CRM consulting services

Client feedback

80+

Clutch
reviews 

$530M

Raised by
our customers 

80+

Clutch
reviews 

$530M

Raised by
our customers 

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Client feedback
Trusted by global brands & partners
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Our achievements

Halo Lab’s CRM consulting services boost customer relationships, streamline workflows, and drive business growth.

At Halo Lab, our CRM consulting services deliver expert planning, design, integration, and management for impactful CRM solutions. With a quality-centered approach and adherence to best practices, we support startups, software companies, and enterprises across 30+ industries in achieving optimized, effective CRM systems.

5 stars on GoodFirms
Top 100 companies worldwide by Clutch
100% Job Success on Upwork
4.9/5 Average Client’s Rating
5 stars on GoodFirms
Top 100 companies worldwide by Clutch
100% Job Success on Upwork
4.9/5 Average Client’s Rating
5 stars on GoodFirms
Top 100 companies worldwide by Clutch
100% Job Success on Upwork
4.9/5 Average Client’s Rating
5 stars on GoodFirms
Top 100 companies worldwide by Clutch
100% Job Success on Upwork
4.9/5 Average Client’s Rating
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OUR
SERVICES

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Our services

Halo Lab’s CRM consulting services are designed to equip businesses with targeted strategies and advanced tools, enhancing customer engagement, optimizing workflows, and fostering sustainable growth.

CRM services

We provide complete CRM services to streamline processes, enhance customer engagement, and boost data insights, helping companies serve their customers better.

CRM implementation

Our CRM implementation services ensure a smooth setup, from system integration to custom configurations, aligning your CRM with business goals for an efficient solution.

CRM development

We build and customize CRM solutions that align with your workflow and industry requirements, ensuring robust performance and scalability as your business grows.

Why choose Halo Lab for CRM consulting services

A diverse team of 155 talented experts!
$530M
Total funding

Hard work and dedication of the Halo Lab team help our clients secure new successful investment deals.

500+
Completed projects

With our exceptional approach to every project, we bring the dream projects of our clients to life.

Positive vibes

We aim to provide the perfect digital solutions for your business, making this process friendly and chill.

Our
works

Business challenges are tough, but we have a proven record of elevating our partners to their next and best selves.

The Leading Brand for Custom Esports Clothing Design

Halo Lab crafted a 3D Builder for Raven from scratch, helping them dominate the esports market with a custom ecommerce product.

E-commerce, Fashion

Bookclub24 — #1 German Online Library for Book Collectors

By assisting Bookclub24 with full-stack development and branding, we propelled the company to attract book lovers worldwide.

Consumer

$40 Million Raised by Mighty Buildings in Series B

We enhanced Mighty Buildings’ web portal and configurator. They have grown to 100+ employees and secured $100M in investment.

Real estate, Manufacturing

CRM consulting services showcased in our portfolio

Our portfolio highlights Halo Lab’s CRM consulting expertise, featuring customized, scalable solutions that enhance customer engagement and streamline operations. Each demonstrates our commitment to innovation, industry-focused customization, and seamless integration.

Our process

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Assessment

Assessing your business needs to identify CRM requirements and opportunities for growth. Our team ensures a tailored CRM foundation for success.

Understanding current systems

  • Reviewing existing infrastructure: Assessing current CRM systems, identifying areas needing improvement.
  • Gathering requirements: Collecting key business goals and objectives to guide CRM recommendations.
  • Identifying data sources: Determining essential data sources for integration with the CRM system.
  • Evaluating data quality: Assessing the quality of current data to ensure accurate CRM insights.

Defining CRM objectives

  • Setting CRM goals: Establishing clear, measurable CRM objectives aligned with business priorities.
  • Mapping user needs: Identifying key user roles and defining their specific CRM functionality needs.
  • Analyzing customer journey: Reviewing customer interactions to enhance CRM-driven engagement strategies.
  • Preparing an assessment report: Documenting findings and recommendations for a customized CRM approach.

Strategy development

Developing a CRM strategy that aligns with business goals. We craft plans to maximize customer relationships and streamline internal processes.

Crafting CRM roadmap

  • Defining project milestones: Outlining key phases and deliverables for a structured CRM implementation.
  • Allocating resources: Determining team roles and technology requirements for CRM deployment.
  • Establishing budget: Setting a budget to align with CRM goals and ensure financial feasibility.
  • Mapping timelines: Creating a timeline to guide the step-by-step CRM implementation.

Planning for change management

  • Assessing team readiness: Evaluating user readiness for CRM changes and planning training needs.
  • Developing communication plan: Creating strategies to inform stakeholders about CRM updates.
  • Defining success metrics: Establishing KPIs to measure the success of CRM strategy and usage.
  • Creating risk management plan: Identifying potential challenges and developing solutions for CRM adoption.

CRM customization & configuration

Customizing and configuring CRM tools to fit unique business processes. We enhance CRM functionality for a seamless user experience and data flow.

Setting up CRM architecture

  • Designing data model: Structuring data within CRM to support efficient data flow and management.
  • Configuring modules: Customizing CRM modules to fit business-specific workflows and processes.
  • Defining user permissions: Setting user access levels to protect data and support role-specific functionality.
  • Integrating tools: Connecting CRM with essential tools like marketing and sales applications.

Customizing CRM interface

  • Creating dashboards: Building tailored dashboards to provide insights relevant to each user role.
  • Configuring fields and layouts: Adjusting fields for efficient data input and relevant information display.
  • Automating workflows: Setting up automated workflows to streamline repetitive tasks within CRM.
  • Testing configurations: Ensuring customizations function as intended before full deployment.

System deployment

Deploying CRM systems with minimal disruption. Our approach ensures a smooth launch, helping businesses quickly adapt and leverage CRM benefits.

Launching CRM system

  • Setting up the environment: Configuring server and hosting to ensure stable CRM operation.
  • Migrating data: Transferring existing data into the CRM with accuracy and security.
  • Conducting deployment tests: Running system tests to verify successful deployment of all features.
  • Monitoring launch: Closely overseeing the system launch to address any issues in real-time.

Ensuring system security

  • Implementing data security: Setting security protocols to protect CRM data from breaches.
  • Setting up backups: Configuring regular backups to ensure data safety and recovery.
  • Monitoring system performance: Regularly checking CRM performance for smooth functionality.
  • Establishing incident response: Preparing protocols for immediate response to system issues.

User training

Providing user training to help teams maximize CRM potential. We empower users with skills for effective data use, fostering stronger client connections.

Conducting initial training sessions

  • Providing onboarding sessions: Introducing users to CRM basics, covering navigation and key features.
  • Role-specific training: Offering tailored training based on user roles to increase relevance and retention.
  • Guiding data entry standards: Teaching best practices for accurate, consistent data entry.
  • Ensuring user engagement: Encouraging feedback to refine training materials for user clarity.

Supporting continuous learning

  • Creating learning resources: Developing guides and FAQs for users to access as needed.
  • Hosting Q&A sessions: Providing ongoing opportunities for users to address CRM-related questions.
  • Setting up a support channel: Establishing dedicated channels for real-time user assistance.
  • Tracking user progress: Monitoring learning metrics to assess training effectiveness.

Ongoing support & optimization

Delivering ongoing support and optimization to keep CRM systems efficient. We continuously fine-tune performance, adapting to evolving business needs.

Maintaining system efficiency

  • Regular system checks: Conducting periodic CRM audits to ensure optimal functionality.
  • Updating CRM features: Installing updates to keep CRM aligned with evolving business needs.
  • Monitoring data quality: Ensuring consistent data accuracy and reliability within the CRM.
  • Troubleshooting issues: Offering prompt solutions to resolve any system issues encountered.

Optimizing for performance

  • Analyzing CRM metrics: Reviewing CRM usage data to improve user experience and functionality.
  • Gathering feedback for improvements: Collecting user insights to guide CRM enhancements.
  • Implementing feature upgrades: Adding new tools or modules to support business growth.
  • Adjusting CRM configurations: Fine-tuning settings for performance as user needs evolve.
Need it simpler and faster?   We have a solution for you!
Valentine Boyev
CEO @ Halo Lab
“Have more questions or just curious about future possibilities? Feel free to connect with me on LinkedIn.”
CONNECT on Linkedin
CONNECT on Linkedin

FAQ

80+ REVIEWS

We’ve helped hundreds of partners, ranging from startups to medium-sized businesses to achieve their goals. And stellar feedback — is our reward!

4.9
Clutch average based on 80+ reviews. All chances are you’ll be impressed too.
5.0
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The client has learned to trust Halo Lab, thanks to their significant knowledge in UI/UX design. The vendor has provided valuable feedback by always being readily available for communication. Moreover, they have a satisfying project management process that makes their process smooth and efficient.

Atif Hussain avatar
Atif Hussain
Co-Founder at Kinetik
5.0
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The client is proud of Halo Lab's work, which their customers have praised. They lead a communicative process to enable the team to reach out to them at any time. The client also praises their designs and suggestions, which help improve their services.

Dimitri Lubaschevski avatar
Dimitri Lubaschevski
CEO, DAS24 Services
5.0
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Their skills were awesome — they took what I said and made it real. The designs ended up helping the internal stakeholders raise funds. The specialists maintained excellent project management skills throughout the process.

Farah Allen avatar
Farah Allen
Founder & CEO at Labz
4.5
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The client was satisfied with Halo Lab’s high-quality work. They made the designs better and delivered them promptly. The team was easy to work with; they communicated on Slack and provided updates on the progress every day. Moreover, they went beyond expectations and never missed a deadline.

David Matthews avatar
David Matthews
CEO, Dotcal
5.0
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Halo Lab’s work has received positive feedback from internal and external stakeholders. They excelled at project management through Notion, going above and beyond to ensure timely delivery, and they communicated effectively through Slack and email. Their branding skills stood out.

Greg Wheeler avatar
Greg Wheeler
Co-Founder & CEO, Ditto
5.0
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Thanks to Halo Lab's efforts, the client increased their conversion rates on various funnels. Despite the complex business requirements, the team managed the project well and yielded positive outcomes. Overall, their communication and attention to detail impressed the client.

Jeff Voss avatar
Jeff Voss
CTO, Qualle
5.0
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Halo Lab successfully delivered a product design that has proved popular with users. The team’s professionalism and creative abilities come at a very reasonable price. Their motivation is admirable, and their organization makes for a smooth workflow.

Bogdan Suchyk avatar
Bogdan Suchyk
Founder, Mobalytics
5.0
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Halo Lab provided high-quality designs at a good value, and the client was happy with the number of frontend routes they developed. The team excelled at project management by having no delays and being adaptable to changes. Overall, they did an excellent job meeting the client's needs.

Trace Sauter avatar
Trace Sauter
Director, BrandEmPower
5.0
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Halo Lab delivered the designs on time, but the client has yet to implement them in their platform, although they’re happy with the deliverables. They had a user-focused design process. Their team provided constant updates and recorded their processes on Loom to keep the client abreast of progress.

Moe Hadizadeh avatar
Moe Hadizadeh
Developer at Abscraft Inc
5.0
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Halo Lab delivered all of the agreed-upon deliverables, and they even went above and beyond to further help the client. They communicated through video calls and used project management tools for synchronization. The team truly cared about the project and was always very responsive and organized.

Conor Deegan avatar
Conor Deegan
CTO at Pool Data
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4.9 AVG. SCORE
Based on 80+ reviews
TOP RATED COMPANY
with 100% Job Success
FEATURED Web Design
AgencY IN UAE
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WORLDWIDE