Quotes, distributor pricing, stock, deployment projects, and a growing layer of recurring services - VARs run a wide commercial motion, and most tools cover one piece while leaving the rest in spreadsheets. Halo connects sales, procurement, project delivery, and support in one platform, so margin stops slipping between systems and your team can stop reconciling and start growing accounts.
Quotes that mirror the deal
Build accurate, multi-line quotes pulling in vendor pricing, services scope, and margin assumptions, with full visibility from opportunity through to invoice.
Stock and orders, fully tracked
Track every PO, every piece of kit, and every licence from procurement through to delivery and installation against the customer it's destined for.
Project delivery without the chaos
Run deployment projects with tasks, dependencies, engineer assignments, and customer sign-off built in, so onsite work follows a structured process instead of email chains.
Resale and recurring, side by side
Track project revenue and growing managed services revenue against the same Customer record, so you can see the full commercial picture as your business evolves.
Sales and quoting
Manage every opportunity from first conversation to closed-won inside Halo, with quotes built directly against Customer records using vendor pricing and your own services scope. Margin is visible at quote stage, deal registration with vendors stays tracked, and approved quotes flow straight into orders and projects without rekeying - so the sales and delivery teams work from the same record.
Procurement and stock management
Track every purchase order, hardware delivery, and software licence from supplier through to customer installation. Halo's Stock Management feature shows what's on order, what's in the warehouse, and what's allocated to a specific deployment, so engineers and project managers know exactly when kit will land, and customers don't get surprised by delivery slips.
Deployment project management
Use Halo's Project Management feature to run hardware rollouts, infrastructure refreshes, software deployments, and migration projects to a structured plan - tasks, dependencies, engineer assignments, and customer sign-off built in. Project leads watch every active deployment from one view: in-progress, on-hold, ready to go live - with comms and notes pinned to the Project Ticket rather than chased through inboxes.
Support and warranty management
Centralise every customer issue into a single Ticketing view, whether it's a hardware fault under warranty, a software question, or a configuration request. Use Halo's AI to triage Tickets, classify them, and route them to the right engineer based on real, historical data. Each Ticket links back to the asset, the original deployment project, and any vendor warranty in play, so the engineer has the full context immediately.
Vendor and distributor management
Manage your relationships with distributors, vendors, and channel partners from inside Halo. Track deal registrations, rebate programmes, certifications, and supplier escalations against Supplier records, with linked Customer Tickets staying in sync when third-party tickets are in flight. The commercial relationship and the operational relationship sit in the same system.
Recurring services billing
Automate billing for the managed services layer growing on top of your resale business - recurring monitoring, support contracts, retainer hours - alongside one-off product and project invoices. Recurring charges, project fees, and one-off purchases all live against the customer in one record, with billing disputes raised as linked Tickets instead of chased through finance spreadsheets.
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, regardless of source.
Sales and CRM
Manage every opportunity, quote, and deal registration alongside delivery and support in the same platform.
Stock and order management
Track POs, deliveries, and customer allocation from supplier to installation in one place.
Project management
Plan and deliver hardware rollouts, software deployments, and migrations with full visibility from kick-off to sign-off.
Recurring and project-based billing
Automated invoicing for product sales, services engagements, and recurring contracts, reducing manual work and billing errors.
Asset and contract tracking
Record every device, licence, and contract for every customer and link it to their tickets, projects, and renewals.
Reporting and dashboards
Visibility into sales pipeline, project margin, ticket volumes, SLA attainment, and customer profitability for both internal reviews and customer-facing reports.
An integrated tech stack
Connect to your distributor portals, accounting tools, and the rest of your stack for a smooth and automated flow of information.
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Anomaly & Trends
Triage & Classification
Suggested Resolutions
Project Insight
Anomaly and trend detection
Halo's AI scans every new Ticket against your history, surfacing hidden patterns and emerging product or platform issues across your customer base before they escalate. If a batch of hardware is generating a disproportionate number of faults, or a particular configuration is causing repeat call-backs, Halo surfaces the pattern so your team can get in front of it rather than react ticket by ticket.
Ticket triage and classification
Halo's AI automatically categorises incoming Tickets, sets priority, and routes them to the right engineer based on content. A warranty fault, a configuration question, and a software licensing request all land in the right place without anyone having to manually sort the queue each morning.
Suggested responses and resolutions
Halo's AI surfaces relevant knowledge base articles or past resolutions of similar Tickets for the assigned engineer, speeding up first response times and reducing the time spent searching for answers to common product issues. If a particular device or software version is generating repeat support calls, the relevant resolution history is already waiting for the engineer when the next one lands.
Lead and project insight
Halo's AI helps surface deals stalling in pipeline and projects drifting against scope, so sales managers and project managers can intervene before margin slips. A quote that hasn't been responded to in two weeks and a project where engineer hours are running ahead of estimate both get flagged - giving your team the visibility to act before the situation becomes a problem.
FAQ Question 1
FAQ Answer 1
Reimagine the way
your VAR business runs
Try Halo for free, or book a demo to see how quoting, procurement, project delivery, and recurring services can finally live in one place.