Automate your customer management
An all-in-one CRM system for closing deals and improving customer service
Manage every stage of the customer journey with the world’s only AI-driven, comprehensive CRM system that combines sales, marketing and customer service.
All functionality. One price.
Features
Ticketing
Omnichannel
Automation
Analytics
Self-service portal
Transparent pricing,
no surprises
Agent-based pricing provides predictable costs and makes purchasing straightforward without complex licensing models.
125,000+ users in 75+ countries use the HaloCRM solution
Ticketing
Service management does not have to be complicated. HaloCRM is a straightforward and powerful ticketing system that removes bottlenecks and organizes your processes. Receive customer inquiries from all channels, automate routines, and scale your service seamlessly.
Core features that deliver results
Stop manual work and let the system handle routines. Build a service that supports your company’s goals and quickly delivers return on investment.
Your experts can switch channels seamlessly within the same ticket. If the customer starts a conversation in WhatsApp, your team can continue handling it via email without losing the thread. All data feeds directly into reporting, giving management full visibility into customer behavior and service bottlenecks.
Scale customer service while maintaining a personal touch
Expanding customer service requires the right tools, not additional administration. HaloCRM gathers inquiries from email, text messages, social media, and chat into a single view. The system turns them into tickets, prioritizes them, and routes them to the right expert.
Your team saves time using ready-made response templates and knowledge base articles. Yet every reply still feels like a real conversation: messages adapt fully to your brand and include your experts’ own signatures. You can deliver service at scale without compromising customer experience.
Faster resolutions. Happier customers.
HaloCRM’s built-in processes make managing customer inquiries and meeting SLA targets easy. Workflow automation and centralized communication now work effortlessly. Internal discussions and integrations with productivity tools like Microsoft Teams bring the right people into the conversation at the right time so issues are resolved quickly.
Stop wasting time on inefficient tools.
Omnichannel
Omnichannel customer service
Siloed customer service slows work, frustrates customers, and wastes resources. HaloCRM brings all inquiries into one centralized view. Your customers can use any channel, and your experts can handle everything from a single interface without constantly switching systems.
Unified customer experience
Omnichannel customer service often results in messy processes. We fix that. The system combines inquiries from voice calls, chat, email, forms, and social media into one seamless workflow.
Your experts can switch channels within the same ticket seamlessly. If a customer starts a conversation on X (formerly Twitter), your team can continue via email without losing the thread. All data feeds directly into reporting, giving management full visibility into customer behavior and service bottlenecks.
Integrated channels for efficient service
Stop maintaining fragmented tools. Centralize management and maximize productivity.
Your experts can switch channels within the same ticket seamlessly. If a customer starts a conversation on X (formerly Twitter), your team can continue via email without losing the thread. All data feeds directly into reporting, giving management full visibility into customer behavior and service bottlenecks.
Take full control of service processes
Fragmented customer service is inefficient. Replace it with a solution that immediately improves operations, cuts unnecessary costs, and delivers real value.
Book a demo and see how HaloCRM transforms your customer service
Automation
Remove bottlenecks and scale your service and customer experience
Customer service automation and AI turn manual routines into history. HaloCRM’s AI bots, automatic ticket routing, and ready-made solution templates free your experts’ time for work that truly creates value. Let the software handle heavy processes and focus on results.
Eliminate repetitive tasks and increase productivity
The automation engine eliminates unnecessary administrative work. The system sends acknowledgments, embeds relevant knowledge base articles, and escalates tickets automatically based on keywords. HaloCRM monitors your environment continuously and alerts experts only when human intervention is required. Forget manual task lists and let the system guide the workflow.
Let AI handle routines
Reduce pressure on your experts by giving customers tools for self-service. The HaloCRM chatbot helps customers resolve basic issues, suggests relevant knowledge base content, and routes complex cases directly to the right team. Analytics show in real time how many inquiries AI resolved independently and which topics recur most often.
Route and prioritize tickets without guesswork
Manual ticket distribution slows service. HaloCRM’s rules engine removes this bottleneck. The system automatically assigns tickets based on expertise, prioritizes tasks based on content, and pre-fills fields using customer data. We remove unnecessary steps from your team’s daily work.
Maximize first-time fix rate
Accelerate resolutions and improve customer satisfaction with the Matchbot feature. The system automatically suggests relevant articles and previously resolved similar cases directly in the workspace. Combined with full customer history, your team immediately has all the information needed for the correct solution.
Standardize quality
Ensure consistent customer experience. Manage communication using predefined response templates containing rich text, images, and tables. The system automatically suggests these to experts during work. Messages remain personal using dynamic variables that pull correct data directly from ticket and customer records.
Stop manual work and improve service operations immediately. Book a demo and see HaloCRM in action.inefficient tools.
Reporting & Analytics
Clean data. Real results.
Turn your customer service and IT support into a data-driven operation. HaloCRM collects information from its own database and integrated systems into clear reports. We turn raw data into tools that cut costs, identify bottlenecks, and accelerate resolution times immediately.
Ready-made reports for quick start
You do not need to reinvent the wheel. HaloCRM includes more than 500 ready-made reports and dashboards based on industry best practices. This means fast implementation and immediate value from your investment. Managers and experts get their own targeted views from day one.
Build your own dashboards without code
Data is useless if extracting it is slow. With HaloCRM’s drag-and-drop tool you can build views tailored to your company’s needs without writing code. Drag any data from the database and turn it into clear charts.
If your resources are limited, let us do the work. Every subscription includes a free report-building service. Tell us what you want to measure and we will deliver a ready-made view.
Share results seamlessly
Data must move. HaloCRM does not limit the number of reports or the volume of transferred data. You can automate sharing and send reports on schedule in Excel or PDF format to stakeholders.
You can also export data directly to PowerBI or Klipfolio and publish dashboards in internal portals. This ensures your leadership, HR, and IT make decisions based on the same real-time facts.
Data-driven efficiency
When processes are based on solid data, service quality improves and ROI grows. Stop managing by guesswork and take full control of your systems.
Book a demo and see how HaloCRM analytics improves your service operations.
Customer Self-Service
Efficient service. Lower costs
Inefficient customer service wastes time and money. HaloCRM provides modern self-service solutions that free your team from routine tasks and allow customers to resolve basic issues independently. Comprehensive portals, a versatile knowledge base, and flexible web widgets bring everything essential into one place. This allows your team to focus on truly meaningful work.
Less workload. More freedom for customers.
When customers find solutions themselves, experts’ time is no longer spent on repetitive questions. The result: happier customers and more efficient service.
Brand portals without coding
HaloCRM portals look and feel like your own. Create multiple multilingual portals easily, choose components, and deliver a unified service experience. Customize content, forms, articles, and documentation according to your company’s needs.
Forms and surveys directly on websites
Build and embed forms on websites or intranets in minutes. Rules ensure only relevant data is collected. All requests and feedback are routed directly into the centralized system without complex management.
Powerful self-service tools
The knowledge base solves common questions quickly. Instructions, videos, and images make finding help easy. Track article usage, collect direct feedback, and improve content based on automated feedback.
AI handles routine inquiries
When bots answer basic questions, your team can focus on demanding service. The chatbot suggests articles and routes requests to experts when necessary. Reports automatically show how many requests were resolved without manual work and which topics recur most often.
Stop wasting resources on manual processes. Implement HaloCRM self-service and elevate your service to the next level.
Transform your service delivery
We assess the current state, implement the solutions, and ensure continuous improvement. All from a single partner.