HaloPSA vs Upbase: Complete Comparison (2026)
An in-depth comparison of HaloPSA and Upbase 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.
Upbase
5.6/10
Client-focused project management software for small agencies and service teams, combining tasks, docs, chat, time tracking and client dashboards.
Feature-by-Feature Comparison
| Feature | | |
|---|---|---|
| Scores | ||
| Overall Rating | 7.1/10 | 5.6/10 |
| Analytics | 7/10 | 5/10 |
| Cost | 5/10 | 8/10 |
| Customization | 9/10 | 5/10 |
| Ease of Use | 5/10 | 8/10 |
| Integration | 8/10 | 3/10 |
| Scalability | 8/10 | 4/10 |
| Security | 9/10 | 5/10 |
| Support | 7/10 | 5/10 |
| Pricing | ||
| Free plan | No | Yes |
| Cheapest paid plan | £66/user/mo Halo (single plan) | $10/user/mo Premium |
| Estimated cost for 10 users | Contact for pricing | Free Free |
| Features | ||
| App integrations | ||
| Client collaboration | ||
| Dashboards | ||
| Knowledge base | ||
| Scheduling | ||
| Task management | ||
| Time tracking | ||
| Workflow automation | ||
| Collaboration tools | Not listed | |
| Docs | Not listed | |
| File sharing | Not listed | |
| Kanban boards | Not listed | |
| Reporting | Not listed | |
| Task lists | Not listed | |
| Team messaging | Not listed | |
| Timeline view | Not listed | |
HaloPSA vs Upbase cost by team size
| Team size | HaloPSA | Upbase |
|---|---|---|
| 1 user | Contact for pricing | FreeFree |
| 5 users | Contact for pricing | FreeFree |
| 10 users | Contact for pricing | FreeFree |
| 25 users | Contact for pricing | FreeFree |
| 50 users | Contact for pricing | FreeFree |
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 Integration score (8/10 vs 3/10)
- Higher Customization score (9/10 vs 5/10)
- Better fit for enterprise (7/10 vs 2/10)
- Better fit for mid-market (8/10 vs 4/10)
Why choose Upbase
- Has a free plan (HaloPSA does not)
- Higher Cost score (8/10 vs 5/10)
- Higher Ease of Use score (8/10 vs 5/10)
- Better fit for freelancers (7/10 vs 2/10)
- Better fit for startups (7/10 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.
Upbase
Pros
- The flat $99 per month Unlimited plan removes per-seat costs for growing agencies.
- Client dashboards and sharing at the task or file level are built for client-facing agencies.
- The free plan includes unlimited members, tasks, time tracking and chat.
- Profitability tracking by project and client combines time with revenue and cost data.
- Reviewers on G2 and Product Hunt praise the simple, clutter-free interface.
Cons
- Integrations are mostly limited to Google Workspace and a Chrome extension, and the API is listed as in progress.
- Product Hunt reviewers describe the automation and AI features as early-stage.
- The security page names no certifications such as SOC 2 or ISO 27001.
- There are few reviews, and one Product Hunt user reported getting no support reply on a lifetime-deal issue in 2025.
- Custom fields, recurring tasks and the timeline view require a paid plan.
Not sold on either?
Frequently Asked Questions
HaloPSA scores higher on our Project Management criteria: 7.1/10 against 5.6/10 for Upbase. The largest gap is in Integration: 8/10 for HaloPSA and 3/10 for Upbase.
Upbase has a free plan; HaloPSA does not list one.
HaloPSA is the better fit for enterprise: we rate it 7/10 for them, against 2/10 for Upbase.
