HaloPSA
HaloPSA is a UK-based SaaS provider of an all-inclusive Professional Services Automation (PSA) platform serving 5,000+ managed service providers, enterprises, and consultancies across 75+ countries with unified service desk, CRM, billing, and AI capabilities.
- Company typePrivate
- Founded1994
- HeadquartersStowmarket, United Kingdom
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What HaloPSA does
HaloPSA is a UK-headquartered software company that provides a unified, cloud-based Professional Services Automation (PSA) platform primarily serving Managed Service Providers (MSPs), with adjacent reach into enterprises, consultancies, telecoms, cloud solution providers, and software companies. The company reports more than 5,000 customers across 75+ countries and is ranked #5 in Omdia's 2025 RMM/PSA Leaders Matrix with approximately 6% market share in a $20 billion-plus combined RMM and PSA market growing 16.4% year-over-year. Its product portfolio spans three core software lines — HaloPSA (PSA for MSPs), HaloITSM (enterprise and IT service management), and HaloCRM (customer relationship management) — unified by a shared platform that includes Halo AI, asset management, analytics, and billing modules.
The platform is built around an all-inclusive architecture in which a single subscription tier exposes the full feature set — service desk, sales and CRM, billing and invoicing, contract management, project management, time tracking, stock management, self-service portal, and reporting — with no feature gating or upgrade fees. HaloPSA offers 250+ native and partner integrations (Sherweb, N-able, MSP360, WatchGuard, CloudRadial, Barracuda, RateYourCyber, PDQ) covering CRM, billing, BI, project management, and ITSM/DevOps workflows, and supports both iOS and Android via native mobile apps. Halo AI provides NLP-driven chatbot and chat profile automation embedded across service and CRM workflows. The company has achieved SOC 2 Type II, ISO 27001, HIPAA, and GDPR compliance certifications, and is recognized as a Representative Vendor in the Gartner 2025 Market Guide for IT Service Management Platforms.
HaloPSA operates a hybrid go-to-market combining direct enterprise sales, a 30-day self-serve free trial, a partner referral program, and a Find-a-Partner channel. Pricing is annual subscription with a single all-inclusive plan, including access to all integrations during the trial. The company is privately held, with no disclosed parent, no funding rounds, and no public revenue figures; it has publicly committed to remain independent through a rolling 10+ year anti-M&A and anti-private-equity clause established on June 13, 2023, suggesting founder or management-led ownership with self-funded operations. The company was founded in 1994 per firmographic records (though its PSA platform orientation is more recent), is headquartered in Stowmarket, United Kingdom, and operates with 51-100 employees.
HaloPSA firmographics
Firmographics- Name
- HaloPSA
- Legal name
- HaloPSA
- Website
- https://halopsa.com
- Company type
- Private
- Founded year
- 1994
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- HaloPSA is a UK-based SaaS provider of an all-inclusive Professional Services Automation (PSA) platform serving 5,000+ managed service providers, enterprises, and consultancies across 75+ countries with unified service desk, CRM, billing, and AI capabilities.
- Ownership category
- akta.pro rank
HaloPSA industry classification
Industry- Product category
- Professional Services Automation (PSA) Software
- NAICS
- Software Publishers (513210), Software Publishers (51321), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Professional Services Automation (PSA) & Services ERP (HDAEAEAF)
- akta.pro secondary industries
- Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA), Sales Force Automation (SFA) CRM (HDAEAFAA), ERP Extensions & Add-ons (CPQ, Billing, Revenue Management) (HDAEAEAO)
Keywords
Where HaloPSA is headquartered
LocationHeadquarters
- HQ city
- Stowmarket
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
HaloPSA business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Licensing: SaaS subscription model with all-inclusive pricing - one plan covering all features without locked-away functionality or upgrade fees. The platform offers a 30-day free trial for new users.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Single all-inclusive plan |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
HaloPSA product offering
Product offeringCore offering
HaloPSA sells a unified, cloud-based SaaS platform that combines Professional Services Automation (PSA), IT Service Management (ITSM), and CRM into a single subscription for managed service providers, enterprises, consultancies, telecoms, and cloud solution providers. The all-inclusive product bundles a service desk, sales & CRM, billing & invoicing, contract management, project management, time tracking, stock/asset management, self-service portal, reporting & analytics, and Halo AI automation, with 250+ native third-party integrations included as standard.
Product overview
HaloPSA is a unified platform of professional services automation (PSA), IT service management (ITSM), and CRM software products. The product portfolio consists of three core software products: HaloPSA (PSA for MSPs), HaloITSM (enterprise service management), and HaloCRM (all-in-one CRM), unified by shared platform capabilities including Halo AI for artificial intelligence features. HaloPSA is the flagship PSA solution with all-inclusive features covering Service Desk, Sales & CRM, Self-Service Portal, Reporting & Analytics, Contract Management, Billing & Invoices, Stock Management, Project Management, Time Tracking, and Asset Management. The platform uses a unique pricing model with one plan including everything as standard, and powers 5,000+ customers across 75+ countries.
Differentiator
Problem solved
Functional benefit
Brands
- HaloITSM: The unified Service Management solution, redefined for Enterprises demanding best-in-class results.
- HaloCRM
Products and services
- HaloPSA Intuitive, all-inclusive Professional Services Automation (PSA) solution built to transform and modernize the delivery of managed IT services for MSPs. Combines service desk ticketing, sales & CRM, self-service portal, reporting & analytics, contract management, billing & invoicing, stock management, project management, and time tracking in a single subscription.
- HaloITSM Unified IT Service Management (ITSM) and Enterprise Service Management (ESM) solution redefined for enterprises demanding best-in-class results. Provides IT, HR, facilities, and customer service management workflows on the same Halo platform. Recognized as a Representative Vendor in the Gartner 2025 Market Guide for IT Service Management Platforms.
- HaloCRM All-in-one CRM that unifies customer-facing teams to boost leads, conversions, and customer service. Delivers sales pipeline visibility, customer relationship management, and customer service workflows within the Halo platform.
Quantifiable outcome
- TSG achieved NPS score of +87 with streamlined workflows and improved customer satisfaction
- +1 more outcomes
Companies that use HaloPSA
Customer profileNamed customers9 records
Segments7 records
Ideal customer profiles3 records
HaloPSA technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration24 records
AI capability2 records
Feature10 records
HaloPSA partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and flagship.
- CloudRadialcoreNative HaloPSA integration extending CloudRadial's Storefront platform capabilities for MSPs. Brings previously offline sales activities such as quote requests and manager approvals into the unified portal. Storefront transforms from passive procurement tool into active B2B sales surface with Request a Quote, Share Cart, and Prepared Cart features.
- SherwebcoreNative integration enabling MSPs to sync client, license, and service billing data in real-time. Solves billing data delay problems by pushing purchase and billing events directly into HaloPSA as they occur. Handles complex Microsoft billing scenarios including Azure consumption charges, annual commitments, and mid-cycle subscription changes. Sherweb is the first cloud solution provider to natively connect with HaloPSA.
- N-able (Cove Data Protection)coreNative integration between N-able's Cove Data Protection platform and HaloPSA that automates ticket creation for backup failures. Designed to reduce operational overhead and accelerate response times by incorporating backup alerts directly into PSA workflows. Tickets automatically generated only when one doesn't already exist to limit noise.
- MSP360coreNative integration unifying backup, monitoring, and service management workflows for MSPs. Enables features like remote sessions, automated ticket creation, asset synchronization, and future plans for billing data synchronization.
- WatchGuard TechnologiescoreNative PSA integration supporting ConnectWise Manage, Autotask PSA, and HaloPSA. Part of WatchGuard's Cloud PSA platform expansion to improve security management for MSPs with integrated workflows, unified agent, and automation capabilities.
- World Snooker ChampionshipflagshipHeadline Partner of the 2026 World Snooker Championship - major brand visibility sponsorship for global audience reach.
- Scottish RugbyflagshipOfficial Enterprise Software Partner of Scottish Rugby - high-profile sports sponsorship for brand awareness in UK market.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
HaloPSA competitors and assessment
Company assessmentDirect peers
- Kaseya: #2 PSA/RMM vendor with ~22.5% market share, offering Kaseya BMS as a direct PSA alternative to HaloPSA, plus integrated RMM, security, and backup modules.
- NinjaOne: #3 RMM/PSA vendor with ~14.6% market share. Competes head-to-head with HaloPSA for mid-market MSPs and offers integrated PSA, RMM, and endpoint management.
- ConnectWise: Largest PSA/RMM platform for MSPs with ~23.8% market share per Omdia. Direct competitor to HaloPSA in service desk, billing, CRM, and project management for the same MSP buyer.
- Atera: All-in-one PSA+RMM platform aimed at SMB MSPs. Directly comparable to HaloPSA's all-inclusive pricing positioning and target buyer profile.
- N-able: #4 RMM/PSA vendor with ~8.4% market share. Direct competitor to HaloPSA in MSP service management and a partner through its Cove Data Protection native integration with HaloPSA.
- Accelo: PSA platform purpose-built for professional services firms. HaloPSA markets an Accelo migration alternative, and both compete for consultancy and services-firm workflows.
- Datto Autotask: Long-standing PSA platform for MSPs, owned by Kaseya. HaloPSA explicitly markets an Autotask migration path, making it a directly comparable substitute.
Broad incumbents
- Freshworks (Freshservice): Mid-market ITSM and CRM suite with PSA-adjacent features. Overlaps with HaloITSM and HaloCRM for enterprise service management buyers.
- Jira Service Management (Atlassian): Dev-centric ITSM platform expanding into enterprise service management. Competes with HaloITSM for IT and broader service management workflows.
- ServiceNow: Enterprise ITSM/ESM incumbent serving large enterprises and public sector — the same buyer HaloPSA targets with HaloITSM. Competes at the high end of HaloPSA's enterprise segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
HaloPSA social profiles
Digital presenceHaloPSA compliance and trust
Trust signalCompliance4 records
HaloPSA financial estimates
Financial estimateRevenue estimate
Valuation estimate
HaloPSA leadership team
Management profileNumber of profiles
Profiles1 record
HaloPSA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HaloPSA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HaloPSA
What does HaloPSA do?
HaloPSA sells a unified, cloud-based SaaS platform that combines Professional Services Automation (PSA), IT Service Management (ITSM), and CRM into a single subscription for managed service providers, enterprises, consultancies, telecoms, and cloud solution providers. The all-inclusive product bundles a service desk, sales & CRM, billing & invoicing, contract management, project management, time tracking, stock/asset management, self-service portal, reporting & analytics, and Halo AI automation, with 250+ native third-party integrations included as standard.
Is HaloPSA a public or private company?
HaloPSA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was HaloPSA founded?
HaloPSA was founded in 1994. It employs 51 to 100 people.
Where is HaloPSA based?
HaloPSA is headquartered in Stowmarket, United Kingdom, in the Europe region.
How does HaloPSA make money?
One revenue line is on record: subscription Licensing.
Who are HaloPSA's main competitors?
Direct peers on record are Kaseya, NinjaOne, ConnectWise, Atera, N-able, Accelo and Datto Autotask. Broad incumbents are Freshworks (Freshservice), Jira Service Management (Atlassian) and ServiceNow.
Does HaloPSA have an API?
Yes. HaloPSA offers 250+ free integrations with popular tools and platforms. The platform provides API access for connecting with third-party applications. An SDK is available via the Apple App Store (iOS native app). Developer documentation is at usehalo.com/integrations.
What industry is HaloPSA in?
HaloPSA's product category is Professional Services Automation (PSA) Software. Its primary akta.pro industry code is HDAEAEAF, Professional Services Automation (PSA) & Services ERP, with a secondary code of HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects). Its NAICS code is 513210 and its SIC code is 7372.