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Average Ratings 0 Ratings

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ease
features
design
support

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Description

HALO is an essential component of your operations, serving as a robust Business Management Platform (BMP) hosted in the cloud. This platform employs a strategic methodology to oversee every revenue-generating facet of your enterprise. With HALO at your disposal, you can effectively manage all aspects that contribute to your income, which encompasses your team of instructors, scheduling range time, organizing courses, handling rentals, managing memberships, and overseeing your apparel line. Additionally, it allows for customers to sign waivers and store them online for convenient access. The Business Manager facilitates the establishment of all pertinent social media accounts, enhancing your online presence. You can effortlessly run promotions through your website, supported by our marketing expertise. Furthermore, we will create and implement email campaigns directed at your entire mailing list, ensuring that your outreach is comprehensive. We take care of everything so that your representatives can focus on what truly matters, while we keep an eye on all the details and manage them efficiently. This way, you can concentrate on growing your business without being burdened by administrative tasks.

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

Active Directory
Autotask PSA
ChatGPT
Cisco CX Cloud
Device42
Facebook Messenger
Freshdesk
HaloITSM
HubSpot CRM
HubSpot Customer Platform
Lansweeper
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Teams
OpenAI
QuickBooks Online
Salesforce
ServiceNow
TeamViewer
WordPress

Integrations

Active Directory
Autotask PSA
ChatGPT
Cisco CX Cloud
Device42
Facebook Messenger
Freshdesk
HaloITSM
HubSpot CRM
HubSpot Customer Platform
Lansweeper
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Teams
OpenAI
QuickBooks Online
Salesforce
ServiceNow
TeamViewer
WordPress

Pricing Details

No price information available.
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

HALO Range Solutions

Country

United States

Website

www.halorangesolutions.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Firearms

ATF Compliance
Accounting / ERP
Analytics / Reporting
Audit Trail
Background Check
Barcode Scanning / Printing
CRM
Electronic 4473
Electronic Bound Book
FFL
For Shooting Instructors
For Shooting Ranges
Inventory Management
Point of Sale (POS)
Purchasing / Procurement
eCommerce / Online Sales
eZ Check Verification

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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