---
title: "HaloCRM Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about HaloCRM Software - reviews, pricing plans, popular comparisons to other Contact Center products and more."
source_url: "https://www.capterra.com/p/10003936/HaloCRM/"
page_type: "product"
language: "en"
---

# 

 HaloCRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

HaloCRM

## What is HaloCRM?

HaloCSM gives contact centre teams a single agent workspace covering voice, email, live chat, WhatsApp and social messaging, with telephony integrated into the ticket record so call context sits alongside every other interaction. Work is distributed by skills, team, priority and SLA, and supervisors track queue depth, agent availability and breach risk from live dashboards. AI agents deflect routine contacts to self-service and draft responses for agents, reducing handling time on repeat enquiries, and AI is part of the per-agent licence rather than metered by resolution. Concurrent licensing suits rota-based and round-the-clock operations, counting simultaneous sign-ins rather than headcount, so overnight and weekend cover does not require separate seats for every individual. Reporting covers CSAT, first contact resolution, response times, agent performance and channel mix, exportable for wider operational reviews.

## What is HaloCRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Customer Service](https://www.capterra.com/customer-service-software/)[Help Desk](https://www.capterra.com/help-desk-software/)

Top alternative

Featured

Overall rating

Based on 3 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£40

Per User, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for HaloCRM?[Manage this product listing](https://www.g2.com/products/halocrm/claim_requests/new?auto=true)

## HaloCRM Overview

Updated September 2026

AI summary

HaloCRM helps organizations of all sizes manage customer service and CRM processes by unifying support ticket management, multi-channel communication, and workflow automation. With features like live chat, email management, AI Copilot, reporting, and integration with over 50 platforms, HaloCRM supports teams seeking a single, cloud-based system for efficient customer interactions and service delivery.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### HaloCRM

5.0 (3)

VS.

[4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting Price

£40

Per User, Per Month

Starting Price

$25

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (3)

Ease Of Use

4.0 (503)

Value For Money

5.0 (3)

Value For Money

4.0 (445)

Customer Service

5.0 (3)

Customer Service

4.1 (440)

## HaloCRM alternatives

[4.4 (4,092)](https://www.capterra.com/p/164283/Zendesk/reviews/)

Starting price

$115.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[4.4 (708)](https://www.capterra.com/p/228915/Apptivo/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

## FAQs about HaloCRM

Overview

### What company size and specific industries is HaloCRM built for?

HaloCRM is designed for mid-market and enterprise organizations with sales, marketing, and service teams that have outgrown a basic CRM or need to replace separate tools for those functions. It is suited to companies seeking a single system for these business areas rather than a specific industry.

Features and Usability

### What are the key features of HaloCRM?

HaloCRM offers CRM, case management, and support ticket management for handling customer interactions and service requests. It also includes omnichannel communication through email, chat, SMS, and customer portals, plus workflow automation, automated routing, knowledge base management, reporting, and role-based permissions.

Integrations

### Which third-party tools and platforms does HaloCRM integrate with?

HaloCRM integrates with over 50 platforms, including communication and business tools such as 3CX, Cisco Jabber, Gmail, and HubSpot Sales Hub, plus IT and operations systems like Azure DevOps, Dynamics 365, Dynamics 365 Business Central, ConnectWise Automate, Datto RMM, Auvik, and Device42.

Getting Started and Support

### What training and onboarding options does HaloCRM offer?

HaloCRM provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover topic-based learning, documentation offers written reference material, and videos provide recorded walkthroughs for self-paced review.

Getting Started and Support

### What customer support options does HaloCRM offer?

HaloCRM provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. Without reviewer feedback on support, no user sentiment about response times or helpfulness can be stated. The listed channels indicate multiple ways for users to seek help and find answers.

## Features

AI summary

Based on 5,357 Contact Center reviews

Capterra data shows that buyers of Customer Service software rank the following features as their top priorities:

-   **Support Ticket Management** (**43%** of reviewers rated this feature as critical)
-   **Call Center Management** (**42%**)
-   **Multi-Channel Communication** (**39%**)

HaloCRM supports **Support Ticket Management** and **Multi-Channel Communication**, giving service teams a clear way to track requests and manage conversations across multiple customer touchpoints. However, it does not include **Call Center Management**. Instead, it offers other features that reviewers also rate highly, including **Email Management** (**40%**), **Live Chat** (**43%**), and **Mobile Access** (**39%**), helping businesses respond faster, stay connected across channels, and provide teams with more flexibility when handling customer issues.

Support Ticket Management

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Allow customers/users to submit support queries and service requests

Multi-Channel Communication

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Email Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage, store and organize emails within the system or via third-party apps

Mobile Access

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Contact Database

5.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customer Database

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

A collection of customer information such as contact details, demographics, previous interactions, etc.

HaloCRM 180 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Administrator Access: Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.
- Agent Interface: Agents can view and manage all customer requests and interactions.
- Agent Scheduling and Assignment: Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- AI Summarization: Uses AI to condense large amounts of text, audio, or video data into a coherent form
- AI Text Generation: Allows users to generate text based on a text prompt.
- Alerts/Escalation: System alerts about the need to escalate an issue or request
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Attachments/Screencasts: Documents and files can be attached to the ticket to communicate with customer issues/resolutions
- Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
- Automated response: Provides tools such as auto-discovery to assist companies in automating their breach notification response.
- Automated Responses: Automatic reply functionality for incoming messages
- Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules
- Autonomous Task Execution: Completes tasks independently without constant human intervention
- Autoresponders: Create and automatically send premade copy in response to customer messages
- Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously
- Brand Tracking: Monitor social media posts or web that mention a particular brand
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Call Center Features: Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
- Call Scripting: Provide agents with a typical response for common call subject matter
- Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
- Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
- Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance
- Chat/Messaging: Communicate using direct chat or messages within the system
- Chatbot: AI-based platform which conducts a conversation via auditory or textual methods
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commission Management: Tracking, calculating, and paying commissions and earnings to employees
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Contract/License Management: Track, store, and access client contracts or licenses
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Cross-system Integration: Works across multiple software systems or databases
- Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content
- Customer History: Access previous interactions or concerns to maintain customer relationships
- Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels
- Customer Portal: A website or login for customers to access information
- Customer Segmentation: Process of dividing customers into groups based on common characteristics
- Customer Social Profiles: Track customers' activities across social networks and maintain details about their demographics, preferences & more
- Customer Support: Provide online support for your customers through live chat or help desk functionality
- Customer Support Portal: Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Customization: Create labels for products that contain required information such as colors, sizes, dates, etc.
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file.
- Data Import/Export: Import and export data to and from software applications
- Data Security: Protect sensitive data for digital privacy
- Data Visualization: Graphical representation of data
- Deal Management: Defines specific deal parameters to negotiate and secure deals
- Decision Making: Makes informed choices based on available data and objectives
- Document & Content Mgmt.: Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Email: Offers the ability to send unlimited emails directly from the server without incurring any additional cost.
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts
- Email Templates: Pre-made examples and templates for emails
- Email to Case: Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
- Email Tracking: Track delivered, received, and opened emails
- Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product
- Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events
- Field Sales Management: Manage or track sales completed by field teams/employees
- File Management: Create, save, and store files
- For iPad Devices: Operate/access software on iPad Devices
- Forecasting: Form predictions based on past and present data/trends
- Gamification: Games or game-like elements to track progress and reward accomplishments
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Inbox Management: Organize, prioritize, and manage incoming communications
- Interaction Tracking: Track interaction history by documenting conversations for contacts
- Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure
- Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system.
- Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
- Knowledge Base: Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
- Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
- Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects
- Language Detection: Identify different languages
- Lead Assignment: Manually or automatically assign leads to sales reps
- Lead Capture: Automatically identify and save contact information of potential customers
- Lead Generation: Manage the process of attracting and converting business prospects into leads
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Lead Nurturing: Engage with a lead throughout the sales process by actively providing information
- Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors
- Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
- Live Chat: Ability to chat online in real time
- Macros/Templated Responses: Templated responses for responding quickly to recurring support requests
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Marketing ROI Analytics: Enables analysis of effectiveness of an organizations various marketing activities
- Mobile Access: Access software remotely via mobile devices
- Mobile App: Access the system via a mobile application
- Mobile SMS: Accepts contacts initiated through SMS or other mobile text functions.
- Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
- Multi-Channel Social Integration: Integrate with more than one social media network
- Multi-step Planning: Ability to break down and plan multi-step processes
- Multiple Data Sources: Allows users to manage data from a number of sources
- Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks.
- Opportunity & Pipeline Mgmt.: Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
- Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue
- Output Document Generation: Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
- Partner Relationship Mgmt. (PRM): Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
- Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load.
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Personalization: Adjust communications based on previous interactions or personal preferences
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
- Predictive Analytics: Predict future data based on historical data sets
- Prioritization: Arrange tasks based on the level of priority or urgency
- Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions
- Product & Price List Management: Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
- Proposal Generation: Create proposals based on costs of labor and materials
- Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams
- Quality Management: Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
- Queue Management: Monitor wait time and abandonment for incoming requests that have not been routed
- Quote & Order Management: Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Chat: Engage in direct, instant messaging with customers, users, etc.
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sales Pipeline Management: Pipeline view and tracking lead status
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Sandbox / Test Environments: Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Segmentation: Group leads or contacts based on their specific characteristics
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral
- Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Social: Provides tools specifically meant for socializing and meetign with colleagues
- Social Collaboration Features: Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
- Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
- Social Media Monitoring: Track activity on sites such as Facebook, Twitter, Instagram, etc.
- Social Network Integration: Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
- Support Analytics: Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
- Support Ticket Management: Allow customers/users to submit support queries and service requests
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes
- Task Automation: Automatically handle routine, repetitive tasks and processes without the need for manual intervention
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Territory Management: Organize customer data and accounts by user or geography
- Third-Party Integration: Addition of necessary external data, applications, tools, or features
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Ticket Collaboration: Share and collaborate on tickets with multiple customer service representatives
- Ticket Creation User Experience: User Experience of creating and submitting a ticket
- Ticket Management: Track, manage, or resolve user requests and IT incidents/issues
- Ticket Response User Experience: User Experience of responding and receiving a response
- User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users.
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Web-based Deployment: SaaS, web-based, online deployment
- Workflow: Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests.
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Capability: Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
- Workflow Management: Create, design and manage workflows for repetitive tasks
- Workforce Management: A set of processes to optimize the productivity of its employees

---

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Features

5.0 (3)

5.0

Based on 3 reviews

## Pricing

Value for money

5.0 (3)

Free Trial

All Inclusive

£40.00

Per User,Per Month

Value for money

5.0 (3)

5.0

Based on 3 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Jira](https://www.capterra.com/p/19319/JIRA/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

TeamViewer ONE](https://www.capterra.com/p/194565/TeamViewer/)[

Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[

Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Xero](https://www.capterra.com/p/120109/Xero/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (3)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (3)

5.0

Based on 3 reviews

## User reviews

Overall rating

5.0

Based on 3 reviews

Filter by rating

5(3)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Ashish A.

Administrator

Marketing and Advertising

### "A Surprisingly Comprehensive and User-Friendly CRM for Growing Teams"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 26, 2024

Pros

I am impressed with HaloCRM as a new user. It offers a great overall experience by combining user-friendliness with powerful features. One of the standout aspects of the platform is its intuitive interface, which made the initial setup and daily use straightforward, even for someone not particularly tech-savvy. I appreciate the extensive customization options, as they allow us to tailor the CRM to fit our specific business processes.

Cons

HaloCRM has some drawbacks. The third-party integrations are somewhat limited, which might concern businesses that depend on specific external tools. Furthermore, while the mobile app is functional, it lacks some of the polish and features available in the desktop version, making it less effective when working on the go. Despite these minor issues, the overall experience has been positive, especially considering the platform’s affordability and the exceptional customer support that comes with it.

Switched from

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Our team had been using Zoho CRM for a while, but we found that it was becoming too complex for our needs. We were looking for a CRM that offered a better balance between usability and functionality, which led us to explore alternatives.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AH

Ashley H.

Head Of Customer Service

Automotive

### "Seamless Integration - Dedicated support "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 22, 2024

Enjoyable from start to finish. The staff are great to work with and the product speaks for itself.

Pros

The ease of use straight after setup was almost too good to be true. \[sensitive content hidden\] had everything configured ready for us on launch day. Advisors took to the system with ease and our data vs reporting improved greatly.

Cons

Additional custom fields created for tickets require SQL reporting which as a non-technical implementer of the system, I found it frustrating that wasn't already pulled to the reporting suite as an option to select.

Alternatives considered

[ServiceNow Customer Service Management](https://www.capterra.com/p/225960/ServiceNow-Customer-Service-Management/)

Reasons for choosing HaloCRM

a Valued existing relationship with Halo as a business

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KW

Kirsty W.

Company Manager

Commercial Real Estate

### "WMDC / HaloCRM"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 22, 2023

We are so happy that we have joined HaloCRM to assist our business in becoming even more efficient and providing the best service that we can to our tenants. this system ensures that all maintenance is logged y the tenant and is picked up by the team immediately ensuring nothing is ever missed.

Pros

I like the ease in using the programme, and how we can now log all our Maintenance issues on a reliable system which means we can improve our service as landlord. really like the SLA time limits meaning all the team are working harder to meet these timecsales.

Cons

Nothing ! :) i have nothing negative to comment

Reasons for choosing HaloCRM

Less admin work, easy to use, easy for our tenants to use, amazing service from the staff and a true pleasure to deal with.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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