OMNICHANNEL CUSTOMER SERVICE · HALO
HALOCSM
by Halo · Authorized via Stackingo
G2 RATED 2026
100k+ companies
EVERY CHANNEL. ONE TICKET. SAVE UP TO 55%.
Omnichannel customer service — email, voice, chat, SMS, social and a branded portal in one agent view, with Halo AI virtual agents deflecting before a human picks up.
Stackingo gets you further.
Omnichannel ticketing in one view
Branded customer portal + SSO
Halo AI virtual agents
SLA management and CSAT
Intent routing + sentiment flags
All modules · one agent price
FOUR REASONS WHY BUYERS CHOOSE STACKINGO
MORE THAN A DISCOUNT — A SMARTER
WAY TO BUY SOFTWARE.
50%
Average Cost Savings
Below OEM list price, structured within authorized programmes.
+
Advisory Included
Module fit, sizing & tier optimisation reviewed before quote.
1doc
One Commercial
Multi-region, multi-vendor stack on a single agreement.
25%
Renewal defence
Every cycle re-priced — never auto-renewed at list.
BUYER INTELLIGENCE
WHAT YOU SHOULD KNOW BEFORE
BUYING.
Six things experienced IT buyers wish they'd known earlier — plus the analyst evidence behind the OEM's market position.
01
Agent count drives pricing — definition matters
HaloCSM prices per support agent, not per end customer. Define part-time and escalation-only roles in the SOW before seat counts are agreed.
04
Voice channel needs its own telephony scope
Email, chat and social are native. Voice depends on your telephony estate and integration path — scope it before assuming it is in the box.
02
Virtual agent deflection depends on the KB
AI deflection is bundled, but a thin knowledge base deflects little. Sparse KBs need four to eight weeks of curation before the AI earns its place.
05
Sentiment and intent models need volume
Priority prediction and intent routing tune on your own history. Teams under a few thousand tickets a month see modest accuracy early on.
03
HaloCSM and HaloCRM are separate licences
They share a data layer and sync bi-directionally, but service and sales are licensed apart. Confirm which agents need which before signing.
06
Migration from Zendesk carries history risk
Ticket history, macros and custom fields rarely map one-to-one. Budget mapping time — it is where helpdesk migrations usually slip.
GARTNER MAGIC QUADRANT
Sales Force Automation · 2024
NOT FEATURED
FORRESTER'S WAVE
Customer Relationship Management · Q1 25
NOT FEATURED
ABOUT HALOCSM
CUSTOMER SERVICE WITHOUT THE PER-FEATURE PAYWALL.
Built by Halo Service Solutions, HaloCSM is the customer-facing side of the Halo platform — omnichannel ticketing, virtual agents and CSAT for support teams that outgrew a basic helpdesk.
HaloCSM unifies email, voice, live chat, SMS, social and a branded self-service portal into one agent workspace with the full customer timeline — while Halo AI predicts priority, routes on intent, flags sentiment and summarises threads before handoff.
Every feature ships at every tier on a single per-agent price, with over 250 bi-directional integrations and an API-first architecture. HaloCSM shares its data layer with HaloCRM, so sales pipeline and service history sit against the same customer record without a middleware sync.
BEST FOR
Mid-Mkt & Ent. CX
Support teams handling 5+ inbound channels daily
STRONG FIT
High-Volume Support
Omnichannel queues, SLAs and CSAT in one view
REPLACES
Zendesk/Freshdesk
Exit per-feature helpdesk tiers and add-on pricing
Key Capabilities
INCLUDED IN ALL PLANS
Omnichannel Ticketing
Email, voice, chat, SMS and social land in one timeline per customer.
Halo AI Virtual Agents
Deflect at intake and auto-summarise; deflection rate tracks KB quality.
Intent Routing & Sentiment Flags
Predicts priority and routes on intent; needs volume to tune reliably.
Branded Self-Service Portal
Customer portal with SSO and knowledge base; depth tracks article count.
SLA Management & CSAT Surveys
Flexible SLA rules plus post-resolution CSAT; reporting is prebuilt.
250+ Bi-Directional Integrations
API-first with versioned docs; custom connectors still need build effort.
MORE FROM HALO
THE HALO ECOSYSTEM
HaloCSM is the CX half of the Halo Service Solutions portfolio, alongside HaloCRM for pipeline and quoting, HaloITSM for corporate IT, HaloESM for the wider enterprise and HaloPSA for MSP delivery. Bundle any combination on one Stackingo commercial agreement.
CROSS OEM COMPARISON
FIND THE BEST FIT — NOT JUST ONE
PRODUCT
Not the right fit? We’ve got other options. One RFQ unlocks multiple solutions, compared side by side—with zero vendor bias.
FREQUENTLY ASKED QUESTIONS
GOT QUESTIONS?
WE'VE GOT ANSWERS.
The questions every buyer asks before purchasing through Stackingo—pricing, licensing, what's included, and what to expect.
01
What's the entry-level discount for HaloCSM buyers?
The floor discount on HaloCSM via Stackingo is 10% off Halo list — locked within the authorized Halo partner programme, never an ad hoc markdown.
💡
Keep in mind: HaloCSM starts fast on a clean tenant, but migrating five years of Zendesk history with heavy macro and custom-field use adds 4–8 weeks of data mapping.
02
On average, how much comes off HaloCSM list price?
Most enterprises land around 55% off Halo list on HaloCSM, a figure set through the authorized reseller channel.
⚠️
HaloCSM prices exclusively per support agent, not per end customer or per channel. However, part-time and escalation-only roles must be explicitly defined in the SOW — counting occasional escalation staff as full agents inflates seat cost by 15–25%.
03
What makes Stackingo the smarter route for HaloCSM?
Buying HaloCSM through Stackingo means one negotiated front at 10%+ off (typically 55%) and candid guidance on where Halo deals quietly leak budget:
Agent count drives all pricing — but definition matters
All-inclusive model still assumes a mature knowledge base
Voice channel depends on your telephony estate, not Halo
HaloCSM and HaloCRM share data but licence separately
Halo AI capability is natively bundled — but depth tracks knowledge
Migration timeline is history-dependent, not platform-dependent
✓
That comes with a single structured quote across your evaluation and active renewal tracking, so nothing rolls over at full price.
04
Can Stackingo implement HaloCSM, not just licence it?
More than licensing. Stackingo sells HaloCSM and can stand it up end to end — configuring Omnichannel Ticketing, Halo AI Virtual Agents, Intent Routing & Sentiment Flags, Branded Self-Service Portal, SLA Management & CSAT Surveys, and 250+ Bi-Directional Integrations.
🛠️
Choose Stackingo's own delivery team, a certified partner Stackingo coordinates, or let Stackingo gather and benchmark competing implementation bids — all consolidated into one proposal alongside the licence.
05
What is HaloCSM and who is it best for?
Developed by Halo Service Solutions, HaloCSM is a cloud-based customer service platform built specifically for mid-market and enterprise support teams handling high inbound volume across many channels
Best fit · Mid-Market & Enterprise CX
Best fit · High-Volume Support Operations
Typically replaces · Zendesk / Freshdesk
🎯
Mid-Market & Enterprise CX — support teams across 5+ inbound channels
High-Volume Support Operations — teams needing SLA, CSAT and queue governance
Typically replaces Zendesk / Freshdesk for teams exiting per-feature helpdesk tiers
GET YOUR CUSTOM QUOTE
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GET A QUOTE IN 1 DAY.
Tell us your scope. We'll return a structured, comparable, partner-priced quote — built around your real agent count, term length and module mix.
Quote returned in 1 business day
Up to 50% below list pricing
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