Audience · Pipeline · Inbox · Campaigns
Every customer, in full resolution.
Halftone is the CRM where the small signals — a reply, a review, a stalled deal, a reorder — resolve into one clear picture of every relationship, with the next step attached.
Dana Whitfield · Fieldstone Hotels
12m
Re: rollout timeline for the spring properties
Sam Okafor · Northgate Fitness
1h
Loved the proposal — two questions on pricing
Priya Nair · Harbor Optics
3h
Onboarding went great, team is fully set up
Dana Whitfield
Champion
Head of Guest Experience · Fieldstone Hotels
Today
Replied in inbox — rollout timeline for spring.
3d ago
Deal moved to Proposal · $64,000.
2w ago
Rated the pilot 9/10 in the post-stay survey.
- One timeline
- per customer — deals, replies, feedback, orders
- Every reply
- read, tagged and routed by AI
- One view
- audience, pipeline, inbox and campaigns
The operating view
Your quarter, on one board.
Deals move by drag, the forecast recomputes as they do, and every card opens onto the same customer timeline your inbox and campaigns write to.
Qualified
$118k
Fieldstone Hotels
$64,000
AR
Meridian Coffee
$38,500
JK
Bright & Co
$15,500
AR
Proposal
$236k
Northgate Fitness
$120,000
TM
Casa Verde Group
$86,000
JK
Plumline Audio
$30,000
TM
Won
$92k
Harbor Optics
$58,000
AR
Dunmore Supply
$34,000
JK
$184k
Commit
$312k
Best case
$529k
Open pipeline
Outreach that reads the record
Campaigns aimed with everything you know.
Segments build themselves from behaviour and feedback, so the win-back goes to the customers who actually lapsed — and the NPS follow-up goes only to the people who answered.
Spring reorder nudge
4,180 sent
62% open · 24% click
Win-back · lapsed 90d
1,930 sent
41% open · 11% click
NPS follow-up journey
860 sent
74% open · 38% click
What you get
The whole relationship, not just the deal.
- Audience that stays fresh
- Contacts and companies sync from your store and forms, then segment themselves by behaviour, RFM and lifecycle.
- Pipeline with a forecast
- A real kanban with weighted forecasting — commit, best case and open pipeline computed from the board, not a spreadsheet.
- An inbox your team shares
- Every conversation lands with an owner and an SLA. Feedback-widget submissions arrive as threads, not tickets.
- Campaigns and journeys
- Broadcasts, newsletters and multi-step journeys that read the same customer record you do — no exports, no lists to sync.
- Feedback intelligence built in
- The full Userforms engine ships inside: forms, review imports, AI themes and sentiment, wired straight into each contact.
- Your store, connected
- Shopify customers, orders and products flow into the same timeline — so a complaint and a cart live side by side.
Why halftone
Up close, it’s a thousand dots. Step back and it’s your customer, perfectly clear.
Bring your customers into focus.
Free to start. Connect your store and your first form, and the picture starts developing today.