HaloPSA vs. Upland PSA

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
HaloPSA
Score 9.2 out of 10
Enterprise companies (1,001+ employees)
HaloPSA is a solution designed for MSP's and service providers. With HaloPSA out-of-the-box functionality, the solution aims to provide businesses a Cloud platform that enables users to modernise customer experience and automate service. An integrated PSA platform, it includes features such as time-tracking and billing, advanced reporting, asset management, remote access, integrations, and automation tools. Aligned to the user's requirements and boasting an intuitive UI, users…
$35
per month per user
Upland PSA
Score 5.8 out of 10
N/A
Upland PSA helps professional services teams grow their business.N/A
Pricing
HaloPSAUpland PSA
Editions & Modules
All-inclusive PSA Software
$35
per month per user
All-inclusive PSA Software
$35
per month per user
No answers on this topic
Offerings
Pricing Offerings
HaloPSAUpland PSA
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details15% discount for all charities, educational institutions and non-profit organisations.
More Pricing Information
Community Pulse
HaloPSAUpland PSA
Best Alternatives
HaloPSAUpland PSA
Small Businesses
Teamwork.com
Teamwork.com
Score 8.9 out of 10
HaloPSA
HaloPSA
Score 9.2 out of 10
Medium-sized Companies
Planview AdaptiveWork
Planview AdaptiveWork
Score 7.4 out of 10
Planview AdaptiveWork
Planview AdaptiveWork
Score 7.4 out of 10
Enterprises
Planview AdaptiveWork
Planview AdaptiveWork
Score 7.4 out of 10
Planview AdaptiveWork
Planview AdaptiveWork
Score 7.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
HaloPSAUpland PSA
Likelihood to Recommend
9.0
(0 ratings)
6.0
(0 ratings)
Likelihood to Renew
-
(0 ratings)
7.0
(0 ratings)
Usability
-
(0 ratings)
8.0
(0 ratings)
Support Rating
-
(0 ratings)
9.0
(0 ratings)
Implementation Rating
-
(0 ratings)
9.0
(0 ratings)
User Testimonials
HaloPSAUpland PSA
Likelihood to Recommend
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.
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Tenrox has been the only solution we can find that can make a simple timesheet that basically turns the old Excel timesheet into an online cloud based glorified Excel sheet. No drop downs for employees to pick through and little room for error. The reporting could be great but not in the way we have customized it. The reports are useless most of the time and writing a report is very difficult. If you want a nonprofit adapted timesheet for multiple funders and contracts without any frills or reporting then this is it!
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Pros
  • Ticketing
  • Automation
  • Invoicing
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  • You can create a report combining virtually any field that the application tracks, so in this way it's a very flexible tool. There are also very flexible workflows and security settings within the app so that you can really make it fit your organizational structure, whatever that may be.
  • You can download the report into Excel and work with the data in Pivot tables to get even more customized reports.
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Cons
  • A few tweaks to how items are organised/grouped and listed
  • Documentation
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  • Their customer service is horrible, every email I send they insist on following up with a scheduled phone conference to tell me they can't help me. I have wasted hours on conference calls over the years.
  • They upgrade their products but none of their upgrades will work with their current customer's system or "customizations". We are stuck with a 5 year old product that will only work with Internet Explorer on a PC and only when the browser is in compatibility mode. Even this functionality is touch and go.
  • They have continuously failed to make time off accruals for a semi-monthly payroll a possibility.
  • Anytime you ask them to upgrade you to their latest product they first tell you that will be another $3,000 and then they find out their upgrade isn't compatible with your settings.
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Likelihood to Renew
No answers on this topic
I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
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Usability
No answers on this topic
I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
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Support Rating
No answers on this topic
The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
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Implementation Rating
No answers on this topic
The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
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Alternatives Considered
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.
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Tenrox as a system is one of my favorites, if not my favorite. I really like the system-structure and its capabilities. Previously, the only negative mark I gave Tenrox was customer service and as stated that has shown great improvement in the past months. Conversely, our other primary system (Advantage) has always provided us with excellent customer service as one of their strongest points, which made it even more frustrating to have those issues with Tenrox support. I did not select Tenrox myself, but if I were shopping around now, I would be very very likely to decide on Tenrox. I would recommend it, so long as the system fits the needs of your business and staff
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Return on Investment
  • 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
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  • Tenrox has caused headaches across offices and the frustrations with reporting is huge. It's been great to have a starting point to track hours and try to see what is billable and non-billable, but after this was implemented across our company where are seeing the negative ROI as its been so difficult to pull these reports accurately across teams, individuals, and clients!
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ScreenShots

HaloPSA Screenshots

Screenshot of Home PageScreenshot of Asset ManagementScreenshot of Dashboard