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FAQ

Common Questions, Straight Answers

Everything you need to know about HaloAI CRM before getting started.

Quick Summary

HaloAI CRM is a done-for-you AI Employee platform built for local service businesses. It costs $397/month (Starter) or $597/month (Pro), plus a one-time $500 setup fee, with no long-term contract. Every inbound lead — via Google Business Profile, Facebook Messenger, website webchat, or SMS — receives a personalized automated reply within 90 seconds, around the clock. After each completed job, the system automatically sends a Google review request via text, with a direct link to your review page. Setup takes five business days. You complete a 15-minute onboarding form; HaloAI’s team configures your AI, connects your channels, and goes live. Clients average 94 new Google reviews in their first 60 days. Cancel at any time with 30 days notice. The platform serves contractors, dental practices, restaurants, salons, real estate agents, and any local business that receives inbound customer inquiries.

Setup & Getting Started

How long does setup take? ▼
5 business days from the time you complete the onboarding questionnaire. Pro plan clients get priority 48-hour setup. We handle everything — you just answer a 15-minute form about your business and we do the rest.
What do I need to do during setup? ▼
Just complete the onboarding form — about 15 minutes of your time. We ask about your services, pricing, hours, top customer questions, and brand tone. After that, we build everything and notify you when you're live.
Do I need any technical skills? ▼
None. HaloAI CRM is fully managed. We set up the AI, connect your channels, and configure everything. Your job is to run your business and check your dashboard occasionally. No coding, no configuration, no learning curve.
What is the $500 setup fee for? ▼
It covers our team's time to build your AI Employee from scratch — writing your conversation scripts, configuring your lead qualification flow, connecting all your communication channels, integrating your calendar, and running a live test before we flip the switch. It's not a template — it's custom-built for your business.

Pricing & Contracts

Is there a contract or minimum commitment? ▼
No contract. Month-to-month only. Cancel anytime with 30 days notice. We earn your business every single month — if it's not working, you're not locked in.
Can I upgrade from Starter to Pro? ▼
Yes, anytime. We'll prorate the difference for the current month. Most clients start on Starter and upgrade after 30 days once they see the ROI clearly. The monthly strategy call and SMS campaigns alone tend to justify the Pro price.
What are the SMS limits? ▼
Starter includes 1,500 outbound SMS/month. Pro includes 5,000. Most local businesses — even active ones — don't hit the Starter limit. Additional SMS cost $0.01 each if you go over.
Do you have multi-location pricing? ▼
Yes. Each location is a separate account. For businesses with 3+ locations, contact us for volume pricing — we discount significantly for multi-location setups.

How the AI Works

How does the AI Employee respond to leads? ▼
When a lead contacts you from any connected channel (SMS, webchat, Google Business, Facebook), the AI replies within 90 seconds with a natural, personalized message. It qualifies the lead with a few targeted questions, answers common inquiries, and guides toward booking — all in conversational SMS format without sounding robotic.
What if the AI can't answer a question? ▼
If a lead asks something outside the AI's trained knowledge, it gracefully hands off: "That's a great question — let me have someone from our team reach out to you directly." You get a notification for any conversation that needs a human touch. The AI never guesses or gives wrong information.
How does the review request work? ▼
When you mark a job or appointment as complete in the dashboard, HaloAI automatically sends a personalized SMS to the customer with a direct link to your Google Business Profile review page. The timing is configurable — most clients send it 2 hours after job completion. Clients average 94 new Google reviews in their first 60 days.
Can the AI book appointments directly into my calendar? ▼
Yes. We integrate HaloAI with your scheduling system — Google Calendar, Calendly, or most major booking platforms. The AI confirms availability in real time and books the appointment without any back-and-forth.

Industry & Compatibility

What industries does HaloAI CRM work for? ▼
HaloAI CRM is purpose-built for local service businesses: contractors (HVAC, roofing, plumbing, electrical, landscaping), dental and medical practices, restaurants, salons and spas, auto shops, real estate agents, and law firms. If your business serves local customers and relies on phone/text inquiries, HaloAI is built for you.
Does HaloAI integrate with my existing software? ▼
HaloAI integrates with Google Business Profile, Facebook/Instagram, Google Calendar, Calendly, and most major CRMs. During setup, we discuss your current tools and configure integrations accordingly. Let us know what you're using and we'll confirm compatibility.
What if my leads come in through my website? ▼
We install a webchat widget on your website that routes directly into your HaloAI inbox. The AI handles web chat conversations identical to SMS — your website visitors get instant replies just like customers who text your business number.

Still have questions?

Text us directly and get answers from a real person — usually within a few hours.

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Or read How It Works for the full setup walkthrough.