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What is HaloITSM?

An integrated cloud platform designed in accordance with ITIL standards will enhance the capabilities of your IT department. By modernizing outdated operational methods, you can establish streamlined workflows that enable both employees and customers to deliver outstanding service. This approach allows for the standardization of procedures and provides insightful analytics to ensure that IT aligns effectively with business objectives. Centralizing your workflows into a single space for ITSM software can significantly improve efficiency. HaloITSM merges ITIL best-practices with a versatile methodology to facilitate advancements in service management while also prioritizing an exceptional user experience. Valued by clients across various industries globally, HaloITSM has demonstrated its effectiveness. Explore our case studies to discover how organizations have successfully revamped their everyday operations and enhanced their service delivery. This transformation not only elevates performance but also fosters greater collaboration and satisfaction among users.

What is HaloCSM?

HaloCSM is a unified customer management system intended to connect sales, marketing, and customer service activities on one platform. It gives organizations a shared environment for managing leads, opportunities, campaigns, communications, support interactions, reporting, and customer data. Sales teams can automatically capture leads, score them against an ideal customer profile, route them to the appropriate representative, and track activity throughout the deal cycle. Pipeline tools include stage-based automation, approvals, follow-up tasks, multi-pipeline support, deal histories, and weighted sales forecasting. Marketing capabilities can be used alongside sales and service workflows so teams do not have to maintain customer information across disconnected applications. HaloCSM keeps emails, sales activity, campaign touches, and support tickets connected to a common customer record, helping teams see the history of the relationship from initial engagement through renewal. The platform also includes AI functionality designed to support workflows, automation, productivity, and customer engagement. Business administrators can create and modify pipelines, fields, dashboards, and workflow rules without relying on lengthy consulting projects. Integration capabilities include a REST API, webhooks, sandbox environments, audit logs, and connections with tools used for email, telephony, ERP, accounting, calendars, and collaboration. Organizations can deploy HaloCSM through Halo Cloud, private cloud environments, or on-premise infrastructure while using features such as SSO, SAML, OIDC, role-based access controls, and audit logging. HaloCSM is positioned as an alternative to fragmented customer management stacks for organizations that want sales, marketing, service, automation, reporting, integrations, and security capabilities under a single pricing and product structure.

Media

Media

Integrations Supported

AnyDesk
Facebook
Jira
Okta
QuickBooks Online
Slack
Splunk Cloud Platform
TeamViewer
X (Twitter)
Amazon Seller Central
Facebook Ads
Facebook Messenger
Instagram
Lansweeper
Microsoft 365
Microsoft Dynamics 365 Business Central
RingCentral RingEX
Shopify
Splunk Enterprise
WhatsApp

Integrations Supported

AnyDesk
Facebook
Jira
Okta
QuickBooks Online
Slack
Splunk Cloud Platform
TeamViewer
X (Twitter)
Amazon Seller Central
Facebook Ads
Facebook Messenger
Instagram
Lansweeper
Microsoft 365
Microsoft Dynamics 365 Business Central
RingCentral RingEX
Shopify
Splunk Enterprise
WhatsApp

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per user per month
Free Version
Free Trial Offered?

Pricing Information

£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Halo Service Solutions

Date Founded

1994

Company Location

United Kingdom

Company Website

haloitsm.com

Company Facts

Organization Name

HaloCSM

Company Location

United Kingdom

Company Website

www.usehalo.com

Categories and Features

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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