Halo CRM brings pipeline, quoting, campaigns, and account management into one platform — on a single all-inclusive monthly licence. Every module, 250+ native integrations, and full AI capabilities are included as standard, with no per-module fees and no add-on charges. Halo powers over 5,000 organisations across 100+ countries and scores 4.6 out of 5 on Gartner Peer Insights from 200+ verified reviews.
All-Inclusive / One monthly licenceAI-Powered / Included as standardNo Usage Limits / Campaigns & sequences uncapped
The case for one platform
Sales stacks have become the problem they were meant to solve
A CRM here, a quoting tool there, a marketing platform on top, an e-signature product bolted on the side. Salesforce's own research puts numbers on what most revenue leaders already feel.
10 tools
The average number of tools a sales team uses to close a deal — and 66% of reps say they're overwhelmed by them.
Source: Salesforce, State of Sales (5th edition), 2022
94%
The share of sales organisations planning to consolidate their tech stack in the next 12 months to boost productivity.
Source: Salesforce, State of Sales (5th edition), 2022
Everything your revenue team needs — All In One Place
Halo CRM replaces the stack: pipeline and opportunity management, quoting and sales orders, email campaigns and automated sequences, account and contact records — all in one platform, on one licence. There are no separate clouds to buy, no usage caps on campaigns or contacts, and AI is built in rather than sold as an add-on. Because it's the same platform that runs Halo's service desk, sales and service finally share one customer record.
What Halo CRM Can Do for Your Sales Team
From the first enquiry to the signed order — and every campaign, quote, and follow-up in between.
Halo's pipeline stages sync two-way with your sales workflow: progress the workflow and the stage updates, move the stage and the workflow follows. On top of that sits AI that scores every lead against your ideal customer profile, flags at-risk deals, and drafts the follow-up for you.
AI lead scoring against your ideal customer profile
Next best action — at-risk deal flags with drafted follow-ups
Weighted forecasting from conversion probability at every workflow step
From quote to cash, without the re-keying
Quoting isn't a separate product in Halo — it's part of the licence. Build branded quotes from product bundles, let customers accept them with secure quote signing, and Halo creates the sales order automatically. Order lines flow on to invoices, contracts, and delivery projects.
Product bundles, optional items, and comparative quoting
Secure quote signing — approval locked to a named contact
Sales orders created automatically when a quote is approved
Campaigns and sequences, with no usage meter
Map every journey on a visual flowchart — email steps, delays, conditions, and A/B splits — and trigger it from contacts, leads, opportunities, or tickets. Engagement is tracked per step, so you can see exactly where contacts drop off and which path performs.
Visual journey builder with branching and A/B splits
Per-step analytics — opens, clicks, and unsubscribes at every stage
No caps on sends, contacts, or the number of sequences you run
Sales and service on one customer timeline
Halo CRM runs on the same platform as Halo's customer service and IT service management products. Campaign engagement sits next to the opportunity it influenced — and next to the support tickets the customer has raised. Your account managers see the whole relationship before they pick up the phone.
One customer record across sales, marketing, and service
No syncing between a CRM and a service desk — it's the same database
One licence covers the platform — no per-department pricing
Switching from Salesforce or HubSpot?
Halo CRM is the consolidation move: one platform and one all-inclusive licence in place of stacked clouds, gated tiers, and paid AI add-ons. Same depth of functionality — simpler platform, predictable cost.
Halo CRM is the sales CRM from Halo — pipeline and opportunity management, quoting and sales orders, email campaigns and automated sequences, and account management, all in one platform. It runs on the same platform as Halo's service desk products, on a single all-inclusive monthly licence with no per-module fees.
What's included in the Halo CRM licence?
Everything: pipeline and opportunities, quoting and sales orders, campaigns and sequences with no usage caps, account and contact management, AI capabilities, real-time reporting and dashboards, and 250+ native integrations. There are no locked tiers, no add-ons, and no separate clouds to purchase.
How much does Halo CRM cost?
Halo is priced on one all-inclusive monthly licence — the same licensing model across the whole platform, with both named and concurrent options. There are no per-module fees, no AI add-ons, and no usage-based surprises. See Halo's all-inclusive UK pricing →
Can we migrate from Salesforce or HubSpot?
Yes. Halo has data import tools for contacts, accounts, opportunities, and historic records, and Allied ESM can scope and deliver a migration from Salesforce, HubSpot, or another CRM as a fixed-price engagement — so you know the full cost before work begins.
Is AI included in Halo CRM?
Yes. AI is included in every Halo licence at no extra cost — lead scoring against your ideal customer profile, next-best-action suggestions on at-risk deals, AI-drafted outreach in the seller's own writing style, campaign performance analysis, and audience recommendations. There is no separate AI tier and no per-user AI add-on.
Does Halo CRM replace our existing CRM or sit alongside it?
It's designed to replace it — the value of Halo CRM is consolidation, bringing sales, marketing, and service onto one platform and one licence. That said, Halo's 250+ native integrations and open API mean it can run alongside existing systems during a phased transition, so you're never forced into a big-bang cutover.
Is it one licence across Halo CRM, ITSM, and PSA?
Halo's products run on one platform with one all-inclusive licensing model — every module is included, with no per-module or per-department fees. If you already run Halo ITSM or HaloPSA, the CRM capability lives in the same platform, and sales and service teams share the same customer records.
Where is our customer data hosted?
Halo is hosted on AWS infrastructure across multiple global regions. UK and EU customer data is hosted in the AWS London region, isolated from other geographic regions. Data is encrypted at rest (AES-256) and in transit (TLS 1.2+), and Halo holds SOC 2 Type 2, ISO 27001:2022, and Cyber Essentials Plus certifications.
How does Allied ESM deliver a Halo CRM implementation?
Allied ESM is a pure play Halo partner — every consultant works exclusively on Halo. We implement and configure Halo CRM through fixed-price engagements covering pipeline design, quoting setup, campaign configuration, data migration, and training, so you know the full cost before work begins. Where you need integrations or custom automation, Allied ESM can scope and deliver that as part of your project.
Teams already selling and serving on Halo CRM
"Every current procedure or workflow that we're coming up with to use on Halo has been improved by just the functionality that Halo can offer."
Betfred
Chose Halo after an RFP that included Zendesk and Salesforce — 95% of workflows and procedures transformed
"You can't put a price on the support that is given by HaloCRM. They listen to your requirements and are always a phone call or email away."
Just Fabrics
UK retailer — 100% customer satisfaction rate since March 2023
Halo is trusted by 5,000+ organisations across 100+ countries. Allied ESM is a pure play Halo implementation partner.
Also from Halo
Running customer service too? You need Halo CSM.
Halo's customer service platform — omnichannel ticketing, AI virtual agents, customer self-service, SLAs, and CSAT — runs on the same platform and the same customer records as Halo CRM. Allied ESM implements both.
Your UK Halo CRM Partner, Built Around Your Pipeline
From pipeline design through quoting, campaigns, and migration from your current CRM, Allied ESM delivers Halo CRM implementations on fixed-price engagements — so you know the full cost before work begins.
