Assembly vs HaloPSA: Complete Comparison (2026)
An in-depth comparison of Assembly and HaloPSA to help you choose the right tool for your business.
Last updated: November 2026

Assembly
6.3/10
Assembly, formerly Copilot, is a branded client portal for service businesses. It combines messaging, a lightweight CRM, billing, files, tasks and an AI app builder.

HaloPSA
7.1/10
HaloPSA is a professional services automation platform for managed service providers and IT service teams. It combines ticketing, projects, time tracking, billing and reporting.
Feature-by-Feature Comparison
| Feature | ![]() | ![]() |
|---|---|---|
| Scores | ||
| Overall Rating | 6.3/10 | 7.1/10 |
| Customization | 6/10 | 9/10 |
| Analytics | 4/10 | 7/10 |
| Integration | 6/10 | 8/10 |
| Support | 7/10 | 7/10 |
| Ease of Use | 8/10 | 5/10 |
| Security | 8/10 | 9/10 |
| Cost | 5/10 | 5/10 |
| Scalability | 6/10 | 8/10 |
| Pricing | ||
| Free plan | Yes | No |
| Cheapest paid plan | $49/mo Starter | £66/user/mo Halo (single plan) |
| Estimated cost for 10 users | Contact for pricing | Contact for pricing |
| Features | ||
| Team messaging | Not listed | |
| File sharing | Not listed | |
| Client collaboration | ||
| App integrations | ||
| Task lists | Not listed | |
| Gantt charts | Not listed | |
| Task management | ||
| Time tracking | ||
| Workflow automation | ||
| Collaboration tools | Not listed | |
| Scheduling | Not listed | |
| Dashboards | Not listed | |
| Reporting | Not listed | |
| Knowledge base | Not listed | |
Assembly vs HaloPSA cost by team size
| Team size | Assembly | HaloPSA |
|---|---|---|
| 1 user | FreeFree | Contact for pricing |
| 5 users | Contact for pricing | Contact for pricing |
| 10 users | Contact for pricing | Contact for pricing |
| 25 users | Contact for pricing | Contact for pricing |
| 50 users | Contact for pricing | Contact for pricing |
The plan that fits each team size, billed monthly, before add-ons and usage charges. Each cost opens that tool's pricing calculator for the team size.
Which One Should You Choose?
Why choose Assembly

- Has a free plan (HaloPSA does not)
- Higher Ease of Use score (8/10 vs 5/10)
- Better fit for freelancers (6/10 vs 2/10)
- Better fit for consultancies (8/10 vs 6/10)
Why choose HaloPSA

- Higher Customization score (9/10 vs 6/10)
- Higher Analytics score (7/10 vs 4/10)
- Better fit for mid-market (8/10 vs 5/10)
- Better fit for enterprise (7/10 vs 5/10)
- Includes Time tracking, which Assembly lacks
Pros & Cons
Assembly

Pros
- Reviewers say a non-technical team can launch a polished, branded client portal quickly.
- Messaging, a CRM, invoicing, contracts, forms and files share one client login.
- A free plan and no-contract self-serve billing make it easy to test.
- SOC 2 Type II, AES-256 encryption at rest and a HIPAA BAA on Advanced suit regulated firms.
Cons
- Project management is basic, with no Gantt charts or dependencies.
- There is no native time tracking or scheduling.
- Automations lack conditional branching, and there is no native mobile app.
- Reviewers report a high cost and friction with international invoicing.
HaloPSA

Pros
- One per-agent plan includes every module and the AI features, with no paid add-ons.
- Portal customers and end users are free, so client collaboration does not add licence cost.
- More than 250 integrations, including accounting and RMM tools, are included at no extra charge.
- Broad compliance coverage includes ISO 27001, SOC 2 Type II, FedRAMP and HIPAA, plus SSO and audit logs.
- Reviewers describe the browser interface as modern and fast.
Cons
- Reviewers say the configuration menus are convoluted, and a consultant is often needed to get the most out of it.
- A paid onboarding package is mandatory and its price is not published.
- The project features are oriented toward IT service delivery rather than complex professional services projects.
- Some users report slowness and weaker calendar, notification and stock-control features.
- Per-agent costs add up for larger teams.
Not sold on either?
Frequently Asked Questions
HaloPSA scores higher on our CRM criteria: 7.1/10 against 6.3/10 for Assembly. The largest gap is in Analytics: 4/10 for Assembly and 7/10 for HaloPSA.
Assembly has a free plan; HaloPSA does not list one.
Assembly is the better fit for freelancers: we rate it 6/10 for them, against 2/10 for HaloPSA.
HaloPSA has Time tracking, which Assembly lacks.





