HaloCRM

A Surprisingly Comprehensive and User-Friendly CRM for Growing Teams

Vorteile:

I am impressed with HaloCRM as a new user. It offers a great overall experience by combining user-friendliness with powerful features. One of the standout aspects of the platform is its intuitive interface, which made the initial setup and daily use straightforward, even for someone not particularly tech-savvy. I appreciate the extensive customization options, as they allow us to tailor the CRM to fit our specific business processes.

Nachteile:

HaloCRM has some drawbacks. The third-party integrations are somewhat limited, which might concern businesses that depend on specific external tools. Furthermore, while the mobile app is functional, it lacks some of the polish and features available in the desktop version, making it less effective when working on the go. Despite these minor issues, the overall experience has been positive, especially considering the platform’s affordability and the exceptional customer support that comes with it.

Seamless Integration - Dedicated support

Kommentare: Enjoyable from start to finish. The staff are great to work with and the product speaks for itself.

Vorteile:

The ease of use straight after setup was almost too good to be true. [sensitive content hidden] had everything configured ready for us on launch day. Advisors took to the system with ease and our data vs reporting improved greatly.

Nachteile:

Additional custom fields created for tickets require SQL reporting which as a non-technical implementer of the system, I found it frustrating that wasn't already pulled to the reporting suite as an option to select.

In Betracht gezogene Alternativen: ServiceNow Customer Service Management

Gründe für den Wechsel zu HaloCRM: a Valued existing relationship with Halo as a business

WMDC / HaloCRM

Kommentare: We are so happy that we have joined HaloCRM to assist our business in becoming even more efficient and providing the best service that we can to our tenants. this system ensures that all maintenance is logged y the tenant and is picked up by the team immediately ensuring nothing is ever missed.

Vorteile:

I like the ease in using the programme, and how we can now log all our Maintenance issues on a reliable system which means we can improve our service as landlord. really like the SLA time limits meaning all the team are working harder to meet these timecsales.

Nachteile:

Nothing ! :) i have nothing negative to comment