Your deals, your stages, your conversations.
One of HAL’s two primary surfaces: company-centric Kanban, contacts, and a direct line from chat to deal — built for founder-led sales, not a bolted-on contact list.
Kanban stages you define
Custom stages, probability, deal value, and column totals — drag companies as they move.
Company workspace
Contacts, conversations, and activity in one place when you open a deal.
People linked to pipeline
Import, merge, and start conversations from the contact — without a separate CRM silo.
Stage and deal from your app
Identify users and push stage or deal value from the product so the board stays honest.
Open a deal. See the chats that got you here.
Contacts, stage, and recent conversations share one view so founder-led follow-up is grounded in what the buyer actually said.
- Deal value and stage on the company
- Conversation history linked in
- Same record support uses in the inbox
People first. Companies on the board.
Contacts are first-class: import CSV, merge duplicates, link multiple companies, and start a conversation without leaving sales.
- List, search, and bulk manage contacts
- Many-to-many company links
- Start conversation from a contact
Your product can move the pipeline.
When someone hits a milestone in your app, push stage and deal value into HAL. The board stays aligned with reality — not with last week’s spreadsheet.
identify with company contextsetStage and setDeal from your backend- Advance-only rules so product signals don’t overwrite later manual moves by accident
Built when you are still the closer
HAL CRM is not enterprise salesforce cosplay. It is the lightest system that keeps deals honest while you wear every hat — and it stays next to support, not in another silo.