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HaloCRM Logo

Sales, marketing and service in one per-agent price

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HaloCRM - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: September 2026

HaloCRM overview

What is HaloCRM?

HaloCRM is customer relationship management software that runs sales, marketing and service on one customer record. New leads are captured, scored against your ideal customer profile and routed to the right rep automatically, then stage-based automation fires tasks, follow-ups and approvals as deals progress. Weighted forecasting and multiple pipelines come as standard. Marketing teams segment audiences by behaviour, tags and custom fields, build campaigns in a drag-and-drop email builder, and see closed-loop attribution from campaign to closed revenue. Email sequences and sales cadences are mapped in one visual builder with A/B split paths and no code. AI is part of the licence rather than an add-on: lead scoring, suggested replies, Next Best Action and call summaries. Email, voice, live chat, social, SMS and a branded portal all share one timeline, so sales, marketing and support work from the same view of the customer, from first click through to renewal.

Starting price

40per user /
per month

Alternatives

with better value for money

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HaloCRM’s user interface

Ease of use rating:

HaloCRM reviews

Overall rating

5.0

/5

3

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

3

0

0

0

0

HaloCRM's key features

Most critical features, based on insights from HaloCRM users:

Access controls/permissions
Activity dashboard
Activity tracking
Administrator access
Agent interface
Agent scheduling and assignment
AI copilot
AI summarization
AI text generation
Alerts/Escalation

All HaloCRM features

Features rating:

Access controls/permissions
Activity dashboard
Activity tracking
Administrator access
Agent interface
Agent scheduling and assignment
AI copilot
AI summarization
AI text generation
Alerts/Escalation
Alerts/Notifications
API
Attachments/Screencasts
Audience targeting
Automated response
Automated responses
Automated routing
Autonomous task execution
Autoresponders
Batch processing
Brand tracking
Calendar management
Calendar/Reminder system
Calendar sync
Call center features
Call scripting
Campaign management
Case management
Channel management
Chatbot
Chat/Messaging
Collaboration tools
Commission management
Communication management
Contact database
Contact management
Contract/License management
CRM
Cross-system integration
Customer contract management
Customer database
Customer engagement
Customer history
Customer journey mapping
Customer portal
Customer segmentation
Customer social profiles
Customer support
Customer support portal
Customizable branding
Customizable fields
Customizable reports
Customizable templates
Customization
Dashboard
Data import/export
Data import & export tools
Data security
Data visualization
Deal management
Decision making
Document & content mgmt.
Document management
Document storage
Drag & drop
Email
Email management
Email marketing
Email sequences
Email templates
Email to case
Email tracking
Engagement tracking
Event triggered actions
Field sales management
File management
Forecasting
For ipad devices
Gamification
Generative ai
Inbox management
Interaction tracking
Internal chat integration
Internationalization
Key performance indicators
Knowledge base
Knowledge base management
Landing pages/web forms
Language detection
Lead assignment
Lead capture
Lead generation
Lead management
Lead nurturing
Lead qualification
Lead scoring
Live chat
Macros/Templated responses
Marketing automation
Marketing roi analytics
Mobile access
Mobile app
Mobile sms
Mobile user support
Monitoring
Multi-Channel communication
Multi-Channel social integration
Multiple data sources
Multi-step planning
Natural language interaction
Opportunity management
Opportunity & pipeline mgmt.
Output document generation
Partner relationship mgmt. (prm)
Performance and reliability
Performance management
Performance metrics
Personalization
Pipeline management
Pipeline reports
Predictive analytics
Prioritization
Proactive assistance
Product & price list management
Proposal generation
Prospecting tools
Quality management
Queue management
Quote & order management
Quotes/Estimates
Real-Time analytics
Real-Time chat
Real-Time data
Real-Time monitoring
Real-Time notifications
Real-Time reporting
Referral tracking
Reminders
Reporting
Reporting/Analytics
Reporting & statistics
Role-Based permissions
Sales pipeline management
Sales reports
Sales trend analysis
Sandbox / test environments
Search/Filter
Secure data storage
Segmentation
Self service portal
Sentiment analysis
Service level agreement (sla) management
Single sign on
Social
Social collaboration features
Social media integration
Social media monitoring
Social network integration
Support analytics
Support ticket management
Surveys & feedback
Tagging
Task automation
Task management
Template management
Territory management
Third-Party integration
Third-Party integrations
Ticket collaboration
Ticket creation user experience
Ticket management
Ticket response user experience
User, role, and access management
Visual analytics
Web-based deployment
Workflow
Workflow automation
Workflow capability
Workflow management
Workforce management

HaloCRM alternatives

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40

/user

Per month

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/user

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Creatio AI CRM logo
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LiveAgent logo
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15

/user

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Free trial
Free version
Ease of Use
Features
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Customer Support

HaloCRM pricing

Value for money rating:

Starting from

40

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about HaloCRM price and value

Value for money rating:

HaloCRM support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Videos
Documentation
Webinars
Live Online
In Person

HaloCRM FAQs

Q. Who are the typical users of HaloCRM?

HaloCRM has the following typical customers:
Small Business, Mid-size Business, Large Enterprises

These products have better value for money


Q. Does HaloCRM support mobile devices?

HaloCRM supports the following devices:
Android, iPad, iPhone


Q. What level of support does HaloCRM offer?

HaloCRM offers the following support options:
Email/Help Desk, Knowledge Base, FAQs/Forum, Phone Support, 24/7 (Live rep), Chat

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