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Average Ratings 0 Ratings

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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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

3CX No 
Active Directory No 
Amazon Seller Central No 
Autotask PSA No 
Axis LMS Yes 
Cisco CX Cloud No 
Facebook Messenger No 
HaloITSM No 
HubSpot Customer Platform No 
Instagram No 
Instagram Ads No 
Lansweeper No 
Mattermost No 
Microsoft 365 No 
Microsoft Dynamics 365 Business Central No 
PagerDuty No 
Prometheus No 
RingCentral RingCX No 
Slack No 
Twilio No 

Integrations

3CX Yes 
Active Directory Yes 
Amazon Seller Central Yes 
Autotask PSA Yes 
Axis LMS No 
Cisco CX Cloud Yes 
Facebook Messenger Yes 
HaloITSM Yes 
HubSpot Customer Platform Yes 
Instagram Yes 
Instagram Ads Yes 
Lansweeper Yes 
Mattermost Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
PagerDuty Yes 
Prometheus Yes 
RingCentral RingCX Yes 
Slack Yes 
Twilio Yes 

Pricing Details

Visit our website for more information on pricing.
Free Trial No 
Free Version No 

Pricing Details

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

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 Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Customer Service

Alerts / Escalation Yes 
Appointment Management Yes 
Call Center Management No 
Email Management Yes 
Knowledge Base Yes 
Live Chat Yes 
Performance Metrics Yes 
Queue Management Yes 
Self Service Portal Yes 
Social Media Integration Yes 
Surveys & Feedback Yes 
Virtual Assistant Yes 
Workflow Management Yes 

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