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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Introducing a remarkably swift neural engine designed for the future of customer support and software development. This innovative solution harnesses the capabilities of LLMs and advanced analytics to transform your engagement with customers. It features automated routing, collaboration, and triaging mechanisms that address customer needs instantly. Enhance your support team’s efficiency and minimize incoming inquiries using cutting-edge AI technology. Additionally, it bridges development teams with customer experiences to ensure their impact is felt across the board. By effectively triaging customer feedback, you’ll receive actionable insights for product improvements. This collaborative environment fosters software development and customer support in unison. With features like live chat, ticket management, and engineering issue tracking all in one location, it streamlines communication and problem resolution. Tailor your platform to meet specific requirements through customizable objects, views, and additional options. Expand your capabilities using APIs and webhooks, enabling you to build, test, deploy, and release your own automated solutions. You’ll have the ability to map work, customer interactions, and product data seamlessly within a single system. This modern infrastructure supports cloud-native scalability, accommodating millions of users efficiently. It delivers consumer-grade, real-time experiences through text, audio, and video formats while maintaining enterprise-level security and compliance standards. As a result, businesses can confidently engage with their customers while innovating and adapting to their needs in a dynamic market.

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

HubSpot CRM
HubSpot Customer Platform
Jira
Salesforce
Slack
AnyDesk
Azure AI Translator
ChatGPT
ConnectWise Automate
Device42
Lansweeper
Microsoft 365
Microsoft Dynamics 365 Business Central
PagerDuty
RingCentral RingCX
Shopify
Twilio
WhatsApp
Zapier
bvoip

Integrations

HubSpot CRM
HubSpot Customer Platform
Jira
Salesforce
Slack
AnyDesk
Azure AI Translator
ChatGPT
ConnectWise Automate
Device42
Lansweeper
Microsoft 365
Microsoft Dynamics 365 Business Central
PagerDuty
RingCentral RingCX
Shopify
Twilio
WhatsApp
Zapier
bvoip

Pricing Details

$9.99 per month
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

DevRev

Founded

2020

Country

United States

Website

devrev.ai/

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Chatbot

Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration

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

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

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Product Management

Collaboration
Feedback Collection
Idea Management
Milestone Tracking
Prioritization
Product Roadmapping
Release Management
Requirements Management
Resource Management
Workflow Management

Product Roadmap

Collaboration
Content Import / Export
Diagramming
Drag & Drop
Feature Management
Milestone Tracking
Prioritization
Requirements Management
Workflow 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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