Halo Service Desk Roadmap

Tech Data Integration (synnex)

Sync Billing Data - Live product lookups - Update Services/Subscriptions from Halo

Acknowledgement Email Article Suggestions

Matching customer help articles will be automatically appended to ticket acknowledgement emails.

IT Glue Integration - non flexible assets

Improvements to the IT Glue integration to bring across Non-Flexible Assets.

CSP and Office 365 automation

Approval processes to automatically create users/assign licenses and update license amounts in Office365 via Azure/CSP/Pax8 and other vendors APIs

Microsoft Azure billing Integration

Integrate with Azure for consumption billing data to be imported to Recurring Invoices

PandaDocs Integration

Integration with PandaDocs to push Quote data into PandaDocs documents and allow PandaDocs to handle sign-off of documents

Slack Integration Enhancements

Slack Bot to allow viewing existing tickets, starting conversations on a ticket, adding actions or updates and closing tickets directly from Slack.

Improvements to native report builder

More entities to be added to the Query Builder such as Invoice and Project specific datasets

Google Reviews Integration

New reviews will create tickets in HaloCRM.

Dynatrace Integration

Integration with Dynatrace for observability management.

Avalara Integration

Lines added to Quotes and Invoices will pull live tax rates from Avalara

My Lists feature in CMDB

"My Lists" feature for Assets/CIs to group independent of Asset Types/Asset Groups, as well as adding them in bulk to Incidents, Change Requests, Maintenance/Scheduled Tickets.

Conversational Ticket View

New conversational, customer-focused view for managing customer service and sales. Designed to reduce duplication and drive customer satisfaction.

Documentation Management

New area for managing templated documents through Halo. Integrations with Sharepoint and Confluence.

SaaS Management

Management of SaaS accounts and usage.

Adobe Commerce (Magneto) Integration

Integration with AdobeCommerce (Magneto), including import of contextual customer and contact information and form embeds.

Halo Tabs for Tickets

Ability to have multiple tickets open in one single browser tab.

Execute Integration Methods on ticket forms

Ability to call third party APIs on a ticket form to either display drop-down values based on the response, or auto-populate subsequent fields through an output variable.

WeChat Channel - Development Roadmap

New channel to allow for communication with your customers using WeChat.

Text Global Channel

New channel to allow texts from Text Global into HaloCRM.

Multi-Page Ticket Logging

Ability to split a ticket form down into multiple pages based on field groups, with a progress completion bar.

Go Cardless Integration

Tanium Integration

Integration with Tanium to import Asset and CI information into the CMDB

NMI Payment Gateway

AI-powered Alert Management

Enhancements to the alert management module to provide AI-powered alert consolidation.

Search for Settings in Configuration

​Allow for individual settings to be searchable in the Configuration module.

Google Maps & Agent Lookup

Adding functionality to track all active agents on Google Maps.

Concurrent Licencing Product Improvements

Enhancement to concurrent licencing product functionality to include manually forcing agents out, customisable log off timeframe rather than fixed, licence usage insights, team/department-specific seats.

VMWare Workspace One Integration

Integration with VMWare Workspace ONE to import devices and mapped fields.