AI-native CRM
Halmify CRM: AI CRM for connected revenue execution
Use one professional SaaS workspace to manage customer data, sales pipeline, orders, payments, service response, and AI operating judgment with lighter CRM implementation complexity.
Halmify CRM unifies Customer 360, campaigns, leads, opportunities, orders, payments, service, revenue operations, and AI cost governance so teams know who the customer is, where revenue is stuck, and what to do next.
Leads128AI scoring + routing
Pipeline$862Kstage progress
Quotes42customer approval
Orders$516Kcash tracking
AI next best action
Prioritize 7 high-intent accounts
Customer 360
ACME Manufacturing
3 historical leads · 2 opportunities · 1 open order
AI usage
$248.60
Clear balance and auditable token details
0connected modules
0customer view
0AI usage traceable
Business Flow
Where is revenue stuck, and who needs to act?
Stop maintaining isolated spreadsheets across marketing, sales, finance, and support. Halmify CRM connects every growth object into one revenue chain.
Budget, channels, UTM, participants, and ROI attribution.
Capture, assign, nurture, dedupe, and convert.
Companies, contacts, Customer 360, and AI research.
Pipeline, probability, quotes, reminders, and win actions.
Deals, payments, shipment, invoices, tickets, and projects.
Core Capabilities
Which customers, deals, and risks need action this week?
Halmify helps teams keep customer relationships, sales progress, and risk signals clear in one CRM, so the next action is easier to judge.
Campaigns to revenue attribution
Track campaigns, participants, lead capture, UTM, budget, and ROI to prove marketing impact with deals and orders.
High-quality lead routing and nurture
Required fields, multi-product intent, smarter duplicates, assignment, nurture, and converted lead archiving.
Accounts, contacts, and Customer 360
Keep account records, contact relationships, history, leads, opportunities, orders, and tickets in one context.
Pipeline, quotes, and winning deals
Stage colors, probability, reminders, product lines, quotes, and deal chain visibility move opportunities to orders.
Orders, payments, shipment, and invoices
Generate orders from deals, then track payment plans, receivables, shipment, invoices, support, and projects.
Tickets, SLA, and knowledge
Auto assignment, transfer queues, SLA escalation, bug handoff, knowledge suggestions, and service quality tracking.
Product preview
See how Halmify connects daily revenue work
Use a quick scenario view to understand how Halmify brings customer context, sales follow-up, orders, service work, and AI cost visibility into one CRM experience.
Help managers see which customer conversations and sales actions need attention first.
Connect sales, orders, payments, and service signals around the same customer relationship.
Keep AI-assisted work tied to cost visibility, traceability, and business context.
Book a demo with a business email when you want to review fit for your team.
Customer 360View sales, service, order, and payment context together.
Revenue workflowMove from lead follow-up to order and service continuity.
AI cost clarityReview AI-assisted work with usage and cost context.
A guided demo can walk through the workflows that matter to your team.
Cost clarity
Know the CRM seat cost before the sales call
Halmify publishes a simple software price so teams can estimate monthly and annual CRM spend without waiting for a quote.
$1/user/month
Starter sales team
Startup offer threshold
Growing revenue team
Calculation uses Halmify software pricing only and does not include optional hardware, implementation, taxes, or third-party services.
Trusted CRM foundation
Why professional sales and revenue teams choose Halmify
Halmify is built for teams that need to manage customers, opportunities, orders, payments, and service. Instead of invented logos or awards, Halmify makes verifiable product facts clear: pricing, permissions, audit, data protection, AI cost control, and real product workflows.
$1 per user per month for full CRM workflows, plus a six-month startup offer for teams under 20 people.
Tenants, roles, data scope, field permissions, operation logs, and login logs support team collaboration.
AI calls can be tied to user, tenant, model, token volume, cost, Trace ID, and business workflow.
Designed around data minimization, access isolation, traceable processing, and customer request support.
Halmify IoT Sales Display keeps sales targets and payment progress visible outside the browser.
Demo requests use business email validation so sales can focus on real buying intent.
Business applications
More than a sales board: business apps for the revenue chain
Halmify keeps CRM, orders, payments, service, projects, and IoT sales visibility in the same customer context.
Manage campaigns, leads, accounts, contacts, opportunities, quotes, and sales actions.
After the win, track orders, payment plans, receivables, shipment, and invoices.
Handle service requests with customer history, order context, and SLA visibility.
Keep promises, milestones, deliverables, and service risk attached to the account.
Show targets, completion rate, order value, and payment progress on e-paper devices.
Industry extension package
Industrial manufacturing workflows built into Halmify CRM
The manufacturing package connects customer context with RFQ, BOM, costing, quotation, sample progress, production progress, engineering changes, compensation approval, asset service, and operating metrics.
RFQ, BOM, costing, and quotation
Keep customer demand, product lines, BOM snapshots, cost calculation, approval, and customer confirmation in one manufacturing sales workflow.
Sampling and production progress
Track sampling stages, production milestones, planned and actual time, risk level, and progress history around the same customer, product, BOM, or order.
ECN and compensation approval
Manage engineering change impact, approval remarks, compensation records, rejection reasons, and closed-loop delivery changes with role-based permissions.
Assets, service, and lifecycle records
Connect shipped assets, service tickets, quality issues, after-sales context, and customer history so teams can continue service after delivery.
Manufacturing operating metrics
Show RFQ volume, quotation value, margin risk, delivery risk, pending ECN, compensation, service workload, and lifecycle signals from existing manufacturing data.
More industry extension packages will follow, so teams can keep the same CRM foundation while adding workflows for their own operating model.
Halmify pillars
Borrow the platform clarity, not the enterprise weight
Halmify connects Customer 360, revenue workflow, AI operating insight, and governance into four practical pillars for growing revenue teams.
Account, contact, lead history, opportunities, orders, and service context stay connected in one customer record.
Campaigns, leads, quotes, orders, payments, and service do not break across teams or spreadsheets.
AI focuses on operating judgment: which deals need action, where cash may slip, and which service risks affect renewal.
Permissions, audit trails, AI tokens, balances, and plan cost stay visible before automation scales.
Pricing
$1 per user/month. Full features. Future upgrades included.
Many mainstream CRMs charge by edition and unlock advanced capabilities at higher tiers. Halmify CRM keeps the full sales, customer, order, service, and AI operating analytics suite available at one predictable price.
Startups under 20 people can use Halmify CRM free for six months.
For startup teams under 20 people. Submit a demo request and our team will confirm eligibility.
Our price
Halmify CRM
$1per user/month
- No feature gating across core CRM modules.
- Future product upgrades are included permanently.
- Includes AI analytics, Customer 360, pipeline, orders, service, permissions, and audit.
| Halmify CRM | monday.com CRM | Salesforce CRM | |
|---|---|---|---|
| Price | $1 per user/month | public tiered pricing per seat/month from | $25-$550 per seat/month from |
| Feature access | No feature gating across core CRM modules. | Public plans are tiered and commonly sold by seat groups. | Official public pricing spans Starter through Einstein 1 Sales editions. |
| Upgrade policy | Future product upgrades are included permanently. | Advanced automation, permissions, and enterprise features depend on plan level. | Advanced automation, AI, and governance generally require higher tiers. |
| AI operating analytics | Includes AI analytics, Customer 360, pipeline, orders, service, permissions, and audit. | Strong work management, with CRM cost rising as editions advance. | Powerful ecosystem, with higher budget, implementation, and admin complexity. |
| Cost control | Full features and future upgrades included. | Public tiered plans; current pricing, seats, and editions are set by monday.com. | Official Sales Cloud public edition range. |
Competitor pricing is summarized from public website information; current list prices, discounts, and enterprise contracts are controlled by each vendor.
CRM implementation complexity
Why teams look beyond CRM implementation complexity
Many connected revenue teams need a lighter, faster, lower-cost revenue workspace with practical implementation scope.
Start with leads, customers, opportunities, orders, payments, and service before layering heavier governance.
$1/user/month opens the full CRM capability set without pushing teams into higher tiers for core workflows.
Payments, fulfillment, service, and regional handoffs are part of the revenue record, not afterthoughts.
AI operating analytics
AI should answer one operating question: what revenue needs action next?
Halmify CRM analyzes lead quality, opportunity movement, deal forecasts, order payments, service risk, and AI cost so teams can turn daily data into action.
- Summarize funnel conversion, win rate, sales cycle, receivables risk, and service pressure automatically.
- Break down revenue contribution by customer, seller, product, channel, and region with anomaly alerts and next actions.
- Every AI call records tokens, cost, model, trace ID, and status, so growth and cost control stay visible.
AI Operating Insight
Operating insight cockpit
Monthly revenue forecast$516K · 82% confidenceconfidence 0.88
Top growth opportunity7 high-intent deals need follow-up within 48 hourspublic sources
Operating risk3 orders have delayed payments; escalation recommendedrecommended
AI cost visibility
12,800 Tokens · $0.256
AI platform capabilities
AI moves into revenue execution and cost governance
Halmify AI is designed around operating actions: surface risk, recommend next steps, explain the source, and keep automation cost auditable.
Summarize funnel conversion, win rate, order payments, service risk, and customer priority.
Suggest priority follow-up based on customer, opportunity, order, and service context.
Spot delayed payments, stalled pipeline, service escalations, and cost anomalies.
Record tokens and cost by model, tenant, user, and business action.
Keep Trace ID, status, and source workflow available for review.
Governance
Enterprise-grade permissions, tenants, and audit
A CRM for collaboration must make data shareable, isolated, and traceable.
Tenant activation, expiry reminders, packaged modules, and runtime monitoring.
View, edit, manage, menu, and role-based permission control.
Owner, department, shared access, and object ACL for sensitive revenue data.
Hide or lock sensitive fields such as phone, cost, and revenue.
Operation logs, login logs, exports, and cleanup policies.
Tenant AI switch, balance, monthly token limits, and consumption logs.
For Teams
Give each growth role the view they need
Sales: know who to contact, what to say, and what to do next
Lead conversion, Customer 360, pipeline, reminders, quotes, and win actions live in one workflow.
Marketing: prove campaign value with orders and cash
Campaigns, UTM, leads, opportunities, deals, and order attribution help optimize budget.
Customer success: connect fulfillment and support
Orders, projects, tickets, SLA, knowledge, and customer history improve retention and satisfaction.
Leadership: see growth, risk, and cost in real time
Dashboards, funnel, ROI, receivables, service risk, and AI usage support operating decisions.
Halmify IoT
Real-time sales visibility
A 4-inch e-paper sales display for clearer business visibility.
The 400×300 e-paper screen gives revenue targets, completion rate, order value, payments, weather, and device status more room to breathe on the desk.
4-inch display400×300 resolutionAlways-on e-paper
Halmify IoT product line
Sales clarity for busy leaders. Simple setup. Low-power e-paper. Cloud connected.
For Halmify IoT hardware pricing, please contact customer service.
Data protection
Data protection capabilities designed around GDPR principles
Halmify CRM is built around data minimization, permission isolation, audit trails, and traceable processing to help teams manage customer data more carefully and support GDPR compliance practices.
GDPR
Data protection
GDPRprinciples
Tenantisolation
Auditready records
Collect only the data needed for business workflows and keep unrelated field visibility limited.
Layer tenant, role, data scope, and field-level permission controls.
Keep records for key access, edits, exports, and AI calls.
Support processes for customer data export, deletion, and access requests.
This statement describes product design principles and capabilities. It is not legal advice; specific compliance obligations depend on customer data scenarios and configuration.
FAQ
Common questions about Halmify CRM
Direct answers for teams evaluating Halmify CRM, including fit, capabilities, pricing, AI, and IoT options.
What is Halmify CRM?
Halmify CRM is an AI-native revenue platform for connected revenue teams. It connects marketing campaigns, leads, customers, opportunities, orders, payments, service workflows, AI operating insights, and IoT sales displays in one CRM system.
Who is Halmify CRM for?
Halmify CRM is built for connected revenue sales, marketing, customer success, and management teams. It fits growing companies that need unified customer data, sales pipeline visibility, order and payment tracking, service workflows, and AI cost governance.
How much does Halmify CRM cost?
Halmify CRM software costs $1 per user per month, with full feature modules and future upgrades included. Halmify IoT hardware pricing is separate and available by contacting customer service.
What modules are included?
Halmify CRM includes campaigns, lead management, customer 360, contacts, sales pipeline, quotes, orders, payments, shipping, invoices, tickets, projects, permission audits, AI revenue insights, and AI cost tracking.
How does Halmify CRM use AI?
Halmify CRM uses AI to summarize funnel conversion, lead quality, pipeline movement, order payments, service risk, and operating anomalies. It turns CRM activity into next-step recommendations for sales teams and managers.
Can Halmify CRM track AI token cost?
Yes. Halmify CRM records AI tokens, cost, model, Trace ID, status, and tenant balance for each AI call. Administrators can audit AI usage, control budgets, and identify abnormal spending.
What is Halmify IoT Sales Display 4"?
Halmify IoT Sales Display 4" is a 4-inch 400×300 desktop e-paper sales display connected to CRM sales data. It shows annual target, current achievement, completion rate, order value, payments, weather, and device status for quick management visibility.
Can Halmify CRM be an alternative to monday.com CRM?
monday.com CRM is a strong choice for flexible boards and general work management. Halmify CRM is more focused on a connected revenue workflow across acquisition, pipeline, orders, payments, service, and AI cost governance.
Does Halmify CRM support the full sales cycle and startup offer?
Yes. Halmify CRM connects Customer 360, sales pipeline, order service, AI operating analytics, permissions, and AI cost tracking at $1 per user per month. Startup teams under 20 people can apply for six months free.
Close your customer growth loop today
Book a demo to see how Halmify CRM connects marketing, sales, finance, fulfillment, and service into a manageable revenue chain.