The whole customer journey, in one coherent product.

The Halo platform will transform your current ways of working into intuitive, up-to-the-minute workflows. Combined with industry-leading AI functionality, it will enhance your efficiency, consistency and productivity, giving your teams the ability to deliver the very best in service - to customers and employees alike.

Pipeline & deals that move themselves

  • New leads captured, scored against your ideal customer profile (ICP) and routed to the right rep automatically, before they go cold.
  • Stage-based workflow automation fires tasks, follow-ups and approvals as deals progress.
  • Weighted sales forecasting and multi-pipeline support, with a full activity timeline on every deal.
  • Build a pipeline in the morning, sell from it by lunch. No code, no consultant.

Explore Pipelines

Marketing automation that ties back to revenue

  • See which campaigns created pipeline, not just clicks, then segment audiences by behaviour, tags and custom fields.
  • A drag-and-drop email marketing builder with personalised variables. No HTML skills needed.
  • Closed-loop attribution maps every campaign to the deals and revenue it influenced.
  • Marketing and sales work from the same record, so leads never fall through the gap.

Explore Marketing

Halo runs your email sequences and sales cadences from one visual builder

  • Map an entire sequence in one visual builder: emails, tasks, delays and conditions, no code.
  • Trigger them from contacts, leads, opportunities or tickets. One builder, every cadence.
  • A/B split paths to test subject lines, content and timing, with auto-routing to the best-performing branch.
  • Track enrolment, opens, clicks and drop-off at every step.

Explore Sequences

AI built into your CRM, not bolted on

  • Halo AI does the busywork: suggested replies and follow-ups, drafted in your tone and ready to send.
  • Next Best Action flags deals at risk, follow-ups due and the top deals to prioritise, using your own sales prioritisation rules.
  • Auto-summarise calls and threads for clean handoffs from sales to service
  • Virtual agents, intent detection and sentiment flags out of the box.
  • Runs in isolated tenant boundaries, so your data is never used to train third-party models.Next Best Action flags deals at risk, follow-ups due and the top deals to prioritise, using your own sales prioritisation rules.

Explore Halo AI

The dashboards and reports you were going to build anyway

  • The metrics revenue leaders care about are already waiting: pre-built dashboards, fully editable and connected to your data from day one.
  • Real-time reporting for the people running the quarter, not just the people in the QBR.
  • Branded executive reports that arrive on schedule, ready to share without reformatting.
  • Sales forecasting built on your historical trends, so next quarter is never a guess.

Explore Reporting

Every conversation, one workspace

  • Email, voice, live chat, social, SMS and a branded self-service portal, all on one timeline that spans sales through service.
  • Full context follows every customer across channels. Marketing touches, deals and tickets load the moment a conversation opens.
  • One record from first marketing click to post-sale support, so sales and service never talk past each other.
  • A branded customer and partner portal with single sign-on (SSO), announcements and self-serve requests.
Explore Omnichannel
Why Halo?

A complete CRM, without the enterprise overhead

Whether you're outgrowing a basic sales tool or replacing a sprawling suite of point products, here are four reasons revenue leaders move to Halo and stay.
One platform, not a module store
Halo is built as one product: pipelines, campaigns, ticketing, knowledge, portals and reporting, not bolted on and reconciled across vendors.
One timeline, every team
Every email, deal, campaign touch and support ticket on a single customer record. The whole relationship, first click to renewal.
Transparent pricing
One published price, everything included. No feature paywalls, no surprise Enterprise tier, no add-ons appearing at renewal.
Customise without consultants
Your admins build and own pipelines, fields, automations and dashboards. No nine-month rollouts, no systems integrator dependency.
Integrations & API

Connected to everything your team already uses

Sync the tools your teams already use, without unlocking a higher tier or calling your account manager. Halo keeps records consistent across every platform, in both directions.
An API developers actually respect
Clean, predictable and consistent, with documentation, webhooks and sandbox environments included. Build and test without touching production data.
REST API
Webhooks
Sandbox
Audit Logs
Email
Telephony
ERP
Accounting
Migration & Implementation

Whatever CRM you're on today, we've moved teams off it thousands of times.

A dedicated migration team that has lifted teams off every major CRM, every legacy platform and every patchwork of spreadsheets, contacts, deals, history and all. Parallel-run supported, every major vendor covered.

8 - 10

Weeks to go-live

100 %

Data Integrity

Any

Source platform

Built for trust. Ready for Scale.

Enterprise-grade security and governance for your customer data, without the enterprise overhead. PII redaction, admin kill switches and full prompt/response audit logging, suitable for regulated industries.
See Trust Centre
Certifications
ISO 27001
SOC 2 Type II
FedRAMP
GDPR
Cyber Essentials Plus
IRAP
HIPAA
Uptime

99.99%

Trailing 12-month average globally
Deployment Options
Halo Cloud
Private Cloud
On-Premise
Access & Controls
SSO
OIDC
SAML
RBAC
Audit Logs
Customer Stories

What teams say after the switch

Browse Customer Stories

With most CRMs, the features that close deals are always one tier up.

It's how the other vendors are priced. Per-seat plans that punish growth, a separate bill for sales, marketing and service, and the automation you actually need parked in a higher tier.

By renewal you're paying enterprise prices just to keep your own customer data joined up. Halo flips the model: every capability, every user, one published price.
See how Halo compares
One price, all features, included as standard.
Pipeline Management
Campaigns & Sequences
AI & Automations
Quotations
Customer Service
Reporting & Dashboards
Finance & Billing
Integrations
Competitor
Base
Growth
Pro
Enterprise
Enterprise
Enterprise
Enterprise
Unavailable
Resources

Driven by innovation

From independent analyst recognition to industry accreditations and product innovation, explore the latest developments from Halo.

Frequently asked questions

FAQ Question 1
FAQ Answer 1
What is Halo, and how is it different? Halo is an all-in-one CRM that unifies sales, marketing and customer service on one platform. Where most vendors charge separately for each and lock the features you need behind higher tiers, Halo includes pipelines, campaigns, omnichannel service, AI and reporting as standard, on one customer record and one transparent price. --- Which teams use Halo? Sales, marketing and customer service teams, typically in mid-market and enterprise organisations that have outgrown a basic sales tool, or are tired of stitching point products together to see the whole customer. --- How long does it take to go live? Most mid-market teams go live in 8–10 weeks; complex enterprise estates take longer. Our migration team maps data from your existing CRM using pre-built migrators, so contacts, deals, history, custom fields and attachments carry over intact, with parallel-run supported. --- Can Halo replace several tools at once? Yes. Many teams consolidate a separate sales CRM, marketing tool and service desk into Halo. It also has bi-directional sync with major platforms, so you can run it alongside existing systems and consolidate at your own pace. --- How does Halo handle AI, and is our data safe? Halo AI runs in isolated tenant boundaries and your data is never used to train third-party models. Features include PII redaction, admin kill switches and full prompt/response audit logging, suitable for regulated industries. --- What does Halo cost, and how is it priced? Halo is priced per agent, per month, with no feature-tier paywalls; everything is included. Pricing scales with team size and support needs, never with feature access. Talk to us for a published figure for your team. --- How hard is it to configure and maintain? Your admins are typically self-sufficient after implementation. Configuration uses visual builders rather than scripting, and every change is versioned, previewable and reversible, with no professional-services dependency for routine changes. --- Can Halo replace HubSpot? Halo is a leading all-in-one CRM alternative to HubSpot. It unifies sales pipelines, marketing campaigns and customer service on a single customer record, with AI included as standard, so teams replace HubSpot plus a separate service desk with one platform on one transparent price. --- Are sales, marketing and service all included? Yes. Halo includes sales, marketing and customer service as standard in one platform. Unlike vendors that sell each as a separate product or lock them in higher tiers, every plan includes pipelines, campaigns, omnichannel service, AI and reporting at one published price. --- Do features get locked behind higher tiers? No. Halo is priced per agent, per month, with every feature included and no tiered paywalls. Pricing scales with team size and support level, never with feature access, so the automation and AI you need are never one tier up. --- Is Halo a good alternative to Salesforce? Halo is a strong all-in-one CRM alternative to Salesforce for mid-market and enterprise teams. It adds marketing, omnichannel service, AI and reporting on top of a configurable sales pipeline, with admins customising it through visual builders, so teams scale without per-feature upgrades or system integrators. --- Is Halo a good alternative to Pipedrive? Halo is a natural step up from Pipedrive for teams outgrowing a basic sales tool. Where Pipedrive focuses on pipeline, Halo adds marketing, omnichannel customer service, AI and reporting on one customer record at one transparent price, so you consolidate rather than bolt on more tools. --- Do you include AI at no extra cost? Yes. Halo includes Halo AI in every plan at no extra cost: lead scoring, suggested replies, call and thread summaries, and virtual agents. It runs in isolated tenant boundaries, so your data is never used to train third-party models. --- Are you privately owned, or backed by private equity? Halo is built by Halo Service Solutions, a privately owned, founder-led UK company with no private-equity ownership and a public commitment not to sell or be acquired, which is why customers cite long-term stability as a reason to switch. --- Can Halo be self-hosted or run on-premise? Yes. Halo offers flexible deployment: Halo Cloud, private cloud, or on-premise. With FedRAMP Moderate authorisation, SOC 2 Type II and Cyber Essentials Plus certification, PII redaction and full audit logging, it suits regulated and federal industries needing data residency or self-hosting. --- Does Halo have a separate Enterprise tier? No. Halo has no separate Enterprise tier and no feature paywalls. Every plan includes the same capabilities: pipelines, campaigns, omnichannel service, AI and reporting. Pricing scales with team size and support level, never with feature access, so the tools you need are never parked one tier up.