About HaloCRM

HaloCRM is a customisable help desk solution, offering a modern and intuitive interface that can be deployed both on-premise or as a cloud-based solution. The platform centralizes all customer communications into a single, scalable solution, inclusive of a knowledge base, a self-service portal, automation features, and a virtual agent. The system is highly configurable, including customizable branding, and is practically unique in its simple, all-inclusive pricing structure.

HaloCRM can be deployed on-premise or in the cloud. It offers a suite of integrations, with connectors available for popular platforms such as Salesforce, Microsoft Teams, Outlook, Gmail, and more. HaloCRM has been designed to work flexibly across any industry, and for teams of all sizes.

HaloCRM works best for those looking for a tool that can flexibly handle complex processes and those who are looking for a partnership-style relationship with their provider, with accessible guidance and a pain-free migration path.

Pricing starting from:


  • Free Version
  • Free Trial
  • Subscription

Key benefits of HaloCRM

  • All-inclusive pricing structure. No hidden fees or locked-away features, subscriptions includes access to the entire platform, a dedicated customer success manager, a free report-writing service, and in-house support.
  • Partnership-style support services.
  • Deployed on-premise or as a cloud-based solution.
  • Robust and secure. Including Cyber Essentials and ISO 27001 accreditation, with 99.95% uptime as standard.
  • Quick and easy to deploy, with expert-led training included as standard with all professional services packages.
  • Omnichannel ticketing. Centralise customer communications from any channel into one queue to reduce agents' administrative time, and standardize service across channels for customers. Chat, web page, email, social media, and more are available.
  • Context-driven customer service. HaloCRM automatically offers contextual information to agents as they work with customers, including their other open inquiries, past conversations, and even playbooks to help them solve the inquiry using best practices. All the tools they need to deliver exceptional customer service.
  • Over 100 reports and real-time dashboards out-of-the-box, with integration into other reporting tools like PowerBI.
  • Expansive integration options are available, including Salesforce, Microsoft Teams, Google Workspace, and more. The system also has an open API available at no extra cost.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)


    • Cloud-based
    • On-premise


    Afghanistan, Albania, Algeria, American Samoa, Andorra and 224 others

    Supported Languages

    Brazilian Portuguese, Chinese, Czech, Dutch, English and 11 others

    Pricing starting from:


    • Free Version
    • Free Trial
    • Subscription


    HaloCRM Software - HaloCRM Workflow Management
    HaloCRM Software - HaloCRM Home Page Dashboard
    HaloCRM Software - HaloCRM Ticket Management View
    HaloCRM Software - HaloCRM Contact Overview
    HaloCRM Software - HaloCRM Knowledge Base Article
    HaloCRM Software - HaloCRM Administration Console
    View 6 more
    HaloCRM Software - HaloCRM Workflow Management
    HaloCRM Software - HaloCRM Home Page Dashboard
    HaloCRM Software - HaloCRM Ticket Management View
    HaloCRM Software - HaloCRM Contact Overview
    HaloCRM Software - HaloCRM Knowledge Base Article
    HaloCRM Software - HaloCRM Administration Console


    Total features of HaloCRM: 44

    • API
    • Activity Tracking
    • Alerts/Escalation
    • Appointment Management
    • Auto-Responders
    • Automated Routing
    • Calendar Management
    • Contact Database
    • Contact Management Software
    • Customer Database
    • Customer History
    • Customer Segmentation
    • Customizable Forms
    • Customizable Templates
    • Data Import/Export
    • Drag & Drop
    • Email Management Software
    • Employee Management
    • Engagement Tracking
    • Inbox Management
    • Interaction Tracking
    • Knowledge Base Management
    • Lead Management Software
    • Live Chat Software
    • Multi-Channel Communication
    • Multiple User Accounts
    • Performance Management
    • Performance Metrics
    • Real Time Analytics
    • Real Time Monitoring
    • Real Time Notifications
    • Real Time Reporting
    • Reporting & Statistics
    • SMS Messaging
    • Self Service Portal
    • Single Sign On Software
    • Social Media Integration
    • Support Ticket Management
    • Surveys & Feedback
    • Third Party Integrations
    • Ticket Management
    • Virtual Assistant Software
    • Web-based Deployment
    • Workflow Management Software



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    Overall rating

    5 /5
    Value for Money
    Ease of Use
    Customer Support Software

    Already have HaloCRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 1 review
    Overall rating
    • Industry: Commercial Real Estate Software
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    WMDC / HaloCRM

    Reviewed on 22/02/2023

    We are so happy that we have joined HaloCRM to assist our business in becoming even more efficient...

    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.


    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.


    Nothing ! :) i have nothing negative to comment

    HaloCRM FAQs

    Below are some frequently asked questions for HaloCRM.

    HaloCRM offers the following pricing plans:

    HaloCRM has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    HaloCRM supports the following languages:

    Brazilian Portuguese, Chinese, Czech, Dutch, English, Estonian, Finnish, French, German, Italian, Norwegian, Polish, Spanish, Swedish, Thai, Traditional Chinese

    HaloCRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    HaloCRM integrates with the following applications:

    (E)JES, 3CX, Addigy, AnyDesk, Atera, Auvik, Azure Active Directory, Azure DevOps Server, Azure DevOps Services, Centrify Identity Service, Cisco Jabber, Cisco Meraki, ConnectWise Automate, ConnectWise ScreenConnect, Datto Commerce, Datto RMM, Device42, Domotz, Dynamics 365, Dynamics 365 Business Central, Gmail, GoToAssist, HaloITSM, HubSpot Sales Hub, IT Glue, Jira, Kaseya VSA, KashFlow, Lansweeper, LogMeIn, Microsoft Azure, Microsoft Intune, Microsoft Outlook, Microsoft Teams, Nagios XI, New Relic, Okta, OptiTune, PRTG Network Monitor, PagerDuty, Qualys Cloud Platform, QuickBooks, Quoter, Sage 200, Sage Business Cloud, Sage Intacct, Salesforce Platform, ServiceNow, Slack, Snelstart, Splashtop Remote Support, Splunk Cloud, Stripe, SuiteCRM Twilio SMS Service, TeamViewer, TrustRadius, Trustpilot, Twilio, Xero, Zabbix, Zapier

    HaloCRM offers the following support options:

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

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