CRM Features - HALO

Quick to launch, quick to master, quick to scale.

Balance agent and customer happiness in the only all-inclusive CRM tool, supported by true customer service experts.

Features designed with you in mind.

Discover our most popular features, loved by agents and customers alike, and why HaloCRM is so easy to deploy, learn and grow.

Deliver authentic customer service with ease.

HaloCRM does it all. Its omnichannel approach (leveraging portals, bots, integrations and more) allow your customers to contact you anytime, anywhere. Proven to help service teams deliver lightning fast, first interaction resolutions, HaloCRM is built for customers and agents alike.

Omnichannel Support

HaloCRM lets you provide exceptional support anywhere, keeping customers happy and connected by allowing agents to switch seamlessly between any channel. Email, text, chat, social media, voice integration, and more are all included as standard, with codeless integration options at your fingertips.

Knowledge Base

Build your knowledge base by turning solutions into articles, or create dedicated content with detailed keyword indexing, rich formatting and file attachments. Increase productivity and make information easily accessible with the ability to share knowledge and canned responses.

Self-Service Portal

Gain freedom with a fully customisable, white-labelled customer portal to create an extension of your brand. Customers can access their existing inquiries, raise tickets, use live chat or interact with a bot, and even find solutions from your own easy-to-navigate knowledge base.

SLA Management

Accelerate your response and resolution times with HaloCRM. Unlimited SLAs, colour-coded priorities, as well as your own bespoke response and resolution targets are all included as standard. With automated escalation rules and emails, using HaloCRM means SLAs will always be met and exceeded.

Collaboration

The best customer service teams know when two heads are better than one. Whether bringing a conversation to your colleagues attention using our mentions feature, discussing a ticket in a collaboration tool like MS Teams or Slack, or even pushing a ticket to another team’s tool like HaloITSM, HaloCRM helps you boost productivity using teamwork.

Playbooks

Take the guesswork out of customer support with HaloCRM’s playbooks. Create your own repository of helpful guides, resources and canned responses to help your team deliver their best. Any playbook content is then automatically suggested to your team as and when they need it, meaning faster responses and resolutions for your customers.

Automation

Take advantage of automation and artificial intelligence with HaloCRM. With AI ChatBots, an automation engine and time-saving features like auto-allocation at your disposal, it’s never been easier to simply focus on what you do best; delivering amazing customer service.

Context Driven Support

To provide most meaningful assistance to your customers, you need context. This is why the HaloCRM workspace view allows you to drive customer service with conversations rather than tickets. Put all the information your agents need about customer happiness and recent interactions at their fingertips.

Everything you need to collaborate, automate and communicate.

Whether automating a cumbersome process, or helping agents work seamlessly with colleagues on a customer inquiry, HaloCRM will save you time and money with automation and collaboration features.

You're in good company

100,000+ people, from 75+ countries, trust HaloCRM to deliver their IT Service Desk:

Stay in sync with one centralised system.

Stop working in silos and leverage HaloCRM’s collaboration features, fostering teamwork in and outside of the system.

Integrations

Customise and extend your HaloCRM to suit the needs of your business. With native integrations with your favourite apps included as standard (such as MS Teams, Slack, HaloITSM and O365) it has never been easier to unify your customer support operations into a single solution.

Customer Centric Views

Centralise your customer data in HaloCRM. Migrate data in using one of our expansive integrations options or API, or build it organically with every interation. Put your data work and understand how to personalise customer experiences.

Analytics

Transform your customer support team into a data-driven superpower, pulling data from HaloCRM itself and your integrated systems. Utilizing HaloCRM’s out-of-the-box report library and dashboards, or your own custom-built metrics, you’ll have everything you need to pull out actionable insights to drive customer satisfaction through the roof.

Managing Global Teams

Take advantage of HaloCRM’s all-inclusive nature, and roll the system out globally to your international teams. HaloCRM is well-equipped to seamlessly expand across the globe with features such as a multilanguage interface, automatic translation, timezone management and much more.

Automatic Allocation

Make manually assigning customer enquiries a thing of the past. HaloCRM can automate assignment based on your teams skillsets, timezones and more, all included as standard.

Mobile Optimised

HaloCRM is a web based interface, meaning it can be used on any internet enabled device, including movile phones. Boasting a iOS and Android app, HaloCRM is perfect for agents on the go.

AI ChatBot

Save your organisation both money and time with the HaloCRM chatbot. Customers receive instant answers to simple enquiries through our chatbot, while agents only receive the enquiries that really need their expertise reducing their workload. Win win.

Effortlessly deliver your best work.

Customer service software that works seamlessly in partnership with your team, driving agent productivity with automation and reduced clicks.

Want to see more of HaloCRM?

Schedule a slot with our friendly team and see HaloCRM in action.