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About

HaloCRM is omnichannel customer service software, designed for teams looking to drive greater efficiency when handling customer inquiries. HaloCRM offers an intuitive platform for customer-facing teams to manage conversations from any channel. The platform will ingest customer conversations from Twitter, Facebook, Facebook Messenger, email, SMS, chat, phone calls, and more, eliminating the possibility of missed inquiries, and improving customer satisfaction by opening more channels of communication. HaloCRM lets you provide support anywhere, keeping customers happy and connected through email, text, chat, voice, and more. With powerful out-of-the-box workflows and easy drag-and-drop configuration, HaloCRM can handle it all. HaloCRM will make it easier to prioritize and respond to customers with one unified support desk, complete with customer context built-in to facilitate better conversation tracking.

About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

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

Companies wanting an all-inclusive customer service platform to improve their support team

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

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

£59 per user per month
Free Version
Free Trial

Pricing

$60 per month
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

HaloCRM
United Kingdom
halocrm.io

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

Alternatives

HappySat

HappySat

Invarosoft
Vallum Halo Manager

Vallum Halo Manager

Vallum Software
CloudRadial

CloudRadial

Azurative
Fidelis Halo

Fidelis Halo

Fidelis Security
Thread

Thread

Thread Magic
HaloPSA

HaloPSA

Halo Service Solutions

Categories

Categories

MSP

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

Autotask PSA
ConnectWise Automate
HubSpot CRM
Microsoft 365
Microsoft Intune
Salesforce
ServiceNow
Active Directory
HaloITSM
HubSpot Customer Platform
Instagram
Instagram Ads
Kaseya BMS
LiveChat
Microsoft Dynamics 365 Business Central
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
PagerDuty
Quoter
Wise-Pay

Integrations

Autotask PSA
ConnectWise Automate
HubSpot CRM
Microsoft 365
Microsoft Intune
Salesforce
ServiceNow
Active Directory
HaloITSM
HubSpot Customer Platform
Instagram
Instagram Ads
Kaseya BMS
LiveChat
Microsoft Dynamics 365 Business Central
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
PagerDuty
Quoter
Wise-Pay
Claim HaloCRM and update features and information
Claim HaloCRM and update features and information
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Claim Strategy Overview and update features and information