CloudBlue PSA vs. HaloPSA

For organizations with 10+ employees, I think it is suitable. Smaller shops might find it overly complex.

Incentivized

Quote to cash. Workflows throughout the entire process are simple and easy to amend/change if needed. Reporting is easy and can be scheduled to our needs.

• The help desk ticket system is robust and modern.
• Billing & invoicing from Harmony meets all our needs and is easy to use.
• Project management and scheduling features help us stay organized and on schedule.

Incentivized

• Ticketing
• Automation
• Invoicing

Incentivized

• Training resources are still a work in progress.
• As a software engineer, I'd like to see a more extensive API

Incentivized

• A few tweaks to how items are organised/grouped and listed
• Documentation

Connectwise was the 600 pound gorilla with lots of features, but it was also the titantic, too big to get out of its own way. We found it too complex to use and too archaic to integrate with. As powerful as it was, it was missing a few key features that a modern PSA like CloudBlue had as a matter of course. CloudBlue feels like the new generation, and so far it's only gotten better as they grow.

Incentivized

Against the other platforms used, HaloPSA is faster, simpler, and easier to use. It might not yet have all of the features of the other platforms, but they are coming fast. The support is second to none.

• It's allowed us to migrate away from home grown solutions to adhere to industry standards and better utilize our engineer's time.
• Quoting new projects and hardware is easier to delegate and vastly more efficient than our previous methods.

Incentivized

• Our teams have been brought closer together
• We are more accessible to our clients thanks to HaloPSA
• All aspects of the business are covered under one system