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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Capacity, powered by artificial Intelligence, is the first Work Automation Platform in the world. It automates support for customers and employees. Capacity AI continually learns from your organization and the interactions within your company to automate your helpdesk processes and decisions in real-time. Key Benefits: Reduce costs and increase revenue. A new helpdesk allows you to easily move from tier-0 support to tier-1, reducing the time and money spent answering repetitive queries. Employee engagement can be increased Employees are overwhelmed by emails, phone calls and tickets. Give your team instant access to centralized knowledge so that your support team can concentrate on strategic goals or tasks that require higher-level thinking. Customer satisfaction can be improved Customers have many questions. Customers have many questions. Give them the experience they want with instant answers 24 hours a day.

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

Screenshots View All

Integrations

Jira
Salesforce
ServiceNow
3CX
Active Directory
AnyDesk
Facebook
Freshdesk
GfK Etilize
Google Drive
HubSpot Marketing Hub
Jira Work Management
Mattermost
Microsoft Dynamics 365
Microsoft System Center Operations Manager (SCOM)
PagerDuty
Prometheus
QuickBooks Online
RingCentral RingCX
bvoip

Integrations

Jira
Salesforce
ServiceNow
3CX
Active Directory
AnyDesk
Facebook
Freshdesk
GfK Etilize
Google Drive
HubSpot Marketing Hub
Jira Work Management
Mattermost
Microsoft Dynamics 365
Microsoft System Center Operations Manager (SCOM)
PagerDuty
Prometheus
QuickBooks Online
RingCentral RingCX
bvoip

Pricing Details

Subscription pricing model
Free Trial
Free Version

Pricing Details

£59 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

Capacity

Founded

2017

Country

United States

Website

capacity.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Artificial Intelligence

Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)

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

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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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