Compare HaloPSA vs Productive vs evergreen

You May Also Like

Featured products that are similar to the ones you selected below.

Deel
 (2532)
Employer of Record (EOR)
Visit Website
Kantata
 (716)
Professional Services Automation (PSA) Software
Visit Website
Visit Website Try for Free View Listing

Crozscore

90%
what is this?
interest falling

Crozscore

89%
what is this?
interest rising

Crozscore

71%
what is this?
HaloPSA screenshot view 2 more Productive screenshot view 4 more evergreen screenshot view 5 more

About HaloPSA

Everything an MSP needs – all in one place. HaloPSA is a flexible, configurable software that automates processes across your business.

  • Service Desk - Flexible, automation driven service desk functionality.
  • Contracts - Configurable contracts to fit exactly how you wish to bill customers.
  • Billing - Effectively and easy billing to automate invoices to customers.
  • CRM - Create, track and close new customers and gain transparency over existing accounts.
  • Stock - Connect your customers with goods in a new way that removes friction from procurement.
  • Billable Time Tracking - Accountable and automated time tracking that designed to simplify the billing process.
  • Projects - Plan, track and organise teams in a single place that drives work forwards.
  • Reports - Brilliantly configurable reporting that automates your understanding of key insights into your business.

About Productive

Productive is the only tool you need to run a profitable agency. Tailor built for professional services, it's a perfect fit for software development shops, marketing agencies, design studios and consultancies. With a strong focus on profitability, Productive factors in employee cost rates and company overhead costs into its profitability reports.

Features:

  • Sales pipeline
  • Resource planning
  • Time tracking
  • Project management
  • Billing and invoicing
  • Reporting

About evergreen

evergreen is sa.global’s next-generation, cloud solution built specifically for project-based businesses like law firms, accounting firms, architecture, engineering, and construction management businesses, Advertising and marketing agencies, Contract Research Organizations, and IT Services firms to address the entire value chain. The solution works as a processing and transactional engine for core functions like opportunity lifecycle, project management, scheduling, forecasting, time and billing, revenue recognition, and on boarding. Built on the Microsoft Cloud Platform, evergreen integrates your data, business logic, and processes for efficient project, accounting, financial, and resource management. 

You can extend the capabilities of evergreen by leveraging our empower suite of solutions. What’s more, you can now accelerate the value gained from evergreen with sa.go!, our unique business-ready bundle of SaaS products and services. sa.go! provides rapid value through a proven architecture, defined and tested processes, ready-to-use data models and report packs, advisory hours, and Managed Services. All this packaged in an easy to consume, per user per month subscription price model which helps you scale your systems as your business grows.

This product is intended for CFO, VP of Finance, COO, VP of Operations, Project Managers, CMO, VP of Marketing, Head of Sales, VP of Sales, CHRO, VP of HR, VP of IT, CIO.

Features

  • API
  • Billing/Invoicing
  • Budgeting
  • Data Export
  • Data Import
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking
  • Time Management
  • Resource Management
  • Workflow Management

Features

  • API
  • Billing/Invoicing
  • Budgeting
  • Data Export
  • Data Import
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking
  • Time Management
  • Resource Management
  • Workflow Management

Features

  • API
  • Billing/Invoicing
  • Budgeting
  • Data Export
  • Data Import
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Inventory Tracking
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking
  • Time Management
  • Resource Management
  • Workflow Management

Summary

    No key features associated with this application.

Summary

  • Consolidate data in one agency management system

  • Run projects from prospect to payment and everything in between

  • Use one tool for complex budgeting and resource planning

  • Have a single source of truth for all your financial data, leads and budgets

  • Monitor the state of your budgets and profit margins in real time

  • Save time by generating invoices using tracked billable time

  • Create more accurate schedules for optimal utilization rates

  • Use placeholders to create scenarios for hiring additional staff or contractors

  • Switch from multiple tools and spreadsheets to one scalable agency management system

Summary

  • Improve workflow and reduce costs

  • Protect your data and business

  • Gain insights

Pricing

Essential

$9.00
1 user(s) / month
Included in plan:
  • Budgeting
  • Project & task management
  • Docs
  • Time tracking
  • Expense management
  • Reporting
  • Time off management
  • HRIS integrations (Paid addon)
  • API access
  • Monthly or annual subscriptions

Professional

$24.00
1 user(s) / month
Included in plan:
  • Everything in Essential, plus:
  • Invoicing integrations
  • Recurring budgets
  • Teams
  • Advanced task management
  • Advanced reports
  • Advanced time off management
  • 5 account-level custom fields
  • Billable time approvals
  • Rate cards
  • Time off approval flow

Ultimate: Let's Talk

$0.00
1 user(s) / month
Included in plan:
  • Everything in Professional, plus:
  • Revenue forecasting
  • Multiple subsidiaries
  • Expense approvals
  • Hubspot integration
  • Advanced time tracking
  • Advanced custom fields
  • Overhead calculation
  • Schedule insight sending to email or Slack
  • Enforce SSO or 2FA
  • Webhooks

Enterprise: Let's Talk

$0.00
1 user(s) / month
Included in plan:
  • Everything in Ultimate, plus:
  • Optional 3-month Slack support
  • Dedicated account manager
  • Eligible for on-premise onboarding
  • Quarterly, Annual and bi-annual subscriptions
  • Volume based discount
  • Custom number of limited objects (Custom Fields, Task Workflows, Rate Cards…)

FAQs

    No FAQs associated with this application.

FAQs

    What are some applications this service is commonly used in tandem with?
    • Jira
    • HubSpot
    • Xero
    • QuickBooks
    • Exact
    • Zapier
    • Slack
    • Google Calendar
    • Outlook/Microsoft Calendar
  • Does this service integrate with any other apps?
    • Jira
    • HubSpot
    • Xero
    • Google Calendar
    • Exact
    • Zapier
    • Slack
    • Outlook/Microsoft Calendar
    • QuickBooks
    • Fortnox
    • Visma e-conomic
    • CPP
    • Sage
    • Personio
    • CharlieHR
    • BambooHR
    • Factorial
    • Humaans.io
    • Breathe
    • SAP SuccessFactors
    • Lucca
    • Gusto
    • AlexisHR
    • ADP Workforce Now
    • Justworks
    • HiBob
    • RipplingHR
  • Who are the main user groups of this service?
  • The main users are professional services companies and agencies. Companies like software development agencies, marketing agencies, design studios and consultancies can directly benefit from Productive.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What platforms does this service support?
  • Productive is web based. It works on OSX, Windows, Android and iOS.

  • Does this service offer an API?
  • Yes, Open API and Webhooks.

  • What is this service generally used for?
  • Productive is used for managing an agency. It covers everything an agency needs to run its projects from start to end. It's used for managing new opportunities, planning capacity of teammates on existing projects, tracking time, billing, collaboration and reporting.

FAQs

    Who are the main user groups of this service?
  • This product is intended for
    * CFO
    * VP of Finance
    * COO
    * VP of Operations
    * Project Managers
    * CMO
    * VP of Marketing
    * Head of Sales
    * VP of Sales
    * CHRO
    * VP of HR
    * VP of IT
    * CIO

  • What is this service generally used for?
  • The solution works as a processing and transactional engine for core functions like opportunity lifecycle, project management, scheduling, forecasting, time and billing, revenue recognition, and on boarding.

  • What platforms does this service support?
  • Microsoft Dynamics 365 and Microsoft Azure

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
226

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
912

Other

Who uses HaloPSA
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English, Spanish, Czech, Danish, German, French, Italian, Portuguese, Polish, Swedish
Regional Restrictions:
No restrictions.

Other

Who uses Productive
  • Agencies
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses evergreen
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
Back to top