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Description
Enhance the satisfaction of your clients and collaborators by offering a customized, self-service experience portal and mobile application that integrates effortlessly with your CRM, ERP, and customer support systems. Set up a customer-centric portal using pre-designed templates that offer adaptable layouts, optional widgets, and linked forms. Allow customers to submit and monitor support requests, explore knowledge base articles, and access product information. Develop a branded, user-friendly mobile app that provides a straightforward self-service experience tailored to your customers' needs. Keep users informed with timely notifications about support cases, renewals, and orders while also suggesting related products and services to boost cross-selling opportunities and revenue growth. This comprehensive approach not only strengthens customer engagement but also fosters loyalty and satisfaction.
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
Amazon Seller Central
Autotask PSA
ChatGPT
Cisco CX Cloud
Device42
Facebook Ads
Freshdesk
GfK Etilize
HubSpot CRM
Integrations
Active Directory
Amazon Seller Central
Autotask PSA
ChatGPT
Cisco CX Cloud
Device42
Facebook Ads
Freshdesk
GfK Etilize
HubSpot CRM
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
MobileForce Software
Country
United States
Website
www.mobileforcesoftware.com
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
Channel Management
Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller 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
