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Description

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.

Description

Every IT team has faced an outage where nobody knew what depended on what. Virima exists to end that guesswork. It is built on one idea: trusted runtime truth for agentic IT, meaning data accurate enough that people and automation can act on it safely. Virima scans your environment with or without an installed agent, writes what it finds into a CMDB, identifies the relationships between those CIs, and maps them on ViVID™ service maps showing live incidents, changes, and vulnerabilities. Responders see impact in context, and change approvers see what a change touches before it ships. It works alongside the ITSM tool you already run, with integrations for ServiceNow, Jira Service Management, Ivanti, HaloITSM, Xurrent, Hornbill, and TeamDynamix. Business Pro starts at $395 per month.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ServiceNow Yes 
Active Directory Yes 
Amazon Web Services (AWS) No 
Azure AI Translator Yes 
Device42 Yes 
Freshdesk Yes 
HALO No 
HaloITSM Yes 
Instagram Yes 
Instagram Ads Yes 
Jira Service Management No 
Microsoft Intune Yes 
Prometheus Yes 
RingCentral RingCX Yes 
Sherweb Yes 
Splunk Cloud Platform Yes 
TeamViewer Yes 
Twilio Yes 
X (Twitter) Yes 
Xurrent No 

Integrations

ServiceNow Yes 
Active Directory No 
Amazon Web Services (AWS) Yes 
Azure AI Translator No 
Device42 No 
Freshdesk No 
HALO Yes 
HaloITSM No 
Instagram No 
Instagram Ads No 
Jira Service Management Yes 
Microsoft Intune No 
Prometheus No 
RingCentral RingCX No 
Sherweb No 
Splunk Cloud Platform No 
TeamViewer No 
Twilio No 
X (Twitter) No 
Xurrent Yes 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Pricing Details

$4,740.00/year
Business Pro: $395 per month or $4,740 per year, including 2,000 assets, expandable to 6,000 by request. Standard support is included, with a one-business-day response. Above 6,000 assets.

The Enterprise plan is custom-quoted, with optional add-ons available.
Free Trial Yes 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Vendor Details

Company Name

Virima Inc.

Founded

2007

Country

United States

Website

www.virima.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management Yes 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration Yes 
Surveys & Feedback Yes 
Virtual Assistant Yes 
Workflow Management Yes 

Product Features

Change Management

Approval Workflow No 
Audit Trail Yes 
Automated Notifications No 
Change Calendar No 
Change Planning No 
Compliance Management Yes 
Prioritization No 
Release Management No 
Task Management No 
Tracking & Reporting No 
Training Management No 

CMDB

Change Management Yes 
Configuration Management Yes 
Data Visualization Yes 
Device Auto Discovery Yes 
IT Asset Management Yes 
Impact Management Yes 
License Management Yes 
Performance Management Yes 
Relationship Mapping Yes 

Incident Management

Audit Trail Yes 
Corrective Actions (CAPA) No 
Disaster Recovery No 
IT Incident Management Yes 
Incident Reporting Yes 
OSHA Compliance No 
Root-Cause Diagnosis Yes 
Safety Management No 
Task Management Yes 
Ticket Management Yes 

IT Asset Management

Asset Tracking Yes 
Audit Management Yes 
Compliance Management Yes 
Configuration Management Yes 
Contract/License Management Yes 
Cost Tracking Yes 
Depreciation Management No 
IT Service Management Yes 
Inventory Management Yes 
Maintenance Management Yes 
Procurement Management Yes 
Requisition Management Yes 
Supplier Management Yes 

IT Management

Capacity Monitoring Yes 
Compliance Management Yes 
Event Logs Yes 
Hardware Inventory Yes 
IT Budgeting No 
License Management Yes 
Patch Management Yes 
Remote Access No 
Scheduling Yes 
Software Inventory Yes 
User Activity Monitoring Yes 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Management Yes 
Release Management Yes 
Self Service Portal Yes 
Service Catalog Yes 
Service Reporting No 
Ticket Management Yes 

ITSM

Asset Tracking Yes 
Availability Management Yes 
Change Management Yes 
Configuration Management Yes 
Contract/License Management Yes 
Dashboard Yes 
Incident Management Yes 
Problem Management Yes 
Project Management No 
Release & Deployment Management No 
Self Service Portal Yes 

Network Mapping

Color Codes / Icons Yes 
Compliance Management Yes 
Device Auto Discovery Yes 
Hierarchical Mapping Yes 
Location-Based Mapping Yes 
Map Exporting Yes 
On-Demand Mapping Yes 
Reporting/Analytics Yes 
Self-Updating Maps Yes 
Web Traffic Reporting Yes 

Risk Management

Alerts/Notifications Yes 
Auditing Yes 
Business Process Control No 
Compliance Management Yes 
Corrective Actions (CAPA) No 
Dashboard No 
Exceptions Management No 
IT Risk Management Yes 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment Yes 

Service Desk

CMDB Yes 
Change Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Base Yes 
Mobile Access No 
Procurement Management Yes 
Remote Control No 
SLA Management Yes 
Self Service Portal Yes 

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