HaloPSA vs. Replicon Polaris PSA

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.

Really do your homework so make sure this is the right product for your company needs.

Incentivized

• Ticketing
• Automation
• Invoicing

Incentivized

• Timesheets are pretty straightforward, you just have to choose a client/project/task that you worked on (in that order), and put the hours for each day. You can then specify if it is billable or not and that’s it, you can submit.
• Time off are also very efficient, as you can select your days off from your calendar, and choose if it is a paid time off, sick leave, or other type of leave. By selecting a range of days, it automatically subtracts weekends, bank holidays, and gives you the remaining days off that you have (and if it is possible to request paid time off for example). The calendar view is very good.
• Expenses management are very efficient, you just have to describe what you spent and select on what project or client, then put the incurred amount and upload scans of your receipts. It also handles different currencies which is good for international companies, and you can keep track of the approval status, to know when you are going to be reimbursed without asking the finance team.

Incentivized

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

• Rejected timesheets are sometimes harder to update and send back.

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.

We used to track time on JIRA on the tickets. This was good enough for time tracking, but didn't integrate efficiently with accounting software, so accountants had to replicate manually the data from JIRA to their software in order to bill clients. Using Replicon made things much easier for them.

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

• Improved ability to track employee hours and time off.
• Improved ability to track and check employee expenses.
• Iimproved ability to assign resources to projects.