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Description
Document360 is a smart Knowledge base platform. With powerful AI features and advanced tools, it helps businesses create, manage, and share high-quality documentation for diverse use cases.
Use Cases
Knowledge Base for Customers and Teams
Create a centralized knowledge hub with AI-powered search and auto-tagging to ensure quick answers and improved team productivity. Analytics help identify gaps and optimize content.
IT Documentation (Including API Docs)
Streamline technical documentation with markdown support, version control, and features for developers like code snippet embedding. AI ensures content is always accurate and relevant.
Standard Operating Procedures (SOPs)
Maintain consistent processes across teams with a central repository for SOPs. AI-driven categorization and content suggestions make creation and updates simple.
User Manuals
Design professional manuals with customization options, AI summarization, and localization tools to cater to diverse user needs.
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
Integrations
Freshdesk
Microsoft Teams
Slack
ConnectWise Automate
Facebook
Facebook Ads
Forethought
HaloITSM
HelpHub
HubSpot CRM
Integrations
Freshdesk
Microsoft Teams
Slack
ConnectWise Automate
Facebook
Facebook Ads
Forethought
HaloITSM
HelpHub
HubSpot CRM
Pricing Details
contact us
Free Trial
Free Version
Pricing Details
£59 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
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
Kovai
Founded
2011
Country
United Kingdom
Website
document360.com
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Help Authoring Tools
Collaboration Tools
Content Library
Drag & Drop Editing
Image Library
Import HTML / Word
Multi-Format Output
Offline Editing
Preview Output
Screenshot Tool
Search
Templates
Text Editor / Word Processor
Translation Tools
Version Control
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Software Documentation
Access Roles / User Permissions
Automatic Documentation Generation
Collaboration Tools
Docs Web Hosting
Feedback Capture
Markdown Support
Multiple Formats Support
Multiple Versions Support
Version Control
WYSIWIG Editor
Webhooks
reStructured Text Support
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
