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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

E-Track is a comprehensive customer service software tailored for small and medium enterprises as well as agencies, facilitating the management of trouble tickets from inception to resolution while optimizing resource usage. This integrated solution operates seamlessly on both web and LAN platforms and delivers a holistic approach to customer service. Featuring a robust online interface, E-Track encompasses a variety of functionalities, including alerts and escalation protocols, appointment scheduling, and an extensive knowledge base, all conveniently accessible in one centralized location. By streamlining these processes, E-Track significantly enhances operational efficiency and 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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AnyDesk
Autotask PSA
Azure AI Translator
ChatGPT
Cisco CX Cloud
Facebook Ads
GfK Etilize
Microsoft Dynamics 365 Business Central
Microsoft Intune
Okta
OpenAI
QuickBooks Online
Trustpilot
Twilio
WhatsApp
WordPress
X (Twitter)
Zapier
Zoom
bvoip

Integrations

AnyDesk
Autotask PSA
Azure AI Translator
ChatGPT
Cisco CX Cloud
Facebook Ads
GfK Etilize
Microsoft Dynamics 365 Business Central
Microsoft Intune
Okta
OpenAI
QuickBooks Online
Trustpilot
Twilio
WhatsApp
WordPress
X (Twitter)
Zapier
Zoom
bvoip

Pricing Details

No price information available.
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

AdvanTec Information Systems

Founded

1998

Country

United States

Website

www.advantecis.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

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

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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