HaloCRM
Help desk software
Customer self-service software
Social customer service software
Contact center knowledge base software
Conversational support software
Customer communications management software
Digital customer service platforms
Call & contact center software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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£65 per agent per month
Free Trial
Free version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Information technology and software
- Agriculture, fishing, and forestry
What is HaloCRM
HaloCRM is a service desk and customer support platform used to manage incidents, service requests, and customer communications across multiple channels. It is typically used by IT service teams and customer support organizations that need ticketing workflows, SLAs, and a shared knowledge base. The product is commonly deployed alongside Halo’s broader service management capabilities, with configuration options for portals, automation, and reporting. It supports structured case handling rather than functioning primarily as a sales-focused CRM.
Strong ticketing and SLA controls
HaloCRM centers on ticket lifecycle management with configurable statuses, assignment rules, and SLA targets. It supports queue-based operations and escalation paths that fit IT and customer support teams. These capabilities align well with organizations that need auditable service processes and consistent response handling.
Multi-channel support intake
The platform supports capturing and managing requests from common support channels (for example, email and portal-based submissions) in a single queue. This helps teams standardize triage and reduce fragmented handling across tools. It is positioned for service operations where consolidating inbound requests matters more than marketing automation.
Knowledge base and self-service
HaloCRM includes knowledge management features that can be used to publish articles and support self-service. This supports deflection use cases and consistent agent responses. It also enables teams to link knowledge to tickets for faster resolution and better repeatability.
CRM naming can mislead
Despite the name, the product’s core focus is service desk and support workflows rather than full sales CRM functionality. Organizations seeking pipeline management, quoting, and sales engagement may need additional systems. This can create evaluation friction if stakeholders expect a traditional CRM suite.
Configuration requires admin effort
Implementing SLAs, workflows, portals, and automation typically requires careful configuration and ongoing administration. Teams without dedicated system owners may struggle to maintain consistent processes over time. The setup effort can be higher than simpler, out-of-the-box help desk tools.
Channel breadth varies by deployment
Support for advanced digital channels (such as social messaging and conversational experiences) can depend on specific integrations and configuration choices. Organizations with complex omnichannel contact center requirements may need to validate channel coverage and routing in detail. This is especially important where unified agent desktops and telephony features are required.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| All-Inclusive | £65 per agent/month (starting) | Everything included as standard (Service Desk, Sales & CRM, Self-Service Portal, Reporting & Analytics, AI included); Concurrent, Named & Mixed licensing options; Unlimited 24/7 support; No tiers or add-ons. |
Seller details
Halo Service Solutions Ltd
Unsure
Private
https://www.haloservicedesk.com/
https://x.com/haloservicedesk
https://www.linkedin.com/company/halo-service-solutions/
