HaloCSM Reviews in 2026

Audience

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

About HaloCSM

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.

Other Popular Alternatives & Related Software

HaloPSA

(4 Ratings)

HaloPSA is a modern and intuitive Professional Services Automation (PSA) solution, designed for Service Providers. With HaloPSA’s cloud platform, manage your entire business, modernise your customer experience and automate your service. As an all-inclusive platform, take advantage of all the features including Billing, Project Management, Reporting, time tracking and much more. Furthermore, take advantage of over 50 integrations to centralise your systems. Overall, HaloPSA is trusted by 100,000+ teams from 50+ countries, including global organisations such as Atos, NEC and Gijima.

Learn more

Fidelis Halo

Fidelis Halo is a unified, SaaS-based cloud security platform that automates cloud computing security controls and compliance across servers, containers, and IaaS in any public, private, hybrid, and multi-cloud environment. With over 20,000 pre-configured rules and more than 150 policy templates that cover standards such as PCI, CIS, HIPAA, SOC, and DISA STIGs for IaaS services, Halo’s extensive automation capabilities streamline and accelerate workflows between InfoSec and DevOps. The comprehensive, bi-directional Halo API, developer SDK, and toolkit automate your security and compliance controls into your DevOps toolchain to identify critical vulnerabilities so they can be remediated prior to production. The free edition of Halo Cloud Secure includes full access to the Halo Cloud Secure CSPM service for up to 10 cloud service accounts across any mix of AWS, Azure, and GCP, at no cost to you, ever. Sign up now and start your journey to fully automated cloud security!

Learn more

Document360

(38 Ratings)

Document360 is an AI-powered Knowledge base platform designed to streamline knowledge management in organizations. It helps teams create, manage, and publish content effortlessly, ensuring clarity and accessibility for users. Use Cases Knowledge Base for Customers and Teams: Offer a seamless self-service experience with AI search, auto-tagging, and analytics to boost productivity and reduce support queries. IT Documentation (Including API Docs) Simplify technical documentation with markdown support, version control, and API-friendly features like code embedding and AI-driven insights. Standard Operating Procedures (SOPs) Maintain consistent workflows with centralized SOPs, AI content suggestions, and easy updates for team alignment. User Manuals Deliver user-friendly manuals with customization, localization, and AI tools for faster, polished content.

Learn more

Halo

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.

Learn more

Pricing

Starting Price:

£59 per user per month

Pricing Details:

All inclusive - no tiered options.
Price per user decreases as you grow

Free Trial:

Free Trial available.

Integrations

API:

Yes, HaloCSM offers API access

See Integrations

Ratings/Reviews

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

Videos and Screen Captures

Other Useful Business Software

MongoDB Atlas runs apps anywhere

Deploy in 115+ regions with the modern database for every enterprise.

MongoDB Atlas gives you the freedom to build and run modern applications anywhere—across AWS, Azure, and Google Cloud. With global availability in over 115 regions, Atlas lets you deploy close to your users, meet compliance needs, and scale with confidence across any geography.

Start Free

Product Details

Platforms Supported

Cloud

iPhone

iPad

Android

Chromebook

On-Premises

Training

Documentation

Live Online

Webinars

In Person

Videos

Support

Phone Support

24/7 Live Support

Online

Compare This Software

Snapforce

Manage your sales pipeline effectively, with activity based selling. See which deals need outreach, have past due activities, and schedule new activities right from your pipeline view. The Deals module helps you track your leads/deals through the sales cycle. Filtered views can be created to...

Compare
Halo

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...

Compare
Fidelis Halo

Fidelis Halo is a unified, SaaS-based cloud security platform that automates cloud computing security controls and compliance across servers, containers, and IaaS in any public, private, hybrid, and multi-cloud environment. With over 20,000 pre-configured rules and more than 150 policy templates...

Compare
HaloPSA

HaloPSA is a modern and intuitive Professional Services Automation (PSA) solution, designed for Service Providers. With HaloPSA’s cloud platform, manage your entire business, modernise your customer experience and automate your service. As an all-inclusive platform, take advantage of all the...

Compare
DevRev

A blazingly fast neural engine for next-generation customer support and software development. Bringing the power of LLMs and analytics to rebuild your relationship with your customers. The auto route, collaborate, and triage to solve customer needs in real-time. Elevate your support team and...

Compare

Recommended Software

Snapforce

Manage your sales pipeline effectively, with activity based selling. See which deals need outreach, have past due activities, and schedule new activities right from your pipeline view. The Deals module helps you track your leads/deals through the sales cycle. Filtered views can be created to...

See Software
Halo

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...

See Software
Fidelis Halo

Fidelis Halo is a unified, SaaS-based cloud security platform that automates cloud computing security controls and compliance across servers, containers, and IaaS in any public, private, hybrid, and multi-cloud environment. With over 20,000 pre-configured rules and more than 150 policy templates...

See Software