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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 Halo?

Halo functions as an all-encompassing platform that effortlessly combines automated data assimilation, visualization, and supply chain analytics, enabling organizations to grow, maintain a competitive advantage, and boost customer satisfaction. By leveraging Halo, companies can integrate a variety of internal and external data sources into a unified data warehouse, which facilitates swift report generation and enhances accuracy in supply chain planning by linking different data components. Furthermore, Halo provides adaptable deployment options, allowing organizations to choose between on-premise, cloud, or hybrid solutions, thereby catering to a wide range of business requirements. This flexibility not only empowers companies to effectively navigate fluctuating market conditions but also to better meet evolving customer expectations. As a result, organizations utilizing Halo can achieve greater operational efficiency and strategic insight.

Media

Media

Integrations Supported

Facebook
Salesforce
X (Twitter)
Active Directory
Amazon Seller Central
AnyDesk
Cisco CX Cloud
ConnectWise Automate
Forethought
Freshdesk
Instagram
Instagram Ads
JD Edwards EnterpriseOne
Meta Ads
Microsoft Dynamics 365 Business Central
OpenAI
SAP Cloud Platform
Twilio
WhatsApp
bvoip

Integrations Supported

Facebook
Salesforce
X (Twitter)
Active Directory
Amazon Seller Central
AnyDesk
Cisco CX Cloud
ConnectWise Automate
Forethought
Freshdesk
Instagram
Instagram Ads
JD Edwards EnterpriseOne
Meta Ads
Microsoft Dynamics 365 Business Central
OpenAI
SAP Cloud Platform
Twilio
WhatsApp
bvoip

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Halo

Date Founded

2001

Company Location

United States

Company Website

halobi.com

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

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Supply Chain Management

Demand Planning
Electronic Data Interchange
Import / Export Management
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Shipping Management
Supplier Management
Transportation Management
Warehouse Management

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