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HaloCRM

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        Create dazzling service experiences for your shoppers with AI ChatBots and more.

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        Reduce overheads and increase patient happiness in the only all-inclusive customer service tool.

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        Create a modern and intuitive customer journey for your constituents and public.

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CRM Software Integrations

Centralise your systems into a single application by taking advantage of our HaloCRM integrations.

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ITSM Integrations

Office365

Office 365 integration enables HaloCRM to work alongside office 365 and synchronize the two platforms.

Slack

Integrate Slack with HaloCRM to increase collaboration between support and your wider organisation.

Teams

Increase productivity by integrating HaloCRM with Microsoft Teams. Receive notifications and more.

HaloITSM

Integrate HaloITSM with HaloCRM and foster collaboration between your internal operations and customer service teams.

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Zapier

Build custom integrations between HaloCRM and platforms available in Zapier.

Salesforce

Integrate Salesforce with HaloCRM for to bridge the gap between sales and support.

Azure Translator

Link Azure Translator with HaloCRM to translate any customer enquiry into your chosen language at the click of a button.

Jira

Increase collaboration by integrating HaloCRM with Jira software, bringing your support and tech teams together.

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Channels

Facebook

Communicate seamlessly with customers using the HaloCRM Facebook channel.

Twitter

Manage Twitter posts via HaloCRM to connect with customers from one sharable space.

Facebook Messenger

Sync your Facebook messages with HaloCRM’s chat features, and centralise communications.

Twilio

Send and receive SMS messages using HaloCRM’s Twilio for SMS integration.

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Review Sites

Trust Radius

New reviews on Trust Radius will appear as tickets in HaloCRM.

Trust Pilot

Coming soon – new reviews from Trust Pilot will appear as tickets in HaloCRM.

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Telephony

PagerDuty

Integrate PagerDuty with CRM software to track customer enquiries in one centralised system

Cisco

Tie Cisco together with HaloCRM to handle incoming calls to automate customer enquiry logging.

GoIntegrator

Integrate Go Integrator with HaloCRM to provide significant productivity gains to your organisation.

RingCentral

Tie RingCentral together with HaloCRM to handle incoming calls to automate customer enquiry logging.

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3CX

Tie 3CX together with HaloCRM to handle incoming calls to automate customer enquiry logging.

bvoip

Connect bvoip to synchronise data between your phone system and HaloCRM.

Zoom

Make outbound Zoom calls in a single click using HaloCRM’s easy integration.

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Sales CRM

Microsoft Dynamics CRM

Integrate Microsoft Dynamics CRM with HaloCRM and synchronise the latest information from your data-rich CRM system.

HubSpot

The Hubspot CRM integration allows you to synchronise HaloCRM with Hubspot for CRM and customer information.

Salesforce

Track leads and manage your entire sales pipeline between Salesforce and HaloCRM with ease.

Act!

Integrate Act with CRM software to synchronise CRM and customer information.

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Microsoft Integrations

Office365

Office 365 integration enables HaloCRM to work alongside Office 365 and synchronise the two platforms.

Active Directory

Integrate Active Directory with HaloCRM to seamlessly synchronise agents and roles.

Azure

Link Azure with HaloCRM to centralise Azure cloud services to your customer service solution.

Teams

Embed HaloCRM within your MS Teams chats to enhance workflow capabilities and increase productivity.

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Outlook

Integrate Outlook in order to automatically convert emails into action items allowing you to track and manage inside HaloCRM.

Dynamics

Integrate Microsoft Dynamics sales CRM with HaloCRM and syncronise the latest information from your data-rich system.

Orchestrator

Integrate Systems Center Orchestrator with CRM software and automate your support processes.

Azure DevOps

Link Azure DevOps with HaloCRM to centralise your technical teams to your CRM solution.

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Exchange

Link your teams Exchange calendars all into one space within HaloCRM to get visibility over work.

Powershell

Integrate PowerShell with HaloCRM and run scripts based on system events.

ADFS

Remove friction from security with ADFS and allow access to the portal with Single Sign On in HaloCRM.

Microsoft CSP

Connect to your Microsoft CSP portal to import your customers and contacts into HaloCRM.

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Collaboration

Azure DevOps

Link Azure DevOps with HaloCRM to centralise your technical teams to your CRM solution.

Jira Software

Turn Jira issues into manageable tasks using a two-way sync with HaloCRM, so teams across the company can stay aligned.

HaloITSM

Integrate HaloITSM with HaloCRM and foster collaboration between your internal operations and customer service teams.

ONEIO

Avoid jumping between tools with HaloCRM’s ONEiO integration.

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Try HaloCRM free for 30 days.

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Single Sign-On

Azure

Link Azure with HaloCRM to facilitate seamless agent single sign-on.

Active Directory

Remove friction from security with ADFS and allow access to the portal with single sign-on in HaloCRM.

Centrify

Enable Single Sign-On (SSO) by integrating Centrify and HaloCRM together.

Okta

Manage identities by integrating HaloCRM and Okta together to move securely across your organisations tech stack.

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Google

Allow agents to use their Google credentials to log into HaloCRM with single sign-on (SSO).

CSP

Leverage Microsoft CSP to import customer and contact data and use SSO.

Azure B2C

Leverage Azure B2C to allow customers to log into the customer portal using their existing credentials.

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Reporting

PowerBI

HaloCRM feeds into your Power BI environment, enabling you to analyse your data using software that is already in use within your organisation.

Klipfolio

With Klipfolio’s analytics platform and real time dashboard, automate the analysis and sharing of your customer support data.

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Calendars and Appointments

Exchange Calendars

Create a two-way sync of appointment data between Exchange and HaloCRM. Never miss an appointment again.

Google Calendars

Sync data bi-directionally between Google Calendars and HaloCRM.

Teams

Send and receive Teams meeting invites from HaloCRM, no more jumping between platforms to manage appointments.

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Need more info about our integrations?

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Accounts

Xero

Integrate Xero with HaloCRM to streamline your billing and customer management for productions.

Sage

Syncronise your Sage and HaloCRM to connect your billing workflow.

Quickbooks

Connect Quickbooks and HaloCRM to move billable work to invoice stage with ease.

Varibill

Link Varibill and HaloCRM to move billable work to invoice stage with ease.

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KashFlow

Tie together your Kashflow and HaloCRM accounts to move billable invoices with ease.

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Remote Support

TeamViewer

Integrate TeamViewer with HaloCRM to connect remotely to customers.

LogMeIn Rescue

Use LogMeIn to connect remotely with HaloCRM to your customers.

Anydesk

Integrate AnyDesk with HaloCRM to achieve a faster and more efficient support system.

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BeyondTrust

Integrate BeyondTrust with HaloCRM to connect remotely to customers.

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Go To Assist Remote

Integrate Go To Assist Remote with HaloCRM to automate remote customer support.

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