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Average Ratings 0 Ratings

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support

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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 

Screenshots View All

Screenshots View All

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 
HubSpot CRM No 
HubSpot Customer Platform No 
Instagram No 
Instagram Ads No 
Meta Ads No 
Oracle Cloud Infrastructure Yes 
Sherweb No 
Splunk Cloud Platform No 
TeamViewer No 
Zendesk Yes 

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 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Instagram Yes 
Instagram Ads Yes 
Meta Ads Yes 
Oracle Cloud Infrastructure No 
Sherweb Yes 
Splunk Cloud Platform Yes 
TeamViewer Yes 
Zendesk No 

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
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 

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