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features
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support

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Description

Fidelis Halo, a SaaS-based cloud security platform, automates cloud computing security controls. It also provides compliance across containers, servers, and IaaS within any public, private or hybrid cloud environment. Halo's extensive automation capabilities allow for faster workflows between InfoSec (DevOps) and Halo with over 20,000 pre-configured policies and more than 150 policy templates. These templates cover standards like PCI, CIS and HIPAA. The comprehensive, bidirectional Halo API, SDK, and toolkit automate security and compliance controls in your DevOps toolchain. This allows you to identify and correct critical vulnerabilities before they go into production. Free Halo Cloud Secure edition includes full access to the Halo Cloud Secure CSPM Service for up to 10 cloud service account across any mix of AWS and Azure. Get started now to automate your cloud security journey!

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.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Okta Yes 
Slack Yes 
Amazon EC2 Yes 
AnyDesk No 
Freshdesk No 
GfK Etilize No 
Git Yes 
Google Compute Engine Yes 
HubSpot CRM No 
Microsoft 365 No 
Microsoft System Center Operations Manager (SCOM) No 
QuickBooks Online No 
Sherweb No 
Shopify No 
Splunk Cloud Platform No 
Sumo Logic Yes 
Trustpilot No 
WhatsApp No 
X (Twitter) No 
bvoip No 

Integrations

Okta Yes 
Slack Yes 
Amazon EC2 No 
AnyDesk Yes 
Freshdesk Yes 
GfK Etilize Yes 
Git No 
Google Compute Engine No 
HubSpot CRM Yes 
Microsoft 365 Yes 
Microsoft System Center Operations Manager (SCOM) Yes 
QuickBooks Online Yes 
Sherweb Yes 
Shopify Yes 
Splunk Cloud Platform Yes 
Sumo Logic No 
Trustpilot Yes 
WhatsApp Yes 
X (Twitter) Yes 
bvoip Yes 

Pricing Details

Free
Free full-featured Cloud Secure CSPM service for up to 10 IaaS accounts across any mix of supported cloud service providers. Includes one API key.

Free 15-day trial of the complete Halo platform and its add-on services for those considering Halo Essentials or Enterprise.
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Fidelis Security

Founded

2002

Country

United States

Website

fidelissecurity.com/platforms/fidelis-halo/

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Application Security

Analytics / Reporting No 
Open Source Component Monitoring No 
Source Code Analysis No 
Third-Party Tools Integration Yes 
Training Resources No 
Vulnerability Detection Yes 
Vulnerability Remediation Yes 

Audit

Alerts / Notifications Yes 
Audit Planning No 
Compliance Management Yes 
Dashboard Yes 
Exceptions Management No 
Forms Management No 
Issue Management Yes 
Mobile Access No 
Multi-Year Planning No 
Risk Assessment No 
Workflow Management No 

Cloud Security

Antivirus No 
Application Security Yes 
Behavioral Analytics Yes 
Encryption No 
Endpoint Management No 
Incident Management No 
Intrusion Detection System Yes 
Threat Intelligence Yes 
Two-Factor Authentication Yes 
Vulnerability Management Yes 

Cloud Workload Protection

Anomaly Detection No 
Asset Discovery No 
Cloud Gap Analysis No 
Cloud Registry No 
Data Loss Prevention (DLP) No 
Data Security No 
Governance No 
Logging & Reporting No 
Machine Learning No 
Security Audit No 
Workload Diversity No 

Container Security

Access Roles / Permissions No 
Application Performance Tracking No 
Centralized Policy Management Yes 
Container Stack Scanning Yes 
Image Vulnerability Detection Yes 
Reporting No 
Testing No 
View Container Metadata Yes 

Vulnerability Management

Asset Discovery Yes 
Asset Tagging No 
Network Scanning Yes 
Patch Management No 
Policy Management Yes 
Prioritization Yes 
Risk Management No 
Vulnerability Assessment Yes 
Web Scanning No 

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 

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