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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A unified platform designed for role-based collaboration effectively merges scheduling, team management, and communication, all while being cost-efficient. This cloud-hosted solution enhances patient care by minimizing clinician fatigue and reducing disruptive interruptions. It broadens the referral network through a community platform that fosters shared communication and scheduling among health systems and their affiliated organizations. By delivering critical information to the appropriate person, role, or team in real time, the Halo Clinical Collaboration Platform acts as a central hub for time-sensitive data. This streamlined approach to role-based communication greatly accelerates care team coordination and boosts clinician productivity. The Halo Platform is adaptable, accommodating health systems or hospitals of any size. Incorporating features such as secure messaging and on-call scheduling, this integrated platform further drives down expenses. With its user-friendly design, the Halo Platform ensures ease of use and maintenance, ultimately supporting healthcare providers in delivering timely and effective patient care.

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

QuickBooks Online
3CX
Amazon Web Services (AWS)
ChatGPT
Device42
Facebook Ads
Forethought
HubSpot CRM
Microsoft 365
Microsoft Excel
Microsoft Intune
NetSuite
OpenAI
PagerDuty
Shopify
Slack
Splunk Cloud Platform
Twilio
Zapier

Integrations

QuickBooks Online
3CX
Amazon Web Services (AWS)
ChatGPT
Device42
Facebook Ads
Forethought
HubSpot CRM
Microsoft 365
Microsoft Excel
Microsoft Intune
NetSuite
OpenAI
PagerDuty
Shopify
Slack
Splunk Cloud Platform
Twilio
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

Halo Health

Founded

2010

Country

United States

Website

halohealth.com

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Patient Engagement

Appointment Scheduling
Care Planning
Collaboration
Messaging
Mobile Access
Patient Education
Patient Portal
Personal Health Record
Progress Tracking
Self Management

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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