HaloPSA vs Pipeline CRM: Complete Comparison (2026)
An in-depth comparison of HaloPSA and Pipeline CRM to help you choose the right tool for your business.
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.
Pipeline CRM
6.4/10
Pipeline CRM is a sales pipeline CRM for small and mid-sized sales teams, covering deal tracking, email sync, automations, field sales mapping and optional calling.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 6.4/10 |
| Customization | 9/10 | 7/10 |
| Analytics | 7/10 | 7/10 |
| Integration | 8/10 | 5/10 |
| Support | 7/10 | 8/10 |
| Ease of Use | 5/10 | 8/10 |
| Security | 9/10 | 5/10 |
| Cost | 5/10 | 6/10 |
| Scalability | 8/10 | 5/10 |
| Pricing | ||
| Free plan | No | No |
| Cheapest paid plan | £66/user/mo Halo (single plan) | $29/user/mo Start |
| Estimated cost for 10 users | Contact for pricing | $290/mo Start |
| Features | ||
| Built-in Calling | Not listed | |
| 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 Pipeline CRM cost by team size
| Team size | HaloPSA | Pipeline CRM |
|---|---|---|
| 1 user | Contact for pricing | $29/moStart |
| 5 users | Contact for pricing | $145/moStart |
| 10 users | Contact for pricing | $290/moStart |
| 25 users | Contact for pricing | $725/moStart |
| 50 users | Contact for pricing | $1,450/moStart |
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 Security score (9/10 vs 5/10)
- Higher Integration score (8/10 vs 5/10)
- Better fit for enterprise (7/10 vs 4/10)
- Better fit for mid-market (8/10 vs 6/10)
Why choose Pipeline CRM
- Higher Ease of Use score (8/10 vs 5/10)
- Higher Support score (8/10 vs 7/10)
- Better fit for small business (9/10 vs 7/10)
- Better fit for freelancers (4/10 vs 2/10)
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.
Pipeline CRM
Pros
- Reviewers consistently say non-technical reps and new hires can learn it quickly.
- Customer support is US-based, with live chat on every tier, and reviewers often call it responsive.
- Grow bundles drip campaigns, eSign and project management, which other CRMs often sell separately.
- Map views and route planning help field sales reps.
- Calling is pay-as-you-go at 2.5 to 3 cents per minute, with no per-user phone fee.
- The 14-day trial includes the full Grow feature set and needs no credit card.
Cons
- The integration catalog and user community are smaller than those of larger CRMs.
- Start is tightly capped at 1 pipeline, 250 active deals, 1 automation and 5 exports per user.
- Email templates, bulk email and drip campaigns are only available from the Grow plan, at $49 to $59 per user.
- Some reviewers say it lacks advanced features and that navigation can feel clunky.
- Integrations beyond the native ones may need the paid Pipeline Connect add-on.
Not sold on either?
Frequently Asked Questions
HaloPSA scores higher on our CRM criteria: 7.1/10 against 6.4/10 for Pipeline CRM. The largest gap is in Security: 9/10 for HaloPSA and 5/10 for Pipeline CRM.
No, neither HaloPSA nor Pipeline CRM lists a free plan.
HaloPSA is the better fit for enterprise: we rate it 7/10 for them, against 4/10 for Pipeline CRM.
