Customisation

HaloCRM is a powerful, customisable helpdesk solution, with low to no code configuration options for branding, building processes, bots, reporting and much more.

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Personalising Your HaloCRM

HaloCRM is the only all-inclusive customer service tool on the market. Unparalleled in scalability and affordability for large customer service teams, HaloCRM is feature-rich, impossible to outgrow, and is supported by a team of experts that are genuinely invested in your success.

HaloCRM’s all-inclusive subscription model means it’s scalability is unparalleled. There are no financial barriers to growth, in fact, the bigger your team gets the cheaper your per licence cost becomes.

HaloCRM is flexible so you can personalise it to just how you like it, but if you need more of a helping hand, our in-house consultancy team and their advice on best practise is at your disposal.

Configuring HaloCRM does not require any specific technical knowledge or coding skills, we’ve kept everything as simple as possible, so scaling and personalising your instance isn’t just low cost, it’s easy too.

Personalising Your HaloCRM

HaloCRM is flexible so you can personalise it to just how you like it, but if you need more of a helping hand, our in-house consultancy team and their advice on best practise is at your disposal.

branding

Extend your brand over the entirety of HaloCRM

The HaloCRM agent interface and customer-facing portal can both be personalised to match you brand, including colours, logos, URL’s and more. Communications leaving the system can also be branded, such as email templates and PDFs generated in platform. This can be done in our drag and drop configuration editor, or with HTML.

Configurable

Easy personalisation at no extra cost

Unique to HaloCRM is our all-inclusive approach. Simply switch on any configuration options or features you wish to use, with no extra fees or modular payment plans in your way. No locked away features, no extra licence fees the more of the system you use, just all-inclusive CRM.

custom data

All the data you need at your fingertips

The custom objects feature allows an unlimited amount of custom data to be stored in the platform against a variety of entities. For example custom contact data, which gives context to your relationship with that contact on their every ticket. It is even possible to make custom tables of data within the platform, this can be used to bring information from across your business into HaloCRM, to give your customer service agents all the facts they need provide the best possible service levels.

language

HaloCRM translated into your language

HaloCRM comes out of the box with a variety of language packs, these translate both the agent and customer portal interface. Whilst HaloCRM is pre-built with sensible labelling conventions, it is possible to customise these to your own requirements, ensuring the system is a tight fit with your organisation’s language and culture. Custom objects and knowledge base articles can also be translated, meaning as custom fields and articles are repeatedly used across the system, they will appear translated when viewed in any language.

api

Extend HaloCRM using our API

Your organisation can make unlimited use of the HaloCRM API to create your own bespoke integrations and apps. It is open, restful, and uses modern, secure protocols (OAuth2). It is well-documented, with links available in-app to make it easy to use and easily accessible. HaloCRM subscriptions come with a test environment included, giving you a safe space to test out your creations!

analytics

Get the insights you need, specific to your business

The HaloCRM reporting engine is incredibly powerful and incredibly flexible. It has been designed in such a way to allow your team to pull any data from your database into an easy-to-understand report. With charts, dashboards and filter options available, it is straightforward to pinpoint actionable insights to drive service improvement. Both code and codeless methods can be used to create your own customised reports, but if you don’t fancy either, we have a free report writing service available with all subscriptions to HaloCRM.