AdviserAlly vs Halo CRM
Both are UK companies. Halo describes itself as an all-in-one CRM for mid-market and enterprise teams; AdviserAlly is built for UK small businesses.
At a glance
Halo CRM, from Halo Service Solutions, unifies sales, marketing and customer service in one platform at one per-agent price, with cloud, private cloud and on-premise deployment. AdviserAlly is built for UK SMBs that want CRM, AI chatbots, landing pages, lead scoring and campaigns in one subscription.
Halo CRM: UK all-in-one CRM and service platform for mid-market and enterprise teams (visit Halo CRM).
Halo describes itself as built by a privately owned UK company. AdviserAlly is UK-built and publishes its Data Processing Addendum and sub-processor list on its legal pages. You choose where your data is hosted: EU (AWS Dublin) or UK.
Where AdviserAlly fits better
- Priced per account for small teams: Solo includes 5 team seats, Team 10 and Partner 25
- Solo and Partner can be bought online and set up without an implementation project. Halo states most mid-market teams go live in 8–10 weeks
- AI website chatbot and landing pages included
- Mobile app available on request
Where Halo CRM may suit you better
- Halo includes service desk, ticketing, IT service management and project management as standard
- Halo offers cloud, private cloud and on-premise deployment
- Halo lists ISO 27001, SOC 2 Type II and Cyber Essentials Plus certifications
- AdviserAlly is designed for small teams: its largest published plan, Partner, includes 25 team seats
Feature matrix
Last checked: 23 October 2026. Everything we say about Halo CRM comes from the sources listed below, read on that date. Their offering may have changed since.
Core CRM
| Feature | AdviserAlly | Halo CRM |
|---|---|---|
| Contacts, deals and pipelines | ✓ | ✓ |
| Lead scoring | ABCRank on Solo and above | Included (Halo AI) |
| Marketing automation and email campaigns | Included | Included |
Service & deployment
| Feature | AdviserAlly | Halo CRM |
|---|---|---|
| Service desk / ticketing | — | ✓ |
| On-premise option | — | ✓ |
Pricing & rollout
| Feature | AdviserAlly | Halo CRM |
|---|---|---|
| Published price | £25, £89, £299 and £499 a month per account | £66 per agent a month, billed annually |
| Typical go-live | Self-serve on Chatbot Edition, Solo and Partner | 8–10 weeks for most mid-market teams |
Sources
- Halo price per agent and what is included: halocrm.io/pricing/ (checked 23 October 2026)
- Halo features, deployment options, certifications, go-live time and ownership: halocrm.io/ (checked 23 October 2026)
Frequently asked questions
Is AdviserAlly an enterprise CRM?
No. AdviserAlly is built for UK small businesses: the largest published plan, Partner, includes 25 team seats, and larger needs go through our Enterprise conversation. Halo describes itself as built for mid-market and enterprise teams, with on-premise deployment and service management included.
Can I migrate from Halo CRM to AdviserAlly?
Yes. Export your contacts to CSV and AdviserAlly will import them. Custom field mapping is part of onboarding.
Does Halo CRM have features AdviserAlly does not?
Yes — service desk and IT service management, project management, on-premise deployment and the certifications Halo lists. If those are core to your workflow, Halo CRM is worth evaluating.
See it for yourself
Start Chatbot Edition free — no card for the trial (100 messages or 14 days).
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