AI-Native CRM

Halo

The warm CRM your team actually wants to open — a visual deal pipeline with a built-in AI assistant and a REST API your stack can build on.

Core Modules

Integrations

Native

AI Assist

REST

API

Halo — AI-Native CRM case study by Novative

The Challenge

Sales teams avoid their CRM because it feels like data entry for management. Pipelines go stale, context lives in inboxes, and the tool that should drive revenue becomes the one nobody opens.

Our Solution

We built Halo, a CRM designed to feel calm and fast: a visual drag-and-drop deal pipeline; unified contacts, companies, deals, tickets, and tasks; and an AI assist that reads the room and drafts the next step. A clean REST API lets the rest of the stack build on top of it.

Built With

Next.jsReactTypeScriptPostgreSQLStripeREST API

What We Delivered

Visual drag-and-drop deal pipeline with board and table views

Unified workspace: contacts, companies, deals, tickets, tasks, and reporting

AI assist that reads context and drafts the next action

Slash commands (/pipeline, /contacts, /deals) for keyboard-fast navigation

Native integrations with HubSpot, Stripe, Notion, and Google Calendar

REST API with contact enrichment and lifecycle and lead-status tracking

NovaMachine

Mnemo

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