--- title: HaloCRM Reviews meta_title: 'HaloCRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how HaloCRM works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 4 scale: '5' date_modified: '2026-09-28' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # HaloCRM Reviews **Vendor:** Halo Service Solutions **Category:** [Digital Customer Service Platforms](https://www.g2.com/categories/digital-customer-service-platforms) **Average Rating:** 4.8/5.0 **Total Reviews:** 4 ## About 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. ## HaloCRM Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users appreciate the **hands-on support** provided by HaloCRM, enhancing their experience through effective assistance. (1 reviews) - Users appreciate the **ease of use** of HaloCRM, thanks to its simple UI and seamless tool integration. (1 reviews) - Users value the **easy integration** with other tools, enhancing their overall workflow and productivity. (1 reviews) - Users value the **easy integration with other tools** in HaloCRM, enhancing overall workflow and productivity. (1 reviews) - Users love the **intuitive interface** of HaloCRM, making navigation and integration with tools effortless. (1 reviews) - Navigation Ease (1 reviews) - Simple (1 reviews) - Users appreciate the **clean and clear user interface** of HaloCRM, making navigation and integrations effortless. (1 reviews) **What users dislike:** - Users face a **difficult learning curve** with HaloCRM, requiring multiple training sessions to grasp the tool effectively. (1 reviews) - Users mention a **steep learning curve** , requiring multiple training calls to fully grasp HaloCRM's features. (1 reviews) - Users experience a **steep learning curve** with HaloCRM, requiring multiple training sessions to grasp its functionalities. (1 reviews) - Users note that **technical expertise is required** , necessitating training calls to fully understand HaloCRM. (1 reviews) ## HaloCRM Reviews ### 1. Intuitive CRM platform **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia S. | Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** February 28, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about HaloCRM?** Connect with clients through email, text messages, chat, and calls among others, easy to use, implement, and intuitive, with excellent user support. **What do you dislike about HaloCRM?** The only thing is, the reports are not entirely good. **What problems is HaloCRM solving and how is that benefiting you?** I like the ease of use of the CRM and how we can now record all activities with clients and prospects in a reliable system, which means we can improve our sales and enhance customer services. ### 2. Great Omnicannel CRM Tool, Helped us in Efficient Analysis of our Customer Support Team **Rating:** 5.0/5.0 stars **Reviewed by:** Arvind A. | LEAD - RETENTION MARKETING, Consumer Goods, Mid-Market (51-1000 emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a review partner **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 15, 2024 **What do you like best about HaloCRM?** - clean simple ui for our team to navigate around - easy integration with other tools - hands on support for us **What do you dislike about HaloCRM?** we had to go on 1-2 training calls to understand the tool **What problems is HaloCRM solving and how is that benefiting you?** - live chat - ticket assignment - agent performance analysis ### 3. Best CRM Tool - Flexible, Easy to Understand **Rating:** 5.0/5.0 stars **Reviewed by:** Sakshi J. | Social Media Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** April 19, 2024 **What do you like best about HaloCRM?** - Tickets Segregation - Customer support is really good, smooth on boarding - Multiple channels customer support can be done at one - User interface is clean and clear **What do you dislike about HaloCRM?** - Reporting can be a bit more robust with individual channels **What problems is HaloCRM solving and how is that benefiting you?** Customer servicing, solving all queries across platform and getting an overview all at one dashboard rather than multiple channels ### 4. Sending messages to a list of clients via WhatsApp **Rating:** 4.0/5.0 stars **Reviewed by:** Daniel D. | CEO, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **AI Translated:** This review has been translated from Spanish; Castilian using AI. **Reviewed Date:** February 27, 2024 **What do you like best about HaloCRM?** Ease of implementation and use, sending web messages **What do you dislike about HaloCRM?** Native incompatibility with macOS, support, and a somewhat high price **What problems is HaloCRM solving and how is that benefiting you?** Automation of messages, mass messages without additional charges - [View HaloCRM pricing details and edition comparison](https://www.g2.com/products/halocrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-29+23%3A25%3A32+-0500&secure%5Bsession_id%5D=d8fe67a7-760d-4be6-aac4-ea91ff4b0df1&secure%5Btoken%5D=e6a08b4c885183c816ee56505ac4ef52d2670891bd3f7cb78eca12f924e1b52a&format=llm_user) ## HaloCRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Task Management - Email Tracking/Automation - Calls and Voice - Other Outreach Options - CRM Integration - Calendar - Shared Records - Business Process Automation - Performance Management - Calendar Management - Sales Pipeline Management - Communication Management - Campaign Management **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Speech - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Communication** - Pop-up Chat - Notifications - Targeted Emails - In-App Messaging - Co-Browsing - Real-Time Notifications - Real-time Consumer-facing Chat **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Reporting & Analytics** - Reporting - Dashboards - Forecasting ** Internal Use** - Customization - Conversation Archiving - Lead Development - Knowledge Base - Team Inbox - Customer Profiles **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **AI and Automation** - Lead Prioritization - Lead Scoring - Best Time of Day Scheduling - Buyer Intelligence - Machine Learning **Additional Functionality** - Real-Time Analytics - Email Management - API - Single Sign On - Search/Filter - Collaboration Tools - Third-Party Integrations - Activity Dashboard - Canned Responses - Surveys & Feedback - Reporting/Analytics - Transfers/Routing - Geotargeting - Interaction Tracking - CRM - Transcripts/Chat History - Document Storage - Screen Sharing - Contact Management - Autoresponders - Multi-Channel Communication - Mobile Access - AI Copilot - Offline Form - Real-Time Monitoring - Support Ticket Management - File Sharing **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Generation - Generative AI - Lead Generation **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Strategic Planning **Additional Functionality** - Prospecting Tools - Reporting/Analytics - AI Copilot - Auto-Dialer - For Sales Teams/Organizations **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top HaloCRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,132 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,706 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,845 reviews)