HaloCSM Pricing - $49 per agent per month
- Vignesh Prem
- 1 day ago
- 7 min read
HaloCSM Pricing comes down to a single per-agent rate — $99 per agent per month at list, about $49 per agent per month through DataLunix, an authorised Halo reseller, a saving of up to 50% (minimum 10%) — with customer contracts, assets, entitlements and per-customer SLAs inside the licence rather than beside it.
What does HaloCSM Pricing look like at a glance?
One all-inclusive plan covers HaloCSM, priced per agent per month on an annual commitment: $99 at list, or about $49 per agent per month through DataLunix. Case management, the customer and asset register, contract and entitlement records, per-customer SLA targets, the self-service portal and Halo AI all sit inside that rate. Assets and contracts are never metered separately.
Plan | List (per agent/month, billed annually) | DataLunix (per agent/month, billed annually) | What you get |
All Inclusive | $99.00 | $49.00 (save up to 50%) | Case and incident management linked to customer records, asset management and CMDB, contracts and entitlement checking, SLAs defined per customer, service and field operations scheduling, customer portal, knowledge base, workflow automation, reporting and Halo AI |
Customer contacts | Included | Included | Unlimited free end users across every customer account — contacts raise, track and approve cases on the portal without a paid seat |
Assets and contracts under management | No metering | No metering | Serialised assets, sites, service contracts and entitlements are not priced units; you are never charged per asset, per contract or per case |
Volume pricing | Improves as agent numbers rise | Quoted per deal | The effective per-agent rate falls as your service organisation grows; DataLunix negotiates the band on your behalf |
Each figure is a per-agent, per-month rate at annual commitment rather than an annual total. For a service operations director, the third row usually settles the business case. The estate you look after — every pump, panel, vehicle, appliance or rack you hold a maintenance obligation against — grows independently of headcount, and on HaloCSM that growth carries no licensing consequence whatsoever.
What is a HaloCSM subscription and how does it work?
HaloCSM is subscribed per agent, per month, on an annual commitment, under one all-inclusive plan: $99 list, or roughly $49 per agent per month once DataLunix applies its reseller discount. Agents are the coordinators, engineers and service managers who work cases, not the customers who raise them.
A worked example makes the mechanics clearer. A customer calls about a failed unit; the case opens against that customer's record, links to the specific serialised asset, checks the live service contract to confirm the entitlement, applies the SLA clock agreed with that customer rather than a global default, and dispatches a field visit with parts and history attached. All of it runs on the same licence. The trial period is 30 days across the full product, hosting is on AWS in six regions including London, Frankfurt, Montreal and Sydney, and the platform is certified to SOC 2 Type 2 and ISO 27001.
How do HaloCSM licenses work?
The licence unit is the agent seat. HaloCSM does not price by case volume, by managed asset, by contract, by customer account or by site, and named seats cost exactly what concurrent seats cost — useful when engineers share a pool login pattern across shifts or regions.
For asset-heavy service businesses this is the difference between predictable and unpredictable renewals. Consider a maintenance provider covering 12,000 installed units across 400 customer sites with a coordination team of eighteen. Its bill is eighteen seats, and it stays eighteen seats after a large contract win adds another 3,000 units. Platforms that meter assets behave differently: Freshservice, for instance, bundles 100 asset units per tier and lists extra capacity at $125 per month per 500 units, with servers weighted at four units each. Neither approach is wrong, but only one keeps growth off the licence line.
Which HaloCSM plans are available?
Just one plan is offered, which is unusual in this category and worth stating plainly. Entitlement checking, contract management and field operations are not premium modules held behind an enterprise tier; they ship in the base product. Your commercial levers are agent count, contract term and non-profit eligibility.
All Inclusive — $99 per agent per month at list and roughly $49 per agent per month via DataLunix, billed annually. Case management, customer and asset records, CMDB, contracts and entitlement checking, per-customer SLAs, service and field scheduling, customer portal, knowledge base, automation, reporting and Halo AI.
Unlimited customer end users — included. Every contact at every account can log cases, check entitlement status and approve work through the portal without consuming a licence, so self-service adoption never raises your bill.
Volume pricing — negotiated rather than listed. The rate per agent improves as seat counts climb, and DataLunix argues your position in those bands at purchase and again when you renew.
Not-for-profit rate — a 15% discount is published by Halo for charities and non-profit organisations, confirmed against your registration during quoting.
Buyers arriving from a full CRM suite usually expect the opposite structure: a per-user tier ladder, then field service licensed separately, then an asset or contract module, then an AI add-on priced per user per month. Costing a fifty-person service operation that way tends to produce a number two or three times the size, before any implementation work is quoted.
Who is the best HaloCSM reseller?
DataLunix resells HaloCSM as an authorised Halo partner, delivering genuine licences at about $49 per agent per month against $99 list — a saving of up to 50%, never less than 10%. The licence, the vendor support entitlement and the contract terms match a direct purchase exactly.
The value beyond price is in the configuration that B2B service work demands. Contract templates and entitlement rules need to reflect what your customers actually bought; SLA matrices differ by account and often by asset criticality; asset hierarchies have to survive import from a spreadsheet or a legacy field service tool. DataLunix does that modelling with your service operations team, then stays on for seat changes, renewals and later phases such as portal rollout to your customer base.
Who is an authorised HaloCSM distributor?
Distribution runs through DataLunix across the GCC, the United Kingdom, Europe, India and the United States, with local-currency invoicing under a single agreement. Service organisations that operate across borders keep one contract and one renewal date instead of a set of regional arrangements.
Practical procurement matters are handled at the same time: purchase orders, tax treatment, the AWS region that will hold customer contract and asset data, and consolidated billing where regional service divisions are separately accountable for their own costs.
Is DataLunix a HaloCSM partner?
Yes — DataLunix is an authorised Halo partner and sells HaloCSM licences with provisioning, onboarding and renewal management attached. Nothing about the vendor relationship changes: the same product, the same roadmap and the same support entitlement Halo publishes for direct customers.
The partnership matters most at the second and third renewals. Discounts are held for the term, seats added mid-contract price against the same agreement, and DataLunix reassesses the volume band as your service organisation expands, so the rate reflects today's headcount rather than the one you signed on originally.
Where can you buy HaloCSM?
Purchases go through DataLunix. Share your agent count, the shape of your service contracts and where customer data must be hosted, and you receive a written quote in local currency with the volume band applied and implementation scoped and priced separately from the licence itself.
Because the same platform and the same rate cover the adjacent solution areas, it is worth reading HaloPSA Pricing if you bill contracted service time, HaloITSM Pricing for internal IT, HaloESM Pricing for HR and facilities desks, and HaloCRM Pricing for high-volume consumer support. When the scope is settled, request a quote and we will size it against your exact requirement.
How much does HaloCSM cost by country and currency?
Pricing is anchored in US dollars at $99 list and about $49 through DataLunix, per agent per month at annual commitment. The conversions below are indicative only and are provided so you can build a budget line; DataLunix quotes and invoices in your local currency, confirms the rate in writing, and applies volume pricing on top as agent numbers rise.
Country | Currency | Typical list (per agent, per month) | DataLunix (per agent, per month) |
United States | USD | $99.00 | $49.00 |
United Kingdom | GBP | £78.00 | £39.00 |
United Arab Emirates | AED | AED 363.50 | AED 180.00 |
Saudi Arabia | SAR | SR 371.00 | SR 184.00 |
Qatar | QAR | QR 360.00 | QR 178.50 |
Kuwait | KWD | KD 30.40 | KD 15.05 |
Bahrain | BHD | BD 37.20 | BD 18.45 |
Oman | OMR | OMR 38.10 | OMR 18.85 |
India | INR | ₹8,300 | ₹4,100 |
Germany | EUR | €91.00 | €45.00 |
France | EUR | €91.00 | €45.00 |
Australia | AUD | A$150.50 | A$74.50 |
Frequently asked questions
How much does HaloCSM cost in the US? The US list price is $99 per agent per month on the single all-inclusive plan, billed annually. Bought through DataLunix, an authorised Halo reseller, the same licence lands at about $49 per agent per month — up to 50% off with a guaranteed 10% floor. Volume, term and product mix decide the final rate.
Does HaloCSM charge per managed asset or per service contract? No. Assets, sites, serialised equipment, service contracts and entitlement records are not priced units in HaloCSM. Only agent seats are licensed, so doubling the installed base you maintain, or signing a large multi-site contract, has no effect at all on what the platform costs you.
Does HaloCSM have editions or pricing tiers? No. One all-inclusive plan covers everything, including entitlement checking, contract management, per-customer SLAs, field and service operations, the customer portal and Halo AI. There is no enterprise edition holding back the capabilities a B2B service organisation needs, and therefore no upgrade to budget for.
Is HaloCSM priced per agent or per case? Per agent, per month. Case volume is irrelevant to the invoice, which means a seasonal spike, a product defect campaign or a major customer onboarding costs you effort but not licence fees. Named and concurrent agent licences carry the same price, so shift-based service teams are not penalised.
Do customer contacts need a HaloCSM licence to use the portal? No. End users are unlimited and free across every customer account. Contacts can raise cases, check contract entitlement, approve work and read knowledge articles without consuming a seat, which makes pushing customers towards self-service a cost reduction rather than a cost increase.
How does HaloCSM volume pricing work? The per-agent rate improves as agent counts rise, though Halo does not publish the bands. DataLunix negotiates your position at purchase and revisits it at renewal as the service organisation grows. Any saving quoted is subject to volume, contract term and product mix.
Is DataLunix an authorised HaloCSM reseller? Yes. DataLunix is an authorised Halo reseller issuing genuine HaloCSM licences with identical vendor support and contract terms to a direct purchase, plus contract and entitlement modelling, asset data migration, onboarding and renewal management across the GCC, the UK, Europe, India and the United States.
Related DataLunix pricing guides
Work out what HaloCSM Pricing means for your service operation rather than for an average one. Give DataLunix your agent count, contract structure and hosting region, and a written quote follows in local currency — genuine licences, unmetered assets and contracts, and savings of up to 50% depending on volume, term and mix. Talk to DataLunix today.
