Halo
HaloITSM, Halo ESM, HaloCSM, HaloPSA, HaloCRM and Halo AI run on one platform and one all-inclusive licence, so internal IT, HR, facilities, finance, customer service and project delivery share the same records.
- Partner since
- 2025
- Products covered
- 6
- Recognitions
- Implementation partner · Licensing & services · ITSM · ESM · PSA
- Delivered by
- Dataseti certified consultants
Halo is the most capable enterprise service platform we offer, and it is priced in a way most enterprise suites are not. Every capability, every user, one published price: incident and major incident, requests and the service catalogue, change enablement with CAB and emergency change paths, problem, knowledge, CMDB and asset management, automation, self-service and reporting all sit inside the licence. Halo AI is in there too, with no consumption pricing and either a built-in OpenAI connection or your own provider key. Bringing HR, facilities, finance, legal or procurement onto the same platform does not trigger a second licence.
That model changes what a partner is for. Because Halo is all-inclusive, the licence conversation is about scope rather than defending add-ons: how many agents and users, how many departments, whether managed services needs true multi-client tenancy, and whether you run Halo Cloud, a private cloud or on-premise. We do that scoping with you before you buy, and we compare it honestly against the platforms we also partner with, so the recommendation fits your estate rather than the margin.
Then comes the work that decides whether the platform delivers: process design before configuration, migration off whatever you run today with the history intact, integrations through the 250+ native connectors or the API and MCP layer, and AI switched on in the right order so agents and automations are grounded in knowledge you have approved. We train your admins to own the platform, and we can run it for you afterwards under our managed services.
What we deliver on Halo
HaloITSM
ITIL-aligned IT service management: incidents and major incidents, requests and service catalogue, change enablement, problem, knowledge, CMDB, assets, SLAs, reporting and self-service in one platform.
Halo ESM
Enterprise service management for every department: HR, facilities, finance and procurement, legal, risk and compliance, each with their own services, forms, approvals and portal on the same licence.
HaloCSM
Customer service management across email, chat, phone, SMS, social and web, with customer SLA management, a branded help centre and CSAT built in.
HaloPSA
Managed services on one coherent product: multi-client tenancy, billing runs and billing rules, contracts, projects, time, stock, forecasting, client-ready reporting and 250+ integrations at no extra cost.
HaloCRM
Sales and marketing CRM — contacts, sales, quotes and orders, campaigns, segments and forecasting — sitting on the same records as the service desk.
Halo AI
Platform Intelligence, the Use Cases Builder and the Agent Builder: conversational and process agents, AI suggestions, runbooks and an abilities library, included in the base licence.
Capabilities
Whatever stage you are at with Halo, there is a route in.
- Licence scoping, editions and renewals
- ITIL-aligned process design before configuration
- New implementations across ITSM, ESM, CSM, PSA and CRM
- Migration from ServiceNow, Jira, ConnectWise, Autotask, HEAT and spreadsheets
- Service catalogue, forms, workflow and approval design
- CMDB, asset management and discovery integrations
- Halo AI rollout: abilities, agents, knowledge and guardrails
- Integrations, REST API and native MCP servers
- Admin enablement and Halo University onboarding
- Managed services for administration and continual improvement
One unified platform. Every team. Every workflow.
Halo is not a helpdesk with add-ons bolted on. IT service, enterprise service, customer service, project delivery, sales and AI are built as one product on one licence, so a ticket, a contract, an asset and a customer record are the same system rather than four that trade data overnight.
IT service management
Incident and major incident, requests and service catalogue, change enablement, problem, knowledge, CMDB and reporting, all in one platform for internal IT.
Enterprise service management
HR, facilities, finance, procurement, legal, risk and compliance run their own services, forms and approvals on the same licence and one employee portal.
Customer service management
Omnichannel customer support across email, chat, phone, SMS, social and web, with customer SLA management and a branded customer help centre.
Managed services
Built for MSPs: true multi-client tenancy, billing runs and billing rules, contracts, projects, time, stock, forecasting and client-ready reporting.
Sales and marketing CRM
Contacts, sales, quotes and orders, campaigns, segments and forecasting, sitting on the same records as the service desk instead of beside them.
Halo AI
Platform Intelligence, the Use Cases Builder and the Agent Builder, switched on inside the base licence rather than sold as a separate AI module.
ITIL-aligned service management, designed before it is configured.
Halo supports ITIL-aligned incident, request, change and problem processes out of the box. The harder question is which processes your organisation should actually run, and that design work is where we start. Below is what the platform gives us to work with.
Incidents and major incidents
Log, prioritise and resolve from any channel with SLA and OLA tracking and user updates, tickets linked to the services and assets affected, and a dedicated major incident console for grouping related work and coordinating communications.
Requests and service catalogue
Access, software, hardware, onboarding, offboarding and every other internal service: catalogue items with forms, approvals, tasks and automation behind them, and progress visible to the user in the portal.
Change enablement
Standard, normal and emergency changes with approval flows, CAB review, risk checks, a change calendar, implementation plans and rollback steps, linked to the incidents, problems, assets and services they touch.
Problem and root cause
Link related incidents to one problem record, investigate the cause, publish known errors and workarounds, and track the permanent fix through to closure instead of fixing the same thing every month.
CMDB and asset management
Assets, configuration items, services, users and their relationships in one view, kept current by discovery and integrations, then used to drive approval and assignment automation.
Knowledge management
Capture, approve and surface knowledge in the portal, inside the ticket and through AI suggestions, including articles generated from tickets your team has already resolved.
Reporting and analytics
More than 1,000 out-of-the-box reports across tickets, SLAs, teams, services, assets, changes and CSAT, with dashboards, scheduled reports and a no-code query builder for everything else.
Automation and workflows
Forms, rules, workflows, approvals and notifications built without code, so your admins can change the way a service runs without waiting on a developer or a consultant.
Change enablement is the one most teams get wrong first, from standard change models through to emergency change paths and CAB review.
AI in the licence, not an upsell bolted on later.
Halo AI sits in the base licence with no consumption pricing: a built-in OpenAI connection at no extra cost, or your own provider key if you prefer. It is embedded across the platform rather than sitting beside it as a chat window.
Platform Intelligence
Matched tickets and knowledge surfaced the moment a request arrives, AI suggestions for categorisation, prioritisation, routing and SLA-breach warnings, and Platform Themes running unsupervised learning across your processes to expose high-volume patterns.
Use Cases Builder
Turns what the platform has learned into ready-to-deploy runbooks, so an insight becomes an automated process without leaving Halo.
Agent Builder
Conversational agents that triage and log requests across web chat, Teams, Slack and the portal, plus process agents that act on events and schedules rather than waiting to be asked. Both operate inside your existing role-based access control.
Ready-made AI abilities
- AI report analysis that flags anomalies in plain language
- Intelligent CSAT and NPS surveys with sentiment analysis
- Thank-you detection that closes a ticket instead of reopening it
- Knowledge base creation from resolved tickets
- A published abilities library you can browse, filter and deploy
- A framework to embed reasoning inside your own workflows
Agents across the business, all connected
Native MCP servers
Build MCP servers inside Halo, connect Claude, Copilot or Codex, choose the tools each agent may use, and let Halo manage secure sign-in for users and service teams.
REST API across the platform
Anything a person can do in Halo, an agent or an integration can do too, with versioned documentation and sandbox environments included.
Halo Blueprint
Halo is building a semantic map of how your data and processes interact, so external agents understand the structure behind each action rather than guessing at it.
How Halo licensing actually works.
Most enterprise service suites sell you a base tier and then charge again for the capability you actually needed. Halo prices the other way round, and that changes what you should be asking before you sign.
One published price, every capability
Incident, request, change, problem, CMDB, knowledge, automation, reporting, the portal and integrations are not tiered modules at Halo. The capability you need is not one tier up, and it does not appear at renewal as a new line item.
AI is inside the licence
Halo AI is part of the base licence with no consumption-based pricing, including a built-in OpenAI connection at no extra cost, and you can point it at your own provider with your own key.
Beyond IT costs nothing extra
Bringing HR, facilities, finance, procurement, legal or risk onto the same platform does not trigger a second licence, which is why Halo tends to win the enterprise service management conversation.
MSPs are priced per technician
For managed service providers Halo publishes per-technician pricing rather than charging by client count or locking features behind tiers, with true multi-client tenancy included.
Scale works differently
Halo runs an enterprise package and ARR milestones designed so the commercial model changes as the platform and the customer grow. It is worth checking what applies at your size before you sign anything.
Try it with your own tickets
Halo offers a 30-day trial with all features and modules included and no credit card. It is the cheapest way to see the platform against your real work, and we will help you set it up so the trial proves something.
Halo publishes its own head-to-head comparisons against the platforms it replaces. We partner with several of the names on that list, which is exactly why we can tell you which one fits instead of which one has the better spiff.
Enterprise-grade without the enterprise overhead.
1,000+
Migrations of other platforms delivered
100%
Data integrity claimed on those migrations
99.99%
Uptime, trailing 12-month average
30 days
Free trial with every module switched on
Certifications
Deployment
- Halo Cloud
- Private cloud
- On-premise
Access and control
- SSO
- OIDC
- SAML
- RBAC
- Audit logs
Deployment model, data residency, sub-admin permissions and federated administration are all decisions we take with you in the first workshop, because getting them wrong is expensive to undo once the platform is live.
What we have written around Halo and enterprise service management.
Halo runs ITSM, ESM, CSM, PSA and CRM on one platform and one licence, so the interesting questions are rarely about features. They are about scope, process and data. These are the pieces we point Halo customers to.
Everything is written by the consultants doing the work, not by a marketing team.
Why buy Halo through Dataseti.
Two things decide whether Halo pays off: the licence you sign and the professional services that follow it. We do both, and we have been doing this across ITSM and CX platforms for more than two decades.
Licensing, scoped properly
Halo is all-inclusive, so the value is in getting the scope right rather than in negotiating modules.
- We scope the licence before you buy: agent and user counts, PSA technician numbers, departments, multi-client tenancy, deployment model and term length all move the number, and we work it out with you first.
- We give independent advice. We also partner with Freshworks, Zendesk and Ivanti, so if Halo is not the right answer for your estate we say so and put the other option on the table.
- We plan for year three, not just go-live: headcount, mergers, client growth and renewals are mapped so the agreement you sign still fits later, and we manage the renewal so nothing lapses.
- Because Halo is all-inclusive, the licensing conversation is about scope and fit, not about defending add-ons or explaining which tier contains change management.
Services that make it land
Configuration is the easy part. Process design, migration and adoption are what separate a live platform from a used one.
- Process design comes first: ITIL-aligned incident, request, change, problem and service catalogue design, then Halo configured around the way your teams actually work.
- Migration with the history intact, whether you are coming off ServiceNow, Jira, ConnectWise, Autotask, HEAT or a wall of spreadsheets. We reconcile the data before go-live, not after.
- AI switched on in the right order: abilities deployed where they help, agents scoped to approved knowledge and the right permissions, MCP and API connections built properly.
- Integration work across the 250+ native connectors and the API layer, so Halo meets your other tools instead of becoming another silo.
- Admin enablement through Halo University and hands-on training, so your team owns the configuration and is not dependent on us for every new field or queue.
- Managed services after go-live covering administration, releases and continual improvement, reported on a schedule you choose.
- Do It Again For Free, our guarantee on professional services. If the work is not right, we do it again at no cost.
Talk to a Halo consultant
Bring your current setup, your pain points and your wish list. We will tell you what we would change and in what order.