HaloCRM
HaloCRM is customer relationship management software that runs sales, marketing and service on one customer record. New leads are captured, scored against your ideal customer profile and routed to the right rep automatically, then stage-based automation fires tasks, follow-ups and approvals as deals progress. Weighted forecasting and multiple pipelines come as standard. Marketing teams segment audiences by behaviour, tags and custom fields, build campaigns in a drag-and-drop email builder, and see closed-loop attribution from campaign to closed revenue. Email sequences and sales cadences are mapped in one visual builder with A/B split paths and no code. AI is part of the licence rather than an add-on: lead scoring, suggested replies, Next Best Action and call summaries. Email, voice, live chat, social, SMS and a branded portal all share one timeline, so sales, marketing and support work from the same view of the customer, from first click through to renewal.
Average Rating: 4.8/5.0
Total Reviews: 4
Who Is the Company Behind HaloCRM?
- Seller: Halo Service Solutions
- Year Founded: 1994
- HQ Location: Stowmarket, England
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LinkedIn® Page: www.linkedin.com
330 employees on LinkedIn®
Who Uses This Product?
- Company Size: 75% Small, 25% Medium
What Do G2 Reviewers Say About HaloCRM?
AI-generated summary from verified user reviews
Pros
- Users appreciate the hands-on support provided by HaloCRM, enhancing their experience through effective assistance.
- Users appreciate the ease of use of HaloCRM, thanks to its simple UI and seamless tool integration.
- Users value the easy integration with other tools, enhancing their overall workflow and productivity.
- Users value the easy integration with other tools in HaloCRM, enhancing overall workflow and productivity.
- Users love the intuitive interface of HaloCRM, making navigation and integration with tools effortless.
Cons
- Users face a difficult learning curve with HaloCRM, requiring multiple training sessions to grasp the tool effectively.
- Users mention a steep learning curve, requiring multiple training calls to fully grasp HaloCRM's features.
- Users experience a steep learning curve with HaloCRM, requiring multiple training sessions to grasp its functionalities.
- Users note that technical expertise is required, necessitating training calls to fully understand HaloCRM.
What Are Recent G2 Reviews of HaloCRM?
"Great Omnicannel CRM Tool, Helped us in Efficient Analysis of our Customer Support Team"
Rating: 5.0/5.0 stars
— Arvind A.
Rating: 5.0/5.0 stars
— Alicia S.

