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Description
Crow Canyon’s Office 365 & SharePoint Service Desk offers a streamlined mechanism for handling requests from customers, clients, members, or partners. Clients enjoy rapid responses, while systematic tracking guarantees dependable follow-ups. Equip your agents and support personnel with a tool that adeptly captures, monitors, and oversees customer service inquiries. Agents have the capability to assign, manage, route, and resolve support cases across various channels, including phone, email, mobile devices, and the web. By automating case-tracking and email notifications, you can make sure that all parties are informed and that customers receive exceptional service. This comprehensive application not only enhances communication but also improves overall efficiency in managing support requests, ultimately leading to greater customer 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
No
API Access
Has API
Yes
Integrations
Microsoft 365
Yes
Microsoft Teams
Yes
AnyDesk
No
Autotask PSA
No
Cisco CX Cloud
No
Facebook Ads
No
Forethought
No
GfK Etilize
No
Microsoft SharePoint
Yes
Microsoft System Center Operations Manager (SCOM)
No
Integrations
Microsoft 365
Yes
Microsoft Teams
Yes
AnyDesk
Yes
Autotask PSA
Yes
Cisco CX Cloud
Yes
Facebook Ads
Yes
Forethought
Yes
GfK Etilize
Yes
Microsoft SharePoint
No
Microsoft System Center Operations Manager (SCOM)
Yes
Pricing Details
$2995 one-time payment
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
Yes
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)
No
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Crow Canyon Software
Founded
1999
Country
United States
Website
www.crowcanyon.com/sharepoint-applications/customer-support-software/
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
Customer Service
Alerts / Escalation
Yes
Appointment Management
Yes
Call Center Management
No
Email Management
No
Knowledge Base
Yes
Live Chat
No
Performance Metrics
Yes
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
Yes
Virtual Assistant
No
Workflow Management
No
Service Desk
CMDB
No
Change Management
No
IT Asset Management
No
Incident Management
No
Knowledge Base
No
Mobile Access
No
Procurement Management
No
Remote Control
No
SLA Management
No
Self Service Portal
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
