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HaloPSA vs ConnectWise PSA

Two full-scale PSA platforms for MSPs. Where they actually differ, which one suits which business – and when you should stay put.

Packaging: All-in-one vs. modular suite

HaloPSA is licensed per agent with all functionality included. Project management, quoting workflows, asset management, and reporting are there from the start. The price changes when you grow in headcount, not when you start using more features.

ConnectWise PSA is part of a broader ecosystem where RMM, remote access, and security are separate products. It provides a cohesive suite if you buy the whole thing – if not, it is very difficult to integrate between systems.

The consequence is felt over time. An MSP that matures starts using more features, and that is when the difference between the models becomes clear on the invoice.

Seven concrete advantages of HaloPSA

1. No modular price list. Projects, quotes, asset management, customer portal, and reporting are included in the agent license. You don't need to negotiate an add-on the day you want to start working with projects.

2. Your own administrators own the configuration. New fields, agreement types, workflows, and portals are rebuilt without consulting hours. Over five years, that is usually more money than the license line item.

3. Ready-made integration with Swedish accounting systems. Fortnox, Visma, and Pyramid ERP. Billing data is transferred without manual entry – the difference between a full day of billing and half an hour at the end of the month.

4. All agreement models in the same structure. Fixed price, time and materials, prepaid hours, block agreements, license rebilling, and recurring services – for the same customer, without side-loaded spreadsheets.

5. You choose RMM yourself. HaloPSA integrates with multiple monitoring platforms. You don't need to replace your entire stack to change one layer, and you retain your negotiating power with each vendor.

6. You choose your deployment model. SaaS, your own cloud environment in Azure, AWS, or Google Cloud, or fully on-premise. Crucial when you have clients in the public sector or regulated industries.

7. You own your data. Full export via API or database export. Good to know before you start, not after.

The contract model is the tricky part

Most people who switch PSA systems think they are doing it for the sake of ticket management. In practice, it is the contract model that determines whether the system will work.

Fixed-price agreements, time and materials, prepaid hours, block agreements, and recurring services must all coexist within the same structure, often for the same client. If the system can only handle one of these models, the rest are managed on the side – and what is managed on the side is rarely invoiced on time.

Where margins leak

Time that is never recorded. The half-hour spent solving an issue between two meetings doesn't show up in any report, but it remains in your payroll costs.

Work outside of agreements. Tasks performed out of habit, even though they fall outside of what the client is paying for.

Invisible profitability. You know which clients pay the most. Without tracking per client, you don't know which ones are actually profitable.

Nordic conditions

There is a concrete difference here that has nothing to do with the quality of the products.

The ConnectWise ecosystem is built for the North American market, and connections to Swedish accounting systems are usually handled via middleware or custom development. The same applies to support: time zones, language, and escalation paths matter little until the first time they matter a lot.

We are the largest distributor of Halo in the Nordics, authorized for all five Nordic countries and designated as a Specialist Partner. Support in Swedish, Norwegian, Danish, and English – in your time zone.

When ConnectWise is the right choice

A clear case: you are running the entire ConnectWise suite with monitoring, remote access, and security in the same ecosystem, and have built integrations between the components. In that scenario, replacing only the PSA layer is a larger operation than the benefits justify.

Our bias, stated

We distribute Halo and run our own business on HaloPSA. You should take that into account when reading.

At the same time, this is why we know where the platform can be challenging: it requires someone on your team to take ownership of the configuration. If that person is missing, HaloPSA becomes more difficult, not better.

The best way to decide is to test it against your own reality. A thirty-day free trial environment with all modules enabled, and we will input a selection of your actual agreements. If you first need to clarify what a PSA should do, the walkthrough is available under PSA.

HaloPSA or ConnectWise? The difference lies in packaging and management, not in the feature list. We will help you determine which one is the right fit.

Frequently asked questions

Is HaloPSA cheaper than ConnectWise?
It depends on how much you use. For pure ticketing, the difference is small. If you use projects, quotes, and advanced reporting, the difference becomes greater, as these are included in HaloPSA's agent license.

Can we keep our RMM if we switch PSA?
Yes. HaloPSA integrates with several monitoring platforms, and you do not need to switch both at the same time.

How long does a migration from ConnectWise take?
Usually six to twelve weeks depending on the volume of data, number of agreements, and integrations. The mapping takes the longest; the actual migration is fast.

Do agreements and ticket history carry over?
Yes. Customers, contacts, agreements, price lists, assets, and ticket history are all migrated. We will review how far back it makes sense to go.

What are the arguments for staying with ConnectWise?
If you are using the entire suite, have built a lot around the platform, or prefer to have a partner manage the configuration for you.

Can we test HaloPSA first?
Yes, a thirty-day free trial environment with all modules enabled. We can import a selection of your actual agreements.

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