Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
QuickBooks Online
3CX
Amazon Web Services (AWS)
ChatGPT
Device42
Facebook Ads
Forethought
HubSpot CRM
Microsoft 365
Microsoft Excel
Integrations
QuickBooks Online
3CX
Amazon Web Services (AWS)
ChatGPT
Device42
Facebook Ads
Forethought
HubSpot CRM
Microsoft 365
Microsoft Excel
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
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