overages all sit against the customer in one place, with billing queries handled as linked Tickets rather than chased through finance spreadsheets.
Account management and renewals
Track contract end dates, expansion opportunities, and customer health from one Customer record, with renewals surfaced automatically before they're due. Account managers see every Ticket, every Project, and every invoice for their accounts in one place, so renewal conversations are grounded in the full picture of how the customer has used the product.
Sales pipeline and CRM
Manage every prospect from first touch to closed-won inside Halo, with quotes, contracts, and onboarding handovers all happening in the same system the rest of the business runs on. No more duplicated records between a CRM and a delivery tool - the customer record is the same record from prospect through to renewal.
Customer Story
The Shift to Intelligent Service: Aspire’s Transformation with HaloPSA, Automation, and AI
Aspire Technology Solutions replaced a rigid Dynamics 365 setup with HaloPSA to unlock automation, scale operations, and accelerate innovation.
See Customer Story
12,000+
monthly tickets AI triaged and routed
A centralised service desk
One system for every customer support request, whether it's a bug, a feature question, or an account query.
Subscription and usage-based billing
Automated invoicing for monthly subscriptions, seat changes, professional services, and variable consumption, reducing manual work and billing errors.
Customer tracking
Record what licences, environments, and entitlements each customer has and link them to their contracts and tickets.
Reporting and dashboards
Visibility into ticket volumes, team performance, SLA attainment, profitability, and customer trends for both internal reviews and customer-facing reports.
Project management for implementations
Plan onboarding, migrations, and professional services engagements alongside support work in one platform.
An integrated tech stack
Connect to your dev tools, billing systems, and communication platforms for a smooth, automated flow of information.
.gif)
Anomaly & Trends
Triage & Classification
Suggested Resolutions
Anomaly and trend detection
Halo's AI scans every new Ticket against your history, surfacing emerging product issues and recurring user pain points before they spread across your customer base. A bug affecting one customer today may already be a pattern across three others - Halo surfaces that connection so your engineering team can prioritise before the volume builds.
Ticket Triage and Classification
Halo's AI automatically categorises incoming Tickets, separates bugs from how-to questions, sets priority, and routes them to the right team based on content. Support agents stop spending their morning manually sorting the queue and start resolving issues from the moment they log in.
Suggested responses and resolutions
Halo's AI surfaces relevant knowledge base articles or past resolutions for the assigned Agent, speeding up first response times and cutting the time spent searching for answers to repeat questions. When the same configuration question comes in for the tenth time, the answer is already waiting for the agent before they've finished reading the Ticket.
FAQ Question 1
FAQ Answer 1
Reimagine the way your
software company runs
Try Halo for free, or book a demo to see how engineering, support, and billing can finally live in one place.