CRM & AI consulting that actually fits how you work

Powerful tech. Simple enough for anyone.

Poetic Halo helps businesses set up, optimize, and automate their tech stack so your team spends less time fighting tools and more time doing the work.

Let's Talk See What I Do

What I Do

Built for businesses that are ready to scale

Clean data, smart automations, and tools that actually work together.

🗂️

CRM Setup & Migration

From choosing the right platform to a fully configured, clean system. I handle setup, data migration, custom fields, pipelines, and team onboarding.

⚡

AI Workflow Automation

Identify where AI can save your team real time. I design and build automation workflows that eliminate manual work without breaking what's already running.

🔍

Tech Stack Audits

Confused about what tools you actually need? I'll map your current stack, surface the gaps and redundancies, and give you a clear path forward.

🔗

Custom Integrations

Connect your tools so data flows where it needs to go. No more copy-pasting between platforms or leads falling through the cracks.

⚙️

Operations Efficiency

Map your current processes, find where time and money are being lost, and build systems that let your team operate at full capacity without burning out.

📊

Customer Experience

Real-time dashboards that surface what customers are saying, track sentiment trends, and help you act on what's happening now.

Customer Service

AI-Powered Support Triage

A support team was manually sorting and routing hundreds of tickets a day across email and chat. We built an n8n workflow that automatically classifies, prioritizes, and routes every ticket — with an AI-drafted response ready to go.

New Ticket → n8n → AI Classify → Zendesk → Slack Alert
60%
Faster response time
3x
Ticket volume handled
20h
Saved per week
Customer Experience

CX Dashboard

A team was manually reading through support tickets, reviews, and social mentions each month to spot trends. We built a Claude-powered pipeline that pulls from every channel, extracts themes and sentiment, and feeds a live dashboard so the team always knows what customers are feeling in real time.

Tickets, Reviews, Social → MCP → Claude AI → Tag & Score → Live Dashboard
100%
Of feedback analyzed
5x
Faster trend detection
Real-time
vs. monthly reports
60%
avg reduction in manual work
15h+
saved per week on average
1 day
to first automation live
$50K+
avg annual savings per client

Product

Every channel. One inbox. Powered by AI.

PoeticHalo IQ brings every support channel into one simple inbox, with AI that helps your team respond faster, smarter, and with more heart.

Get Early Access
app.poetichaloiq.com/inbox
Open Tickets
12
3 urgent
Avg. Response
4m
↓ 40% faster
CSAT Score
97%
↑ this week
Recent Tickets
M
Maria G. #1042
Billing question about renewal
Open
2m ago
T
Tom H. #1041
Can't access my account
In Progress
14m ago
P
Priya S. #1040
Feature request: dark mode
Resolved
1h ago
👤

Built for real people

No training required. If you can use email, you can use PoeticHalo IQ.

⚡

Up in an afternoon

Connect your channels, invite your team, and start resolving tickets — same day.

👥

Scales with your team

Whether it's 2 people or 20, the experience stays simple and fast.

💬

Customers feel the difference

Faster replies, consistent tone, and no one falls through the cracks.

About

Tech expertise with a people-first approach

I'm Kristie, founder of Poetic Halo and a longtime operator at the intersection of technology, customer experience, and business growth.

I've spent years building operations teams, implementing AI and automation workflows, and getting messy CRM systems under control. I started Poetic Halo to bring that work directly to businesses that need it, without the enterprise overhead.

CRM Strategy, Build & Implementation AI & Automation HubSpot Zendesk Workflow Design Member Experience Operations
Kristie Leach
Founder & Principal Consultant

Founder of Poetic Halo. Consultant focused on CRM, AI, and building systems that actually work.

ROI Calculator

See what automation is worth to you

Plug in your numbers and see the potential impact before we even talk.

Number of people doing manual work
Time spent on repetitive tasks, data entry, copy-pasting
Fully loaded cost per hour
Hours saved per week
30h
Monthly savings
$6,000
Annual savings
$72,000
Based on a typical 60% reduction in manual work.
Ready to capture this?

Get in Touch

Ready to get your systems working for you?

Tell me what you're trying to fix.