CRM system services

Client feedback

12Y

Of design-driven
development

80+

Clutch
reviews 

12Y

Of design-driven
development

80+

Clutch
reviews 

Let’s discuss
Let’s discuss
Client feedback
Trusted by global brands & partners
No items found.
Our achievements

Halo Lab’s CRM services streamline operations and enhance customer interactions for impactful growth.

At Halo Lab, our CRM services are crafted to plan, develop, integrate, and optimize customer relationship management solutions. Focused on quality and best practices, we support startups, software companies, and enterprises across 30+ industries in building systems that enhance customer interactions and streamline operations.

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
blue backgroundblue backgroundawards background

OUR
SERVICES

00
00
00
00
00
00
00

Our services

At Halo Lab, our CRM services are tailored to enhance business relationships, streamline workflows, and drive growth. We provide end-to-end solutions designed to meet the unique needs of each organization.

CRM consulting

We assess your business needs to create a CRM strategy that optimizes customer relationships, enhances team productivity, and aligns with your growth objectives.

CRM development services

Our custom CRM development services ensure you get a scalable, feature-rich platform tailored to your workflow, empowering your teams to manage customer interactions effectively.

CRM implementation services

From setup to integration, our CRM implementation services provide seamless adoption, enabling businesses to utilize CRM systems efficiently for impactful customer engagement.

Why choose Halo Lab for CRM 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 solutions showcased in our portfolio

Our portfolio showcases Halo Lab’s CRM services, featuring successful projects that deliver scalable, high-impact solutions, driving business growth and elevating client relationships across diverse industries.

Our process

  • 00

Assessment & CRM design

Creating a tailored CRM strategy by assessing business needs and designing a system that aligns with your goals for optimal efficiency.

Client needs assessment

  • Client goals identification: Determining business needs to ensure the project aligns with long-term objectives.
  • Current system analysis: Reviewing existing systems to identify gaps and areas for CRM enhancement.
  • Stakeholder interviews: Gathering insights from key team members to understand workflow requirements.
  • Functional requirements gathering: Collecting specific CRM features and functions needed for optimal use.

Design strategy formulation

  • User experience planning: Designing intuitive interfaces to improve user engagement and productivity.
  • Feature prioritization: Identifying essential CRM features to align with business goals.
  • Scalability consideration: Ensuring CRM design supports future growth and adaptability.
  • Process mapping: Visualizing workflows to streamline operations and ensure efficient data flow.

Implementation & integration

Ensuring smooth implementation and integration of the CRM system with existing tools to streamline workflows and unify data sources.

System setup and configuration

  • CRM environment setup: Configuring CRM infrastructure to support seamless implementation.
  • Module customization: Customizing CRM modules to fit the client’s unique requirements.
  • Integration planning: Developing a plan to integrate CRM with existing tools and platforms.
  • Access control setup: Defining user roles and permissions for secure and efficient use.

Integration execution

  • Third-party tool integration: Connecting external tools to create a unified CRM environment.
  • Data sync verification: Testing data synchronization between systems for accuracy.
  • APIs and connectors setup: Enabling efficient data exchange with existing platforms.
  • Workflow automation setup: Configuring automated workflows to improve process efficiency.

Data migration & customization

Transferring and customizing data for a seamless transition to the new CRM, ensuring consistency and adaptability for your specific requirements.

Data preparation

  • Data mapping: Defining data fields to ensure a smooth transfer to the new CRM system.
  • Data cleansing: Removing duplicates and errors for accurate data migration.
  • Data security protocols: Implementing measures to protect data during migration.
  • Backup planning: Creating backups to safeguard information during the transition.

System customization

  • Field customization: Adapting data fields to meet specific business requirements.
  • Layout adjustments: Customizing CRM interface layout for user convenience.
  • Custom reporting: Setting up reports that provide relevant and actionable insights.
  • Custom workflows: Developing workflows tailored to support business operations.

Training & adoption

Providing thorough training and adoption strategies to help teams fully utilize CRM features, driving efficiency and boosting productivity.

User training sessions

  • Onboarding sessions: Introducing users to basic CRM functionalities and navigation.
  • Advanced feature training: Guiding users on specialized tools and features in the CRM.
  • Role-specific tutorials: Providing tailored training for different roles within the organization.
  • Support resources distribution: Offering guides and manuals to aid in CRM usage.

Adoption strategy support

  • Change management planning: Developing strategies to ease the transition to the new CRM.
  • User feedback collection: Gathering input to identify any adoption challenges.
  • Continuous learning sessions: Offering ongoing training to reinforce CRM proficiency.
  • Incentivizing usage: Implementing rewards or recognition to encourage CRM adoption.

Testing & launch

Conducting rigorous testing before launch to ensure CRM functionality, security, and reliability for a successful deployment.

Pre-launch testing

  • Functionality testing: Ensuring CRM features work as expected under various conditions.
  • Security testing: Verifying that the system meets security standards and protects data.
  • Load testing: Testing CRM performance under heavy usage to ensure reliability.
  • Bug identification: Detecting and resolving any issues before going live.

Launch preparation

  • Final data validation: Ensuring data accuracy and completeness before CRM launch.
  • User acceptance testing: Allowing users to test and confirm CRM readiness.
  • Go-live checklist review: Confirming all essential tasks are complete before launch.
  • Deployment scheduling: Setting a launch date that minimizes disruption to operations.

Ongoing support & updates

Delivering continuous support and regular updates to keep the CRM system up-to-date, secure, and optimized for evolving business needs.

Technical support services

  • User support desk: Providing a helpdesk for technical assistance and user questions.
  • Troubleshooting guidance: Assisting users with resolving common CRM issues.
  • Performance monitoring: Tracking CRM system health and resolving performance issues.
  • Issue escalation process: Ensuring critical problems are addressed promptly.

System maintenance

  • Regular updates: Implementing updates to keep the CRM current and secure.
  • New feature rollouts: Introducing new functionalities to enhance user experience.
  • Security patching: Applying patches to protect against potential vulnerabilities.
  • Compatibility checks: Ensuring CRM compatibility with related systems and platforms.

Analysis & improvement

Monitoring and analyzing CRM performance, gathering insights to make improvements that enhance user experience and system effectiveness.

Performance assessment

  • Usage tracking: Monitoring user activity to identify areas of high demand or inefficiency.
  • Customer feedback review: Gathering insights on CRM effectiveness from end-users.
  • Data accuracy checks: Ensuring data remains accurate and relevant for decision-making.
  • Report analysis: Reviewing reports to assess CRM performance and impact.

Continuous improvement

  • Feature optimization: Enhancing existing features to increase efficiency and usability.
  • Process refinement: Adjusting workflows based on user needs and feedback.
  • Scalability assessment: Evaluating readiness to support business growth.
  • Roadmap planning: Creating a strategy for future CRM enhancements and upgrades.
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
star iconstar iconstar iconstar iconstar icon

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
star iconstar iconstar iconstar iconstar icon

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
star iconstar iconstar iconstar iconstar icon

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
star iconstar iconstar iconstar iconstar icon

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
star iconstar iconstar iconstar iconstar icon

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
star iconstar iconstar iconstar iconstar icon

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
star iconstar iconstar iconstar iconstar icon

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
star iconstar iconstar iconstar iconstar icon

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
star iconstar iconstar iconstar iconstar icon

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
star iconstar iconstar iconstar iconstar icon

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
Ready to discuss
your project with us?
Let’s talk about how we can craft a user experience that not only looks great but drives real growth for your product.
Book a call
Book a call
4.9 AVG. SCORE
Based on 80+ reviews
TOP RATED COMPANY
with 100% Job Success
FEATURED Web Design
AgencY IN UAE
TOP DESIGN AGENCY
WORLDWIDE