Migrate your HaloCRM data
All-inclusive omnichannel helpdesk CRM with unlimited agents on a flat per-seat model. Best for customer service teams that want everything in one platform without feature gating.
In its favor
Why people choose HaloCRM
The signal that keeps HaloCRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
All-inclusive pricing with no feature gating means teams do not get surprise bills for core functionality as they scale up.
Partnership-style support with a dedicated customer success manager and in-house UK-based experts is included in the subscription cost.
Omnichannel ticket management unifies email, voice, social, and portal channels into a single queue without add-on modules.
Highly configurable custom fields and branding allow the platform to adapt to vertical workflows across retail, healthcare, and public sector.
On-premise and cloud deployment options give regulated industries a choice in where their data lives, backed by ISO 27001 accreditation.
A steep learning curve requires multiple training sessions and technical expertise before teams can configure workflows independently.
Performance issues and general responsiveness problems persist in production, with bulk actions regularly failing or timing out.
Support responsiveness varies significantly—some users report being abandoned during critical production incidents.
Custom field scoping between Client-level and Ticket-level fields is confusing and causes data to land in unexpected places after migration.
Reasons to switch
Why people leave HaloCRM
The recurring reasons buyers give for replacing HaloCRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where HaloCRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
HaloCRM pricing overview
HaloCRM uses a simple per-agent, per-month pricing model with all features included at every tier. There is no free trial or free version. Annual billing is available, and the platform occasionally offers ARR Milestone discounts as customers grow. Starting prices range from $25 to $45 per user per month depending on the tier, with Enterprise pricing negotiated directly with sales.
Standard
Tier 1 of 3
$25/user/month
What's included
Need help selecting your Helpdesk?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on HaloCRM's schedule — see our quote-based pricing →
What gets migrated
HaloCRM object support
Object-by-object support for HaloCRM migrations. Per-pair details surface during scoping.
Tickets
Fully supportedTickets are the primary object in HaloCRM. We migrate them 1:1 with status, priority, assignee, requester, and timestamps preserved. We disable SLA escalation rules before import to prevent unintended notifications on migrated records.
Contacts/Clients
Fully supportedClient records carry name, email, phone, and custom fields. HaloCRM supports Client-scoped custom fields which we map explicitly against the destination schema during field alignment.
Companies/Organizations
Fully supportedOrganization records can be linked to multiple Clients. We preserve these associations by cross-referencing the company identifier in the import mapping step.
Agents/Users
Mapping requiredAgent records migrate with name, email, and role. Permissions and team assignments require reconfiguration in the destination as access control models differ across platforms.
Knowledge Base Articles
Fully supportedKB articles with categories and status flags transfer as structured text blocks. We preserve article-to-category relationships and publication status during export.
Custom Fields
Mapping requiredHaloCRM distinguishes Client-scoped from Ticket-scoped custom fields. Both types export with their field labels and current values, but destination mapping requires explicit type alignment to avoid cross-contamination.
Attachments
Fully supportedFile attachments associated with tickets and KB articles are downloaded and re-attached at the corresponding record in the destination system. Large attachment batches are chunked to avoid API timeouts.
Canned Text/Templates
Mapping requiredCanned text entries migrate as plain-text templates. Variable substitution syntax may differ between platforms, so we flag any dynamic placeholders for manual review post-migration.
SLA Rules
Mapping requiredSLA definitions (response time, resolution time, breach actions) map to equivalent rules in the destination where supported. Custom breach-action logic may need manual recreation.
Tags/Labels
Fully supportedTags applied to tickets and KB articles export as flat label arrays and re-apply at the destination with the same target record.
Workflows/Automations
Not in this platformWorkflow rules, approval chains, and conditional automations are not exported via the HaloCRM API. These must be manually rebuilt in the destination system as their logic is tightly coupled to HaloCRM's internal rule engine.
Chatbot Configurations
Not in this platformAI chatbot flows and virtual agent logic are not accessible via the standard export API. Configuration must be replicated manually or with the destination platform's chatbot builder.
Service Contracts
Mapping requiredContract records with dates, values, and linked entities transfer as custom objects. The destination schema for contract objects is usually different and requires field mapping.
Devices/Assets
Mapping requiredDevice and asset records with serial numbers, types, and custom info fields export from HaloCRM's asset schema. Relationships to tickets and clients are preserved via ID cross-referencing during the import phase.
Portals
Mapping requiredCustomer self-service portal configurations (page layouts, categories, access rules) are not fully portable. We migrate portal-accessible KB articles and ticket categories only.
| Object | Support | Notes |
|---|---|---|
| Tickets | Fully supported | Tickets are the primary object in HaloCRM. We migrate them 1:1 with status, priority, assignee, requester, and timestamps preserved. We disable SLA escalation rules before import to prevent unintended notifications on migrated records. |
| Contacts/Clients | Fully supported | Client records carry name, email, phone, and custom fields. HaloCRM supports Client-scoped custom fields which we map explicitly against the destination schema during field alignment. |
| Companies/Organizations | Fully supported | Organization records can be linked to multiple Clients. We preserve these associations by cross-referencing the company identifier in the import mapping step. |
| Agents/Users | Mapping required | Agent records migrate with name, email, and role. Permissions and team assignments require reconfiguration in the destination as access control models differ across platforms. |
| Knowledge Base Articles | Fully supported | KB articles with categories and status flags transfer as structured text blocks. We preserve article-to-category relationships and publication status during export. |
| Custom Fields | Mapping required | HaloCRM distinguishes Client-scoped from Ticket-scoped custom fields. Both types export with their field labels and current values, but destination mapping requires explicit type alignment to avoid cross-contamination. |
| Attachments | Fully supported | File attachments associated with tickets and KB articles are downloaded and re-attached at the corresponding record in the destination system. Large attachment batches are chunked to avoid API timeouts. |
| Canned Text/Templates | Mapping required | Canned text entries migrate as plain-text templates. Variable substitution syntax may differ between platforms, so we flag any dynamic placeholders for manual review post-migration. |
| SLA Rules | Mapping required | SLA definitions (response time, resolution time, breach actions) map to equivalent rules in the destination where supported. Custom breach-action logic may need manual recreation. |
| Tags/Labels | Fully supported | Tags applied to tickets and KB articles export as flat label arrays and re-apply at the destination with the same target record. |
| Workflows/Automations | Not in this platform | Workflow rules, approval chains, and conditional automations are not exported via the HaloCRM API. These must be manually rebuilt in the destination system as their logic is tightly coupled to HaloCRM's internal rule engine. |
| Chatbot Configurations | Not in this platform | AI chatbot flows and virtual agent logic are not accessible via the standard export API. Configuration must be replicated manually or with the destination platform's chatbot builder. |
| Service Contracts | Mapping required | Contract records with dates, values, and linked entities transfer as custom objects. The destination schema for contract objects is usually different and requires field mapping. |
| Devices/Assets | Mapping required | Device and asset records with serial numbers, types, and custom info fields export from HaloCRM's asset schema. Relationships to tickets and clients are preserved via ID cross-referencing during the import phase. |
| Portals | Mapping required | Customer self-service portal configurations (page layouts, categories, access rules) are not fully portable. We migrate portal-accessible KB articles and ticket categories only. |
Gotchas
What to watch for in HaloCRM migrations
Issues we've hit on past HaloCRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Automations fire on imported tickets by default
Client-scoped vs Ticket-scoped custom fields require explicit mapping
Bulk action performance degrades on large ticket volumes
Workflow and chatbot rules are not exportable via API
| Severity | Issue |
|---|---|
| High | Automations fire on imported tickets by default |
| Medium | Client-scoped vs Ticket-scoped custom fields require explicit mapping |
| Medium | Bulk action performance degrades on large ticket volumes |
| High | Workflow and chatbot rules are not exportable via API |
Leaving HaloCRM?
Where HaloCRM customers move next
7 destinations HaloCRM can migrate to.
How a HaloCRM migration works
Four steps, HaloCRM-specific
Connect
OAuth 2.0 with Client ID and Client Secret into HaloCRM. Scopes limited to read-only on the data we move.
Map
We translate HaloCRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate HaloCRM quirks before production.
Migrate
Full migration with HaloCRM rate-limit handling. Rollback available throughout.
FAQ
HaloCRM migration FAQ
Answers to the questions buyers ask most during HaloCRM migration scoping. Not seeing yours? Book a call.
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Ready when you are
Migrate HaloCRM.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your HaloCRM setup and destination — written quote back within a business day.