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3 min read

HaloPSA Self-Service Client Portal vs CloudRadial Portal 365

We recently released CloudRadial Portal 365, an upgrade from PSA user portals that enables MSPs and their clients to communicate, collaborate, and get things done. 

Since the release, we’ve had a few questions about the difference between a PSA user portal and Portal 365. So, we started a mini blog series detailing the differences between our portal and others currently available to MSPs. 

We kicked things off with ConnectWise, Autotask, Kaseya, and the Syncro customer portal, and this blog will focus on the HaloPSA self-service client portal. Since this blog will mainly focus on ticketing, training, and reporting, we have also created a feature-by-feature comparison list on our website. 

Let’s dive in. 

 

About the HaloPSA Self-Service Client Portal  

The HaloPSA self-service client portal is a comprehensive platform designed to empower MSP clients by providing them with direct access to various services and support options. The portal allows clients to log and track their support tickets, access a knowledge base for self-help resources, view service updates, and manage their service requests independently. 

 

About CloudRadial Portal 365  

CloudRadial Portal 365 delivers a client experience that’s sleeker, more automated, and full of valuable reporting insights. Portal 365 completely replaces your PSA portal while still staying tightly integrated to your PSA – making it easier to gain adoption while reaping all the benefits. 

 

Ticketing 

When it comes to ticketing, MSPs need an effective system that streamlines the process and efficiently manages communication between clients and the service desk. 

And, while the ticketing form builder in the HaloPSA self-service client portal is highly capable from a technical standpoint, its user interface is quite challenging to navigate and use effectively, especially at scale. Although it can target segments and companies, pushing out content and making individual client adjustments is difficult. 

However, Portal 365 enables MSPs to create an efficient ticketing process that keeps clients happy and service desks running smoothly – with no delays or backlog.      

Clients can submit tickets via web, desktop, or Microsoft Teams, using customized forms with dynamic questions for faster resolution. With automation, incoming tickets are rapidly triaged and directed to the right person without manual intervention.       

You can even surface troubleshooting articles and information based on your client's input, allowing them to solve many IT problems independently. 

 

Training 

If your customers are not using the software and services you provide because they don't know how, then it's in your best interests to bridge that knowledge gap. And the best way to do that is by offering client training.  

By offering training, you're empowering your clients to become more self-sufficient, which benefits them and makes your service desk less noisy.  

Unfortunately, the HaloPSA self-service client portal lacks any form of client training. Current users are not given any educational content to help them learn how to solve their issues independently, which means they won't be getting the most out of their software and services.  

CloudRadial Portal 365 has been designed with MSPs and their clients in mind. We know that training is a must-have for MSPs looking to deliver quality services.  

CloudRadial Portal 365 offers 40+ free Bigger Brains courses dedicated to helping you educate your clients.   

Complete with training videos, personalized learning paths, and courses suitable for staff of any level; you can equip your clients with the skills to use Microsoft 365 applications and understand critical business functions effectively.  

So not only will you have educated clients who can self-triage and manage their IT basics, but you'll also enhance service desk productivity and efficiency, leading to quicker issue resolution and overall improved customer satisfaction. 

 

Reporting 

As an MSP, you know that regular reporting helps you evaluate performance, track key metrics, and helps your clients make more informed decisions when it comes to investing in their IT.  

However, the current reporting process for the HaloPSA self-service client portal involves writing custom SQL and exporting data, which can be complex and time-consuming for non-technical users. 

While putting reports in the portal is technically feasible, it may not be a preferable option due to the effort required and the time it takes. 

Here's where CloudRadial Portal 365 differs.  

You and your clients can access KPI dashboards, performance metrics, assets, ticket statuses, and more, giving them a well-rounded overview of their current IT environment.    

CloudRadial Portal 365 not only centralizes and contextualizes reports, but it also integrates third-party data. This comprehensive view empowers you to drive strategic conversations and enables your clients to make informed, data-driven decisions.   

With the click of a button, you can build customizable, automated, on-demand reports that demonstrate your worth and the value of your services. No need for custom SQL or any challenging work to produce something meaningful.   

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We started off this mini blog series with one aim – we wanted to show you how CloudRadial Portal 365 completely replaces your PSA user portal and gives you a better, more enhanced portal that drives business and client success.  

With efficient ticket management, automated client reporting, built-in customizable dashboards, account management, and so much more, Portal 365 is changing the way MSPs communicate with their clients for the better.  

And, when you're ready to upgrade your PSA user portal, we've got you covered. 

 

Upgrade your PSA user portal to CloudRadial Portal 365 today.

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