HaloPSA vs monday CRM Comparison
Compare HaloPSA vs monday CRM features, pricing, and more.
Last updated: November 2026
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.
monday CRM
7.4/10
Sales CRM built on the monday.com work platform, with pipeline, lead and contact boards, email tracking, sequences and AI sales agents, for small and mid-sized sales teams.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 7.4/10 |
| Customization | 9/10 | 8/10 |
| Analytics | 7/10 | 7/10 |
| Integration | 8/10 | 8/10 |
| Support | 7/10 | 7/10 |
| Ease of Use | 5/10 | 8/10 |
| Security | 9/10 | 8/10 |
| Cost | 5/10 | 6/10 |
| Scalability | 8/10 | 7/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | £66/user/mo Halo (single plan) | $18/user/mo Basic |
| Estimated cost for 10 users | Contact for pricing | $180/mo Basic |
| Features | ||
| Collaboration | Not listed | |
| Contact Management | Not listed | |
| Integrations | Not listed | |
| Lead Management | Not listed | |
| Marketing Automation | Not listed | |
| Mobile Access | Not listed | |
| Opportunity Management | Not listed | |
| Reporting & Analytics | Not listed | |
| Sales Automation | Not listed | |
| More features | ||
| Scheduling | Not listed | |
| Client collaboration | Not listed | |
| App integrations | Not listed | |
| Task management | Not listed | |
| Time tracking | Not listed | |
| Workflow automation | Not listed | |
| Dashboards | Not listed | |
| Reporting | Not listed | |
| Knowledge base | Not listed | |
HaloPSA vs monday CRM cost by team size
| Team size | HaloPSA | monday CRM |
|---|---|---|
| 1 user | Contact for pricing | Contact for pricing |
| 5 users | Contact for pricing | $90/moBasic |
| 10 users | Contact for pricing | $180/moBasic |
| 25 users | Contact for pricing | $450/moBasic |
| 50 users | Contact for pricing | $900/moBasic |
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 HaloPSA
- Higher Customization score (9/10 vs 8/10)
- Higher Security score (9/10 vs 8/10)
Why choose monday CRM
- Higher Ease of Use score (8/10 vs 5/10)
- Higher Cost score (6/10 vs 5/10)
- Better fit for startups (6/10 vs 4/10)
Pros & Cons
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.
monday CRM
Pros
- Uses the same flexible board model as monday work management, so teams already on monday.com can link sales pipelines to project delivery.
- Built-in AI agents score and enrich leads, flag stalled deals and summarize calls without a separate tool.
- Gmail and Outlook sync fills CRM fields from emails automatically, which cuts manual data entry for reps.
- Strong review scores of about 4.6 on G2 and 4.7 on Capterra, according to third-party summaries.
Cons
- Three-seat minimum and bucketed seats mean small teams pay for seats they do not use, and there is no free plan.
- Basic is very restricted, with one dashboard, 1,000 contacts and five columns per board, which pushes most teams to Standard or Pro.
- G2 reviewers often say it lacks features found in dedicated sales CRMs, especially native calling, texting and template automation.
- Email sequences and mass emails are reserved for Pro, and monthly billing costs much more than annual billing (41 versus 28 USD per seat on Pro).
Not sold on either?
Frequently Asked Questions
Monday CRM scores higher on our CRM criteria: 7.4/10 against 7.1/10 for HaloPSA. The largest gap is in Ease of Use: 5/10 for HaloPSA and 8/10 for monday CRM.
No, neither HaloPSA nor monday CRM lists a free plan.
Monday CRM is the better fit for startups: we rate it 6/10 for them, against 4/10 for HaloPSA.
