Frequently asked questions
FAQ Question 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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.