# ConnectWise PSA vs HaloPSA

**Leader by vioscaleAI score:** HaloPSA

| Attribute | ConnectWise PSA | HaloPSA |
|---|---|---|
| **vioscaleAI score** | 33.7 (24% (low)) | 59.4 (70% (medium)) |
| content.faq | `[{"answer":"ConnectWise PSA serves as a command center for IT solution providers, integrating service delivery workflows, billing operations, and AI-powered automation into a single platform. It streamlines ticketing, financial management, and cross-product coordination to reduce manual administration and improve operational efficiency. It is indexed under Professional Services Automation.","source":"https://www.connectwise.com/blog/msp-pricing-strategies","question":"What is ConnectWise PSA?","confidence":0.6},{"answer":"We have confirmed browser-based access to ConnectWise PSA. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://www.connectwise.com/platform/cpq/request-pricing/compare-features","question":"What platforms does ConnectWise PSA support?","confidence":0.6},{"answer":"We have confirmed 12 integrations for ConnectWise PSA, including Salesforce, Microsoft Dynamics CRM, NetSuite, AutoTask, ConnectWise RMM, ConnectWise MDR, Pax8 and SentinelOne, plus 4 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://www.connectwise.com/blog/msp-pricing-strategies","question":"What does ConnectWise PSA integrate with?","confidence":0.6},{"answer":"We have independently confirmed GDPR for ConnectWise PSA. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as ConnectWise PSA not holding them. Always confirm compliance directly before you rely on it.","source":"https://www.connectwise.com/platform/wisepay/security-center-wisepay/privacy-policy-wisepay","question":"What security certifications does ConnectWise PSA have?","confidence":0.7}]` | `[{"answer":"HaloPSA is a cloud-based, integrated platform for managed service providers and enterprises combining ticketing, CRM, project management, asset tracking, automated billing, time and expense tracking, and AI-driven automation in a single solution. All capabilities are included in a unified per-agent subscription with no tiered editions or separate module charges. It is indexed under Professional Services Automation.","source":"https://halopsa.com/pricing/","question":"What is HaloPSA?","confidence":0.6},{"answer":"HaloPSA is a paid product; published pricing starts at £66 per agent per month. It is sold across 2 plans (Standard and Enterprise). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://halopsa.com/pricing/","question":"How much does HaloPSA cost?","confidence":0.6},{"answer":"HaloPSA supports the web, iOS and Android. Platforms we have not confirmed are simply not listed here rather than ruled out.","source":"https://halopsa.com/pricing/","question":"What platforms does HaloPSA support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for HaloPSA, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://halopsa.com/pricing/","question":"Can HaloPSA be self-hosted?","confidence":0.6},{"answer":"We have confirmed 32 integrations for HaloPSA, including 247connect, Acronis, Addigy, ALSO, Alternative Payments, AnyDesk, Aquera and Armis, plus 24 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://halopsa.com","question":"What does HaloPSA integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 and ISO 27001 for HaloPSA. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as HaloPSA not holding them. Always confirm compliance directly before you rely on it.","source":"https://halopsa.com/security/","question":"What security certifications does HaloPSA have?","confidence":0.7},{"answer":"HaloPSA is available worldwide. Its primary markets are the United Kingdom and the United States. The vendor is headquartered in the United Kingdom.","source":"https://halopsa.com/pricing/","question":"Where is HaloPSA available?","confidence":0.75}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based software solution that helps service-focused organizations manage projects, track time and expenses, handle customer relationships, process sales workflows, and integrate with accounting systems for comprehensive business operations. | HaloPSA is a cloud-based, integrated platform for managed service providers and enterprises combining ticketing, CRM, project management, asset tracking, automated billing, time and expense tracking, and AI-driven automation in a single solution. All capabilities are included in a unified per-agent subscription with no tiered editions or separate module charges. |
| features.capabilities | `{"pricing_model":"quote","deployment_model":"cloud_managed_saas","time_and_expense_capture_mobile":true}` | `{"iso_27001":true,"soc2_type_ii":true,"pricing_model":"per_user_monthly","deployment_model":"cloud_managed_saas","automated_client_invoicing":true,"gantt_chart_task_dependencies":true,"time_and_expense_capture_mobile":true,"resource_capacity_utilization_tracking":true}` |
| integrations.count | 10 | 32 |
| integrations.list | `[{"name":"Salesforce"},{"name":"Microsoft Dynamics CRM"},{"name":"NetSuite"},{"name":"AutoTask"},{"name":"ConnectWise RMM"},{"name":"ConnectWise MDR"},{"name":"Pax8"},{"name":"SentinelOne"},{"name":"Bitdefender"},{"name":"Microsoft"},{"name":"Microsoft Defender for Business","native":true,"category":"security","direction":"bidirectional"},{"name":"Microsoft 365 Business Premium","native":true},{"name":"Microsoft Sentinel","native":true,"category":"security"},{"name":"QuickBooks Online","native":true,"category":"erp","direction":"bidirectional"},{"name":"Office 365","native":true,"category":"productivity","direction":"bidirectional"},{"name":"Microsoft Teams","native":true,"category":"chat","direction":"bidirectional"},{"name":"Cisco Simple IT","native":true,"category":"it_management","direction":"bidirectional"},{"name":"Email","native":true,"category":"communication","direction":"inbound"},{"name":"ConnectWise Chat","native":true,"category":"chat","direction":"bidirectional"}]` | `[{"name":"247connect"},{"name":"Acronis"},{"name":"Addigy"},{"name":"ALSO"},{"name":"Alternative Payments"},{"name":"AnyDesk"},{"name":"Aquera"},{"name":"Armis"},{"name":"ArrowSphere"},{"name":"Assurix"},{"name":"Atera"},{"name":"AT&T"},{"name":"Auvik"},{"name":"Avalara"},{"name":"Azure Active Directory"},{"name":"Azure DevOps"},{"name":"Azure Monitor"},{"name":"Azure Sentinel"},{"name":"Azure Translator"},{"name":"Benji Pays"},{"name":"BigPanda"},{"name":"Bitdefender GravityZone"},{"name":"BizRatings"},{"name":"CheckCentral"},{"name":"Cloud Blue"},{"name":"CloudCTI"},{"name":"Cloud Depot"},{"name":"CloudRadial"},{"name":"Claude AI"},{"name":"Cynet"},{"name":"Domotz"},{"name":"EasyDMARC"}]` |
| market.availability | `{"hqCountry":"US","primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"hqCountry":"GB","primaryMarkets":["GB","US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"ios":true,"web":true,"android":true}` |
| pricing | `{"type":"quote","plans":[{"free":false,"name":"Essentials","features":["Ticketing and SLA management","Project management and resource management","Time and expense tracking","Reporting and business analytics","Knowledge Base creation","CSAT, NPS, and project survey capability","Project management","Ticketing","Resource management","SLA management","MSP/RMM integration","Customer Portal","Email connector","Company & Contact Management","24/7 community forum access","Standard support"],"description":"Core package for teams requiring ticketing, project delivery, time and expense capture, customer management, and reporting capabilities.","contactSales":true},{"free":false,"name":"Pro","features":["Everything in Essentials","Quote & Proposal Creation","Opportunity management","Sales management","Procurement workflows","Vendor & Distributor Pricing & Ordering","Peer review","Contract approval lockdown","Sales team management","Location management","Management approvals","Achievement system","Billing & finance","GL integration","Contract management","Platform Workflow Automation","Cloud database access"],"description":"Advanced package including all Essentials features plus sales workflows, quoting and proposals, procurement management, vendor ordering, and finance system integrations.","contactSales":true}],"addOns":[{"name":"RPA Bot Automation"},{"name":"Licensing"},{"name":"QuickBooks Online Integration"},{"name":"Office 365 Billing, Monitoring & Management"},{"name":"Implementation Consulting"},{"name":"Add-on Consulting"},{"name":"Form Design"},{"name":"Premium Support"}],"summary":"Custom pricing; contact sales team for a personalized quote based on package selection.","sourceUrl":"https://www.connectwise.com/platform/psa/request-pricing/compare-features","retrievedAt":"2026-10-15T21:07:53.903Z"}` | `{"type":"subscription","plans":[{"free":false,"name":"Standard","summary":"£66/agent/month (billed annually)","features":["Ticketing and SLA management","CRM with marketing automation","Project management with Gantt timelines","Asset and inventory management","Automated invoicing and billing","Time and expense tracking with timesheets","Knowledge base with self-service portal","AI-powered triage, analysis and automation","Mobile apps for iOS and Android","API and 250+ native integrations","Custom reports and dashboards","No-code workflow automation"],"components":[{"kind":"per_unit","unit":"agent","amount":66,"period":"month","currency":"GBP"}],"description":"All features included for all agents","contactSales":false},{"free":false,"name":"Enterprise","summary":"$1M/year fixed","features":["Unlimited agent licenses","Funded implementation support","All standard features"],"commitment":"annual","components":[{"kind":"fixed","amount":1000000,"period":"year","currency":"USD"}],"description":"Unlimited agent licenses with funded implementation","contactSales":true}],"summary":"From £66/agent/month (billed annually in GBP, with equivalent pricing in USD, EUR, CAD, AUD, NZD, BRL, ZAR, INR and other regions). All features included with no tiered editions or add-ons. Additional 15% discount for registered charities and non-profit organizations.","currency":"GBP","freeTier":false,"sourceUrl":"https://halopsa.com/pricing/","retrievedAt":"2026-08-25T15:38:13.768Z","startingPrice":{"unit":"agent","amount":66,"period":"month","currency":"GBP"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | no | no |
| pricing.model | quote | commercial |
| pricing.price_level | unknown | high |
| pricing.starting_price | - | `{"amount":66,"currency":"GBP"}` |
| pricing.transparent | no | yes |
| reliability.sla_pct | - | 99.99 |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | - |
| security.iso27001 | - | yes |
| security.soc2 | - | yes |
| security.trust_center | https://www.connectwise.com/platform/wisepay/security-center-wisepay/privacy-policy-wisepay | - |

## Capabilities (Professional Services Automation)

| Capability | ConnectWise PSA | HaloPSA |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Deployment model | Cloud managed saas | Cloud managed saas |
| Resource capacity utilization tracking | - | ✓ |
| Skills based resource allocation | - | - |
| Project profitability margin forecasting | - | - |
| Time and expense capture mobile | ✓ | ✓ |
| Automated client invoicing | - | ✓ |
| Revenue recognition module asc 606 | - | - |
| Gantt chart task dependencies | - | ✓ |
| Salesforce hubspot CRM integration | - | - |
| Netsuite quickbooks ERP sync | - | - |
| SOC2 type ii | - | ✓ |
| ISO 27001 | - | ✓ |
| Pricing model | Quote | Per user monthly |

*Source: vioscaleAI. Generated 2026-10-16T21:41:23.755Z. "-" = undocumented, not absent.*