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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

Integrations

3CX
Azure AI Translator
ChatGPT
Cisco CX Cloud
Device42
Facebook Messenger
GfK Etilize
Google
HaloITSM
HubSpot CRM
Instagram
Instagram Ads
Lansweeper
Meta Ads
Microsoft Teams
OpenAI
PagerDuty
ServiceNow
TeamViewer
Zapier

Integrations

3CX
Azure AI Translator
ChatGPT
Cisco CX Cloud
Device42
Facebook Messenger
GfK Etilize
Google
HaloITSM
HubSpot CRM
Instagram
Instagram Ads
Lansweeper
Meta Ads
Microsoft Teams
OpenAI
PagerDuty
ServiceNow
TeamViewer
Zapier

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

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

Alternatives

Home Health Centre Reviews

Home Health Centre

Data Soft Logic

Alternatives

Vallum Halo Manager Reviews

Vallum Halo Manager

Vallum Software
Synergy EMR Reviews

Synergy EMR

HealthCare Synergy
Fidelis Halo Reviews

Fidelis Halo

Fidelis Security
Home Care IT Reviews

Home Care IT

IT Resources
HaloPSA Reviews

HaloPSA

Halo Service Solutions