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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AgentHub's on-screen live guidance gives agents the information they need exactly when they need to have it. This makes it easy for any agent, confidently and quickly, to resolve any customer inquiry. AgentHub's Next-Best-Action guidance reduces training time and eliminates stress and guesswork when handling calls. It's so easy, anyone can become a top agent instantly. Vistio AgentHub may be a software, but we'll first need to understand your processes, and the challenges that you face, so that we can jointly determine what your contact center needs are. We make these needs our top priority and use decades of experience in contact centers to configure Vistio so that it has a significant impact immediately. Vistio's team handles the entire implementation and upkeep of our solution, making onboarding simple. We implement AgentHub at a fraction of the cost and time that other technology solutions require.

Description

HaloCSM is an integrated customer management platform built to support sales, marketing, service, and customer relationship management from a single application. Rather than requiring organizations to purchase separate modules for different departments, HaloCSM combines pipelines, campaigns, ticketing, reporting, knowledge, portals, and automation in one environment. Sales teams can capture and score new leads, automatically route prospects, manage multiple pipelines, and generate weighted forecasts. Workflow automation can trigger tasks, approvals, and follow-ups as opportunities move through different stages of the sales process. Marketing and service teams can use the same customer record to view emails, campaign activity, deals, support tickets, and other interactions throughout the relationship. AI functionality is incorporated into the platform to assist with automation, productivity, and customer-facing workflows. Administrators can configure fields, pipelines, dashboards, and automations without depending heavily on outside consultants or custom development. HaloCSM also supports integrations with email, telephony, ERP, accounting, collaboration, and other business systems through APIs, webhooks, and native connections. Security, governance, multiple deployment options, audit capabilities, and compliance features make the platform suitable for organizations that need a scalable customer management system with broad operational coverage.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3CX
Amazon Seller Central
AnyDesk
Facebook
Facebook Ads
Facebook Messenger
Google
HaloITSM
Instagram
Lansweeper
Meta Ads
Microsoft 365
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
OpenAI
PagerDuty
Twilio
WordPress
Zoom

Integrations

3CX
Amazon Seller Central
AnyDesk
Facebook
Facebook Ads
Facebook Messenger
Google
HaloITSM
Instagram
Lansweeper
Meta Ads
Microsoft 365
Microsoft Intune
Microsoft System Center Operations Manager (SCOM)
Microsoft Teams
OpenAI
PagerDuty
Twilio
WordPress
Zoom

Pricing Details

Visit our website for more information on pricing.
Free Trial
Free Version

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Vistio

Founded

2017

Country

United States

Website

www.vistio.io/agenthub/

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

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