Ratings and Reviews 4 Ratings
Ratings and Reviews 0 Ratings
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SuperOpsMost MSPs and internal IT teams are stitching together four to six separate tools just to keep operations running - a PSA here, an RMM there, plus separate helpdesk, MDM, asset tracking, network monitoring, and documentation tools. SuperOps takes a different approach: everything lives on one platform, built on a single shared data layer from the ground up. That shared architecture isn't just a convenience - it's what makes SuperOps' AI actually useful. Monica AI wasn't bolted on afterward; it was built alongside the platform, which means it has full context across tickets, assets, and workflows. In practice, that looks like automatic ticket triage, proactive patch and CVE risk alerts, auto-generated worklogs, smart KB article suggestions, and a growing set of workflows that run autonomously without a technician touching them. On the compatibility side, SuperOps covers the full device landscape — Windows, macOS, Linux, iOS, iPadOS, and Android — and plugs into the tools IT teams already run, including Slack, Teams, Azure AD, Okta, QuickBooks, Xero, Bitdefender, and SentinelOne. Remote access is included out of the box too, with both Splashtop and ISL Online bundled at no extra cost. Add in transparent, predictable pricing, quick time-to-deploy, and a product team that's still founder-led and shipping fast - and it's a platform built for teams that want to stop managing tools and start managing outcomes.
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WrikeWrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens. With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance. In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key. Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.
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Project InsightProject Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.
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KantataKantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
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PlanfixThe Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.
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Planview AdaptiveWorkPlanview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.
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JosysIdentity is now the fastest-growing attack surface in the enterprise, and the hardest one to govern. Josys is the AI-native platform that closes that gap: it discovers, governs, and secures every identity, human, machine, and AI agent, across every application you run. Policy-led governance is at the core: define access policies once, and Josys enforces them autonomously, surfacing risk, controlling access, and remediating identity threats in real time without manual intervention. More than 1,000 organizations and MSPs rely on Josys to turn identity risk into an autonomously governed advantage. Visit josys.com to learn more.
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StrivenStriven is the complete business management solution that cuts your costs, optimizes your processes, and makes daily tasks simpler. Transform your company's data into something unified, interconnected, and meaningful. Drawing on over two decades of Software Services expertise, we've worked alongside more than 8,600 organizations spanning dozens of sectors to make their operations more secure, productive, and valuable for their customers. Empowering people to accomplish more has always driven us. Now, it's central to our software design. We feature simple, transparent pricing plans and an exceptional guarantee. You can even start using it immediately at zero cost. Our plans come with no trial periods, expiration dates, or contractual commitments.
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RunnRunn is an innovative platform for real-time resource management that features integrated time tracking and robust forecasting abilities. Effortlessly plan your projects and allocate resources by scheduling project phases, milestones, and time off. Switch seamlessly between monthly, quarterly, and semi-annual views to strategize for both immediate and future needs. Gain a comprehensive overview of your entire organization, allowing you to effectively manage changes in capacity, workload, and availability as you develop your plans. Runn transforms resource management into a dynamic and visual experience through a centralized, shared interface. You can delve deeper into specific roles, teams, and tags to analyze trends and pinpoint groups that may be overbooked. Additionally, you can outline potential projects to assess how your plans could evolve as work gets confirmed. Monitor project progress, view forecasts, and access crucial metrics with Runn, including utilization rates, project variance, and overall financial health. Utilize the platform's built-in timesheets to keep track of project advancements efficiently. Runn also offers integrations with Harvest, WorkflowMax, and Clockify, and through its API, users can create custom integrations to connect Runn to their preferred tools, enhancing workflow and productivity even further. This versatility makes Runn a vital asset for teams looking to optimize their resource management and project planning processes.
What is HaloPSA?
Comprehensive software revolutionizes the manner in which Managed Service Providers deliver IT services to their clients. HaloPSA enables you to oversee your complete service desk with ready-to-use features that adhere to ITIL standards. This integration enhances efficiency and streamlines operations for better customer satisfaction.
What is HaloCSM?
HaloCSM is a unified customer management system intended to connect sales, marketing, and customer service activities on one platform. It gives organizations a shared environment for managing leads, opportunities, campaigns, communications, support interactions, reporting, and customer data. Sales teams can automatically capture leads, score them against an ideal customer profile, route them to the appropriate representative, and track activity throughout the deal cycle. Pipeline tools include stage-based automation, approvals, follow-up tasks, multi-pipeline support, deal histories, and weighted sales forecasting. Marketing capabilities can be used alongside sales and service workflows so teams do not have to maintain customer information across disconnected applications. HaloCSM keeps emails, sales activity, campaign touches, and support tickets connected to a common customer record, helping teams see the history of the relationship from initial engagement through renewal. The platform also includes AI functionality designed to support workflows, automation, productivity, and customer engagement. Business administrators can create and modify pipelines, fields, dashboards, and workflow rules without relying on lengthy consulting projects. Integration capabilities include a REST API, webhooks, sandbox environments, audit logs, and connections with tools used for email, telephony, ERP, accounting, calendars, and collaboration. Organizations can deploy HaloCSM through Halo Cloud, private cloud environments, or on-premise infrastructure while using features such as SSO, SAML, OIDC, role-based access controls, and audit logging. HaloCSM is positioned as an alternative to fragmented customer management stacks for organizations that want sales, marketing, service, automation, reporting, integrations, and security capabilities under a single pricing and product structure.
Integrations Supported
3CX
AnyDesk
ConnectWise Automate
Facebook
Jira
Lansweeper
Microsoft 365
PagerDuty
QuickBooks Online
Salesforce
Integrations Supported
3CX
AnyDesk
ConnectWise Automate
Facebook
Jira
Lansweeper
Microsoft 365
PagerDuty
QuickBooks Online
Salesforce
API Availability
Has API
API Availability
Has API
Pricing Information
$35 per user per month
Free Version
Free Trial Offered?
Pricing Information
£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Price per user decreases as you grow
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Halo Service Solutions
Date Founded
1994
Company Location
United Kingdom
Company Website
halopsa.com
Company Facts
Organization Name
HaloCSM
Company Location
United Kingdom
Company Website
www.usehalo.com
Categories and Features
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Customer Service
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management