Introducing ARR Milestones. When we grow, you save.
125,000+ users, from 75+ countries, trust HaloCRM to deliver their CRM solution
Visualise every deal from first contact to closed-won. Drag, drop, and update your pipeline in real time — with full context on every account, contact, and opportunity in one place.
Build multi-step sequences with emails, tasks, conditions, and A/B splits – all in a visual flowchart builder. Trigger them from contacts, leads, deals, or tickets. One builder, every journey.
Unify every customer channel – email, live chat, phone, social media, and more – into a single workspace. Agents get full context on every interaction, AI suggests replies and routes enquiries automatically, and customers can help themselves through self-service portals and virtual agents.
Six reasons teams switch to Halo.
Manage your entire sales pipeline from first touch to closed deal, with the visibility and flexibility your team needs to sell with confidence. Drag-and-drop deals between stages, track weighted values in real time, and run multiple pipelines for different teams or products.
Build multi-step sequences with a visual flowchart builder – combining emails, tasks, conditions, and A/B splits into one automated journey. Trigger sequences from contacts, leads, deals, or tickets, and track opens, clicks, and enrolment at every step.
Unify every customer channel into a single workspace. Email, live chat, phone, social media, and forms – all in one inbox with full conversation history. Agents get complete context on every interaction, so customers never have to repeat themselves.
AI is built into every module — not bolted on as an add-on. Lead scoring identifies your best opportunities automatically, suggested replies help agents respond faster, virtual agents handle queries 24/7, and report analysis flags trends and customers of concern before your team even asks.
HaloCRM integrates with over 300 tools out of the box – from your email platform and telephony to your ERP and accounting software. Open APIs and a custom integration engine mean you can connect anything else. No silos, no double entry, and a 360° view of every customer.