NEWHalo AI now writes your next best move

The warm CRM your team actually wants to open.

Halo brings contacts, companies, a visual deal pipeline, tasks and tickets into one calm workspace — with an AI assist that reads the room and a REST API the rest of your stack can build on.

Free to start · No credit card · Set up in minutes
app.halo-crm.com
PipelineAMS
Open pipeline
$0k
▲ 12% this month
Won (MTD)
$0k
▲ 8 deals
Tasks due
0
3 overdue
Qualified2
Northwind rollout
$32,000
N2d ago
Lumina Studio
$48,000
L2d ago
Contract sent1
Helio Labs
$21,500
H2d ago
Closed won3
Apex Freight
$18,000
A2d ago
Bloom & Co
$9,200
B2d ago
The system of record behind modern revenue teams
Everything, in one calm place

One workspace for the whole customer relationship.

Most CRMs feel like a database you’re forced to feed. Halo is designed around the way revenue teams actually work — warm, fast, and quietly intelligent.

Contacts & companies

Every person and account in one place, with lifecycle stages, owners, channels and a complete activity timeline.

Visual deal pipeline

Drag deals across a seven-stage board, from first appointment to closed won. Forecast at a glance.

Tasks that follow through

Calls, emails and to-dos tied to the right record, with due dates, priorities and overdue nudges.

Support tickets

Track issues from “new” to “closed” next to the customer they belong to — no separate tool to wrangle.

Halo AI assist

Summaries, next-best-actions and risk signals surfaced where you work, not buried in a chatbot.

Open REST API

A versioned, scoped public API with per-user keys so your agents, scripts and apps read and write Halo directly.

Pipeline

See every deal — and what to do next.

A drag-and-drop board across seven stages, from first touch to signed contract. Weighted totals update live, so your forecast is never a spreadsheet guess.

  • Seven-stage flow — appointment, qualified, presentation, decision, contract, won, lost.
  • Live forecasting — open pipeline and won-this-month recompute as cards move.
  • Context on every card — owner, amount, last touch and linked company.
Qualified6
Northwind rollout
$32,000
Helio Labs expansion
$21,500
Presentation4
Meridian pilot
$54,000
Contract sent3
Lumina Studio
$48,000
Closed won5
Apex Freight
$18,000
Rokoko data
$26,400
Halo AILumina Studio · updated now
  • Close this week
    Contract is out and Adrien opened it twice. Send a nudge before Friday to land $48k.
  • Healthy relationship
    3 meaningful touches in 10 days. Sentiment trending positive across the thread.
  • Suggested next task
    Confirm final pricing with Marco — last raised on the May 20 call.
Halo AI

An assist that reads the room, not a chatbot to babysit.

Halo AI watches the signals you’d notice if you had time — open contracts, going-cold accounts, the next obvious task — and surfaces them right on the record.

  • Next-best-actions ranked by how close a deal is to moving.
  • Relationship health from real activity, not vanity metrics.
  • One-click follow-through — turn any insight into a task or activity.
For developers

A CRM with an API-first heart.

Halo isn’t a walled garden. The same workspace your team uses is reachable over a clean, versioned REST API — so agents, scripts and sibling products read and write the system of record directly.

  • Versioned & predictable/api/v1 endpoints for contacts, companies, deals, tasks, tickets and activities.
  • Scoped, hashed keysPer-user API keys with read & write scopes, SHA-256 hashed, revocable in one click.
  • Consistent envelopesEvery list returns object / data / pagination; every error returns a clean code + message.
# Create a contact from anything that speaks HTTP
curl -X POST https://halo-crm.com/api/v1/contacts \
-H "Authorization: Bearer halo_live_…" \
-H "Content-Type: application/json" \
-d '{"first_name":"Adrien","email":"adrien@lumina.com"}'
See it in action

Where the work actually happens.

Halo lives where your team already does — in the room, on the call, between the meetings.

Live product
From hallway chat to closed deal
Capture the conversation, log the next step, and let Halo AI keep the momentum going.
Built for the way you work

One CRM, every revenue role.

Sales teamsSales teams

Close more, chase less

A pipeline that forecasts itself and an AI that flags the deals slipping away.

Support teamsSupport teams

Every issue, in context

Tickets sit next to the customer record, so the whole history is one click away.

Founders & opsFounders & ops

Your system of record

One source of truth your tools, agents and teammates can all build on through the API.

2.4×
faster follow-ups vs. spreadsheets
98%
of activity captured automatically
7
pipeline stages, fully drag-and-drop
<100ms
typical API response time
Loved by revenue teams

Warm software, serious results.

“Halo is the first CRM the whole team opens without being told to. It feels calm, it’s fast, and the AI quietly makes everyone look more on top of things.”
Sofia Marchetti
Sofia Marchetti
VP Revenue, Meridian

We replaced two tools and a spreadsheet with Halo. The pipeline finally matches reality, and the AI nudges have caught deals we’d have let go cold.

Camille Roussel
Camille Roussel
Head of Sales, Northwind

The API made Halo the backbone of our stack. Our agents read and write the same records the team sees — no sync jobs, no drift.

David Mensah
David Mensah
Founder, Helio Labs

Support tickets living next to the customer record changed everything. First-response time dropped and nothing falls through anymore.

Léa Fontaine
Léa Fontaine
Customer Lead, Lumina
hHalo.Solaris EnterpriseOne ecosystem

Halo is the customer layer of a connected business suite.

Halo CRM and Solaris Enterprise are built to work as one. Halo owns the relationship — contacts, deals and conversations — while Solaris runs the operation behind it. The same public API that powers your scripts lets the two products share a single, trusted record of every customer.

Pricing

Start free. Grow when you’re ready.

Simple, seat-based pricing with no surprises. Every plan includes the full CRM core.

Solo
For individuals organising their first pipeline.
$0free forever
  • 1 seat
  • Up to 500 contacts
  • Pipeline, tasks & tickets
  • Community support
Most popular
Pro
For teams that live in their CRM.
$49/seat/month
  • Unlimited contacts & deals
  • Halo AI insights
  • Full REST API access
  • Priority support
Enterprise
For organisations on the Solaris ecosystem.
Customlet’s talk
  • SSO & advanced security
  • Solaris Enterprise sync
  • Dedicated success manager
  • Custom SLAs

Give your team a CRM they’ll actually open.

Start free in minutes, or join the early-access list for new Halo AI features. No credit card, no lock-in.