Walk into every meeting, with the data on your side.
Halo connects every customer touchpoint in your B2B SaaS into one AI you can ask anything. Customer health, churn risk, pipeline truth, product adoption, and board-ready summaries, all in seconds, all defensible.
Give me a CEO-ready summary for the board meeting Thursday.
Halo response
- Net revenue retention is up 4 points QoQ, driven by Growth tier expansion.
- Two enterprise accounts ($186k ARR) are showing churn signals. Renewal interventions are queued.
- Most-cited feature request from lost deals: SAML SSO. Currently in eng backlog.
- Support volume down 14% MoM despite 22% user growth. AI resolution rate at 78%.
Use cases
What founders and execs
use Halo for
Real-time pulse on the business
Stop waiting for weekly reports. Ask Halo about customer health, NPS trends, support volume, and product adoption and get a defensible answer in seconds.
What is the state of the business this week vs. last?
Which segment is showing the biggest change in NPS?
How is product adoption trending across our top 50 accounts?
Spot churn risk before it shows up
Halo watches login patterns, support sentiment, billing changes, and call transcripts. The moment an account starts trending the wrong way, you find out.
Which top accounts are showing churn signals right now?
What are the three biggest reasons we lost customers this quarter?
Show me at-risk MRR by segment.
Pipeline truth, not slide truth
Forecast confidence backed by every call transcript and CRM update. Walk into board meetings with numbers you can defend with citations to the underlying data.
What is our most likely closed-won number for this quarter?
Which deals carry the most risk to the forecast?
How does our pipeline coverage look vs. last quarter?
Cross-functional answers in one place
Stop pulling data from five tools to answer one board question. Halo synthesizes support, sales, product, and billing into a single conversational interface.
Give me a CEO-ready summary for the board meeting on Thursday.
What are the top three things customers love and the top three frustrations?
What is the revenue impact of our unresolved support tickets?
Why leaders pick Halo
The shortest path
from question to answer
- Defensible numbers with citations to source data
- Cross-functional insights without dashboards
- Spot trends weeks before quarterly reports
- Board-ready summaries in seconds
Connected data
Halo learns your business
Every connected system feeds the AI with live operational data. Day 1 is the worst your answers will ever be.
How it works
From sign-up to
board-ready in days
Connect your stack
Bring Stripe, HubSpot, Intercom, Linear, Slack, Zoom, and Fathom into Halo. Every system becomes a queryable layer.
Ask anything in plain English
No SQL, no dashboards, no waiting for analytics. Halo answers from your live data with citations to where it came from.
Make calls with conviction
From board prep to renewal interventions to roadmap calls, you walk in with the data, not the homework.
Grounded in your data
Every answer cites the source records, transcripts, and tickets it came from.
One brain, every team
Same AI for board prep, GTM reviews, and product reviews. One source of truth.
Latest models
Halo runs on the newest frontier AI so accuracy stays state of the art.
Lead with answers, not assumptions
Request a demo and we'll show Halo answering your real business questions on a sample of your real data.