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HALOCRM Service & CRM that feels natural

HaloCRM — calm, connected support for service teams

Projects, tickets, SLAs and customer portals — all in one highly adaptable platform. We shape Halo around the way your team already works, bringing order and clarity so every day feels lighter, smoother and more in flow.

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Independent, outcome-led implementation • Weekly drops • No lock-ins

Built for service operations. Calm in the day-to-day.

What is HALOCRM?

HaloCRM is a service-first CRM and PSA platform that brings all of your service work into one clear view. Tickets, projects, SLAs and customer portals live together in one place — so nothing slips, and your team can focus on customers instead of chasing updates. It’s highly customisable without being complicated. We shape Halo around your existing processes, giving your team a single space to plan, track and deliver service work. Leaders get reporting they trust, agents get the tools they need, and everyone feels in control rather than firefighting. With HaloCRM, the daily rhythm of service feels lighter, calmer and more connected — exactly how support work should flow.

A clear path for service teams

We work with you step by step to map SLAs and workflows, shape the data model and roll changes out weekly. Short feedback loops keep everyone aligned. Steady, visible progress that feels manageable for your team.

Discover

Agree goals, map SLAs & workflows. Leave with a blueprint you own.

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Design

Model HALO so reporting stays clean and teams know the next step.

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Build

Set up HALO, connect tools, and automate—weekly drops, always in the loop.

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Adopt

Training and playbooks to drive adoption—then light-touch support.

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Proof in action

Recent results with teams like yours

Timely brand token
Timely → HubSpot Live sync

From manual exports to automated follow-up with AI context.

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Xero brand token
Invoice automation Less admin

Create invoices automatically from CRM—no spreadsheets.

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HALO + your stack — connect the work, keep reporting clean

We wire HALO into the tools you rely on—billing, comms, asset management, analytics—and put guardrails around data so automations run quietly and leaders trust the numbers.

What we usually connect
  • Billing & finance (e.g., Xero) and proposals
  • Email/meetings & customer portal
  • Asset/contract records & knowledge base
  • Analytics & warehouse destinations
Reliability by design
  • Validation, required fields and ownership rules
  • Error handling, retries and run logs on automations
  • Dashboards that surface issues before they spread

Want to see your stack on HALO? Talk integrations

Ways to work with us

Same cadence and care—choose the shape that fits your team. No lock-ins.

Project

Fixed scope with clear deliverables and timeline—get from blueprint to live calmly.

Fractional

A steady weekly cadence—design, build and iterate together without the overheads.

Assist

We work alongside your team to speed adoption—hands-on where it counts.

Start small, scale as you need—weekly drops, real progress. Book a Discovery Call

Questions we get about HALO

Is HALO overkill for us?

HALO shines for service-heavy teams (tickets, projects, SLAs, portals). For sales-first orgs we may recommend Pipedrive or HubSpot—or HALO alongside your CRM.

Can HALO work with our existing CRM?

Yes. We connect HALO with your CRM and billing/analytics via marketplace apps or Make, with error handling and run logs for reliability.

How customisable is HALO?

Objects, fields, workflows, approvals, SLAs, portals and knowledge can all be shaped to your motion. We design guardrails so flexibility doesn’t break reporting.

How do you drive adoption?

Role-based training for agents, managers and ops; cheat sheets; hygiene reviews; and a weekly ship cadence so change feels calm.