How does HaloAI CRM respond to leads so quickly?

HaloAI CRM uses an AI Employee trained on your specific business to reply to every inbound message — via SMS, webchat, Facebook, or Google — within 90 seconds. It operates 24/7 with no human intervention required.

How does the automated Google review system work?

After each completed job, HaloAI CRM automatically sends your customer a personalized SMS requesting a Google review. Timing and messaging are optimized to maximize response rate.

What makes HaloAI CRM different from a regular CRM?

Traditional CRMs store contact data passively. HaloAI CRM is active — it responds to leads, qualifies prospects, books appointments, and requests reviews automatically, without requiring a human to be online.

Can HaloAI CRM book appointments directly?

Yes. The AI Employee can qualify leads and direct them to booking links integrated with your calendar, capturing appointments even while you are on a job or asleep.

What happens with questions the AI cannot answer?

If a customer asks something outside the AI's training, it captures their contact information and flags the conversation for personal follow-up — ensuring no lead is ever dropped.

How HaloAI CRM Works — Setup to Revenue in 5 Days

How It Works

HaloAI CRM works by configuring a custom AI Employee trained on your specific business — your services, pricing, hours, and frequently asked questions — then connecting it to every channel where customers reach you: Google Business Profile, Facebook Messenger, website webchat, and SMS. From that point, every new inbound message receives a personalized reply in under 90 seconds, around the clock. After each completed job, the system automatically sends the customer a review request text with a direct link to your Google review page. Qualified leads can book appointments directly through the AI. The entire setup process takes five business days. After signup, you complete a 15-minute onboarding form about your business. HaloAI’s team then builds your conversation flows, connects your channels, tests everything, and notifies you when your AI Employee goes live. No technical skills or ongoing management required.

Day 1

You complete your onboarding form

After signup, we send a short questionnaire: your services, pricing, hours, FAQs, and business tone. This takes about 15 minutes and is the only thing we need from you.

What we collect:

Services offered + typical price ranges
Business hours and after-hours policy
Top 10 customer questions and your preferred answers
Your brand tone (professional, friendly, casual)
What to do with leads who ask about competitors

Days 2–3

We build and train your AI Employee

Our team configures your AI Employee inside HaloAI CRM — trained on your specific business data. We write the conversation flows, set up objection handling, and configure your booking process.

What we build:

AI conversation script trained on your business
Lead qualification flow (3-question pre-screen)
Appointment booking integration with your calendar
Automated follow-up for no-response leads
Review request timing and message template

Day 4

We connect all your channels

Every place a lead could contact you gets connected to your unified HaloAI inbox. SMS, webchat, Facebook, Google Business — all flowing to one AI-powered dashboard.

💬SMS / Text

🌐Website Chat

📘Facebook

📍Google Business

📸Instagram

📧Email

Day 5

Go live — AI handles everything from here

We run a live test with you to confirm everything is working. Then we flip the switch and your AI Employee starts responding to real leads immediately.

What happens automatically from Day 5:

Every inbound lead gets a reply within 90 seconds
Qualified leads get a booking link or confirmation
Cold leads get a 3-message follow-up sequence
Every completed job triggers a review request SMS
You get a notification for hot leads needing human touch

Ready to get started?

Setup takes 5 business days. After that, HaloAI runs your lead response and review collection 24/7 — no ongoing management required.

Start Your Setup Today →

$500 one-time setup. $397/month after. Cancel anytime.

From sign-up to live in 5 days.