What's the catch?

Introducing ARR Milestones. When we grow, you save.

Introducing ARR Milestones. When we grow, you save.

What's the catch?

All-in-One CRM Software for Closing Deals
and Empowering Service

Master every step of the customer journey with the world’s only all-inclusive
AI-powered CRM, built for sales, marketing, and customer service.

You're in good company

125,000+ users, from 75+ countries, trust HaloCRM to deliver their CRM solution

All features included as standard, always.

No features or add-ons locked away behind a paywall. Ever.

Deliver your best customer journey with the only all-inclusive AI powered CRM software designed to unite Sales, Marketing and Customer Service teams under one roof. Get the ultimate 360° customer view.

Your entire pipeline, always in view

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.

  • Board and list views – switch instantly
  • Custom stages tailored to your sales process
  • AI lead scoring based on your ICP 
  • Weighted forecasting with one-click reports
  • Full activity timeline on every deal

Automated sequences for every journey

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.

  • Visual drag-and-drop flowchart builder
  • Audience segmentation by behaviour, tags, and custom fields
  • A/B split to test content and timing
  • Trigger automatically from any CRM event
  • Full engagement tracking – opens, clicks, and unsubscribes

Every conversation, one workspace

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.

  • Omnichannel inbox — email, chat, phone, social, and forms
  • AI-suggested replies and automatic ticket routing
  • Virtual agents and chatbots for 24/7 support
  • SLA management with escalation workflows
  • Self-service portal and knowledge base

Don't just take our word for it.

Here's what our customers have to say.

“Excellent, refreshing and helpful. We were immediately made to feel very welcome, they weren’t pushy in the slightest, and were very informative and responsive. Within one week, I had been signposted to HaloCRM, had a demo and arranged a site visit for training. First class service!”
Kirsty Waite
Company Manager, Wigan Metropolitan Development Company

Why HaloCRM?

Six reasons teams switch to Halo.

All-Inclusive

One plan, every feature. No tiers, no add-ons, just everything your team needs from day one.

The Halo Way

Privately Owned. Founder-led. No PE. 10-year promise to not sell or be acquired. Built for you.

AI included

AI that empowers every agent - lead scoring, suggested replies, virtual agents. No extra cost.

Workflow Automation

Automate the repetitive, focus on the valuable. Rules, routing, and workflows that scale with you.

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.

Every deal. Every stage. One clear view.

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.

Design the journey. Automate the follow-up

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.

Intuitive, conversational support that works for everyone

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 that works across your entire CRM

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.

Connected to everything your team already uses

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.

Want to see more of HaloCRM?

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