HaloPSA Features

Based on 13 HaloPSA reviews. Maintains a central repository of customer information and communications.

Based on 12 HaloPSA reviews. Identify sales opportunities and manage leads pipelines by customer or region.

Based on 10 HaloPSA reviews. Create and manage marketing campaigns and track their performance

Provides a portal for clients to view project progress, budgets, resources, project documents, etc. This feature was mentioned in 13 HaloPSA reviews.

Generate plans that define tha main activities and resources needed for a project This feature was mentioned in 12 HaloPSA reviews.

Based on 12 HaloPSA reviews. Monitor the progress or all tasks and activities that are part of a project

Contains library of skills and resources to allow project managers to find and assign to projects. 12 reviewers of HaloPSA have provided feedback on this feature.

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. 12 reviewers of HaloPSA have provided feedback on this feature.

As reported in 10 HaloPSA reviews. Automate revenue recogniton by project, portfolio, or milestone and deliverable.

As reported in 12 HaloPSA reviews. Ability to create and send electronic invoices, including templates that can be customized/branded.

Based on 11 HaloPSA reviews. Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project. This feature was mentioned in 11 HaloPSA reviews.

Based on 11 HaloPSA reviews. Enables accountants and project managers to track and manage budgets.

Define multiple types of portfolios for projects, programs, and services.

Monitor the performance of different types of portfolios and programs.

Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals.

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Based on 13 HaloPSA reviews. Access pre-built and custom reports and dashboards that can be configured by users.

Based on 10 HaloPSA reviews. Include business and financial KPIs that are specific to project and portfolio management .

As reported in 12 HaloPSA reviews. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

As reported in 12 HaloPSA reviews. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. 12 reviewers of HaloPSA have provided feedback on this feature.

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 10 HaloPSA reviews.

Based on 10 HaloPSA reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 13 HaloPSA reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows software to be easily used on multiple mobile devices including phones and tablets. This feature was mentioned in 10 HaloPSA reviews.

Ability to create and access tasks, transactions and reports while not connected to internet.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting