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Average Ratings 0 Ratings
Description
The HALO Software System delivers unparalleled value for your investment, making it the leading choice in today's market. It provides tailored solutions for agencies of all sizes, whether small, medium, or large. Offering a comprehensive array of Health Care Services—including Home Care, Day Care, Behavioral Counseling, Life Skill Training, Residential, and Hospice Care—HALO ensures an immediate return on investment and significant cost savings. By evaluating its features, you will understand why HALO is the optimal software choice for agencies aiming to expand and remain competitive in the evolving Home Healthcare Industry. Dive into the available options and discover how HALO stands out as the premier Home Health Care solution, designed to help you save money, reduce workload, and foster business growth. With various purchasing plans tailored to fit your financial needs, HALO makes it easier than ever to equip your agency for success in this dynamic field. Explore the links to fully grasp the transformative potential of the HALO Software System.
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
3CX
Azure AI Translator
ChatGPT
Cisco CX Cloud
Device42
Facebook Messenger
GfK Etilize
Google
HaloITSM
HubSpot CRM
Integrations
3CX
Azure AI Translator
ChatGPT
Cisco CX Cloud
Device42
Facebook Messenger
GfK Etilize
Google
HaloITSM
HubSpot CRM
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
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
Homecare Systems
Founded
1996
Country
United States
Website
www.homecaresystems.net
Vendor Details
Company Name
HaloCSM
Country
United Kingdom
Website
www.usehalo.com
Product Features
Home Health Care
Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting
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