CRM PLATFORM · HALO
HALOCRM
by Halo · Authorized via Stackingo
G2 RATED 2026
100k+ companies
STOP PAYING FOR ADD-ONS. HALOCRM SHIPS COMPLETE.SAVE UP TO 55%.
Omnichannel sales, marketing, and customer service unified in one codeless platform — with AI built in, not bolted on. HaloCRM list pricing is the starting point.
Stackingo gets you further.
Omnichannel inbox — email, chat, phone, social
Self-service portal + knowledge base
AI lead scoring + suggested replies
300+ out-of-the-box integrations
Visual sequence automation builder
ISO 27001 · Cyber Essentials certified
FOUR REASONS WHY BUYERS CHOOSE STACKINGO
MORE THAN A DISCOUNT — A SMARTER
WAY TO BUY SOFTWARE.
55%
Average Cost Savings
Below OEM list price, structured within authorized programmes.
+
Advisory Included
Module fit, sizing & tier optimisation reviewed before quote.
1doc
One Commercial
Multi-region, multi-vendor stack on a single agreement.
25%
Renewal defence
Every cycle re-priced — never auto-renewed at list.
BUYER INTELLIGENCE
WHAT YOU SHOULD KNOW BEFORE
BUYING.
Six things experienced IT buyers wish they'd known earlier — plus the analyst evidence behind the OEM's market position.
01
Named vs concurrent seats: utilisation impact
Halo CRM offers named and concurrent licences. Validate peak active agent concurrency — concurrent licensing limits simultaneous access.
04
Third-party integration breadth is documented
HaloCRM has 300+ integrations, but reviewers flag depth issues with niche ERP/finance platforms. Validate API fit during trial.
02
All-inclusive covers features — not services
No-tier-restrictions covers all features, but services, onboarding & custom setup aren't bundled — legacy CRM migration adds 3-8 weeks.
05
ISO 27001 & Cyber Essentials: baseline only
Accreditations meet UK public sector/regulated standards, but finance/healthcare/defence buyers must verify extra controls or need on-prem.
03
Native AI; channel depth varies by integration
Halo AI's scoring, replies, and agents rely on native data; accuracy drops with third-party email/telephony bridges vs native connectors.
06
On-premise shifts infra ownership to the buyer
HaloCRM: cloud or on-prem. On-prem aids data sovereignty but drops managed updates - version lag, patching, uptime SLA become IT's job.
GARTNER MAGIC QUADRANT
Sales Force Automation · 2024
NOT FEATURED
FORRESTER'S WAVE
Customer Relationship Management · Q1 25
NOT FEATURED
ABOUT HALOCRM
THE CRM BUILT FOR TEAMS THAT REFUSE TO PAY MORE TO DO MORE.
HaloCRM is a founder-led, privately owned platform with a published 10-year commitment not to be sold. It unifies sales pipeline, marketing automation, and omnichannel service in one codeless interface.
HaloCRM brings together pipeline management, sequence automation, omnichannel support, AI-assisted reply routing, and a self-service customer portal into one platform — where every feature is available from day one, regardless of team size or contract value.
The platform is trusted by 125,000+ users across 75+ countries. Its ISO 27001 and Cyber Essentials certifications make it suitable for regulated sectors including public sector, legal, manufacturing, and automotive markets.
BEST FOR
Mid-Mkt Commercial
20–500 agents; sales + service, no per-module price
STRONG FIT
Reg. Service Ops
Public, legal, mfg; ISO 27001, audit, self-service
REPLACES
Point-Solution CRM
Replace separate CRM, helpdesk, marketing; 1 vendor
Key Capabilities
INCLUDED IN ALL PLANS
Pipeline Intelligence Engine
Drag-drop deal board, custom stages, AI ICP scoring, real-time forecasts; no BI tool.
Visual Sequence Automation
Flowchart journeys with emails, tasks, branches, A/B fire on any CRM event.
Unified Omnichannel Workspace
Email, chat, phone, social, SMS, web in one inbox; per-channel SLA, no siloed queues.
Embedded Halo AI Suite
Native AI scores leads on CRM data, drafts replies from KB, runs 24/7 virtual agents.
Branded Self-Service Portal
White-label portal for requests, KB, ticket tracking; codeless admin, native deflect.
Open Integration Architecture
300+ connectors for telephony, ERP, accounting, email; open API; sync depth varies.
MORE FROM HALO
THE HALO PRODUCT SUITE.
HaloCRM sits alongside HaloPSA and HaloITSM within a shared platform architecture. Bundle multiple Halo products on one Stackingo agreement and align commercial, service, and IT operations on a common data model — with unified pricing across the full Halo suite.
CROSS OEM COMPARISON
FIND THE BEST FIT — NOT JUST ONE
PRODUCT
Not the right fit? We’ve got other options. One RFQ unlocks multiple solutions, compared side by side—with zero vendor bias.
FREQUENTLY ASKED QUESTIONS
GOT QUESTIONS?
WE'VE GOT ANSWERS.
The questions every buyer asks before purchasing through Stackingo—pricing, licensing, what's included, and what to expect.
01
What is the guaranteed floor discount on HaloCRM?
Every HaloCRM quote from Stackingo opens at no less than 10% below Halo list pricing, routed through Halo's authorized reseller channel.
💡
Keep in mind: Halo AI's lead scoring, suggested replies, and virtual agents run on platform-native data.
02
How much comes off HaloCRM list price?
Typical HaloCRM savings reach 55% against Halo's list price — achieved inside Halo's authorized programme, not improvised discounting.
⚠️
Halo AI's lead scoring, suggested replies, and virtual agents run on platform-native data.
03
What makes Stackingo the smarter route for HaloCRM?
Beyond the 10%-to-55% discount, Stackingo's value on HaloCRM is commercial clarity — flagging the traps that inflate Halo bills:
Named vs concurrent seat licensing shifts utilization efficiency
All-inclusive only applies to platform features, not services
AI capabilities are native but channel-depth varies by integration
Third-party integration breadth is a documented constraint
ISO 27001 and Cyber Essentials cover compliance baseline
On-premise deployment shifts infrastructure ownership entirely to the buyer
✓
Add one consolidated RFQ, an audit-ready comparable quote, and renewal protection — and the direct route rarely wins.
04
Can Stackingo implement HaloCRM, not just licence it?
Licensing and delivery both. The HaloCRM licence comes first, but the rollout is handled too — spanning Pipeline Intelligence Engine, Visual Sequence Automation, Unified Omnichannel Workspace, Embedded Halo AI Suite, Branded Self-Service Portal, and Open Integration Architecture.
🛠️
Stackingo can deliver this directly, run it through a certified implementation partner, or help you source and compare competitive implementation quotes
05
What is HaloCRM, and which teams should run it?
HaloCRM is a founder-led, privately owned platform with a published 10-year commitment not to be sold or acquired.
Best fit · Mid-Market Commercial Teams
Best fit · Regulated Sector Service Operations
Typically replaces · Legacy Point-Solution CRM Stacks
🎯
Mid-Market Commercial Teams — 20–500 agent teams running blended sales and service operations
Regulated Sector Service Operations — Public sector, legal
Typically replaces Legacy Point-Solution CRM Stacks for teams running separate CRM, helpdesk
GET YOUR CUSTOM QUOTE
STOP CALLING SALES.
GET A QUOTE IN 1 DAY.
Tell us your scope. We'll return a structured, comparable, partner-priced quote — built around your real agent count, term length and module mix.
Quote returned in 1 business day
Up to 55% below list pricing
Reviewed by a licensing expert — not a chatbot
Your requirements never shared without consent
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