HaloCRM, expertly deliveredfor customer success
Omnichannel support, SLAs, knowledge, analytics — one platform, one data model. Faster onboarding, fewer systems, shared intelligence.
One Platform, Unified Experience
Unlike standalone CRM systems, HaloCRM shares the same architecture as HaloITSM and HaloPSA
Shared Customer Data
360° view across support, projects, and sales
Unified Workflows
Seamless escalation from support to service
Single Reporting
Combined analytics across all touchpoints
Complete CRM Implementation
Omnichannel support CRM that integrates seamlessly with your service management ecosystem
Omnichannel Inbox
Unified communication hub for all customer touchpoints
- • Email integration
- • Live chat & messaging
- • Social media monitoring
- • Phone system integration
Case Management
Intelligent case routing and escalation workflows
- • Automatic case categorization
- • Skill-based routing
- • Escalation management
- • Case collaboration
Customer Portal
Self-service portal with knowledge base integration
- • Self-service options
- • Case status tracking
- • Knowledge base access
- • Community forums
SLA Management
Comprehensive SLA tracking and performance monitoring
- • Multi-tier SLA structure
- • Automated notifications
- • SLA performance reports
- • Breach prevention alerts
CSAT & Surveys
Customer satisfaction tracking and feedback management
- • Automated CSAT surveys
- • NPS tracking
- • Custom survey forms
- • Sentiment analysis
Unified Reporting
Cross-platform analytics and performance insights
- • Agent performance metrics
- • Customer journey analytics
- • Cross-product insights
- • Executive dashboards
Customer Experience Impact
Every HaloCRM implementation improves customer satisfaction and team efficiency
Wigan Metro Dev
Wigan Metro Dev
Amesto Global
Why Unified Platform Matters
HaloCRM's shared architecture with ITSM/PSA delivers advantages standalone systems can't match
360° Customer View
Support agents see complete customer history including service tickets, projects, contracts, and billing information in one unified interface.
Seamless Escalation
Support cases can instantly escalate to ITSM incidents or PSA projects without data re-entry or system switching.
Unified Analytics
Single dashboard showing customer satisfaction, service performance, project delivery, and financial metrics across all touchpoints.
Faster Implementation
If you already use HaloITSM or HaloPSA, CRM setup leverages existing configurations, users, and integrations for rapid deployment.
Omnichannel Integration
Connect all customer communication channels into one unified system
Full email integration with threading and automation
Live Chat
Real-time website chat with agent handoff
Social Media
Twitter, Facebook, LinkedIn monitoring and response
Phone
VoIP integration with call logging and routing
Unify Your Customer Experience
Let's discuss how HaloCRM can integrate with your existing Halo platform or become the foundation of your unified customer service strategy.