HaloNinjas
    HaloITSM certified partner badgeSpecialised Halo PartnerHaloITSM certified. Listed in Halo's partner directory.

    HaloCRM, sales and relationships

    Sales sees the tickets. Support sees the deal.

    Pipeline, accounts, quotes and campaigns on the same data model as your service desk, so the customer record is one record. Implemented by the partner that runs its own business on the platform.

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    • 1customer record, sales and support
    • 8–12weeks to go-live
    • 35+Halo implementations
    Customer recordillustrative

    Northgate Logistics Ltd

    Contract
    Managed support, renews March
    Account owner
    K. Reid
    Open tickets
    3, one due today
    Open opportunity
    Renewal plus CSM module
    Last contact
    Quarterly review, Tuesday. Raised the SLA breach on the returns queue; renewal proposal to follow.
    One record. The account manager sees the breach before the renewal call; support sees the renewal before answering the ticket.

    For the people who look after customers between the tickets.

    Most CRMs know nothing about support. Most service desks know nothing about the deal. Halo puts both on one record.

    Sales

    Pipeline, quotes and forecasts, with the support history of every account visible before the call.

    Account management

    Renewals, upsell and health in one view, with tickets, contracts and conversations on the same record.

    Marketing

    Segments and campaigns built from what customers actually bought and asked for, not a separate list.

    What we implement.

    Halo's CRM capabilities, configured around how your business sells and keeps customers.

    Pipeline and opportunities

    From lead to closed, on the customer record.

    • Stages and forecasting
    • Quotes and proposals
    • Activity and follow-ups
    • Win and loss reporting

    Accounts and contacts

    One record for every customer.

    • Contracts and renewals
    • Support history on the account
    • Health and risk view
    • Hierarchies and sites

    Marketing

    Campaigns from real data.

    • Segments and lists
    • Email campaigns
    • Sequences
    • Attribution

    Quotes and orders

    Sell and deliver from one place.

    • Quotes to sales orders
    • Products and pricing
    • Approvals
    • Hand-off to delivery or support

    Automation and AI

    Less admin, more conversations.

    • Lead routing and scoring
    • Next-step suggestions
    • Summaries before calls
    • Renewal reminders

    Reporting

    The numbers sales is run on.

    • Pipeline and forecast
    • Renewal rate
    • Account profitability
    • Team dashboards

    One data model. Four products.

    HaloCRM shares the platform with HaloITSM, HaloPSA and HaloCSM. The deal, the contract and the support history are one record.

    HaloITSM and HaloESMService management for IT and every departmentHaloPSAFor MSPs and service providersHaloCSMCustomer service managementHaloCRMSales and relationships

    How an engagement runs.

    Eight to twelve weeks is typical. The work is mostly in agreeing what a customer record should contain, then migrating cleanly.

    Start from the record

    We agree what one customer record holds, across sales, support and contracts, before we build a single stage.

    Migrate the pipeline, not the mess

    Accounts, contacts, open opportunities and history come across; dead leads and duplicate contacts do not.

    Managed support after go-live

    New products, new stages, new reports: we can administer it for you so the CRM keeps up with the sales team.

    Questions we get asked.

    How is HaloCRM different from HaloCSM?
    HaloCSM is customer service: queues, SLAs, self-service. HaloCRM is sales and relationships: pipeline, accounts, quotes, campaigns. They share one customer record.
    We already have a CRM. Why move?
    Usually because it knows nothing about support. If your account managers find out about a breached SLA from the customer, the record is in the wrong place.
    Can you migrate from Salesforce, HubSpot or Dynamics?
    Accounts, contacts, opportunities and history come across. We reconcile before go-live and leave the duplicates behind.
    How long does it take?
    Typically eight to twelve weeks from discovery to go-live.

    See it on your own accounts.

    Bring your top ten accounts and their open tickets. We'll show you what one record looks like.

    Book a demoRequest a trial

    The trial is on haloitsm.com; it's Halo's own trial, registered to us as your partner.

    Customer service first?

    HaloCSM puts every support channel in one queue on the same record.

    Read about HaloCSM