What's the catch?

Introducing ARR Milestones. When we grow, you save.

Introducing ARR Milestones. When we grow, you save.

What's the catch?

From Lead to Closed Deal - All in One Place

You're in good company

100,000+ users, from 75+ countries, trust HaloCRM to deliver their CRM solution

All-Inclusive

One plan, every feature. No tiers, no add-ons. Your sales team gets everything from day one.

Pipeline Management

Full visibility from first touch to closed deal. Track every opportunity across customisable pipeline stages.

AI included

AI that empowers every rep - lead scoring, smart suggestions, and forecasting insights at no extra cost.

Workflow Automation

Automate assignments, follow-ups, and deal progression. Rules and workflows that scale with your team

Easy to adopt

Simple to set up, intuitive to use. Get your team live and productive in weeks, not months.

Built for wider operations

Seamless with your tech stack. Open API and integrations make HaloCRM fit your business, not the other way around.

All-inclusive, one simple plan

Remove the complexity of tiers and add-ons. Every customer gets the complete platform included as standard. From day one, every agent has access to the same powerful tools, ensuring consistent experiences for your customers and predictable costs for your business.

  • No tiers or hidden add-ons
  • Predictable, transparent costs
  • Every feature available to every user
  • Unlimited usage / storage

Pipeline Management: Own every stage of the deal

Your team can manage every opportunity from a single, customisable pipeline. Drag-and-drop deals between stages, set weighted values, and get real-time visibility into your forecast.

  • Customisable pipeline stages
  • Unlimited custom fields and attributes
  • Weighted pipeline and revenue forecasting
  • Drag-and-drop deal management
  • Multi-pipeline support for different products or teams

AI Designed to Work for You

HaloCRM brings powerful AI capabilities directly into the sales workspace at no extra cost. Every rep gets access to tools that make selling faster, smarter, and more consistent.

AI scores leads based on fit and engagement, suggests next best actions, and generates summaries of calls and email threads. Forecasting models surface deals at risk before they slip, so your team can focus effort where it matters most.

  • Lead scoring based on customisable ICP fit and engagement signals
  • AI-generated and suggested follow-up actions
  • Deal risk alerts and forecast intelligence
  • Analyse reporting data, flag customers of concern or accounts to upsell

Sequences: Automate Your Outreach, Your Way

Give every rep the power to build their own outreach sequences — without waiting on an admin. Reps can create multi-step sequences combining personalised emails with conditions and splits to test performance across opens, click-throughs, and unsubscribes. It’s structured follow-up that feels personal, at scale.

  • Reps build and manage their own sequences – no admin needed
  • Set custom delays between steps to match your sales cycle
  • Visual workflow builder with conditions and A/B splits
  • Track enrolment, opens, click-throughs, and unsubscribes across every active sequence

Proposals: From Quote to Signed Deal, All in One Place

Generate professional proposals in minutes using pre-built templates that pull product and pricing data directly from your catalogue – no copy-pasting from spreadsheets, no formatting headaches. 

With e-signatures built in, there’s nothing for the customer to download or print. They review, sign, and you’ve got a closed deal – all tracked against the opportunity in your pipeline.

  • Generate proposals from branded templates in minutes
  • Automatically pull product and pricing data from your catalogue
  • Built-in e-signatures – no third-party signing tools needed
  • Track proposal status from sent to viewed to signed – with alerts at every stage

Easy to Adopt: Live in Weeks, Not Months

Designed with simplicity in mind, so your sales team can get up and running quickly. Clear layouts, consistent patterns, and familiar workflows make the system intuitive from day one – without lengthy training or complicated data migration. Our focus is on delivering pipeline visibility fast, so you see productivity gains in weeks, not months.

  • Intuitive interface built in React Native
  • Guided onboarding and data import tools
  • Standardised configuration with a short learning curve
  • Scales easily as your sales team grows

Connected, Scalable, and Flexible

HaloCRM is more than just a CRM tool – it’s a platform designed to integrate seamlessly with the rest of your business. With modules for Sales and Marketing, 300+ native integrations and open APIs, you can connect HaloCRM to your ERP, Telephony solution, or data stack and keep every system in sync. No more silos, no more double entry and a 360º view of every customer.

  • Unify every step of the customer journey
  • Over 200 native integrations
  • Open APIs and custom integration engine
  • Manage everything in one place

Simple, All-Inclusive Pricing.

With HaloCRM, there are no confusing tiers, no hidden extras, and no costly add-ons. Every customer gets the complete platform, including AI, automation, and omnichannel features, from just £69 per agent per month – with prices that scale down as your team grows.

  • Unlimited 24/7 support included
  • Concurrent, Named, or Mixed options
  • All features, one price

"The Halo Way"

At Halo, every decision is guided by one principle: delivering long-term value to our customers, not chasing quick exits. That’s why we’ve committed to a rolling 10-year promise with no mergers, acquisitions, or private-equity deals. As a privately owned, founder-led company, we invest in building products that truly serve you, not external investors.

We also don’t upsell or hold back features. With Halo, you get an all-inclusive platform with everything included – no hidden extras, no tiered pricing, and no costly add-ons. The product works for your business, not the other way around.

Ready to experience HaloCRM?

See the difference for yourself. Whether you want a guided walkthrough or prefer to explore on your own, getting started is simple.

Schedule a slot with our friendly team and see HaloCRM in action or grab a trial to explore the full platform with no limits.