
Close more, chase less
A pipeline that forecasts itself and an AI that flags the deals slipping away.
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.
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.
Every person and account in one place, with lifecycle stages, owners, channels and a complete activity timeline.
Drag deals across a seven-stage board, from first appointment to closed won. Forecast at a glance.
Calls, emails and to-dos tied to the right record, with due dates, priorities and overdue nudges.
Track issues from “new” to “closed” next to the customer they belong to — no separate tool to wrangle.
Summaries, next-best-actions and risk signals surfaced where you work, not buried in a chatbot.
A versioned, scoped public API with per-user keys so your agents, scripts and apps read and write Halo directly.
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.
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.
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.
# Create a contact from anything that speaks HTTPcurl -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"}'
Halo lives where your team already does — in the room, on the call, between the meetings.

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

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

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

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.

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.

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

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.
Simple, seat-based pricing with no surprises. Every plan includes the full CRM core.
Start free in minutes, or join the early-access list for new Halo AI features. No credit card, no lock-in.