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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Halo serves as a tenancy platform that connects with over 20 leading suppliers, enhancing the entire lettings lifecycle through a fully digital, revenue-focused, and seamless experience. Say goodbye to the complexities of renting by utilizing the sleek and user-friendly mobile tools that today's tenants desire. By integrating the HaloOS tenancy platform with your existing property management system, you can streamline administrative tasks, automate compliance processes, and expedite deal closures. Features include real-time reference status updates, automated creation of tenancy agreements, and a managed marketplace for tenant services, all while ensuring compliance with the latest regulations. Additionally, a centralized hub for all communications is on the horizon. Halo acts as a comprehensive front-end business solution, allowing agents to focus on generating revenue rather than being bogged down by distractions. Revamp your lettings operation, consolidate your service providers, gain valuable business insights, and significantly reduce errors. With Halo, transforming your business into a more profitable venture has never been easier. Take the first step towards efficiency and success in your property management today.

Description

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BrightGauge No 
Calendly No 
ConnectBooster No 
Drift No 
Gravity Forms No 
HaloPSA No 
HubSpot CRM No 
Hudu No 
ITBoost No 
Kaseya BMS No 
Liongard No 
MSPCFO No 
Microsoft 365 No 
Microsoft Intune No 
QuoteWerks No 
ServiceNow No 
Syncro No 
Wise-Pay No 
Zendesk No 
Zendesk Guide No 

Integrations

BrightGauge Yes 
Calendly Yes 
ConnectBooster Yes 
Drift Yes 
Gravity Forms Yes 
HaloPSA Yes 
HubSpot CRM Yes 
Hudu Yes 
ITBoost Yes 
Kaseya BMS Yes 
Liongard Yes 
MSPCFO Yes 
Microsoft 365 Yes 
Microsoft Intune Yes 
QuoteWerks Yes 
ServiceNow Yes 
Syncro Yes 
Wise-Pay Yes 
Zendesk Yes 
Zendesk Guide Yes 

Pricing Details

$50 per month
Free Trial No 
Free Version Yes 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Halo.rent

Founded

2018

Country

United Kingdom

Website

www.halo.rent/

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Product Features

Rental Property Management

Credit Check Yes 
Expense Management Yes 
Online Payments Yes 
Owner Portal Yes 
Tax Management Yes 
Tenant Management Yes 
Tenant Portal Yes 
Tenant Screening No 
Vacancy Tracking Yes 
Website Management Yes 

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

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