HaloCRM

5 (2)
Write a Review!
Software for managing customer service operations

About HaloCRM

HaloCRM is a customisable help desk solution, offering a modern and intuitive interface that can be deployed both on-premise or as a cloud-based solution. The platform centralizes all customer communications into a single, scalable solution, inclusive of a knowledge base, a self-service portal, automation features, and a virtual agent. The system is highly configurable, including customizable branding, and is practically unique in its simple, all-inclusive pricing structure.

HaloCRM can be deployed on-premise or in the cloud. It offers a suite of integrations, with connectors available for popular platforms such as Salesforce, Microsoft Teams, Outlook, Gmail, and more. HaloCRM has been designed to work flexibly across any industry, and for teams of all sizes.

HaloCRM works best for those looking for a tool that can flexibly handle complex processes and those who are looking for a partnership-style relationship with their provider, with accessible guidance and a pain-free migration path.


Key benefits of HaloCRM

  • All-inclusive pricing structure. No hidden fees or locked-away features, subscriptions includes access to the entire platform, a dedicated customer success manager, a free report-writing service, and in-house support.
  • Partnership-style support services.
  • Deployed on-premise or as a cloud-based solution.
  • Robust and secure. Including Cyber Essentials and ISO 27001 accreditation, with 99.95% uptime as standard.
  • Quick and easy to deploy, with expert-led training included as standard with all professional services packages.
  • Omnichannel ticketing. Centralise customer communications from any channel into one queue to reduce agents' administrative time, and standardize service across channels for customers. Chat, web page, email, social media, and more are available.
  • Context-driven customer service. HaloCRM automatically offers contextual information to agents as they work with customers, including their other open inquiries, past conversations, and even playbooks to help them solve the inquiry using best practices. All the tools they need to deliver exceptional customer service.
  • Over 100 reports and real-time dashboards out-of-the-box, with integration into other reporting tools like PowerBI.
  • Expansive integration options are available, including Salesforce, Microsoft Teams, Google Workspace, and more. The system also has an open API available at no extra cost.

  • Images

    HaloCRM Software - HaloCRM Workflow Management
    HaloCRM Software - HaloCRM Home Page Dashboard
    HaloCRM Software - HaloCRM Ticket Management View
    HaloCRM Software - HaloCRM Contact Overview
    HaloCRM Software - HaloCRM Knowledge Base Article
    HaloCRM Software - HaloCRM Administration Console
    View 6 more
    HaloCRM Software - HaloCRM Workflow Management
    HaloCRM Software - HaloCRM Home Page Dashboard
    HaloCRM Software - HaloCRM Ticket Management View
    HaloCRM Software - HaloCRM Contact Overview
    HaloCRM Software - HaloCRM Knowledge Base Article
    HaloCRM Software - HaloCRM Administration Console

    Not sure about HaloCRM? Compare with a popular alternative

    HaloCRM

    5 (2)
    VS.
    Most reviewed

    Starting Price

    USD 45.00
    month
    USD 19.00
    month

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    46
    197

    Integrations

    61
    72

    Ease of Use

    5.0 (2)
    4.5 (263)

    Value for Money

    5.0 (2)
    4.1 (263)

    Customer Service

    5.0 (2)
    4.4 (263)
    Green rating bars show the winning product based on the average rating and number of reviews.

    Alternatives

    Front

    4.5
    #1 Alternative to HaloCRM
    Front is customer service software that enables support, sales, and account management teams to deliver exceptional...

    ServiceNow Customer Service Management

    4.3
    #2 Alternative to HaloCRM
    ServiceNow CSM enables companies to deliver exceptional customer service, automate and streamline operations to reduce...

    Bright Pattern

    4.8
    #3 Alternative to HaloCRM
    Bright Pattern is the most effective cloud contact center software which helps businesses to simplify omnichannel...

    Kustomer

    4.6
    #4 Alternative to HaloCRM
    Kustomer is the omnichannel customer management platform focused on delivering standout experiences - not resolving...

    Reviews

    Overall rating

    5 /5
    (2)
    Value for Money
    5/5
    Features
    5/5
    Ease of Use
    5/5
    Customer Support
    5/5

    Already have HaloCRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 2 reviews of 2
    Ashley
    Overall rating
    • Industry: Automotive
    • Company size: 1,001–5,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Seamless Integration - Dedicated support

    Reviewed on 22/01/2024

    Enjoyable from start to finish. The staff are great to work with and the product speaks for itself.

    Enjoyable from start to finish. The staff are great to work with and the product speaks for itself.

    Pros

    The ease of use straight after setup was almost too good to be true. [sensitive content hidden] had everything configured ready for us on launch day. Advisors took to the system with ease and our data vs reporting improved greatly.

    Cons

    Additional custom fields created for tickets require SQL reporting which as a non-technical implementer of the system, I found it frustrating that wasn't already pulled to the reporting suite as an option to select.

    Alternatives Considered

    ServiceNow Customer Service Management

    Reasons for Switching to HaloCRM

    a Valued existing relationship with Halo as a business
    Kirsty
    Overall rating
    • Industry: Commercial Real Estate
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    WMDC / HaloCRM

    Reviewed on 22/02/2023

    We are so happy that we have joined HaloCRM to assist our business in becoming even more efficient...

    We are so happy that we have joined HaloCRM to assist our business in becoming even more efficient and providing the best service that we can to our tenants. this system ensures that all maintenance is logged y the tenant and is picked up by the team immediately ensuring nothing is ever missed.

    Pros

    I like the ease in using the programme, and how we can now log all our Maintenance issues on a reliable system which means we can improve our service as landlord. really like the SLA time limits meaning all the team are working harder to meet these timecsales.

    Cons

    Nothing ! :) i have nothing negative to comment

    HaloCRM FAQs

    Below are some frequently asked questions for HaloCRM.

    HaloCRM offers the following pricing plans:

    • Starting from: USD 45.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    HaloCRM has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    HaloCRM supports the following languages:

    Brazilian Portuguese, Chinese, Czech, Dutch, English, Estonian, Finnish, French, German, Italian, Norwegian, Polish, Spanish, Swedish, Thai, Traditional Chinese

    HaloCRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    HaloCRM integrates with the following applications:

    (E)JES, 3CX, Addigy, AnyDesk, Atera, Auvik, Azure Active Directory, Azure DevOps Server, Azure DevOps Services, Centrify Identity Service, Cisco Jabber, Cisco Meraki, ConnectWise Automate, ConnectWise ScreenConnect, Datto RMM, Device42, Domotz, Dynamics 365, Dynamics 365 Business Central, Gmail, GoToAssist, HaloITSM, HubSpot Sales Hub, IT Glue, Jira, Kaseya Quote Manager, Kaseya VSA, KashFlow, Lansweeper, LogMeIn, Microsoft Azure, Microsoft Intune, Microsoft Outlook, Microsoft Teams, Nagios XI, New Relic, Okta, OptiTune, PRTG, PagerDuty, Qualys Cloud Platform, QuickBooks, Quoter, Sage 200, Sage Business Cloud, Sage Intacct, Salesforce Platform, ServiceNow, Slack, Snelstart, Splashtop Remote Support, Splunk Cloud, Stripe, SuiteCRM Twilio SMS Service, TeamViewer Remote, TrustRadius, Trustpilot, Twilio, Xero, Zabbix, Zapier

    HaloCRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for HaloCRM.