Charities and not-for-profit organisations operate in one of the most resource-constrained environments in any sector. All money spent on administration is money not spent on the people and causes you exist to serve. Halo gives charitable organisations a single, modern service management platform that brings IT, HR, Facilities and Finance together, automates the processes that drain time and resource, and delivers the transparency and governance that funders, trustees and regulators expect, all at a cost and complexity level that makes sense for the organisation.
Make Every Resource Count
In the charity sector, operational efficiency is a moral imperative. Every hour saved through better service management is an hour redirected to frontline delivery. Halo automation, AI-powered triage and self-service tools reduce the administrative burden on every team, helping charitable organisations deliver more with the resource they have.
Transparency for Everyone
Charities are accountable to their funders, their trustees and the public. Halo provides complete audit trails across every service request, approval and action, with real-time reporting that gives boards, funders and senior leaders the visibility they need to demonstrate good governance and responsible stewardship of charitable funds.
One Platform for Every Team
From IT and HR to Finance, Fundraising and Volunteer Management, every team in a charitable organisation has service management needs. Halo brings them all together in a single platform, each with its own service catalogue, workflows and SLAs, eliminating the cost and complexity of running multiple disconnected tools on a constrained budget.
AI That Stretches Your Capacity
For charities operating with lean teams and significant demand, AI is not about replacing people. It is about helping your team do more. AI-powered triage, knowledge suggestions and automation tools reduce manual effort, speed up resolution and free your people to focus on the work that only they can do.
Affordable, All-Inclusive Pricing
One licence covers every feature, module and integration, with no hidden costs and no escalating fees as your organisation grows. There are no module add-ons, no professional services required to upgrade the platform and no specialist administrators needed. For organisations where every penny matters, Halo delivers exceptional value.
Reliable technology support for frontline teams
When technology fails in a charity, it can directly affect the delivery of critical services to vulnerable beneficiaries. Halo gives technology teams a structured, fast process for logging, prioritising and resolving technology issues, with automated routing, SLA targets and clear escalation paths ensuring the most critical issues are always addressed first.
Asset management on a tight budget
Charitable organisations often manage technology assets that are older, more diverse and more spread across locations. Halo gives your team a single, accurate register of every device and piece of equipment, with lifecycle tracking, warranty monitoring, maintenance history and disposal recording included as standard.
Self-service that reduces pressure on small teams
Many charities operate with small teams supporting large numbers of staff and volunteers across multiple locations. Halo self-service portal gives every colleague and volunteer a simple, branded way to raise requests, report issues and find answers from any device, reducing the volume of contacts reaching your support team.
Volunteer technology access management
Managing technology access for a volunteer workforce, where numbers fluctuate and individuals may be involved for short periods, creates unique challenges. Halo onboarding and leaver workflow automation makes it easy to grant and revoke the right access at the right time, consistently and securely.
Security and compliance for sensitive data
Many charitable organisations handle highly sensitive data about vulnerable beneficiaries, clients or service users. Halo security credentials including SOC 2 Type II, ISO 27001 and Cyber Essentials Plus certifications give charities and their trustees confidence that data is protected to the highest standards.
Onboarding staff and volunteers at scale
Charitable organisations onboard a wide range of people, from permanent employees and temporary staff to long-term and short-term volunteers. Halo automates the entire onboarding journey for every type of joiner, triggering the right tasks across IT, HR, Facilities and line management from the moment a new person is confirmed.
HR self-service for a dispersed workforce
Charity teams are often dispersed across multiple sites, community locations and home working arrangements. Halo self-service portal gives every staff member and long-term volunteer a single, accessible place to raise HR requests, access policies, query payroll and apply for leave, from any device and any location.
Managing sensitive HR cases
From safeguarding concerns and disciplinary cases to capability reviews and absence management, HR case management in the charity sector requires a structured, confidential process with a thorough audit trail. Halo provides a dedicated HR case management framework with restricted visibility and step-by-step workflows.
Leaver and access management
In a sector where safeguarding and data security are critical, managing leavers consistently and thoroughly is essential. Halo leaver workflows automatically trigger the right actions across IT, HR and Facilities the moment a departure is confirmed, ensuring access is revoked, assets are returned and every obligation is met.
Workforce and volunteer reporting
Halo gives HR leaders in charitable organisations real-time visibility across headcount, volunteer numbers, recruitment activity, case volumes and service response times. Reporting can be segmented by team, programme or funding stream, and scheduled reports can be delivered automatically to senior leaders and trustees.
Maintaining facilities on constrained budgets
Charitable organisations often operate from premises that are older, more varied and more constrained, and facilities budgets are inevitably tight. Halo gives facilities teams a structured process for capturing, prioritising and resolving maintenance issues, with contractor management and SLA tracking ensuring value for money at every stage.
Planned maintenance and statutory compliance
From fire safety checks and boiler servicing to accessibility audits and equipment testing, planned maintenance in the charity sector carries the same legal obligations as any other employer. Halo supports planned preventative maintenance programmes with recurring task schedules, compliance tracking and automated reminders.
Health and safety management
Charitable organisations, particularly those working with vulnerable beneficiaries, carry significant health and safety obligations. Halo provides a structured framework for capturing, tracking and evidencing every compliance and safety activity across every location, with audit trails that give trustees, regulators and insurers the assurance they need.
Volunteer and event space management
Many charities host events, community activities and volunteer-run programmes that require careful coordination of physical spaces and resources. Halo resource booking and request management capabilities give teams a simple way to coordinate space usage and manage the logistics of events alongside day-to-day facilities operations.
Supplier and contractor management
Charities engaging contractors and suppliers for facilities work need to manage costs carefully and demonstrate value for money to funders and trustees. Halo makes it easy to assign jobs to approved suppliers, track their progress against agreed SLAs, record completion sign-off and monitor contractor performance over time.
Customer Story
Supporting Sightsavers’ Critical Missions Worldwide
Sightsavers replaced Ivanti with Halo in 2021 to support its global mission and critical operations. Today, over 34 teams use one platform to manage complex workflows.
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countries covered by risk assessments
Incident Management
Structured, ITIL-aligned incident resolution that gets every issue to the right team immediately and keeps every stakeholder informed throughout.
Asset Management and CMDB
A single, accurate register of every asset across your organisation, with full lifecycle tracking, relationship mapping and automated discovery.
Self-Service Portal
A branded, intuitive portal that makes it easy for everyone to get the help they need, from any device, at any time.
Workflow Automation
Automate complex, multi-step processes across every department so your teams spend less time managing requests and more time delivering outcomes.
SLA Management
Set, track and enforce service level agreements across every team and every request type, with automated escalation when targets are at risk.
Reporting and Dashboards
Real-time insight across every service function, from individual team performance to organisation-wide trends, with drag-and-drop dashboards and scheduled reports.
Change Management
A structured, auditable change process that protects your organisation during system updates, infrastructure changes and planned maintenance activities.
Knowledge Management
Capture, organise and share knowledge across every team so common questions are answered faster and expertise is retained across the organisation.
Triage & Routing
Self-Resolution
Resource Creation
Intelligent Ticket Triage and Routing
Halo's AI automatically classifies every incoming request, identifies its priority and routes it to the right team without manual intervention. For Charity and Not-for-Profit organisations managing high volumes of requests, AI triage means resolution starts the moment a ticket is raised.
AI-Assisted Knowledge and Self-Resolution
Halo's AI surfaces relevant knowledge articles at the point of need, suggesting solutions before a ticket is submitted and recommending resolutions based on similar historical cases. The result is faster resolution, fewer unnecessary tickets and a consistently higher quality of service.
AI that creates further resources
In the charity sector, every team member's time is precious. Halo AI capabilities are designed to reduce the administrative burden on lean teams, handling the routine so your people can focus on the meaningful. Intelligent triage routes every request without manual sorting. AI-powered knowledge suggestions help colleagues self-resolve before raising a ticket. Automated workflows handle repetitive processes end to end. For charitable organisations doing important work with limited resource, AI is a mission enabler.
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