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Average Ratings 0 Ratings

Total
ease
features
design
support

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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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

3CX No 
Amazon Seller Central No 
Autotask PSA No 
Azure AI Translator No 
Device42 No 
Forethought No 
Instagram No 
Instagram Ads No 
Jira No 
Microsoft Intune No 
Microsoft System Center Operations Manager (SCOM) No 
Microsoft Teams No 
Okta No 
OpenAI No 
Prometheus No 
QuickBooks Online No 
Splunk Cloud Platform No 
WordPress No 
X (Twitter) No 
Zapier No 

Integrations

3CX Yes 
Amazon Seller Central Yes 
Autotask PSA Yes 
Azure AI Translator Yes 
Device42 Yes 
Forethought Yes 
Instagram Yes 
Instagram Ads Yes 
Jira Yes 
Microsoft Intune Yes 
Microsoft System Center Operations Manager (SCOM) Yes 
Microsoft Teams Yes 
Okta Yes 
OpenAI Yes 
Prometheus Yes 
QuickBooks Online Yes 
Splunk Cloud Platform Yes 
WordPress Yes 
X (Twitter) Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Free Trial No 
Free Version No 

Deployment

Web-Based No 
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 No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

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 Yes 
Appointment Management Yes 
Call Center Management No 
Email Management No 
Knowledge Base Yes 
Live Chat No 
Performance Metrics No 
Queue Management No 
Self Service Portal No 
Social Media Integration No 
Surveys & Feedback No 
Virtual Assistant No 
Workflow Management Yes 

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 

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