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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

In today's market, customers increasingly anticipate that businesses will offer self-service options as an integral part of their customer support. A core component of achieving a successful and satisfying self-service experience is the implementation of a robust knowledge management system (KMS). This system plays a crucial role in ensuring that the information available through self-service platforms is well-crafted, systematically arranged, and precisely tailored to meet the needs of users at the appropriate times, across various communication channels. When effectively optimized, a knowledge management system can significantly enhance the efficiency of self-service platforms, speed up the resolution of issues, and foster an enriching experience for customers. By leveraging data analytics, organizations can identify and rectify usability challenges, which in turn streamlines self-service workflows and enhances the overall customer journey. Additionally, shifting customer inquiries from immediate interactions to pertinent informational resources can drastically lower support costs, transforming substantial expenses into minimal ones. Ultimately, the integration of these strategies not only meets customer expectations but also positions organizations for long-term success.

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

AnyDesk No 
ChatGPT No 
Facebook Messenger No 
Forethought No 
GfK Etilize No 
Google No 
HubSpot Customer Platform No 
Instagram Ads No 
Lansweeper No 
Microsoft Dynamics 365 Business Central No 
Microsoft Intune No 
OpenAI No 
PagerDuty No 
QuickBooks Online No 
RingCentral RingCX No 
ServiceNow No 
Sherweb No 
Splunk Cloud Platform No 
Twilio No 
Zapier No 

Integrations

AnyDesk Yes 
ChatGPT Yes 
Facebook Messenger Yes 
Forethought Yes 
GfK Etilize Yes 
Google Yes 
HubSpot Customer Platform Yes 
Instagram Ads Yes 
Lansweeper Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Intune Yes 
OpenAI Yes 
PagerDuty Yes 
QuickBooks Online Yes 
RingCentral RingCX Yes 
ServiceNow Yes 
Sherweb Yes 
Splunk Cloud Platform Yes 
Twilio 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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Enghouse Interactive

Founded

1984

Country

United States

Website

enghouseinteractive.com/products/knowledge-management/

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base 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 

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