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About

Halo is a robust, all-in-one-platform that combines automated data integration, visualization, and supply chain analytics, enabling organizations to grow, gain a competitive advantage, and increase customer satisfaction. With Halo, diverse internal and external data sources are consolidated into a single data warehouse, giving businesses the ability to quickly build their reports and link elements from each data source for more precise supply chain planning. Halo can be deployed on-premise, in the cloud, or in a hybrid environment.

About

HaloCSM is a customer relationship management platform that brings sales, marketing, and customer service together in one system. It helps teams manage leads, pipelines, campaigns, customer interactions, support tickets, and reporting without relying on separate point solutions. Automated lead scoring and routing, stage-based workflows, weighted forecasting, and multi-pipeline management help sales teams move opportunities forward more efficiently. Marketing sequences, omnichannel communications, AI-powered capabilities, dashboards, and customer service tools provide visibility across the full customer journey. HaloCSM also offers integrations, a REST API, webhooks, sandbox environments, audit logs, and flexible deployment options including cloud, private cloud, and on-premise. The platform is designed to give organizations a customizable customer management environment with transparent pricing, enterprise-grade security, and a unified customer record across teams.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprise customers across industries and business functions, including supply chain planning, operations, manufacturing, procurement, finance, sales and merchandising, and more.

Audience

Growing and enterprise organizations that want to consolidate sales, marketing, customer service, automation, reporting, and customer data into one customizable platform

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

£59 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Halo
Founded: 2001
United States
halobi.com

Company Information

HaloCSM
United Kingdom
www.usehalo.com

Alternatives

Alternatives

Snapforce

Snapforce

SnapForce Technologies
Fidelis Halo

Fidelis Halo

Fidelis Security
SC Genius

SC Genius

Supply Chain Genius
HaloPSA

HaloPSA

Halo Service Solutions
Vallum Halo Manager

Vallum Halo Manager

Vallum Software

Categories

Categories

Business Intelligence Features

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 Features

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

CRM Features

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 Features

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

Integrations

Facebook
Salesforce
X (Twitter)
3CX
ChatGPT
ConnectWise Automate
Device42
Mattermost
Meta Ads
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Teams
NGC Andromeda
NetSuite
Okta
RingCentral RingCX
Slack
TeamViewer
Vibe.fyi
WhatsApp

Integrations

Facebook
Salesforce
X (Twitter)
3CX
ChatGPT
ConnectWise Automate
Device42
Mattermost
Meta Ads
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Teams
NGC Andromeda
NetSuite
Okta
RingCentral RingCX
Slack
TeamViewer
Vibe.fyi
WhatsApp
Claim Halo and update features and information
Claim Halo and update features and information
Claim HaloCSM and update features and information
Claim HaloCSM and update features and information