Sales & CRM
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All Features Included as Standard
Every CRM feature is available from day one, with no modules locked behind a higher tier. Sales, marketing, customer service, automation, and AI, all included in a single plan.
No Usage Limits
No caps on contacts, forms, workflows, or automations. Scale your team and your customer base without worrying about hitting a ceiling or triggering an unexpected bill.
No Add-Ons or Tiers
What you see is what you get. There are no premium tiers, no bolt-on extras, and no features held back to upsell you later. Just one plan with everything your team needs.
AI Included at No Extra Cost
Next best action, lead scoring, suggested replies, virtual agents, and report analysis are all built into HaloCRM as standard. No AI add-on, no separate licence, no extra cost.
Pipeline Stages
- Drag and drop deals between stages in real time
- Custom stages tailored to your sales process
- Run multiple pipelines for different teams or products
- Full activity timeline on every deal
- Custom stages tailored to your sales process
- Run multiple pipelines for different teams or products
- Full activity timeline on every deal
AI, Included as Standard
- AI Lead Scoring, automatically scores every lead against your ideal customer profile
- Next Best Action, flags at-risk deals, suggests next steps, and drafts follow-ups automatically
- Outreach Assistant, writes tailored emails in your own writing style and tone
- AI Analysis, continuously reads your pipeline to surface trends, forecasts, and opportunities before you have to look for them
- Next Best Action, flags at-risk deals, suggests next steps, and drafts follow-ups automatically
- Outreach Assistant, writes tailored emails in your own writing style and tone
- AI Analysis, continuously reads your pipeline to surface trends, forecasts, and opportunities before you have to look for them
Automated Sequences
- Visual drag and drop flowchart builder
- Multi-step emails, delays, and conditions in one journey
- Full engagement tracking, opens, clicks, and unsubscribes
- Trigger automatically from any CRM event
- Multi-step emails, delays, and conditions in one journey
- Full engagement tracking, opens, clicks, and unsubscribes
- Trigger automatically from any CRM event
Forecast & Analytics
- Real time pipeline value and weighted forecasting
- One click sales reports and QBRs
- Track team performance against targets
- AI flags trends and opportunities before you have to ask
- Export and share reports across your organisation
- One click sales reports and QBRs
- Track team performance against targets
- AI flags trends and opportunities before you have to ask
- Export and share reports across your organisation
Quotations
- Create and send professional proposals directly from the deal record
- Collect e-signatures from clients
- Convert winning quotes to invoices in a single click
- Syncs automatically with your ERP or accounting software
- Collect e-signatures from clients
- Convert winning quotes to invoices in a single click
- Syncs automatically with your ERP or accounting software
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Customer Story
From ServiceNow to HaloITSM: How inlumi Gained Efficiency, Flexibility, and Cost Savings
As inlumi grew, they needed an ITSM solution that could keep pace. Frustrated by rising costs, complex customisation, and declining support with ServiceNow, they made the switch to HaloITSM.
See Customer Story
30%
Reduction in licensing costs
Easy to Adopt
Simple to set up and intuitive to use from day one. Most marketing teams are live and sending campaigns within weeks, with no lengthy implementation projects, no specialist consultants, and no disruption to your existing operations.
300+ Integrations
Connect Halo to the platforms your marketing team already relies on, including Shopify, Amazon Seller, and Adobe Commerce. Embed lead capture forms directly into your website, and use the open API to connect anything else without compromise.
One Licence, One Platform
The same Halo licence that powers your marketing also covers sales, customer service, reporting and more. Every email sent, every form submitted, and every campaign tracked records data in one place, with no imports, no duplication, and no data sitting in a separate tool.
World-Class Support
Onboarding, training, and ongoing support are all included as standard. You get a dedicated team that takes the time to understand your business and is there to help whenever you need them, not just at the start.
AI Lead Scoring
Every lead is automatically scored against your ideal customer profile, analysing behaviour, engagement, and deal history to surface your best opportunities in real time. Your team always knows where to focus, without manually sifting through the pipeline.
Next Best Action
Deals that are at risk, stalling, or showing signs of concern are flagged automatically before they go cold. Add context to explain why a deal is at risk, get a suggested next step, and have a follow-up drafted and ready to send, all without leaving the deal.
AI-Assisted Outreach
From follow-up timing to message content, the next best action on every deal is suggested automatically, based on prioritisation rules you define, previous interactions, and engagement data. Tailored outreach emails are drafted in your own writing style and tone, so every message feels personal, even at scale.
Forecast and Report Intelligence
Your pipeline and sales data are continuously analysed to generate accurate weighted forecasts, surface trends and anomalies, and flag what needs attention before you have to go looking for it. Sales leaders get the clarity they need to make confident decisions, without manual number crunching with Halo's MCP connection.
FAQ Question 1
FAQ Answer 1
CRM that works the
way your team does
Try HALO for free today, the only platform to change the way the world works.