Vivantio AI
AI across your whole service operation
Assist agents in the moment, deflect with smart self-service, and turn service data into insight, not a chatbot bolted on.
Explore all Vivantio AIService Management
Automate & Configure
Assist agents in the moment, deflect with smart self-service, and turn service data into insight, not a chatbot bolted on.
Explore all Vivantio AIHaloCRM bundles sales pipeline, marketing automation and customer service in one platform. That works well for sales-led organizations. B2B service teams running complex support operations — with per-customer SLAs, ITIL processes and IT service management — find it doesn't go deep enough. Vivantio does.
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Three reasons B2B service teams end up looking beyond HaloCRM.
HaloCRM has no incident management, change management, problem management or CMDB. Those capabilities live in a completely separate Halo product — HaloITSM. Teams that need both customer support and IT service management on one platform can't get that from HaloCRM alone.
Enterprise B2B support means different SLA commitments per account, per contract tier and per ticket type — with escalations that fire before deadlines are missed. Vivantio's SLM is configurable at that level. HaloCRM's SLA management is designed for more generic support operations.
HaloCRM bundles a sales pipeline, lead scoring and marketing automation alongside customer service. If your team runs a service operation — not a sales motion — that bundle brings complexity you don't need while missing the ITSM and process depth you do.
How Vivantio and HaloCRM compare on the criteria that matter most for B2B service and IT service management teams.
| Comparison |   | HaloCRM |
|---|---|---|
| Platform purposeWhat the product was designed to do | Purpose-built service managementVivantio is built for IT service management and B2B customer support — not sales pipeline, not marketing automation. | Sales CRM + customer service, bundledHaloCRM is a combined CRM, sales pipeline and customer service platform. The architecture reflects a sales-first toolset, not a service-first one. |
| ITIL process coverageBuilt-in IT service management processes | Full ITIL suite, built inIncident, problem, change, service request, CMDB and asset management — every process included from day one, on the base platform. | Not available in HaloCRMITIL processes live in HaloITSM — a separate product. HaloCRM has no incident management, change management, problem management or CMDB. |
| CMDB & asset managementConfiguration item and asset lifecycle tracking | Built-in CMDB and IT asset managementConfiguration items, relationships and full asset lifecycle tracked natively. No third-party tool or additional Halo product required. | Not in HaloCRMCMDB and asset management are features of HaloITSM. Teams running HaloCRM for customer support must use a separate tool for IT asset tracking. |
| Per-customer SLA tiersDifferentiating service levels by account or contract | Fully configurable per account and contractSLA targets, business hours calendars and escalation rules configurable per customer, customer group, priority and ticket type — the way enterprise B2B support works. | SLA management included; per-account depth variesHaloCRM includes SLA management, but the per-account and per-contract configurability required by complex B2B support operations is not a stated core capability. |
| Multi-department service managementIT, customer service and other teams on one platform | IT, CS, HR, Facilities and GRC — one platformAll departments share one licence, one configuration and one reporting layer. No second Halo product required for IT service management. | Customer service onlyHaloCRM covers customer service. IT service management requires HaloITSM — a separate product licence with its own onboarding and configuration. |
| Price transparencyHow you find out what it costs before speaking to sales | Published band — $49–$99/agentTransparent per-agent price range, published on our pricing page. One quote, all features included. No surprises. | All-inclusive claimed; pricing not publishedHaloCRM states an all-inclusive model but does not list per-agent pricing publicly. A quote is required to find out the actual cost. |
Comparison reflects publicly available information and is intended as a general guide. HaloCRM is a trademark of its respective owner. Information was accurate at time of publication; some details may differ by edition, contract, or configuration.
Most teams are live in three to four weeks. Your dedicated Vivantio consultant owns every milestone.
Existing customer accounts, ticket categories, SLA tiers and automations are mapped and migrated. Your agents pick up where they left off — not from scratch.
If you're consolidating customer support and IT on one platform, your consultant configures both during implementation — CMDB, change management and incident workflows included from day one.
Your customer success manager is assigned at kickoff. They know your deployment, your goals and your team, not a support queue you reach after logging a ticket.
"We needed per-customer SLAs, a proper knowledge base and the ability to add IT service management later — Vivantio gave us all of that on one platform."
Yes. Vivantio is purpose-built for B2B customer support and IT service management — covering per-customer SLAs, case management, a self-service portal and 600+ integrations. HaloCRM is a bundled CRM, marketing and customer service platform built around a sales motion. Vivantio is designed from the ground up for teams running a service operation, not a sales pipeline.
HaloCRM is Halo's combined CRM, marketing automation and customer service product — aimed at organizations that want sales pipeline and support in one tool. HaloITSM is their separate IT service management product, aligned to ITIL. HaloPSA is a third product for managed service providers. They are distinct platforms with separate licensing. Vivantio covers both B2B customer service and IT service management in a single deployment, without requiring multiple products.
Yes. Vivantio includes the full ITIL process set — incident management, problem management, change management with CAB workflows, service request fulfilment, CMDB and IT asset management — on the base platform. HaloCRM has none of these; IT service management requires a separate HaloITSM licence. Vivantio allows IT and customer service teams to share one platform, one licence and one reporting layer.
Yes. Vivantio covers the core capabilities B2B support teams use: customer and account records, per-customer SLA tiers, case management, a branded self-service portal, team queues and knowledge management. It adds ITIL process depth, no-code automation, built-in AI Assist and 600+ integrations via FLEXBridge — all on one platform, all included in the per-agent price.
Most migrations from HaloCRM complete in three to four weeks. Vivantio's implementation team maps your existing ticket categories, SLA tiers and automations, migrates open cases and configures the platform around how your team actually works. You retain full data ownership throughout, and your named customer success manager owns every milestone.
Vivantio publishes a transparent per-agent price band — $49 to $99 per agent per month — with all features included. HaloCRM claims an all-inclusive model but does not publish specific pricing publicly; a quote is required. Both platforms include their core feature set in the per-agent price; Vivantio's is verifiable on the pricing page before any sales conversation.
Per-customer SLAs, ITIL processes, built-in AI Assist and 600+ integrations — included from day one. No sales pipeline, no marketing complexity.
