--- description: Learn how HaloCRM can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for HaloCRM. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: HaloCRM Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Customer Service Software](/directory/231/customer-service/software) > [HaloCRM](/software/2064707/halocrm) # HaloCRM Canonical: https://www.getapp.co.uk/software/2064707/halocrm > HaloCSM is omnichannel customer service software with AI, automation and reporting included in one per-agent price. > > Verdict: Rated **5.0/5** by 3 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of HaloCRM Handle email, live chat, voice, WhatsApp, social messages and web forms in a single HaloCSM queue, so agents reply from one screen instead of switching between separate inboxes and tools. Open any conversation and see the full customer history on one HaloCSM timeline, including previous tickets, calls, chats and portal activity, so agents pick up context without asking customers to repeat themselves. Give customers a branded HaloCSM self-service portal to search the knowledge base, log and track their own tickets and get AI-assisted answers, reducing the volume that reaches agents. Deploy HaloCSM AI agents to answer first-line enquiries across chat and email, resolve routine requests end to end, and hand over to a person with the conversation already summarised when human judgement is needed. Reduce handling time with HaloCSM AI assistance that drafts replies, summarises long threads, suggests knowledge articles and flags sentiment before a conversation escalates. Set response and resolution targets by customer, channel, priority or contract in HaloCSM, with automatic escalation, breach warnings and a live view of which tickets are at risk. Build routing rules, approval chains and automated actions through HaloCSM visual configuration screens, so service managers change processes themselves rather than raising development requests. Track CSAT, first contact resolution, response and resolution times, agent workload and channel mix on HaloCSM dashboards, with scheduled reports delivered to stakeholders automatically. Log, categorise and audit complaints in HaloCSM with stage-based workflows, full timeline history and attached evidence, supporting organisations with statutory or regulatory complaint handling obligations. Control how AI is used in HaloCSM with PII redaction, admin-level switches over which AI features are enabled, and logging of prompts and responses for review. Update tickets, receive notifications and action approvals from HaloCSM native iOS and Android apps when working away from a desk. Run HaloCSM in the cloud or on your own infrastructure with a choice of data residency, using named or concurrent licences at the same per-agent price. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 3 Reviews | | Ease of Use | 5.0/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 5.0/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: Halo Service Solutions - **Founded**: 1994 ## Commercial Context - **Starting Price**: £40.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: HaloCSM is priced per agent, per month. An agent is a licensed user who signs in to handle conversations. End users and customers accessing the self-service portal are not charged, and pricing is driven by agent count alone rather than ticket volume, contact records or data storage. There are no feature tiers or editions. Omnichannel handling, the self-service portal and knowledge base, workflow and SLA automation, reporting and dashboards, integrations and AI are all included in the single per-agent price. AI agents sit within the licence rather than being metered per resolution. Two licence types are available. A Named licence is assigned to one individual. A Concurrent licence is drawn from a shared pool and counts how many agents are signed in simultaneously, which suits rota-based teams, round-the-clock coverage and occasional users such as escalation contacts or seasonal cover. Mixed licensing is supported. Billing is monthly or annual. Cloud hosting and on-premise deployment are available at the same per-agent price, with a choice of data residency region. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: Brazilian Portuguese, Chinese, Czech, Dutch, English, Estonian, Finnish, French, German, Italian, Norwegian, Polish, Spanish, Swedish, Thai, Traditional Chinese - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - AI Copilot - AI Summarization - AI Text Generation - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Administrator Access - Agent Interface - Agent Scheduling and Assignment - Alerts/Escalation - Alerts/Notifications - Attachments/Screencasts - Automated Responses - Automated Routing - Automated response - Autonomous Task Execution - Autoresponders - Batch Processing - CRM ## Integrations (53 total) - (E)JES - 3CX - Addigy - AnyDesk - Atera - Auvik - Azure DevOps - Azure DevOps Server - Cisco Jabber - Cisco Meraki - ConnectWise Automate - Datto RMM - Device42 - Domotz - Dynamics 365 ... and 38 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Customer Service Software](https://www.getapp.co.uk/directory/231/customer-service/software) ## Related Categories - [Customer Service Software](https://www.getapp.co.uk/directory/231/customer-service/software) - [Online CRM Software](https://www.getapp.co.uk/directory/232/online-crm/software) - [CRM Software](https://www.getapp.co.uk/directory/230/crm/software) - [Help Desk Software](https://www.getapp.co.uk/directory/287/help-desk-ticketing/software) - [Contact Centre Software](https://www.getapp.co.uk/directory/593/contact-center/software) ## Alternatives 1. [HubSpot CRM](https://www.getapp.co.uk/software/102533/hubspot-crm) — 4.5/5 (4481 reviews) 2. [Zoho CRM](https://www.getapp.co.uk/software/9908/zoho-crm) — 4.3/5 (6993 reviews) 3. [Bigin by Zoho CRM](https://www.getapp.co.uk/software/142099/bigin-by-zoho-crm) — 4.7/5 (742 reviews) 4. [Salesforce Sales Cloud](https://www.getapp.co.uk/software/90378/salesforce) — 4.4/5 (18804 reviews) 5. [Kylas Sales CRM](https://www.getapp.co.uk/software/2052749/kylas) — 4.8/5 (620 reviews) ## Reviews ### "A Surprisingly Comprehensive and User-Friendly CRM for Growing Teams" — 5.0/5 > **Ashish** | *26 August 2024* | Marketing & Advertising | Recommendation rating: 10.0/10 > > **Pros**: I am impressed with HaloCRM as a new user. It offers a great overall experience by combining user-friendliness with powerful features. One of the standout aspects of the platform is its intuitive interface, which made the initial setup and daily use straightforward, even for someone not particularly tech-savvy. I appreciate the extensive customization options, as they allow us to tailor the CRM to fit our specific business processes. > > **Cons**: HaloCRM has some drawbacks. The third-party integrations are somewhat limited, which might concern businesses that depend on specific external tools. Furthermore, while the mobile app is functional, it lacks some of the polish and features available in the desktop version, making it less effective when working on the go. Despite these minor issues, the overall experience has been positive, especially considering the platform’s affordability and the exceptional customer support that comes with it. ----- ### "Seamless Integration - Dedicated support" — 5.0/5 > **Ashley** | *22 January 2024* | Automotive | Recommendation rating: 10.0/10 > > **Pros**: The ease of use straight after setup was almost too good to be true. \[sensitive content hidden\] had everything configured ready for us on launch day. Advisors took to the system with ease and our data vs reporting improved greatly. > > **Cons**: Additional custom fields created for tickets require SQL reporting which as a non-technical implementer of the system, I found it frustrating that wasn't already pulled to the reporting suite as an option to select. > > Enjoyable from start to finish. The staff are great to work with and the product speaks for itself. ----- ### "WMDC / HaloCRM" — 5.0/5 > **Kirsty** | *22 February 2023* | Commercial Real Estate | Recommendation rating: 10.0/10 > > **Pros**: I like the ease in using the programme, and how we can now log all our Maintenance issues on a reliable system which means we can improve our service as landlord. really like the SLA time limits meaning all the team are working harder to meet these timecsales. > > **Cons**: Nothing \! :) i have nothing negative to comment > > We are so happy that we have joined HaloCRM to assist our business in becoming even more efficient and providing the best service that we can to our tenants. this system ensures that all maintenance is logged y the tenant and is picked up by the team immediately ensuring nothing is ever missed. ## Links - [View on GetApp](https://www.getapp.co.uk/software/2064707/halocrm) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data