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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Halo serves as a tenancy platform that connects with over 20 leading suppliers, enhancing the entire lettings lifecycle through a fully digital, revenue-focused, and seamless experience. Say goodbye to the complexities of renting by utilizing the sleek and user-friendly mobile tools that today's tenants desire. By integrating the HaloOS tenancy platform with your existing property management system, you can streamline administrative tasks, automate compliance processes, and expedite deal closures. Features include real-time reference status updates, automated creation of tenancy agreements, and a managed marketplace for tenant services, all while ensuring compliance with the latest regulations. Additionally, a centralized hub for all communications is on the horizon. Halo acts as a comprehensive front-end business solution, allowing agents to focus on generating revenue rather than being bogged down by distractions. Revamp your lettings operation, consolidate your service providers, gain valuable business insights, and significantly reduce errors. With Halo, transforming your business into a more profitable venture has never been easier. Take the first step towards efficiency and success in your property management today.

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
Active Directory
ChatGPT
Forethought
Freshdesk
Google
HubSpot CRM
HubSpot Customer Platform
Instagram Ads
Lansweeper
Mattermost
Microsoft Teams
QuickBooks Online
Salesforce
ServiceNow
Slack
TeamViewer
Zapier
bvoip
reCAPTCHA

Integrations

3CX
Active Directory
ChatGPT
Forethought
Freshdesk
Google
HubSpot CRM
HubSpot Customer Platform
Instagram Ads
Lansweeper
Mattermost
Microsoft Teams
QuickBooks Online
Salesforce
ServiceNow
Slack
TeamViewer
Zapier
bvoip
reCAPTCHA

Pricing Details

$50 per month
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.rent

Founded

2018

Country

United Kingdom

Website

www.halo.rent/

Vendor Details

Company Name

HaloCSM

Country

United Kingdom

Website

www.usehalo.com

Product Features

Rental Property Management

Credit Check
Expense Management
Online Payments
Owner Portal
Tax Management
Tenant Management
Tenant Portal
Tenant Screening
Vacancy Tracking
Website 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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