Connecting a CRM is optional. Your ad accounts alone give you Action Center flags, AI explanations and fixes, spend and results by channel, and the Monday Brief.
Add HubSpot or Salesforce to also get:
- Pipeline and closed-won revenue by channel and source
- Cost per opportunity and pipeline for every dollar spent
- Flags for spend that isn't turning into pipeline, broken UTMs and low-quality leads
- Days from lead to opportunity to close
- The leadership summary for your CMO or board
PipeHalo reads deals, their sources and campaigns. It stores no contact names, emails or phone numbers, and never writes to your CRM.
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