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What is HaloCRM?

HaloCRM is an all-in-one customer service platform tailored for teams aiming to enhance their effectiveness in managing customer interactions. This versatile solution enables teams to oversee conversations across various channels, including Twitter, Facebook, Facebook Messenger, SMS, email, chat, and phone, ensuring that no customer inquiry goes unanswered, which ultimately boosts customer satisfaction through expanded communication options. With HaloCRM, support can be delivered through multiple mediums, including email, text, voice, and chat, allowing for flexibility in addressing customer needs. For larger customer service teams with intricate workflows, HaloCRM offers robust capabilities to manage complex processes through its intuitive drag-and-drop configuration and pre-built workflows. By utilizing HaloCRM, organizations can streamline customer prioritization and maintain a cohesive help desk, complete with integrated customer context for improved tracking of conversations and interactions. With such comprehensive features, teams can adapt to the ever-evolving demands of customer service while ensuring a seamless experience for their clientele.

What is Giving Halo?

Giving Halo is a comprehensive, cloud-driven solution specifically crafted for churches, ministries, and nonprofit organizations to manage online giving and donations effectively. The platform offers an all-encompassing dashboard that allows organizations to assess donation trends over different timeframes—whether weekly, monthly, or annually—and also to monitor their progress towards designated funds, including those meant for construction or mission projects. Users have the ability to accurately log incoming donations, designating specific funds and detailing tax deductibility, while also aligning these records with bank transactions. With robust donor management features, Giving Halo creates in-depth profiles for individual and organizational contributors, tracking their donation histories and specifics, which enables churches to keep a close eye on giving behaviors or maintain records for inactive donors. Furthermore, the platform boasts flexible reporting functionalities that allow for the easy creation of giving statements, receipts, and comprehensive reports that can be exported in PDF or CSV formats for efficient bookkeeping or for use in board meetings. Consequently, Giving Halo not only simplifies financial tracking for organizations but also enhances their ability to cultivate meaningful connections with their donor base. This ensures that organizations can maintain transparency and accountability, which are vital for building trust with their supporters.

Media

Media

Integrations Supported

Amazon Seller Central
AnyDesk
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Forethought
Google Sheets
HubSpot CRM
Instagram Ads
Mattermost
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
Okta
QuickBooks Online
Shopify
Slack
WordPress
reCAPTCHA

Integrations Supported

Amazon Seller Central
AnyDesk
Azure AI Translator
Cisco CX Cloud
ConnectWise Automate
Facebook
Forethought
Google Sheets
HubSpot CRM
Instagram Ads
Mattermost
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Intune
Okta
QuickBooks Online
Shopify
Slack
WordPress
reCAPTCHA

API Availability

Has API

API Availability

Has API

Pricing Information

£59 per user per month
Free Trial Offered?
Free Version

Pricing Information

$15 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

HaloCRM

Company Location

United Kingdom

Company Website

halocrm.io

Company Facts

Organization Name

StartCHURCH

Date Founded

2009

Company Location

United States

Company Website

www.startchurch.com/churchhalo/givinghalo

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Categories and Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

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