Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Businesses that excel in providing an omnichannel experience manage to keep 89% of their clientele. Engage in real-time dialogues with customers where they are most comfortable to enhance their journey, ultimately leading to better brand perception and higher retention rates. Remarkably, 99% of consumers tend to stay loyal when their issues are addressed on the first attempt. Equip your representatives with a Unified Agent Workspace along with effective tools to revolutionize the customer experience. Agents can see customers' intentions even while they are still typing, which allows for quicker assistance. A collection of pre-set responses to frequently asked questions significantly reduces the time agents spend on each inquiry. Additionally, agents can add notes during conversations for future reference. Organize discussions with multiple tags for easy retrieval later and wrap up efficiently with quick summary calls. Ensuring that no customer is left waiting is crucial. Continue to generate leads, whether your agents are actively online or not. Enhance conversion rates by making past interaction details visible on a single screen, streamlining the process even further. This comprehensive approach ensures a seamless experience for both your agents and customers.
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
Integrations
Facebook
Yes
Salesforce
Yes
ServiceNow
Yes
WhatsApp
Yes
X (Twitter)
Yes
Amazon Seller Central
No
Autotask PSA
No
Azure AI Translator
No
Cisco AnyConnect
Yes
ConnectWise Automate
No
Integrations
Facebook
Yes
Salesforce
Yes
ServiceNow
Yes
WhatsApp
Yes
X (Twitter)
Yes
Amazon Seller Central
Yes
Autotask PSA
Yes
Azure AI Translator
Yes
Cisco AnyConnect
No
ConnectWise Automate
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
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
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
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
NovelVox
Founded
2008
Country
United States
Website
www.cxinfinity.com/features/
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
Conversational AI
Code-free Development
No
Contextual Guidance
No
For Developers
No
Intent Recognition
No
Multi-Languages
No
Omni-Channel
No
On-Screen Chats
No
Pre-configured Bot
No
Reusable Components
No
Sentiment Analysis
No
Speech Recognition
No
Speech Synthesis
No
Virtual Assistant
No
Customer Communications Management
Batch Communications
No
Chat / Messaging
No
Content Management
No
Email Distribution
No
Interactive Content
No
Multi-Channel Communications
No
On-Demand Communications
No
Personalization
No
Print Management
No
Template Management
No
Video Content
No
Customer Service
Alerts / Escalation
No
Appointment Management
No
Call Center Management
No
Email Management
No
Knowledge Base
No
Live Chat
No
Performance Metrics
No
Queue Management
No
Self Service Portal
No
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
No
Live Chat
Canned Responses
No
Customizable Branding
No
Geo Targeting
No
Offline Form
No
Proactive Chat
No
Screen Sharing
No
Third Party Integration
No
Transfers / Routing
No
Website Visitor Tracking
No
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