For Founders & Executives
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.
Ask AIHere's the board summary, with sources:
- 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%.
Stripe
HubSpot
LinearUse cases
What founders and execs
use Halo for
| Metric | This week | Change |
|---|---|---|
| New ARR | $214k | +18% |
| Net revenue retention | 114% | +4 pts |
| NPS · Enterprise | 52 | +6 |
| NPS · Growth | 31 | −9 |
| Support volume | 1,284 | −14% |
| AI resolution rate | 78% | +3 pts |
| Weekly active accounts | 296 | Flat |
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.
Try asking
- 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?
Acme Robotics · $112k
Logins −46% · budget cut mentioned on QBR
Datawise · $74k
3 unresolved P1 bugs · renewal in 41 days
Brightline · $38k
Champion left · new admin not onboarded
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.
Try asking
- 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.
Commit
$1.24M
Most likely
$1.48M
Best case
$1.71M
Northwind · $96k
Negotiation
Acme Robotics · $84k
Champion silent 12 days
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.
Try asking
- 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?
Ask AILove
- 1.AI resolution quality
- 2.Setup speed · live in days
- 3.Slack Connect support
Frustrations
- 1.Webhook reliability
- 2.No Salesforce sync
- 3.Seat-based pricing
Issues
CallsNPSCross-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.
Try asking
- 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
Stripe
Billing · ARR, NRR, churn
HubSpot
CRM · pipeline, forecast
Linear
Product · roadmap, bugs
Slack
Customer channels
Zoom
Sales and CS calls
Fathom
Call notes · highlights
PandaDoc
Contracts · renewals
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
Stripe
Billing · ARR, NRR, churn
HubSpot
CRM · pipeline, forecast
Linear
Product · roadmap, bugs
Slack
Customer channels
Connect your stack Bring Stripe, HubSpot, Linear, Slack, Zoom, and Fathom into Halo. Every system becomes a queryable layer.
Ask AIOnboarding friction. Detractors cite webhook setup in 64% of comments, up from 21%.
HubSpotStripeAsk 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.
Revenue and retention
Stripe · HubSpot
Churn risk and interventions
2 accounts · $186k ARR
Voice of customer
Top requests from lost deals
Hiring plan
Waiting on finance
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.