HaloITSM

HaloITSM

Halo Service Solutions
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About

HaloCSM is a customer relationship management platform that brings sales, marketing, and customer service together in one system. It helps teams manage leads, pipelines, campaigns, customer interactions, support tickets, and reporting without relying on separate point solutions. Automated lead scoring and routing, stage-based workflows, weighted forecasting, and multi-pipeline management help sales teams move opportunities forward more efficiently. Marketing sequences, omnichannel communications, AI-powered capabilities, dashboards, and customer service tools provide visibility across the full customer journey. HaloCSM also offers integrations, a REST API, webhooks, sandbox environments, audit logs, and flexible deployment options including cloud, private cloud, and on-premise. The platform is designed to give organizations a customizable customer management environment with transparent pricing, enterprise-grade security, and a unified customer record across teams.

About

Empower your IT team with a single all-inclusive cloud platform, designed for ITIL-aligned service delivery. Transform legacy ways of working into modern intuitive workflows, empowering teams to deliver excellent service to customers and employees repeatedly. Standardize your processes and gain valuable analytics to align IT to the business needs in a single all-inclusive, unlimited ITSM software solution. Centralize your workflows, create a single space for your ITSM software. HaloITSM blends ITIL best-practices with a fresh, flexible approach so you can improve your service management whilst maintaining an outstanding user experience. Customers worldwide across numerous sectors rely on HaloITSM to drive their IT Service requirements. See how they have transformed their daily processes with our case studies.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Growing and enterprise organizations that want to consolidate sales, marketing, customer service, automation, reporting, and customer data into one customizable platform

Audience

Enterprises

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$49 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Halo ITSM is highly configurable and gives us complete visibility of the departments workload. We love using Workflows and To-Do lists to ensure certain types of tickets are dealt with in a standard way. We also love the instance feedback we receive from users when we close their tickets. We find the HALO ITSM support team and account management team very polite and efficient to deal with.

Cons

  • Halo ITSM, is useable on a mobile device but the experience could be improved.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Company Information

Halo Service Solutions
Founded: 1994
United Kingdom
haloitsm.com

Alternatives

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Alternatives

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SysAid

SysAid Technologies
Fidelis Halo

Fidelis Halo

Fidelis Security
HaloPSA

HaloPSA

Halo Service Solutions

Categories

Categories

CRM Features

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 Features

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

IT Service Features

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

ITSM Features

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

Integrations

AnyDesk
Facebook
Jira
Okta
QuickBooks Online
Slack
Splunk Cloud Platform
TeamViewer
X (Twitter)
Active Directory
Cisco Webex
Device42
Forethought
Freshdesk
HubSpot Customer Platform
Microsoft Azure
RingCentral RingEX
ServiceNow
WordPress
Zapier

Integrations

AnyDesk
Facebook
Jira
Okta
QuickBooks Online
Slack
Splunk Cloud Platform
TeamViewer
X (Twitter)
Active Directory
Cisco Webex
Device42
Forethought
Freshdesk
HubSpot Customer Platform
Microsoft Azure
RingCentral RingEX
ServiceNow
WordPress
Zapier
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