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Description
Growth is not always a certainty, which is precisely why we developed Atria, a comprehensive portal for managing Active Directory, Workspace, and Microsoft 365 that enables managed services providers to scale their operations more effectively. Atria equips you with the necessary tools to automate and standardize service delivery, significantly decreasing the volume of helpdesk tickets and escalations while enhancing overall operational efficiency. Whether your goal is to simplify service tickets and tasks, enhance your helpdesk capabilities, or provide customers with self-service options, Atria is the solution that can assist you, ensuring you realize tangible savings in time and resources swiftly. With two decades of expertise in the managed services field, Atria is meticulously crafted to support your business's growth. Unlike most helpdesk tools that function solely as ticketing systems, which gather information before executing tasks, or as workflow systems that merely shuffle tasks among teams, Atria uniquely focuses on optimizing the specific tasks you perform—from user provisioning to license acquisition—effectively streamlining the entire process for maximum efficiency. By leveraging Atria, you can position your business for sustained success in a competitive landscape.
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
Integrations
Active Directory
Microsoft 365
3CX
Amazon Seller Central
ChatGPT
Cisco CX Cloud
Device42
Facebook
Facebook Ads
GfK Etilize
Integrations
Active Directory
Microsoft 365
3CX
Amazon Seller Central
ChatGPT
Cisco CX Cloud
Device42
Facebook
Facebook Ads
GfK Etilize
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
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
Atria
Founded
2018
Country
New Zealand
Website
getatria.com
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
SaaS Management
License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management
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
