- Companies, sites and contacts sync both ways through Halo webhooks, with addresses mapped to Halo address lines 1 to 4.

- Ticket-based opportunities sync both ways; status changes arrive through webhooks.

- Import your Halo items (products, services, labour) with their category. A new distributor or catalog product is created in Halo the first time it is added to a proposal.

- Accepted quotes sync to Halo as a quotation with attachments, including the signed PDF.

- Sales orders are created in Halo from the post-sale ticket items, so delivery starts without retyping the deal.

- Distributor pricing from Pax8, Ingram Micro and other connected distributors inside the quote; pricing books hold each client's agreed prices.

- Template library: set your cover page, styling and wording once, and every quote goes out on brand.

- Whitespace analysis on your Halo contracts, which are read only and never written back (Advanced plan and up).

- Failed syncs show under Settings > Tools > Issues, where you can fix the cause and retry.

- Storefront: a branded store where clients buy your services at your pricing (paid add-on on the Premium plan).