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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CalicoDesk is a customer support and help desk platform enhanced by artificial intelligence, aimed at assisting businesses in overseeing customer interactions, support inquiries, and service processes within a unified workspace. This platform integrates various features such as AI-driven agents, live chat functionalities, ticketing systems, automation tools, a knowledge base, help center capabilities, customer management systems, pre-saved responses, marketing campaigns, team collaboration features, and analytical tools for support. Through CalicoDesk, companies can streamline the handling of repetitive customer questions, engage with site visitors in real time, categorize support inquiries into manageable tickets, develop self-service knowledge resources, and ensure smooth transitions between AI agents and human support representatives whenever personalized help is necessary. Ultimately, this comprehensive approach not only enhances efficiency but also improves the overall customer experience, making it easier for businesses to meet the needs of their clients.

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

Screenshots View All

No images available

Screenshots View All

Integrations

Autotask PSA
ConnectWise Automate
Facebook
Forethought
GfK Etilize
HaloITSM
HubSpot CRM
Instagram
Instagram Ads
Jira
Lansweeper
Microsoft 365
Microsoft Intune
PagerDuty
QuickBooks Online
Salesforce
Twilio
X (Twitter)
Zapier
bvoip

Integrations

Autotask PSA
ConnectWise Automate
Facebook
Forethought
GfK Etilize
HaloITSM
HubSpot CRM
Instagram
Instagram Ads
Jira
Lansweeper
Microsoft 365
Microsoft Intune
PagerDuty
QuickBooks Online
Salesforce
Twilio
X (Twitter)
Zapier
bvoip

Pricing Details

$19
Free Trial
Free Version

Pricing Details

£40 per user per month
All inclusive - no tiered options.
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

CalicoDesk

Founded

2025

Website

calicodesk.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket 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

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