HaloPSA

Thinking of moving from ConnectWise? HaloPSA is the simpler switch.

ConnectWise is a collection of separate products — ConnectWise PSA, Automate, and Sell — each with its own licence and its own complexity. Since Thoma Bravo's acquisition, MSPs have faced repeated price rises and forced restructuring. HaloPSA gives you everything in one platform, one licence, and one implementation — from an independent vendor with no private equity pressure.

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✓ All-inclusive pricing — no per-module fees ✓ Live in as little as 8 weeks ✓ Allied ESM manages the migration

Why MSPs switch from ConnectWise

The same capability. A fraction of the complexity.

One licence, not three

ConnectWise PSA, Automate, and Sell are separate products with separate fees. HaloPSA covers service desk, billing, contracts, time tracking, CRM, and projects under a single monthly licence per agent.

Simpler to run, faster to configure

ConnectWise is powerful but complex — most MSPs need an admin just to maintain it. HaloPSA is designed to be managed by the people who use it, with no dedicated configuration resource needed.

Real support, not a community forum

HaloPSA users get direct access to the Halo support team. ConnectWise support is heavily community-reliant, with long response times for non-critical issues.

Thoma Bravo acquired ConnectWise in 2019. Since then, MSPs have reported consistent price increases and platform restructuring. If your renewal costs are climbing, you're not alone — and you're not stuck.

Feature by feature

How HaloPSA stacks up against ConnectWise across the features that matter most to MSPs.

Feature HaloPSA ConnectWise
Pricing model ✓ Single all-inclusive licence Separate products (ConnectWise PSA, Automate, Sell)
Service desk ✓ Included ✓ ConnectWise PSA
Billing automation ✓ Included Add-on — Requires ConnectWise PSA + Sell
Contract management ✓ Included ✓ Included in ConnectWise PSA
Time tracking ✓ Included ✓ Included in ConnectWise PSA
Project management ✓ Included ✓ Included in ConnectWise PSA
CRM ✓ Included Add-on — ConnectWise Sell
Stock / asset management ✓ Included Add-on
Customer self-service portal ✓ Included ✓ Included
Workflow automation ✓ Included — Service Automation Framework Separate licence — ConnectWise Automate
SLA management ✓ Included ✓ Included in ConnectWise PSA
Reporting & dashboards ✓ Included — real-time, no SQL needed ✓ Included — complex setup required
Mobile app ✓ Included — iOS & Android ✓ Included
REST API access ✓ Full REST API — included ✓ Available
Multi-currency billing ✓ Included Limited — complex to configure
Native integrations ✓ 250+ included ✓ Large ecosystem (some paid)
AI capabilities ✓ Included — Halo AI Add-on
Vendor independence ✓ Independent — founder-led ✗ Private equity owned (Thoma Bravo, 2019)
Implementation support ✓ Allied ESM — fixed-price Partner-dependent

Pricing — side by side

One platform charges one price. The other charges you product by product.

PSA
From £70/agent/month
One licence. Every module included.
  • ✓ Service desk & ticketing
  • ✓ Billing automation
  • ✓ Contract management
  • ✓ Time tracking & project management
  • ✓ CRM built in
  • ✓ Stock & asset management
  • ✓ Halo AI — no AI add-on fee
  • ✓ 250+ native integrations — no integration surcharges
ConnectWise
Quote-based, product-stacked pricing

ConnectWise pricing is quote-based and product-stacked. ConnectWise PSA (ticketing), Automate (RMM), and Sell (quoting) are separately licensed. Most MSPs running the full stack pay significantly more per agent — and since Thoma Bravo's acquisition, renewals have been trending upward.

  • ~ ConnectWise Manage — separate licence
  • ~ ConnectWise Automate — separate licence
  • ~ ConnectWise Sell — separate licence
  • ✗ AI is an additional cost
  • ✗ Some integrations carry additional fees
Customer Story — ConnectWise Migration
"The driver was automation requirements — we wanted to push our roadmap and our PSA wasn't allowing us to. It was holding us back."

Chalkline, a North London MSP with 130+ clients and 3,000+ users globally, switched from ConnectWise to HaloPSA in 2021. They consolidated 15–20 separate integrations into Halo's native library with no feature loss — and cut response times in the process.

Read the full case study →

Allied ESM manages the migration end-to-end

Fixed price. Fixed timeline. No surprises.

1

Discovery

We map your ConnectWise configuration: clients, contracts, SLAs, and workflows.

2

Configuration

Allied ESM builds your HaloPSA environment to match or improve on your current setup.

3

Data migration

Client records, open tickets, and contract history are migrated and validated.

4

Go live

Phased cutover with Allied ESM support on the day and hypercare in week one.

Most clients are live within 8 weeks. Allied ESM agrees a fixed price and a go-live date before work begins.

Frequently asked questions

Will we lose our historical ticket data when migrating from ConnectWise?
No. Allied ESM migrates your historical ticket data, client records, and contract information as part of the implementation. You arrive at HaloPSA with your history intact.
How long does a ConnectWise to HaloPSA migration take?
Most migrations complete in 8–17 weeks depending on complexity. Allied ESM runs a structured discovery process up front to give you a fixed timeline and fixed price before work begins.
Do we need to re-train our whole team?
HaloPSA is designed to be intuitive. Most engineers are productive within their first week. Allied ESM includes change and adoption support in every implementation to make the transition stick.
Can we run ConnectWise and HaloPSA in parallel during the transition?
Yes. Allied ESM recommends a parallel period for complex migrations — typically 2–4 weeks. We plan the cutover to minimise disruption to your clients.
What happens to our ConnectWise Automate setup when we switch?
Your RMM is separate from your PSA — you can keep ConnectWise Automate running alongside HaloPSA if you choose, or migrate to a different RMM at any point. HaloPSA integrates natively with major RMM platforms including ConnectWise Automate, N-able, NinjaRMM, and others, so your monitoring stack doesn't need to change as part of the PSA switch.
Will HaloPSA handle recurring billing and contracts the same way ConnectWise does?
Yes. HaloPSA has full native billing and contract automation built in — recurring billing, prepaid blocks, time and materials, fixed fee — with no need for a separate Sell licence. Allied ESM maps your existing ConnectWise billing structure during discovery and rebuilds it in Halo before go-live.
Is HaloPSA suitable for MSPs managing 50 or more clients?
Yes. HaloPSA is built to scale — it powers MSPs ranging from small teams to operations managing hundreds of clients globally. Chalkline, one of our reference customers, runs 130+ clients and 3,000+ users on the platform. The Halo Organisations feature provides full data isolation between clients from within a single instance.

Also in HaloPSA

Every module included. One licence.

Service Desk Billing Time Tracking Contracts CRM Projects Stock Customer Portal

Ready to leave ConnectWise behind?

Allied ESM manages the full migration — fixed price, fixed timeline, no surprises.

Book a Migration Call