HaloPSA

MSP Sales & CRM.
No Extra Tool Required.

HaloPSA's built-in CRM gives your team a complete view of every prospect and client — pipeline, quotes, account history, and linked tickets — all in one platform. No separate CRM to licence, integrate, or maintain.

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HaloPSA CRM — sales pipeline view
Full pipeline visibility

What's included

The CRM MSPs have been waiting for

Account & Contact Management

Every client and prospect in one record — linked tickets, history, contacts included.

Opportunity Pipeline

Track deals from first meeting to close with a fully configurable pipeline.

Quotes & Proposals

Generate and send quotes inside HaloPSA — convert to contract in one click.

Linked Activity History

Calls, emails, tickets, and invoices all visible under a single account record.

Lead Management

From first contact to qualified opportunity — automatically

HaloPSA's lead engine captures inbound enquiries from your website, email inbox, or service desk and routes them straight into the right SDR or BDR queue — without any manual work.

Connect a sales mailbox, hook up your contact form, or create a lead from an existing support ticket. Every source flows into the same pipeline so nothing falls through the gaps.

Contact form fires to a connected mailbox — lead created automatically

Sales inbox emails become leads in the unassigned queue — no manual triage

Spot an upsell on a service desk ticket? Convert it to an opportunity in one click

Drag-and-drop Kanban board — move deals through stages at a glance

Pipeline Board — drag & drop

New Lead (3)
Acorn Construction
£20,000/yr
Inbound — contact form
£8,500/yr
Qualified (2)
Healthcare Trust
£45,000/yr
Law Firm
£32,000/yr
Proposal Sent (1)
Retail Group
£18,000/yr
Closed Won (1)
Logistics Co
✓ £22,000/yr

Cards are drag-and-drop. Columns are fully configurable.

Deal Prioritisation

Today's Plan — always know what to work on next

When a sales team member logs in, HaloPSA builds a personalised deal list sorted by next activity date. Overdue items glow red. Ties are broken by deal value — so when time is short, effort goes to the deals that matter most. No manual sorting, no spreadsheet juggling.

Account Stage Heat Value Next Activity
Healthcare Trust Proposal Sent Hot £45,000 ⚠ Yesterday — overdue
Law Firm — 80 users Qualified Hot £32,000 ⚠ 2 days ago — overdue
Acorn Construction Qualified Warm £20,000 Today
Retail Group New Lead Warm £18,000 Tomorrow
Inbound — contact form New Lead Cold £8,500 Thu 22 May

Columns are fully customisable. All data is real-time. Custom fields and dynamic tags can be added without code.

Sales Mailbox Integration

Every email automatically logged — no copy-paste, ever

Connect your Google or Microsoft account to HaloPSA's Sales Mailbox. The platform scans your inbox in real time, matches emails to open deals by email address, and logs the full conversation thread automatically.

If a team member is out of office, or a top salesperson moves unusually fast, colleagues can open any deal and see the full history — what was said, and how. No BCC links, no Outlook plugins, no manual entry.

Two-way Microsoft calendar sync

Activities added in HaloPSA appear instantly in Outlook via Microsoft Graph API — and vice versa. Your sales team works in one place.

AI-Powered Quoting

AI reads your Statement of Work and builds the project for you

Once a quote is accepted, HaloPSA's AI scans the Statement of Work and automatically generates all the project milestones, phases, and tasks — no PM setup required. Available out of the box with no additional AI licence.

Statement of Work

Phase 1 — Discovery & Configuration (Weeks 1–2)

Phase 2 — Data Migration & Integration (Weeks 3–4)

Phase 3 — UAT & Training (Weeks 5–6)

Phase 4 — Go-Live & Hypercare (Weeks 7–8)

AI-Generated Project Tasks

◯ Kick-off meeting & requirements sign-off
◯ Platform configuration — service desk & SLAs
◯ Data migration — client & asset records
◯ Microsoft 365 integration setup
◯ UAT environment prep & test scripts
◯ Admin & end-user training sessions
◯ Go-live sign-off & hypercare start

Available out of the box — no extra licence

HaloPSA's AI project creation is included in every instance. No additional AI module, no per-seat AI charge — it's part of the same all-inclusive licence.

End-to-End Deal Closure

One accepted quote creates the contract, the invoice, and the project

When a client signs the proposal, HaloPSA's sales order kicks off automatically: agreement created, recurring invoice schedule set up, delivery project deployed. No re-entry, no handoff delays.

Raise Quote

CPQ with bundles, optional items, leasing & financing

Client E-Signs

Branded portal — your logo, colours, font. Counter-signed.

Sales Order Created

Auto-creates agreement, contract & recurring invoice

Project Handed Over

Fully structured project — AI tasks already built

Proposal — Acorn Construction Managed Services

Services

Gold Managed Service — 80 users£1,250/mo
Microsoft 365 Integration£250/mo
Dell Latitude 5540 × 4£3,200 one-off
Monthly recurring£1,500/mo
Accept & Sign — Acorn Construction Ltd

No Halo branding. Fully white-labelled with your logo and colours.

Part of the complete HaloPSA platform

Connected to everything that matters

Billing Contracts Service Desk Projects

Every client you close in the CRM becomes a client record that drives the service desk, contracts, and billing. No re-entry, no synchronisation delays.

Frequently asked questions

Does HaloPSA include a full CRM or just basic contacts?
HaloPSA includes a full CRM: pipeline management, opportunity tracking, quote generation, activity logging, and account history — all linked to the service desk and billing. No separate CRM tool is needed.
Can we generate quotes directly in HaloPSA?
Yes. HaloPSA's quote builder lets you create, send, and track quotes from within the platform. Approved quotes convert to contracts or sales orders in one click.
How does the CRM link to the service desk?
Every account and contact in the CRM is linked to their ticket history, contracts, and billing records. When you open a client account, you see everything — sales activity, open tickets, invoices, and contract status.
Can Allied ESM migrate our existing CRM data into HaloPSA?
Yes. Allied ESM can migrate contact records, account history, and open opportunities from most CRM platforms as part of the implementation.
Does HaloPSA automatically capture inbound sales emails?
Yes. Connect your Google or Microsoft sales inbox and HaloPSA scans it continuously, matching emails to open deals by email address and logging the full conversation thread automatically. No manual copying or BCC workarounds required.
Does HaloPSA support e-signatures on proposals?
Yes. Proposals are sent via a fully branded client portal — your logo, colours, and domain. Clients review, add a PO number if needed, and sign digitally. When accepted, HaloPSA automatically creates the contract, invoice schedule, and delivery project.
Can HaloPSA AI generate project tasks from a Statement of Work?
Yes. HaloPSA's AI can scan a Statement of Work and automatically create project phases, milestones, and tasks. This is available out of the box in every HaloPSA instance — no additional AI licence required.
Can the CRM pipeline be customised to match how we sell?
Yes. Pipeline stages, deal fields, and the workflow are all configurable without code. You can create deal templates for common engagement types, apply dynamic field visibility based on deal type, and enforce mandatory data capture at each stage for clean reporting.

Also in HaloPSA

Every module included. One licence.

Service Desk Billing Time Tracking Contracts CRM Projects Stock Customer Portal

Win more. Onboard faster.

Allied ESM implements HaloPSA CRM alongside the full platform — so your pipeline, quotes, and client records are all connected from day one.

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